2023-2024 Board Handbook by Iowa State University Alumni Association

2023-2024 Board of Directors

H A NDBOOK

WHEN YOU’RE A CYCLONE, YOU’RE NEVER REALLY FAR FROM HOME. The Iowa State University Alumni Association strengthens the lifelong Iowa State adventure of Cyclones everywhere by COMMUNICATING, CONNECTING, and CELEBRATING Cyclone pride.

#CyclonesEverywhere

A MESSAGE FROM THE ISUAA BOARD CHAIR “Don’t be afraid of the space between your dreams and reality. If you dream it, you can make it so.” – Belva Davis ur Our quote this year comes from a CBS Sunday morning story about Belva Davis, a woman who broke barriers as a journalist and was the first black female TV reporter in the US. Here is her inspiring story. Belva’s story is one of many obstacles but also one of accomplishing many dreams despite what she faced. I think all of us have faced our own challenges throughout our life. Belva’s story challenges us to keep working towards achieving our dreams, despite the obstacles we face daily. The ISUAA, like many other nonprofits, also has obstacles it faces every day including future funding uncertainty, a limited pool of large donors, and a declining interest in joining membership associations. We need to continue dreaming big to conquer these obstacles. If our dreams are not our reality now, if we dream it (as Belva says), we can make it so. Throughout the last year, as Iowa State University developed and completed its strategic plan, your Alumni Association has been utilizing the pillars established in that plan to guide our own strategic-planning efforts. The three pillars from the university’s strategic plan that the Alumni Association will focus its efforts on for the next five years include Innovative Solutions, Community Engagement, and Knowledge and Discovery. Our board work this year will be largely centered on being innovative in bringing long-term financial stability and organizational health to the ISUAA while focusing on diversity, equity, and inclusion in all efforts. This will ensure the ISUAA can continue to fulfill its mission to facilitate the lifetime connection of alumni, students, and friends with Iowa State University and each other. We are building on the work done by previous ISUAA leaders including former board chair Tim Quick who urged us to be mindful of the legacy we want to leave to the next generation and immediate past chair Marc Mores who challenged us to always shoot for both the stars and the moon. This work cannot be accomplished alone; it is a team effort. Will you help us pursue innovative solutions so that the ISUAA can continue to connect alumni across the globe with Iowa State University and each other? Let’s cast our fears aside and work to bring our reality as close as possible to our dreams for the ISUAA. Loyal and forever true,

Cathy McCall Schmidt 2023-24 Chair, ISUAA Board of Directors

CONTENTS ISUAA Vision, Mission, Culture & Diversity Statements, Strategic Value Proposition, & Guiding Principles...........5 ISUAA Strategic Plan 2023-2028.......................................6 FY24 ISUAA Board Goals..................................................7 Articles of Incorporation...................................................9

Board Associates.............................................................. 78 Guidelines for Board Approval of Staff Proposals........... 79 Process for Board Approval of Proposals........................80 ISUAA Board Committee Chair Checklist...................... 81

Affiliated Organizations The Circle..................................................................34 The Leadership Guild...............................................36 Former Board Associates..........................................39 Stanton Memorial Carillon Foundation.................... 42

Operational Committees Audit.........................................................................82 CEO Evaluation.........................................................86 Diversity, Equity, and Inclusion...............................86 Executive...................................................................87 Finance......................................................................87 Governance...............................................................88 Officers Nominating .................................................89 Programmatic Committees Awards Review & Selection......................................90 Columnarium Development and Alumni Center Enhancement Committee.................................... 91 Membership..............................................................92

Constituent Information & Demographics.....................44

Task Force........................................................................93

BOARD INFORMATION

Council Appointments.....................................................94

Board of Directors Term Expirations......................................................54 FY24 Officers............................................................ 55 FY24 Elected Directors.............................................58 FY24 Appointed & Designated Directors.................68

Board Policies—General Advertising Policy.....................................................95 Anti-discrimination Policy.......................................95 Attendance Policy.....................................................95 Board Committee Policy...........................................96 Business Membership Policy....................................96 Confidentiality Policy...............................................96 Conflict of Interest Policy.........................................97 Consent Agenda Policy.............................................99 Discount Program Policy..........................................99 Document Retention Policy......................................99 Ethics Policy..............................................................99 Executive Sessions.................................................. 100 Grievance Policy..................................................... 101 Harassment Policy.................................................. 101 Media Policy............................................................ 102 Nepotism Policy...................................................... 102 Removal of ISUAA Board Directors Policy............. 102 Risk Management Policy......................................... 103 Sponsorship Policy.................................................. 103 Spouse Reimbursement Policy................................ 104 Talbot Endowed ISUAA President and CEO Succession Plan.................................................. 104

Bylaws..............................................................................12 Parliamentary Procedure Tips......................................... 18 History of the ISU Alumni Association...........................20 Memorandum of Agreement: ISUAA & ISU...................... 23 ISU Foundation Joinder of Service Agreement.................. 32

Board Officers’ Job Descriptions Chair......................................................................... 70 Chair-elect................................................................. 70 Chief Executive......................................................... 70 Immediate Past Chair...............................................72 Treasurer...................................................................72 Vice Chair of Records...............................................72 Vice Chair of Finance...............................................73 Board Directors’ Job Description.....................................73 Committees and Task Force At-a-Glance......................... 76 Liaisons At-a-Glance........................................................ 76 Committee Chair Definition & Responsibilities.............77 Task Force Definition.......................................................77 Liaison Definition............................................................77 Liaison Descriptions........................................................77

Whistleblower Policy..................................................... 105 Board Policies—Financial Bonding Policy........................................................ 107 Borrowing of Funds Policy..................................... 107 Budget Surplus Policy............................................. 107 Expenditure Policy.................................................. 107 Expense Reimbursement Policy............................. 107 Form 990 Review Policy......................................... 107 Fundraising Policy.................................................. 108 Investment Policy.................................................... 108 ISU Alumni Center Facility Long-Term Maintenance Fund Policy.................................. 109 Life Members Funds Policy..................................... 109 Operating Reserve Policy........................................ 110 Working Capital Deficit Policy............................... 111 Board Policies—ISU Alumni Center Arts & Artifacts Collection Policy......................... 111 Rental Policies & Procedures................................. 112 Weddings/Wedding Receptions Policy................... 117 IMPORTANT INFORMATION ISUAA Programs & Services......................................... 121 ISUAA Major Metropolitan Cities..................................122 ISUAA FY24 Contracted Services..................................122 ISUAA Staff Leadership Team.....................................................123 Staff......................................................................... 124 ISUAA Organizational Chart......................................... 131 ISUAA FY24 Operating Budget...................................... 133 2023-2024 ISU Tuition and Fees.................................... 135

ISUAA VISION, MISSION, CULTURE STATEMENT, DIVERSITY STATEMENT, STRATEGIC VALUE PROPOSITION, & GUIDING PRINCIPLES VISION To be the best alumni association in the U.S. at engaging diverse partners to help showcase how Iowa State University and Cyclones everywhere are making communities, Iowa, and the world a better place. Updated Vision statement adopted by the ISU Alumni Association Board of Directors on Oct. 20, 2000 and amended Oct. 12, 2020.

MISSION To facilitate the lifetime connection of alumni, students, and friends with Iowa State University and each other. Updated Mission statement adopted by the ISU Alumni Association Board of Directors on Oct. 20, 2000 and amended Oct.5, 2011.

CULTURE STATEMENT We are the Iowa State University Alumni Association who serve Cyclones everywhere. We are a caring family who work and has fun together. We support a flexible office environment and a healthy work/life balance. We communicate openly, respect one another’s opinions, support each other’s work, celebrate our successes and trust each other to be kind and honest. We are filled with Cyclone spirit! Adopted by the ISU Alumni Association Board of Directors on May 29, 2015 and amended Feb. 9, 2018.

DIVERSITY STATEMENT The ISUAA values diversity and inclusion. The ISUAA welcomes all, recognizes and values differences, and seeks a variety of perspectives in all it does. In order to facilitate a lifetime connection, the ISUAA will strengthen its efforts to be as diverse and inclusive as possible to ensure the full opportunity for participation by all alumni, students, and friends. Furthermore, the ISUAA supports Iowa State University’s efforts to enhance and cultivate the ISU experience where faculty, staff, students and visitors’ are safe and feel welcomed, supported, included and valued by the university and each other.

Adopted by the ISU Alumni Association Board of Directors on Feb. 9, 2018 and amended Nov. 3, 2022.

STRATEGIC VALUE PROPOSITION The Iowa State University Alumni Association strengthens your lifelong Iowa State adventure by communicating, connecting, and celebrating your Cyclone pride. Adopted by the ISU Alumni Association Board of Directors on Jan. 5, 2015.

GUIDING PRINCIPLES • Collaborative We work well as a team and across ISUAA teams; we partner with others on and off campus.

• Creative We are innovative, solutions-focused, resourceful, and adaptable.

• Inclusive We value diversity in people, thoughts, and opinions.

• Passionate We go above and beyond what is expected of us; we possess an infectious excitement for alumni relations and for Iowa State University.

• Service-minded We are helpful, friendly, and engaging; we focus on serving alumni, students, ISU friends, visitors, and each other; we exceed customer expectations; we build strong and lasting relationships.

• Trustworthy We are committed to high standards, fairness, and integrity. Guiding Principles adopted by the ISU Alumni Association Board of Directors on Oct. 5, 2012. Amended on Feb. 9, 2018 and May 20, 2022.

ISUAA STRATEGIC PLAN 2023-2028 ELEVATING THE EXCELLENCE OF IOWA STATE AND IOWA STATERS These pillars, which align with three of the four* ISU Strategic Plan Pillars, encompass ISUAA’s key themes of focus and strategic priorities for future excellence. Aspirational “to be” statements guide our work toward future success. *The university pillar for Educational Experience was intentionally integrated into other pillars that are meaningful to the alumni association’s mission.

INNOVATIVE SOLUTIONS TO BE innovative in bringing long-term financial stability and organizational health to the ISUAA. 1.1 Focus on diversified revenue streams, business partnerships, endowments and innovative solutions** 1.2 Explore future enhancements to the Alumni Center and hillside footprint with a focus on revenue and engagement 1.3 Ensure a sustainable future membership model, with membership dues covering 21% of ISUAA expenses 1.4 Invest in organizational leadership, development, and succession planning *Guidelines for revenue buckets: Membership Revenue: 21% Events and Constituent Programs: 12% Sponsorship, sales, advertising, travel: 14% Affinity program royalties: 11% Contributions: 11% University Support: 18%

KNOWLEDGE AND DISCOVERY TO BE an advocate that showcases the value of the degrees of Iowa State graduates by sharing the transformational stories of research, knowledge, discovery and achievements of Iowa State’s faculty and staff, students, alumni, and friends. 3.1 Optimize marketing communication channels and platforms by audience 3.2 Expand and increase opportunities for lifelong learning by life stage** ***Life stages (as recommended in 2018 by Flynn Wright): Young Alumni 18-34 Middle-Aged/Family Alumni 35-54 Alumni 55+ Underlying principles that guide our work reflect the aspirations of Iowa State’s “to be” statements. • Enhance the ISU student experience. • Create opportunities to forge new frontiers. • Be a trusted partner for proactive and innovate solutions. • Foster lifelong learning. • Cultivate a diverse, equitable, and inclusive environment through programs and events • Ensure a return on inspiration.

Investment Activity: 13%

COMMUNITY ENGAGEMENT TO BE a trusted, collaborative partner in engaging Cyclones everywhere to celebrate the impact Iowa State University and its alumni, students and friends have in their communities and on the world. 2.1 Enhance student-centric programs and partnerships 2.2 Provide meaningful volunteer engagement as part of alumni communities 2.3 Focus on diversity, equity and inclusion in all efforts

FY24 ISUAA BOARD GOALS

•

Ensure FY24 membership dues income equals 21% of FY24 budgeted expenses by June 30, 2024, and ISUAA’s existing strategic value proposition is strengthened by November 2, 2023.

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Develop a plan that details how board directors will support fundraising alongside our new Foundation development director by January 15, 2024, and implement the plan by March 17, 2024.

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Identify at least one new program, or a set of programs or program enhancements, to produce at least $40,000 of new annual revenue by June 30, 2024.

•

Solidify, with input from President Wintersteen, plans related to the development of the columbarium project and enhancements to the ISU Alumni Center and hillside footprint by June 30, 2024.

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Implement diversity leadership training by November 2, 2023, and ensure a divers board is slated by May 2024.

ARTICLES OF INCORPORATION THIRD AMENDED AND RESTATED ARTICLES OF INCORPORATION OF THE IOWA STATE UNIVERSITY ALUMNI ASSOCIATION TO THE SECRETARY OF STATE OF IOWA: Pursuant to the provisions of Iowa Code Chapter 504 the undersigned corporation adopts the following Third Amended and Restated Articles of Incorporation:

ARTICLE I NAME The name of the corporation is Iowa State University Alumni Association. The effective date of its incorporation was the 15th day of Jun., 1932. Its original name was Iowa State College Alumni Association.

ARTICLE II PURPOSES AND OBJECTS This corporation shall be operated exclusively for charitable and educational purposes and shall have all of the powers available to nonprofit corporations under the laws of the State of Iowa to pursue such purposes, which include: 1. Promoting the interest and welfare of Iowa State University and of its alumni, students, and friends and engage members in recreational activities; and 2. Establishing and maintaining any trust or other funds the Board of Directors deems appropriate to meet its charitable and educational purposes.

ARTICLE III DURATION This corporation shall have a perpetual duration unless sooner dissolved.

ARTICLE IV 9

MEMBERS Membership of this corporation shall be divided into the following classes: a. Annual members: Any graduate, former student, current student, or friend of Iowa State University may become an annual member of the corporation upon payment of annual dues in an amount set forth in the bylaws or determined by the Board of Directors of the corporation, and such membership shall continue so long as annual dues in such amounts determined continue to be paid.

b. Annual business members: Any business unit/identity may become an annual member of the corporation upon payment of annual dues in an amount set forth in the bylaws or determined by the Board of Directors of the corporation, and such membership shall continue so long as annual dues in such amounts determined continue to be paid. c. Life members: Any graduate, former student, current student, or friend of Iowa State University may become a life member of the corporation upon payment of such amount as is set forth in the bylaws or determined by the Board of Directors of the corporation to be the life membership dues. d. Installment life members: Any graduate, former student, current student, or friend of Iowa State University may become a voting installment life member of the corporation upon payment of such amount set forth in the bylaws or determined by the Board of Directors of the corporation to be the installment life membership dues. e. “Honorary” life members: Any person, other than an alumnus or alumna, who has rendered distinguished service to Iowa State University may be selected by the Board of Directors of the corporation as an “honorary” life member of the corporation and shall not be required to pay dues. f. “Complimentary” life members: Two classes of complimentary life members shall exist: (i) any alumnus or alumna from 1968 through 2004 who received the Wallace E. Barron Award; and (ii) any alumnus or alumna, other than those persons described in subsection (i), who has rendered distinguished service to Iowa State University as selected by the Board of Directors. No “complimentary” life member shall be required to pay dues. g. Voting: All members described in subsections (a), (b), (c), (d), and (f)(i) in this article with active status in the member’s record in the Iowa State University Foundation/ Alumni Association constituents system may vote.

ARTICLE V INDEMNIFICATION 1. A director, officer, employee, or other volunteer of the corporation is not liable on the corporation’s debt or obligations and a director, officer, or other volunteer is

not personally liable in that capacity, for a claim based upon an act or omission of the person performed in the discharge of the person’s duties, except for a breach of the duty of loyalty to the corporation, for acts or omissions

in the right of the corporation, or against expenses in any such case where such director, officer, employee, or other volunteer shall be adjudged liable to the corporation.

not in good faith or which involve intentional misconduct or knowing violation of the law, or for a transaction from which the person derives an improper personal benefit. If this limitation of liability is too broad, then the above provisions shall be enforced to the fullest extent as provided by law. If Iowa law is hereafter changed to permit further eliminating or limitation of the liability of directors, officers, employees, or other volunteers for monetary damages to the corporation, then the liability of such director, officer, employee, corporate member, or other volunteer of this corporation shall be eliminated or limited to the fullest extent then permitted. The directors, officers, employees, or other volunteers of this corporation have agreed to serve in their respective capacities in reliance upon the provisions of this article.

NO PRIVATE INUREMENT

2. This corporation shall indemnify directors, officers, employees, or other volunteers of this corporation, and each director, officer, or other volunteer of this corporation who is serving or who has served, at the request of this corporation, as a director, officer, partner, trustee, employee or agent of another corporation, partnership, joint venture, trust, other enterprise, or employee benefit plan to the fullest extent possible against expenses, including attorneys’ fees, judgments, penalties, fines, settlements, and reasonable expenses actually incurred by such director, officer, employee, or other volunteer relating to such person’s conduct as a director, officer, employee, or other volunteer of this corporation or as a director, officer, partner, trustee, employee or agent of another corporation, partnership, joint venture, trust, other enterprise or employee benefit plan, except that the mandatory indemnification required by this sentence shall not apply (i) to a breach of such director’s, officer’s, employee’s, or other volunteer’s duty of loyalty to the corporation, (ii) for act or omissions not in good faith or which involve intentional misconduct or knowing violation of the law, (iii) for a transaction from which such director, officer, employee, or other volunteer derived an improper personal benefit or against judgments, penalties, fines, and settlements arising from any proceeding by or

ARTICLE VI No part of the net earnings of the corporation shall inure to the benefit of or be distributable to any private individual, but the corporation shall be authorized and empowered to pay reasonable compensation for services rendered and to make payments and distributions in furtherance of the purposes set forth in Article II hereof. It is intended that this corporation shall have and continue to have the status of a corporation which is exempt from federal income taxation under Section 501(c)(3) of the Internal Revenue Code of 1986 and which is other than a private foundation as defined in Section 509 of the Internal Revenue Code of 1986, and these articles shall be construed accordingly, and all powers and activities hereunder shall be limited accordingly.

ARTICLE VII INTERNAL REVENUE LAWS Any reference in these articles to a section of the Internal Revenue Code shall be interpreted to include reference to the corresponding provisions of any applicable future Internal Revenue law.

ARTICLE VIII DISSOLUTION Upon the dissolution of the corporation, the Board of Directors shall, after paying or making provision for the payment of all the liabilities of the corporation, distribute all assets of the corporation exclusively for the purposes of the corporation set forth in Article II hereof to Iowa State University to the extent that Iowa State University accepts such assets, provided, that, at the time of such distribution, Iowa State University is a qualified organization as hereinafter defined. To the extent that Iowa State University does not accept such assets, the remaining assets of the corporation shall be distributed exclusively for the purpose of the corporation set forth in Article II hereof in such manner or to such qualified organization or organizations as the Board of Directors shall determine. Any of the assets not so distributed shall be distributed by the district court of the county in which the principal office of the corporation

ARTICLES OF INCORPORATION CONTINUED is then located, exclusively for the aforesaid purposes of the corporation or to such qualified organization or organizations as said court shall determine. An organization is a “qualified organization” only if, at the time of receiving such assets, it is operated exclusively for the purposes described in Section 170(c)(2)(B) of the Internal Revenue Code of 1986, is or is treated as an organization described in Section 501(c)(3) of the Internal Revenue Code of 1986 and agrees to apply and devote such assets for the aforesaid purposes of the corporation.

ARTICLE IX ACKNOWLEDGMENT These Third Amended and Restated Articles of Incorporation (i) consolidate the original Articles of Incorporation and all amendments into this document and set forth the provisions of the Articles of Incorporation of the corporation

as heretofore and hereby amended; (ii) were duly approved by the Board of Directors of the corporation on May 29, 2009; and (iii) were duly approved by the members of the corporation on May 15, 2020 in the manner required by the Iowa Code Chapter 504. Adopted by the ISU Alumni Association Board of Directors on May 13, 2006. Filed with Secretary of State Jun. 20, 2006. Amended by the ISU Alumni Association Board of Directors on Feb. 18, 2005, Feb. 27, 2009, and May 29, 2009. Approved by the members of the ISU Alumni Association on May 15, 2020. Filed with Secretary of State Jun. 30, 2020.

BYLAWS The bylaws of the Alumni Association are the rules that ensure stability, continuity, and structure of the ISU Alumni Association are available for alumni, students, and friends to view. The Alumni Association was established in 1878 to become the lifetime partner in engaging all alumni, students, and friends with Iowa State University.

ARTICLE I – MEMBERS AND DUES Section 1–Member Definitions A. Member - All graduates, former students, current students, and friends of Iowa State University (hereafter “ISU”) may become members of the Iowa State University Alumni Association (hereafter “ISUAA” or “the ISUAA”) by paying up to the maximum annual or life membership dues set by the Board of Directors. B. Business member - A business/organization may become a business member of the ISUAA by paying up to the maximum annual membership dues set by the Board of Directors. Businesses/organizations whose missions are inconsistent with that of the ISUAA may be denied business membership. C. Honorary life members - A person, other than an alumnus or alumna, who has rendered distinguished service to ISU may be elected by the Board of Directors as an “honorary” life member, and shall not be required to pay said dues. D. Complimentary life member - Two classes of complimentary life members shall exist: (i) any alumnus or alumna who received the Wallace E. Barron Award from 1968 through 2004; and (ii) any other alumnus or alumna who has rendered distinguished service to ISU as selected by the Board of Directors. No complimentary life member shall be required to pay said dues.

Section 2–Types of Membership A. Individual Membership - consists of one person. B. Joint Membership - consists of two individuals in a spouse or domestic partner relationship living at the same physical address. C. Business Membership - consists of one business unit/ identity or same-named business (one business with multiple local branches or local franchises of the same franchisee)

operating within the borders of a single city. A business with multiple identities/names, or a business with locations in multiple cities must pay separate annual dues per business identity/name or per city (business membership dues for a second identity/name or for a location in a second city may be offered at a reduced rate).

Section 3–Membership dues payment and definitions All membership dues are set by the Board of Directors. Staff are permitted by the Board of Directors to adjust dues for marketing purposes as long as those amounts do not exceed the dues amounts set by the Board of Directors. The types of membership dues include: A. Annual membership dues - All individuals or two individuals in a spouse or domestic partner relationship living at the same physical address who pay annual dues or whose dues have been paid for them as a gift are considered annual members. B. Annual business membership dues - All businesses who pay annual dues or whose dues have been paid for them as a gift are considered annual members. If a complimentary membership is given to a business, that business shall not be required to pay said annual dues for that year. C. Life membership dues - All individuals or two individuals in a spouse or domestic partner relationship living at the same physical address who have paid life dues in full or whose dues have been paid for them as a gift are considered life members. D. Life installment membership dues - All individuals or two individuals in a spouse or domestic partner relationship living at the same physical address who are paying life installment membership dues payments or whose dues are being paid for them as a gift are considered installment life members until their last full installment payment has been recorded by the ISUAA. Upon completion of such payments, these individuals will become full life members of the ISUAA.

Section 4–Evidence of life/annual membership Receipts for dues or active member status in the member’s record in the ISU Foundation/ISUAA constituents’ system shall be evidence of life or annual membership in the ISUAA and entitle such person to all rights and privileges of a member during such time period. The termination of such

BYLAWS CONTINUED membership in the ISUAA shall terminate all rights and privileges of the member.

Section 5–Non-transferability of membership and the non-refundability of dues payments Membership is not transferable to any other individual or business/organization. All dues paid to the ISUAA are not refundable.

ARTICLE II – MEETINGS OF THE ISUAA MEMBERSHIP Section l–Annual meeting The ISUAA shall hold the annual meeting of its members in Ames, Iowa, each year at a date, time, and place to be selected by the chair of the Board of Directors. In the event of exigent circumstances which prevent the annual meeting from proceeding in Ames, Iowa, the annual meeting may also be conducted by means of electronic communications technology that permits the remote participation of ISUAA members.

Section 2–Special meetings Special meetings of the ISUAA may be called on the initiative of the chair, following a resolution of the Board of Directors or the written request of at least five percent (5%) of the voting power of the members of the ISUAA.

communications technology, then notice that the meeting will be conducted by electronic communications technology will be published by press release and by electronic distribution to the ISUAA membership, no later than ten (10) days before such meeting takes place.

Section 4–Quorum The number of members of the ISUAA, present or represented by written proxy, shall constitute a quorum at any annual or special meeting of the ISUAA. Unless twothirds of the members are present, the only matters to be voted on by a majority of such quorum are those matters described in the meeting notice.

Section 5–Voting All members identified in sections 1 and 3(D) of Article I with active status in the member’s record in the ISU Foundation/ISUAA constituents’ system may vote. Receipts for dues or active member status in the member’s record in the ISU Foundation/ISUAA constituents’ system shall be considered conclusive evidence of voting eligibility in any election until 5:00 p.m. on the announced cutoff date for receipt of ballots for a Board election or entitle such member to vote at any member meeting. Members may vote by written proxy.

ARTICLE III – BOARD OF DIRECTORS

Section 3–Notices

Section 1–Board of Directors

Notice of annual and special meetings of the ISUAA shall state the time and place thereof and be published in one issue of the official publication of the ISUAA or mailed to the members of the ISUAA by United States mail or electronic mail. Mailed notices shall be directed to each member at the address which appears on the records of the ISUAA in the ISU Foundation/ISUAA constituents’ system. Notice required to be given by law or pursuant to these bylaws may be waived by any member, before or after any meeting. The purpose of special meetings must be stated in the notice. Notice must be published or mailed not less than thirty (30) days before an annual meeting nor less than ten (10) days before a special meeting, and not more than sixty (60) days before any meeting. In the event exigent circumstances are presented, after notice has been sent in the official publication of the ISUAA that the meeting will be physically held in Ames, Iowa, which necessitate that the annual meeting be conducted by means of electronic

All of the authority of the ISUAA shall be exercised by the Board of Directors except as otherwise provided by the law, the Articles of Incorporation, or these bylaws. The Board shall consist of no fewer than twenty (20) elected directors, three (3) designated directors, one (1) appointed director, and two (2) ex-officio directors. Directors are selected as described in Article III, Section 2. All directors must be members in active status with the ISUAA.

Section 2–Selection of directors A. Elected directors 1. Nominations. The Governance Committee shall recommend a slate of nominees for election to the Board of Directors. The number of nominees on the ballot shall be equal to the number of vacancies. 2. Ballot. A ballot containing a slate of nominees recommended by the Governance Committee and

approved by the Board of Directors, with the appropriate space for write-in candidates, shall be provided in the official publication of the ISUAA by mail to each member or via a board-approved electronic voting method. Such ballot shall constitute a proxy to the chair to cast the vote or votes of the member submitting the ballot in the manner designated by the member on the ballot. Said ballot shall not be recognized as a vote or a proxy to vote unless received by the ISUAA at its principal office, properly marked and signed or via the approved electronic voting method, by 5:00 p.m. of the day designated as the deadline. 3. Tellers. The chair (or his/her designee) shall appoint a Teller’s Committee consisting of not less than two (2) members of the ISUAA, who are not current ISUAA board or staff members. That committee shall verify the count of all votes for membership on the Board of Directors, whether such votes are submitted in person or by proxy. The Teller’s Committee shall report the results of the election as soon as possible after the close of voting to the Board of Directors. B. Designated, appointed and ex-officio directors 1. Designated directors a. President of Iowa State University (or their designee) b. President of the Student Alumni Leadership Council (or their designee) c. Chair of the Alumni Relations Council (ARC) (or their designee). 2. Appointed director The appointed director of the ISUAA is a non-alumnus recommended by the Governance Committee and approved by the Board of Directors, who shall represent non-alumni members of ISUAA. 3. Ex-officio directors a. Talbot Endowed ISUAA President and CEO, who shall be a non-voting director b. ISU Treasurer (or their designee), who shall be a voting director and who shall hold the office of ISUAA Treasurer

Section 3–Director terms The elected and appointed directors of the ISUAA shall serve a regular term of four (4) years. No elected or appointed directors shall serve successive regular terms on the Board of Directors. The ARC designated director, who represents an ISU College, serves one (1) 4-year term. Terms of other designated directors continue until their successors are elected or appointed and qualified. Terms of ex-officio directors continue until their successors are appointed and qualified, unless sooner removed.

Section 4–Annual meeting The Board of Directors shall hold the ISUAA annual meeting in conjunction with one (1) of its meetings at such time and place as may be designated by the chair.

Section 5–Meetings of the Board of Directors The Board of Directors shall hold four (4) regular meetings annually at a time and place to be designated by the chair. Special meetings may be called on the initiative of the chair or shall be called by the chair upon receipt of a request from at least five (5) directors. There shall be no less than three (3) days’ notice for meetings, and the notice may be given by United States mail, electronic delivery, telephone, or personal delivery.

Section 6–Voting eligibility Elected, designated, appointed, and ex-officio (except Talbot Endowed ISUAA President and CEO) directors are eligible to vote. The chair of the Board of Directors votes only in the event of a tie vote.

Section 7–Quorum A majority plus one of eligible voting directors shall constitute a quorum for the transaction of business at any annual, regular, or special meeting of the Board of Directors, and a vote by majority of such quorum of eligible voters shall, unless otherwise provided by law, the Articles of Incorporation, or the bylaws of the ISUAA, authorize action by the Board of Directors.

Section 8–Vacancies Vacancies in the Board of Directors shall be filled by alternates recommended by the Governance Committee and approved by the remaining members of the Board of Directors. Such person shall serve the uncompleted term of

BYLAWS CONTINUED the vacating director. If the remainder of the uncompleted term is less than two (2) years, fulfilling this uncompleted term shall not be counted as a term in determining eligibility for nomination as an elected director.

Section 9–Removal or resignation of directors A director may resign by giving notice in writing to the Board of Directors. At the next scheduled Board of Director’s meeting, the Board of Directors will vote to formally accept the resignation.

Section 11–Majority vote Any action requiring approval of the Board of Directors shall be by simple majority vote except otherwise provided by law, the Articles of Incorporation, or these bylaws.

Directors may be removed as follows:

ARTICLE IV – OFFICERS

a. An elected director may be removed without cause by the members of the ISUAA only if the number of votes cast to remove such director would be sufficient to elect the director at a meeting to elect directors.

Section l–Number

b. A designated or appointed director may be removed without cause by the Board by giving written notice of the removal to the director and the Talbot Endowed ISUAA President and CEO. c. A director may be removed for missing four (4) or more regular board meetings in any twenty-four (24) month period or two (2) consecutive meetings in any twelve (12)-month period upon majority vote of the directors then in office. d. Upon request by the director subject to the removal action, a hearing shall be held at said meeting prior to the voting of the directors.

Section 10–Committees & Board associates

by majority of such quorum of eligible voters shall, unless otherwise provided by law, the Articles of Incorporation, or the bylaws of the ISUAA, authorize action by the committee. Board associates shall be subject to removal or resignation according to Article III, Section 9.

The Board may establish such other committees as it deems necessary. Any committee may consist, in part, of Board associates, who are not directors, to assist the Board of Directors. The Board associates shall be ISUAA members appointed by the Board chair in consultation with the Talbot Endowed ISUAA President and CEO and shall serve a regular term of four (4) years. No Board associate shall serve successive regular terms on the Board of Directors. Terms will be served based upon the academic calendar year, July 1 through June 30 annually. No committee shall have more Board associates than directors. Board associates shall have the same voting privileges as directors within their respective committees. A majority plus one of eligible voting committee members shall constitute a quorum for the transaction of business at any committee meeting, and a vote

The elected officers of the ISUAA shall consist of the chair, chair-elect, immediate past chair, vice chair of records, and vice chair of finance. Other officers include the Talbot Endowed ISUAA President and CEO, the ISUAA treasurer, and such other officers as the Board of Directors may from time to time designate. One person may be chosen to hold two offices. The elected officers must be nominated from the pool of sitting elected directors whether said directors' term are current, expired, or expiring.

Section 2–Election The officers of ISUAA shall be elected by a vote of a quorum of the Board of Directors. Election may be conducted at a regular or special meeting or by electronic means. Officers are elected without regard for their term on the Board and their board term is automatically extended until the end of their tenure as an elected officer.

Section 3–Terms of office Officers shall hold office for a term commencing upon election and continuing for a period of one (1) year, or until their successors are elected and qualified. The Board may choose to re-elect an officer or officers to the current position(s) for an additional one-year (1) term, not to exceed two (2) consecutive years. The chair shall be succeeded by the chair-elect.

Section 4–Vacancies Vacancies among the officers shall be filled by a vote of the Board of Directors present at a meeting at which a quorum of directors exists. Persons so elected shall serve the uncompleted term of the vacating officer.

Section 5–Removal or resignation of officers An officer, by notice in writing to the Board of Directors, may resign. An officer may be removed from office for cause upon the affirmative vote of a majority of the directors present at a meeting where a quorum of eligible voters exists. Upon request by the officer subject to the removal action, a hearing shall be held at said meeting prior to the voting of the directors.

Section 6–Duties of the chair The chair shall preside at all meetings of the members of the ISUAA and of the Board of Directors, shall have general charge of and control over the affairs of the ISUAA, subject to the direction and control of the Board of Directors, and shall perform such other duties as prescribed by the Board of Directors, or these bylaws.

Section 7–Duties of the chair-elect The chair-elect shall perform and discharge the duties of the chair in the case of the absence, death, or disability of the chair; shall act as chair-elect of the ISUAA; shall serve as Chair of the Governance Committee, and shall perform such other duties as prescribed by the chair, the Board of Directors, or these bylaws. In case both the chair and chairelect are absent, or unable to perform their duties, the Board of Directors may appoint a chair-pro-tempore.

Section 8–Duties of the vice chair of records The vice chair of records shall have made and preserve a record of all proceedings of the meetings of the members of the ISUAA and of the Board of Directors and shall perform such other duties as prescribed by the chair, the Board of Directors, or these bylaws.

Section 9–Duties of the vice chair of finance The vice chair of finance shall, in consultation with the ISUAA treasurer and under the direction of the Board of Directors, and subject to such regulations as the Board shall prescribe, have charge of the ordinary and endowment funds and finances of the ISUAA; shall serve as Chair of the Finance Committee; shall ensure appropriate level of directors and officers insurance; shall report to the Board of Directors on a regular basis on the ISUAA financials and the nature and extent of all investments of the ISUAA; and shall perform such other duties as prescribed by the chair, the Board of Directors, or these bylaws.

Section 10–Duties of the Talbot Endowed ISUAA President and CEO The Talbot Endowed ISUAA President and CEO shall, subject to the supervision of the Board of Directors and chair in consultation with the president of Iowa State University, have overall charge of the day-to-day affairs of the ISUAA; shall be responsible for such other duties as prescribed by the chair, the Board of Directors, or these bylaws; and shall perform such duties consistent with his/her contract with the ISUAA.

Section 11–Duties of the ISUAA treasurer The ISUAA treasurer shall consult with the vice president of finance operation regarding the funds and finances of the ISUAA; shall work with the Board of Directors to ensure that all financial decisions made by the Board of Directors are not in conflict with any policies or contracts held by Iowa State University; and shall be responsible for such other duties as prescribed by the chair, the Board of Directors, or these bylaws.

Section 12–Duties of the immediate past chair The immediate past chair shall consult with the other officers; shall serve as chair of the CEO Evaluation Committee; shall serve on the committee that prepares the slate of officers; and shall be responsible for such other duties as prescribed by the chair, the Board of Directors, or these bylaws.

ARTICLE V – INVESTMENT FUNDS Section 1–Investment funds The ISUAA has investment funds set forth in a document entitled: “Investment Funds of the Iowa State University Alumni Association.” These funds are reviewed quarterly by the ISUAA Finance Committee. All actions for changes are voted on by the ISUAA Executive Committee and/or full Board.

Section 2–Other contributions Any contributions to the ISUAA shall be used in the manner designated by the donor. Unless prohibited by the donor, the Board of Directors may authorize expenditures from such funds to pay current expenses of the ISUAA or be used in furtherance of its objectives and purposes.

BYLAWS CONTINUED Section 3–Investment policy

Section 5–Executive session

Investment of any contribution, dues, or monies that the ISUAA receives shall be pursuant to the investment policy of ISUAA.

Any meeting, or portion of a meeting, of the Board of Directors held in executive session shall be open to all directors at the discretion of the chair.

ARTICLE VI – INDEMNIFICATION & REIMBURSEMENT

Adopted by the ISU Alumni Association Board of Directors on Jun. 7, 1969. Amended by the ISU Alumni Association Board of Directors on May 12, 2006, Feb. 16, 2007, May 9, 2008, May 29, 2009, May 21, 2010, Nov. 8, 2013, Feb. 28, 2015, May 19, 2017, Feb. 9, 2018, Oct. 25, 2018, May 17, 2019, April 7, 2020, and May 20, 2022.

Section 1–Indemnification Indemnification procedures are in Article V of the Articles of Incorporation.

Section 2–Reimbursement Directors shall receive no compensation for their services, nor shall any director be reimbursed for any expenses incurred in attending regular or special meetings of the board. Reimbursement for other meetings and duties will be as covered in the Board of Directors’ Expense Reimbursement Policy.

ARTICLE VII – AMENDMENTS These bylaws can only be amended by approval of the Board of Directors by a 2/3 majority vote.

ARTICLE VIII – MISCELLANEOUS PROVISIONS Section l–Fiscal year The fiscal year of the ISUAA shall be from the first day of July each year to the thirtieth day of June of the next calendar year.

Section 2–Official publication The official publication of the ISUAA shall be Iowa Stater magazine.

Section 3–Parliamentary procedure

Matters of procedure in parliamentary practice, not covered in the Articles of Incorporation or these bylaws, shall be governed by the latest edition of Robert’s Rules of Order.

Section 4–Policies and procedures The ISUAA has policies and procedures that are set forth in minutes and other corporate records. These policies and procedures shall be maintained by the vice chair of records in a document entitled “Policies and Procedures of the Iowa State University Alumni Association.”

PARLIAMENTARY PROCEDURE TIPS Article VIII-Section 3 (Parliamentary Procedure) of the ISUAA Bylaws states, “Matters of procedure in parliamentary practice, not covered in the Articles of Incorporation or these bylaws, shall be governed by the latest edition of Robert's Rules of Order.” The purpose of these tips is to help all board directors understand some basics of following proper parliamentary procedure for board and committee meetings. The use of parliamentary procedures promotes efficient meetings so the business can be transacted in an orderly manner. Practicing proper parliamentary procedure also helps the group in the following ways: •

address one item at a time,

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extend courtesy to all involved in the meeting,

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ensure majority rules, and

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protect rights of all members.

Use of gavel This is a symbol of leadership, and it helps keep meetings flowing efficiently.

Chair asks for a motion to approve specific item which has been indicated needs board/committee approval.

Member is recognized by chair, and member presents motion in proper form - “I move that (give specific business item) be approved.

Chair asks for a second.

Another member seconds the motion.

Chair calls for discussion on motion.

Upon completion of discussion, Chair calls for vote (All in favor; then, all opposed, and any abstaining). Special Note: Vote is usually by voice, but chair can take a vote by show of hands or by asking members to stand. If special circumstances call for a recorded vote (due to policy or chair wants to be sure all members vote), than a roll call vote is taken.

Chair announces vote results with one tap of gavel and moves on to next item on agenda.

•

One tap (3 basic uses) - 1. After announcing results of vote; means that business item is completed. 2. Meeting is adjourned. 3. Members are to be seated.

Robert's Rules of Order has many specific motions that can be used to help conduct efficient and productive meetings. Two basic motions that could sometimes be used in a meeting are the motion to amend and the motion to refer to a committee.

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Two taps - Officially call meeting to order.

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Three taps - Signal that all members are to stand (such as for salute to flag).

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Series of taps (2 basic uses) - 1. Get members attention. Everyone is to be quiet and sit down so meeting can be called to order. 2. Restore order; help get attention and focus back on the current business item.

Amend is when during discussion on a motion, a board/committee member can add/delete language in the original motion by properly approving such an amendment before voting on the main motion as amended..

•

Refer to a committee is when discussion on a motion brings up areas or questions that need further information before a final decision can be made. If approved, the committee is charged to get information and bring item(s) back to a future meeting for the final decision to be made by the Board.

Basics of a motion to formally and properly make decision on a business item which is officially on the approved board or committee agenda. Agenda should clearly show which items will need board or committee approval. 1.

Report/update is given by board director and/or staff

Discussion and questions on item.

Adjourn the meeting 1.

Chair calls for motion to adjourn after all items on agenda are completed.

Member is recognized and moves to adjourn.

Chair gets a second from another member.

Chair takes vote (Note- motion to adjourn is not debatable so no discussion).

Chair announces that meeting is adjourned and taps gavel once.

Consent Agenda An organization can follow protocol to have this on agenda. Basic item is minutes of previous meeting to be approved. ISUAA Board protocol has been to include formal approval of an appointment of a board associate to a committee or a non-alumnus/a representative to the board as part of the consent agenda. Key point of proper parliamentary procedure on 'Consent Agenda' is that it means one motion is properly presented and seconded to approve the 'Consent Agenda.' Chair can ask for minor clarification or correction on minutes but no open discussion is allowed! Immediately take vote!! If a board director wants to discuss something specific on the 'Consent Agenda,' chair must move that item off the 'Consent Agenda' and place it later in the meeting as a separate item to be fully discussed and then properly voted on.

Executive Sessions (Formally known as 'Closed Meetings of the Board') Such sessions should be of very, very limited use by the ISUAA Board of Directors. The primary function of a Planned Executive Session should be to discuss/review the ISUAA President/CEO evaluation. Only if a specific legal or liability issue has come forward on an item, should such a session be on the agenda.

The ISUAA Board adopted an Executive Session Policy in 2018. The current board chair needs to be responsible to ensure all board directors understand this policy and ensure the policy is followed. The Executive Sessions Policy, adopted by the ISUAA Board of Directors, meets all basic parliamentary procedure rules for these sessions as well as legal requirements.

HISTORY OF THE ISU ALUMNI ASSOCIATION The Iowa State University Alumni Association was founded Nov. 12, 1878, by the first graduating class (1872) of Iowa Agricultural College. The class consisted of 26 alumni—24 men and two women. The original mission, which is still honored today, was to keep alumni close to the college (now university) and to each other. Edgar W. Stanton (class of 1872) served as the Association’s first president. Stanton served as president until 1893. The Association has functioned continuously since that time. Under the leadership of Ward R. Jones (class of 1897), president from 1893 to 1920, the Association was first incorporated in 1904 as an independent, self-governing association and began publication of the periodical Iowa State Alumnus in 1905, which continued publication for 69 years. Membership dues, $1 per alumnus/a, were first charged in 1910. This included an Alumnus subscription. In 1914, the Association employed a professional staff and established an office in Alumni Hall. Harold D. Pride (class of 1897) became president in 1921 and served until 1932. The Association’s office was moved to the Memorial Union in 1928. In 1932, the Alumni Association, under the leadership of Wallace E. Barron (class of 1928), was reincorporated to legalize the organization for the acceptance of gifts and bequests for the college. From 1934-1938, the Association had rights to all potentially patentable processes and devices growing out of the college-supported research. In 1938, the Iowa State Research Foundation was incorporated, and the Association assigned all its interests in the area of patents to the new foundation. Barron served in this role until 1968. By World War II, gifts to Iowa State through the Alumni Association totaled $100,000. From 1951 to 1980, alumni gifts were solicited annually by the affiliate organization, the Alumni Achievement Fund, to finance a wide variety of projects and activities that would not be supported by state appropriations alone. During this time, the Association was led by Robert L. Crom (class of 1950) serving from 1968 to 1971, Don F. Gustofson (class of 1955) serving from 1971 to 1979, and James A. Hopson (class of 1969) serving from 1979 to 1999. In the 1970s, the Association expanded its outreach to include the engagement of current students by creating the Student Alumni Association (known today as the Student Alumni Leadership Council).

As the Alumni Association moved into the 1980s, the emphasis on service increased. Ongoing fundraising activities for the university were assumed by the newly incorporated Iowa State University Achievement Foundation, now known as the Iowa State University Foundation. The number of alumni had doubled during the decade of the ’70s, and services to the group expanded rapidly during the ’80s. Memberships in the organization soared, allowing new programs and services to be developed, including VISIONS, a full-color quarterly magazine. Programs and services for alumni in the 1990s were enhanced by an emphasis on research and planning. Since 1990, the Board of Directors has commissioned market research, conducted self-studies and external reviews, and developed six strategic plans designed to focus resources on increasing memberships, visibility, and services to alumni and the university. The recommendations from the 1996 self-study and external review and the 1997-2000 Strategic Plan guided the budget and programming decisions for the Association to better serve Iowa State and its present and future alumni and friends. In 1999, Jeffery W. Johnson (class of 2014) was hired as the Association's eighth leader. The Board also voted in 1999 to create The Circle, a group composed of Iowa State University Alumni Association former presidents/chairs and executive directors/presidents. In 2011, The Circle leadership expanded the group’s membership to include honorary members. Honorary members consisted of spouses and partners of deceased leaders and long-serving staff of the Association. Today, The Circle continues to work on behalf of the university and the Association. The 2001-2006 Strategic Plan focused on strengthening membership, engaging constituents, developing strategic alliances, and enhancing organization health. In 2003, the Board voted to focus its efforts on building a permanent home and planned for the celebration of the 125th anniversary of the Alumni Association. A proposal for an alumni center was approved by the Iowa Board of Regents in FY04. Due to the impending renovation of the Memorial Union, the Alumni Association took up temporary residence in Fisher-Nickell Hall. The Alumni Association celebrated its 125th anniversary in 2003-2004 and reached its goal of topping 50,000 members

HISTORY OF THE ISU ALUMNI ASSOCIATION CONTINUED by the end of 2005, making it the second-largest duespaying member organization in the Big 12 Conference. A new strategic plan for 2006-2009 was adopted in May 2006, with an emphasis on connecting alumni and friends to ISU and each other, engaging students for a lifetime connection to Iowa State, and positioning the ISUAA to advance Iowa State University. In 2006, the Association also assumed responsibility from the university for oversight of the ISU Retirees Association and the College for Seniors program (renamed the Osher Lifelong Learning Institute at Iowa State University in 2008 (OLLI at ISU), established to serve educational needs of individuals 50 years of age or older. The OLLI at ISU program was established through a grant, and subsequent $1M endowment gift, from the Bernard Osher Foundation. Construction of the new ISU Alumni Center off Beach Avenue in the Iowa State Center complex began in August 2006. Roy (class of 1957) and Bobbi (2006 honorary alumna) Reiman funded the cost of the building’s construction, with additional donors contributing to the project’s furnishings, art pieces, gardens, and endowment. HLKB architectural firm of Des Moines designed the facility, ISU’s Office of Facilities Planning and Management served as project and construction managers, and Woodruff Construction of Fort Dodge, Iowa, was selected as the facility contractor. The 34,500-square-foot facility was dedicated during Homecoming on Oct. 25, 2008. In 2007, the Board of Directors approved the creation of the Young Alumni Council (YAC), an organization charged with enhancing service to and engagement of recent graduates, defined today as less than 12 years out of Iowa State. In 2020, YAC was reconstituted to be a listserve group and had its name changed to InCYde Influencers.

In 2008, the Association’s Board of Directors signed and implemented an official memorandum of understanding (MOU) with the university, clarifying the relationship between the university and the Association. This MOU was amended in 2019. As part of this understanding, the Association’s president and CEO became the sole employee of the Association. Ongoing evaluation, as well as future hiring of the Association’s president and CEO, is the responsibility of the Association’s Board with input from the president of the university. The Board signed a similar MOU with the ISU Foundation in 2010.

In 2009, the Financial Success Task Force concluded its work and voted in 2010 to have staff of the ISUAA remain “loaned” employees from the university. The Board voted in 2009 to create The Leadership Guild to be a constituent group charged with re-engaging former ISUAA Board directors in the life, work, and aspiration of the Association. In 2009-2010, the Alumni Center grounds were landscaped; dedication ceremonies were held in October 2011. In 2010, the staff and Board began work on both a new strategic plan and an Alumni Center business plan. Both were approved in 2012. The 2012-2016 strategic plan focused on student and alumni networks, promoting the excellence of Iowa State, and providing exceptional service to constituents. In addition, under the new plan the Association sought to nurture loyalty, pride, and tradition; be a healthy, sustainable organization; and provide a destination for the Iowa State family in the ISU Alumni Center. In 2012, the Board of Directors kicked off a membership campaign to grow paid membership from 50,000 to 60,000 by the end of 2016 and increase the Association’s use of social media technologies. During Homecoming 2013, the Alumni Association celebrated the 5th anniversary of the dedication of the ISU Alumni Center, with a focus on the building’s themed hallways. Also during Homecoming, the Student Alumni Leadership Council celebrated its 40th anniversary. In spring 2014, the Association published a special VISIONS Across America issue of VISIONS magazine and opened its companion portrait exhibit in the Brunnier Art Museum. During FY14, the Association adopted a Strategic Values Proposition statement. In FY15 the Association’s Board approved a staff reorganization plan. The plan was implemented in FY16. The Board and staff worked together to draft a FY16 work plan that focused on the following four areas: communications, engagement, membership, and financial health. In FY15 the Association utilized a Task Force on Diversity and Inclusion to develop its Culture Statement. On Oct. 29, 2014, Lora and Russ Talbot (’17 honorary alumni) of Belmond, Iowa, signed an ISU Foundation agreement making a $2.5M gift commitment to endow the Association’s president and CEO position. The endowment led to the position being retitled to the Lora and Russ Talbot Endowed ISUAA President and CEO. This endowment also

became the first non-academic endowed position on the Iowa State University campus and the first such endowment for an alumni relations position in the nation. Furthermore, following the hiring of a vice president for marketing, engagement, and business development, the Association issued a request for proposals for branding and marketing services. Flynn Wright of Des Moines was hired. The ISUAA Board approved three major initiatives in FY17: 1) new branding elements, marketing strategies, and the rallying cry “Cyclones Everywhere;” 2) relaunch of its legacy program under the name LegaCY Club; and 3) a new fiveyear strategic plan focusing on constituent engagement, collaborative partnerships, internal organization and diversity, and financial health. FY18 was framed by the first-year implementation of the Association’s five-year Strategic Plan. Key accomplishments were the completion of a comprehensive Programs and Services Audit, staff reorganization plan, staff professional development funding plan, successful fundraising, a refocused budgeting process, and outreach to collaborative campus partners. FY19 saw the Association complete an all-alumni printed directory; a redesign of the ISUAA’s mobile app; including partnering with the Registrar’s Office to add the Commencement program to the app; solidify an inaugural sponsor for the annual wall calendar; increase the number of travelers, OLLI participants, University Book Store sales, and Gala attendees; and focus on diversity, especially related to alumni of color. Financial policy work further enhanced the sustainable future of the organization. The Association saw engagement with its alumni of color grow from 7% in FY18 to 14.44% in FY20. A three-year Memorandum of Understanding was signed with the Office of Extension and Outreach. In September 2019, the Association hosted its inaugural Loyal Leaders Celebration Weekend. In March 2020, Association staff began working remotely due to the COVID-19 pandemic. The Alumni Center was closed to the public and outreach activities and programs were moved online. Due to COVID impacts, the ISUAA bylaws were updated in FY21 to provide for electronic communication and governance measures.

FY22 saw the ISUAA surpass it's Forever True For Iowa State campaign goal by more than $400,000 raising more than $13.1 million. With assistance from SPPG + Essman Research, the Association completed a comprehensive research study on alumni and friends' engagement with Iowa State University and the Association. The information is being used to inform the work of the FY23 Strategic Planning Committee. On August 1, 2022, a new magazine, Iowa Stater, memorandum of agreement was signed among the university, ISU Foundation, and ISUAA. The first new issue of the magazine and a reconstituted e-newsletter dropped on February 1, 2023. During FY23, the board approved the following recommendations: a new working definition for itself as a governance board; a new Board Giving Policy; a plan to request permission from President Wintersteen to move the columbarium project to request-for-proposal state through ISU Facilities, Planning, and Management; a plan to request permission from President Wintersteen to begin exploring options to enhance the ISU Alumni Center and its surrounding Hillside Property; and the 2023-2028 Strategic Plan.

MEMORANDUM OF AGREEMENT: ISUAA & ISU MEMORANDUM OF AGREEMENT BETWEEN THE IOWA STATE UNIVERSITY ALUMNI ASSOCIATION AND IOWA STATE UNIVERSITY OF SCIENCE AND TECHNOLOGY This memorandum of agreement (hereafter “agreement”) is entered into this 29th day of September, 2022 by and between the Iowa State University Alumni Association (hereafter the “ISUAA” or “the Association”), with an address at Iowa State University Alumni Center, 429 Alumni Lane, Ames, Iowa 50011-1403, and the Iowa State University of Science and Technology (hereafter “the University”), with an address at 1750 Beardshear Hall, Ames, Iowa, 50011-2035. This agreement replaces the agreement entered into the 1st day of July, 2008.

PREAMBLE WHEREAS, the Iowa State University Alumni Association was organized in 1878 and incorporated in 1904 as a separately incorporated, independent, self-governing, nonprofit corporation existing under and by virtue of the laws of the State of Iowa; and WHEREAS, the principal purposes of the ISUAA are to promote the interest and welfare of Iowa State University and its alumni, students, and friends and to engage the talents and resources of alumni, students, and friends in the life, work, and aspiration of the University; and WHEREAS, the ISUAA provides an organized means for alumni and friends of the University to channel their voices comparable to structures in place for faculty, staff, and students of the University; and WHEREAS, the ISUAA is recognized by the Internal Revenue Service as having tax-exempt status under Section 501(c)(3) and 509 (a)(1) of the Internal Revenue Code of 1986; and

WHEREAS, success of both the University and the ISUAA is enhanced through coordination, regular and open communication, trust, shared values, and the shared desire to advance the interests of the University and its alumni; and WHEREAS, it is in the mutual interest of both parties to set forth in writing a basic framework to acknowledge the independence of the parties while defining their appropriate relationships,

NOW THEREFORE, in consideration of the mutual promises set forth by the University and the ISUAA in this memorandum of agreement and entered into in order to more fully define and clarify their mutual relationship, the parties hereby agree as follows:

AGREEMENT I. Relationship of the parties 1. The parties shall recognize and respect the separate legal statuses of the ISUAA and the University and the roles and obligations of their respective governing boards. 2. The University contracts with the ISUAA to perform the campus’ official alumni relations function, which promotes the strategic interests of the University. 3. The parties agree to operate on the basis of open communication toward the goals of coordination and enhancement of the parties’ respective missions and goals. The ISUAA and University agree to provide multiple mechanisms for regular communication to discuss, plan, and coordinate operations and initiatives of the parties. 4. The president of Iowa State University, or the president’s designee, and the University’s Treasurer, or the University Treasurer’s designee, shall serve as ex-officio, voting members of the ISUAA Board of Directors, thereby strengthening open, effective communication between the University and the Association. 5. The ISUAA Board of Directors shall diligently consult and coordinate with the University’s president in matters pertaining to recruiting, hiring, terminating, evaluating, and compensating the Talbot Endowed ISUAA President and CEO (hereafter “Talbot Endowed President and CEO”). Specifically, a. The ISUAA Board of Directors shall follow generally accepted procedures used by the University for hiring key University employees, and shall involve appropriate officers of the University in the search process. b. The ISUAA Board of Directors shall evaluate the Talbot Endowed President and CEO after consultation with the University president, who shall evaluate the Talbot Endowed President and CEO’s contribution to meeting long-term and short-term goals set by the University and the University president.

II. University responsibilities 1. The University president is responsible for communicating University priorities and long-term plans, as consistent with or as approved by the Board of Regents, State of Iowa, to the Association. 2. In addition to the loaned staff under Paragraph II(6) below, the University shall make available key University personnel to assist the Association in its efforts. Such personnel shall serve without additional compensation from the Association; provided, however, that out-ofpocket expenses incurred thereby may be reimbursed or paid by the Association in accordance with its expense payment policy. 3. The University recognizes that the Association is a private, non-profit corporation with the authority to keep all applicable records and data confidential, consistent with applicable laws of the State of Iowa. 4. Recognizing that the programs, activities, and services of the Association benefit the University and enhance outreach and advancement activities among alumni, students, friends, faculty, and staff, the University may disclose to the Association data and information useful to the Association for supporting and implementing its mission. Disclosed information may include public information in convenient formats, and confidential information when its disclosure to the Association will not violate any applicable law. When confidential information is disclosed by the University, the Association agrees that it will a) use such data and information consistent with University policy and governing law (including the Family Educational Rights and Privacy Act), only in connection with supporting and implementing the Association’s programs, services, and activities, and b) not use or disclose such information for any other purpose. At the request of the Association, the University agrees to provide guidance to the Association on the handling of student and other confidential information received from the University. 5. In addition to access to University employees, facilities, and services as provided below, for the accomplishment of services outlined in this agreement or Appendix A, the University agrees to provide financial support to the Association. Appendix A may be revised each year to reflect planned initiatives for the coming year.

6. The University shall loan University employees to the Association for the accomplishment of Association's activities. Such employees shall maintain their University employees’ rights and privileges. With the consent of the University’s president and the Association Board of Directors, the Talbot Endowed President and CEO may be paid through the University and participate in the University’s benefits programs. 7. The University will, subject to state and federal law and the policies and regulations of the specific University department, service, or facility involved, make University services offered to other University departments and units available to the Association, including, but not limited to the following: a. Telecommunications services; b. Computing services; c. Academic media services; d. Mailing services and bulk mail services; e. Printing and copying services; f. Parking facilities; g. The University Book Store for the purchase of supplies through interdepartmental invoice and ordering procedures; h. Property services; i. Facilities, Planning, and Management services; j. Conference and meeting facilities k. Catering and food services and l. Human resources 8. The ISUAA will pay the prevailing charges for these services provided in Paragraphs II(6) and (7) at the same rate charged to units of the University. The ISUAA recognizes that such charges are subject to change without notification from the University. Further, the ISUAA recognizes that the availability of the services is subject to general policy changes as implemented by the University in its discretion. 9. The University may permit and the ISUAA may invest its money through the University’s Treasurer's Office and/ or the Iowa State University Foundation (hereafter “the Foundation”) in accordance with the rules and procedures established by the University and/or the Foundation. However, such funds must be handled and accounted for in a manner consistent with the ISUAA’s separate and independent legal status.

MEMORANDUM OF AGREEMENT: ISUAA & ISU CONTINUED 10. The University shall permit the Association to occupy the building known as “The Iowa State University Alumni Center,” 429 Alumni Lane, Ames, Iowa, under the terms of Appendix B. 11. The University agrees to permit the Association, in connection with its lawful business and activities, to use the name of the University as well as the University’s logo, and other symbols and marks of the University (“University marks”), consistent with the following restrictions: a. The Association shall not authorize the use of University marks to any other person or entity without the written approval of the University Trademark Office.

b. The Association’s use of University marks shall be consistent with the mission of the University and the purposes of this agreement. The Association shall not permit the University’s name and marks to be used in connection with advertising of non-University or non-Association products or services unless such use is consistent with policies of the University. The Association agrees to abide by the policies and guidelines of the University in the use of the name and marks of the University. The University agrees to maintain the exception from its visual identity standards permitted on Oct. 8, 2004, to the Association regarding use of the Campanile in the Association’s logo and in the design of the Association’s letterhead, business cards, and other promotional items. In addition to termination of use by reason of termination of this agreement as provided in Paragraph V(6), below, the University may withdraw permission to use the University marks (excepting the use of name in factual statements about the relationship of the Association and the University) if the University reasonably determines that the Association has violated the provisions of this subparagraph or that withdrawal of permission is necessary to protect the goodwill in University marks.

III. Shared responsibilities 1. The University and the Association have a shared responsibility to coordinate advancement plans with the Foundation. 2. The Association shall be an integral partner in the collection, maintenance, and retrieval of alumni data

stored in the ISU Institutional Advancement Database. These records are considered the primary source of official alumni data from which alumni relations activities are carried out.

IV. Association responsibilities 1. The ISUAA Board of Directors will assure that the Talbot Endowed President and CEO will work collaboratively with the leaders of the Foundation, Athletics Department, colleges, and other University units to operate in a seamless manner on all matters as to best represent the unified spirit of the University. The Talbot Endowed President and CEO is responsible for communicating Association priorities and long-term plans, as consistent with or as approved by the ISUAA Board of Directors, to the University. 2. The parties recognize the need for strong collaboration between the Association, University, and Foundation on the matter of maintaining and utilizing alumni records. The Association has entered into an agreement with the Foundation regarding mutual access to records dated Jul. 1, 2010, and shall maintain an agreement with the Foundation regarding mutual access to records with appropriate protections of privacy of the subjects of such records. 3. The Association will conduct the following programs: a. The Association shall produce periodicals and other types of communications that will be distributed by various means to alumni, students, and friends. The Association will maintain responsible editorial control of these communications consistent with the dual nature of its mission—namely, representing alumni interests and promoting the University’s mission and current priorities. Publications shall serve to engage and inform alumni of University priorities with the goal that alumni and friends will contribute their time, talent, and treasure to the University. b. Where appropriate, the Association will assist the University and the Foundation in the development of prospective donors. c. The Association shall support the advocacy efforts of the University.

d. The Association shall conduct programs to support student engagement with the University, with the Association and membership of the Association. e. The Association will manage the Alumni Center provided by the University for its use under Paragraph II (10), consistent with the policies of the University, the missions of the parties, and this agreement. 4. The Association will comply with the following fiscal and business standards: a. The Association shall participate in the University budget processes culminating in the allocation of University support incorporated into Appendix A. The Association agrees to provide the University financial and other information as the University reasonably requires for the purpose of determining the appropriate amount of annual funding. Additional support beyond that provided in Appendix A may be provided by the University upon provision of justification for the additional support. b. The ISUAA is responsible for establishing a financial plan to underwrite the cost of Association programs, operations, and services. In addition to University support, the Association may charge reasonable membership dues as well as fees for services offered to students, alumni, and friends. The Association may contract with third parties to provide such services. The Association agrees to notify the University of any significant change(s) to its membership programs or other revenue-generating activities, especially as they may have an impact on students, faculty, and staff of the University. The Association shall utilize the Foundation for its fundraising activities. The Association shall coordinate its revenue-generating communications and event activities with the University and Foundation, where applicable, to avoid unnecessary competition and conflicts. c. The employees assigned to the ISUAA shall be supervised by the Talbot Endowed President and CEO in accordance with the personnel policies of the University. Employees shall be required to comply with University policies when using University services and to adhere to the standards of conduct expected at the University as provided by University policies and regulations applicable to employees.

d. The Association shall be solely responsible for sales taxes, unrelated business income taxes, and other state and federal taxes (if any) related to the conduct of its independent Association activities. e. Any equipment, furniture, and other personal property in the possession and custody of the ISUAA purchased with University or Foundation funding shall be considered “University property” and carried as such on the University’s inventory. Any assets acquired by the ISUAA, using ISUAA funds, in a process external to the University system, shall be wholly considered ISUAA inventory and be accounted by the ISUAA as such. The ISUAA agrees to abide by all University rules and practices regarding the acquisition, maintenance, repair, inventory, and disposal of personal property held as University inventory. f. The Association will maintain insurance, or require its vendors/contractors to maintain insurance and/or to indemnify the Association, to protect the Association from third-party claims brought for property damage or personal injury arising from the Association’s activities, programs, and services, whether Association activities or joint activities, which coverage, by primary, excess, or umbrella policies, shall be no less than these minimum amounts: 1. Commercial general liability–$1 million per occurrence; $2 million aggregate. 2. Umbrella liability–$5 million per occurrence; $5 million aggregate. 3. Personal injury, including advertising and publications–$1 million per occurrence; $2 million aggregate. 4. Unless waived by the University, Workers’ compensation coverage on the Talbot Endowed President and CEO as required by law. 5. Automobile liability–$1 million per occurrence. 6. Director’s and officers’ liability insurance–$3 million per occurrence; $3 million aggregate. With the exception of directors’ and officers’ liability insurance, all Association liability policies shall name as additional insured the University and the Board of Regents, State of Iowa. The Association will provide

MEMORANDUM OF AGREEMENT: ISUAA & ISU CONTINUED the University with at least thirty (30) days’ notice of cancellation and will provide certificates of insurance annually or as policies are renewed. The University agrees to be responsible for claims arising from its activities and the activities of its officers, employees, and agents. g. The Association agrees to contract for an annual independent audit report consistent with standards applicable to University affiliates. Within thirty (30) days of the completion of the audit and approval of the ISUAA Board of Directors, it agrees to provide to the University’s treasurer the Association’s audit report and other required disclosures and will cooperate with the University in complying with generally accepted accounting principles to the extent required to meet consolidated financial reporting requirements. h. The University’s president or the president’s designated representative shall have the right to inspect the financial records and books of the Association during the Association’s regular business hours upon reasonable advance notice. 5. At least once a year the Association shall present an annual written report to the University president reviewing Association services and making suggestions for possible improvements. The ISUAA shall also include in its report recommendations for the expense budget for the coming year. Representatives of the University and the Association will meet each year to review and discuss the written report. In addition, within ninety (90) days of completion, the ISUAA shall provide to the University’s treasurer copies of the Association’s IRS Form 990 Annual Informational Report.

V. Miscellaneous

1. This agreement contains all of the agreements and understandings between the University and the ISUAA with respect to the subject matter contained, and no representations, covenants, agreements, or commitments have been made to or relied upon by either of the parties, which are not specifically set forth in this agreement. This agreement may not be amended, modified, supplemented, or altered, except by an instrument in writing executed by the ISUAA and the University.

2. This agreement, and the rights and benefits of the ISUAA and the University, may not be assigned, in whole or in part, without the prior consent of the other party. 3. This agreement is not a third-party beneficiary agreement and shall not increase the rights of the third parties, including but not limited to the Talbot Endowed President and CEO and/or Association staff. 4. All notices and other communications desired or required to be given hereunder shall be in writing and shall be sent by either personal delivery or registered or certified mail, return receipt requested, postage prepaid, addressed as follows:

If to the Association, to: Iowa State University Alumni Association c/o Talbot Endowed President and CEO ISU Alumni Center 429 Alumni Lane Ames, Iowa 50011-1403 Copy to: Chair of the Board of the ISUAA Mailed to: The address of the current chair as shown in the records of the Association.

If to the University, to: Iowa State University c/o President 1750 Beardshear Hall Ames, Iowa 50011-2035 Or to such other person or at such other address as either party hereto may be designated by written notice to the other. 5. The Association and the University agree to comply with all applicable federal, state, and local laws, and compliance with law (within the opinion of legal counsel) shall not constitute a breach of this agreement. The parties further agree to comply with all federal, state, and local laws, regulations, and University policy forbidding discrimination in any manner on the basis of race, color, religion, sex, national origin, age, marital status, disability, sexual orientation, gender identity, or status as a U.S. veteran.

6. The term of this agreement shall commence on July 1, 2018, and shall continue for a period of three (3) years. Thereafter, the term of the agreement shall be automatically extended for additional three (3)-year periods unless either party provides written notice 180 days prior to the anniversary date of this agreement of its intent to not renew the agreement. This agreement may be terminated by either party upon written notice, if the party breaches any obligation provided hereunder and the breaching party fails to correct such breach within a thirty (30)-day period. This agreement may only be amended with the written consent of both parties. It shall be reviewed at least once every three years following its adoption.

APPENDIX A OF THE MEMORANDUM OF AGREEMENT BETWEEN IOWA STATE UNIVERSITY OF SCIENCE AND TECHNOLOGY AND IOWA STATE UNIVERSITY ALUMNI ASSOCIATION As provided by Paragraph II(5) of the memorandum of agreement between the parties, annual payment has been negotiated and agreed upon by the University and the Association for fiscal year 2023-2024. In consideration of the scope and value of the services the Association shall provide to the University, the University shall pay to the Association $708,338. The parties acknowledge that the University payment represents only a portion of the total costs to provide those services. This Appendix A, effective on effective on September 25, 2023, shall be reviewed annually and may be amended as provided by Paragraphs II(5) and IV(4)(a) of the memorandum of agreement between the parties.

APPENDIX B FACILITY USE AGREEMENT BETWEEN THE IOWA STATE UNIVERSITY OF SCIENCE AND TECHNOLOGY AMES, IOWA AND IOWA STATE UNIVERSITY ALUMNI ASSOCIATION AMES, IOWA PURPOSE: It is the mutual desire of the Association and the University to support and promote the interest and welfare of Iowa State University and its alumni, students, and friends under the terms of this agreement. Since July 2008, the University has permitted the Association to

occupy the building known as “The Iowa State University Alumni Center,” 429 Alumni Lane, Ames, Iowa, with the improvements thereon and all rights, easements, and appurtenances thereto including mutually agreed-upon grounds and parking area. It is the belief of the cooperative parties that providing this facility will be for their mutual benefit.

AGREEMENT: THE PARTIES AGREE AS FOLLOWS: I. The Association agrees: 1. The Association will manage and assume responsibility for the operating costs, repair, and maintenance of the Alumni Center provided by the University consistent with the policies of the University, the missions of the parties, and giving appropriate recognition to donors who have contributed to the construction, maintenance, and ongoing operations of the facility. 2. To the extent applicable to and paid by the University, the Association shall reimburse the University for the building and appurtenant grounds as mutually agreed where the demised premises is located including (without limitation) University’s proportional share of Assessments, special assessments, levies, and government charges of any kind and nature whatever levied, assessed, or payable against building and appurtenant grounds. 3. The Association shall repay the University for operating costs directly attributable to the Association within thirty (30) days of statement rendered by the University. The University shall submit sufficient documentation (using generally accepted accounting principles) of additional operating costs to the Association together with its bill for such costs. If the Association does not agree with the University’s bill and documentation, the Association will notify the University in writing of such disagreement within fifteen (15) days of receipt of the University’s bill. 4. The University will provide and meter electrical service to the demised premises. Water and sewage service will be provided by the City of Ames, and natural gas service by Alliant Energy. The Association will be responsible for payment of such utility charges as billed by the university and other utility providers.

MEMORANDUM OF AGREEMENT: ISUAA & ISU CONTINUED II. The University agrees: 1. The treasurer will act on behalf of the University in administering this agreement. 2. To make available qualified personnel and access to facilities, equipment, and services as may be reasonably required to assist the Association in carrying out the terms and conditions of Appendix B.

III. It is mutually understood and agreed: 1. This appendix shall remain in full force and effect as long as the memorandum of agreement between the parties remains in effect. It may be modified by mutual written agreement of the parties. 2. Use of premises The Association covenants and agrees during the term of this agreement to use and occupy the premises, only for legal purposes consistent with the terms of the memorandum of agreement. 3. Care and maintenance of premises (a) The Association takes said premises and equipment in their present condition except for such repairs or alterations as may be expressly herein provided. (b) The Association shall, after accessing said premises and until the termination of this agreement and the actual removal from the premises, at its own expense care for and maintain said premises in a reasonably safe and serviceable condition. The Association will not permit or allow said premises to be damaged or depreciated in value by any act or negligence of the Association, its agents, or employees.

(c) The Association shall make no structural alteration or improvements without the written approval of the University. (d) The Association will make no unlawful use of said premises and agrees to comply with all applicable valid regulations of the University, board of health, any applicable city ordinances, the laws of the state of Iowa, and the federal government. 4. Utilities and services The Association shall pay all charges for use of telephone and other utilities and services which may be identified

and used in or upon the demised premises. The electrical utility system for which the university is responsible ends at and includes the transformer serving the building. The water and sewer utility systems for which the City of Ames is responsible end at the point of connection of the service lines to the building. The natural gas utility system for which Alliant Energy is responsible ends at and includes the meter. The Association is responsible for the electrical, water, sewage, and natural gas systems beyond these demarcation points, and will reimburse Facilities Planning and Management for the associated maintenance, repairs, and alteration. The Association is also responsible for: (a) Air conditioning (b) Custodial service (c) Heating and cooling (d) Water and sewer (e) Electricity (f) Trash (g) Snow removal in the mutually agreed-upon areas adjacent to building (aerial document on file with the ISUAA Manager of Alumni Center Operations) (h) Lawn care in the mutually agreed-upon areas adjacent to building (aerial document on file with the ISUAA Manager of Alumni Center Operations) (i) Parking lot maintenance, north section of Lot A2 in the Iowa State Center parking lot, in the mutually agreedupon areas. (j) The University has designated Lot A2 as the Association’s primary lot for Alumni Center event parking except on home football weekends. It is understood that Lot A2 is part of the Iowa State Center event lots and may be used by other visitors and attendees. Unless specifically approved by the Iowa State Center or University Parking, no special arrangements or priority exist for Association staff or visitors. ISUAA staff may purchase general parking in a designated section of this lot at the current University rates. (k) Other operating costs 5. Surrender of premises at the end of term–removal of fixtures (a) The term of this facilities use agreement is three (3) years, ending on June 30, 2021.

(b) This facility use agreement shall automatically renew for a three (3)-year period, unless the University gives written notice of non-renewal at least one (1) year in advance of the then current end date of the agreement. (c) This facility use agreement shall terminate if the Memorandum of agreement between the parties is terminated by the University for substantial breach of the memorandum of agreement, or if, after 60 days written notice of substantial and serious breach of this facility use agreement, the Association has not cured the breach. (d) Either party may terminate this facility use agreement at any time upon one year’s advance written notice to the other party. (e) The Association agrees that upon the termination of this agreement, it will surrender, yield up, and deliver the premises in good and clean condition except that effects of ordinary wear and tear and depreciation arising from lapse of time, or damage without fault or liability of the Association. (f) The Association may, at the expiration of the term of this agreement, or renewal or renewals thereof or at a reasonable time thereafter, if the Association is not in default hereunder, remove any fixtures or equipment which said Association has installed in the premises, providing said Association repairs any and all damages caused by removal. 6. Assignment and subletting Any assignment of this agreement or subletting of the premises or any part thereof is prohibited without the University’s written permission, such permission not to be unreasonably withheld. Provided, however, that this clause shall not require prior approval for licensing the use of a portion of the facilities for short periods of time (twenty-four hours or less) for events and meetings. The Association shall generally follow University standards in permitting use. 7. University’s right of access After giving reasonable notice, the University or its authorized representative may enter the premises at any reasonable time for the purpose of inspecting the premises or for the performance of the University’s duties. Except

in unusual circumstances or emergencies, the Association will be given notice. In no event will visitors be permitted into the area without the Association’s permission. 8. Rules The Association agrees to observe all the University’s written operating policies, including but not limited to rules, procedures, and traffic regulations as published by the University stated in the University policy library. 9. Taxes At such time that either the University or the Association are deemed not to be exempt from taxation, the Association agrees to pay: (a) Real estate taxes on the facility; and (b) Personal property taxes on personal property of the Association 10. Insurance (a) The Association will keep the University and Association’s property interests in the premises and its liability in thereto, and the personal property on the premises, reasonably insured against hazards and casualties; that is, fire and those items usually covered by extended coverage. (b) In the event of damage to buildings, or improvements by any natural or man-made disaster, the Association shall notify the University by telephone or in writing within 24 hours. (c) Release of recovery rights. Each party hereby releases the other from claims for recovery for any loss or damage to any property owned by either party which is insured under valid and collective insurance policies to the extent of any recovery collectible under such insurance. It is further agreed that waiver shall apply only when permitted by the applicable policy of insurance. (d) The Association further agrees to comply with the recommendation of the Iowa Insurance Services Bureau and to pay any increases in insurance rates on said premises and on the building of which said premises are a part, due to increased risks or hazards resulting from the Association’s use of the premises otherwise than herein contemplated and agreed.

MEMORANDUM OF AGREEMENT: ISUAA & ISU CONTINUED 11. Liability The Association agrees to indemnify, defend, and hold harmless the University against any liability, and/or pay for any and all damages, losses, or expenses incurred by the University in connection with the premises, beyond that covered by insurance, due to the Association’s negligence or failure to perform the terms of the Agreement, including the expenses of enforcing the Agreement. 12. Destruction of premises (a) Partial destruction. In the event of a partial destruction or damage of the premises, which is business interference, that is, which prevents the conducting of normal business operation and which damage is reasonably repairable within sixty (60) days of its occurrence, this agreement shall not terminate. In the event of partial destruction, the Association working with the University shall repair such damage within sixty (60) days of its occurrence unless prevented from so doing by acts of God, the elements, the public enemy, strikes, riots, insurrection, government regulations, city ordinances, labor, material or transportation shortages, or other causes beyond the University’s reasonable control. (b) Total destruction of business use. In the event of a destruction or damage of these premises so that the

Association is not able to conduct its business on the premises and the damage cannot be repaired within sixty (60) days, this agreement may be terminated at the option of either the University or Association. Such termination in such event shall be effected by written notice of one party to the other, within twenty (20) days after such destruction. The Association shall surrender access within ten (10) days after such notice issues, and each party shall be released from all future obligations hereunder, the Association paying user charges pro rated only to the date of such destruction. In the event of such termination of this agreement, the University at its option, may rebuild or not, according to its own wishes and needs. 13. Changes to be in writing None of the covenants, provisions, terms, or conditions of this agreement to be kept or performed by the University or the Association shall be in any manner modified, waived, or abandoned except by a written instrument duly signed by the parties and delivered to the University and Association.

ISU FOUNDATION JOINDER TO SERVICE AGREEMENT WHEREAS, Iowa State University of Science and Technology (the "University" or "ISU") is an institution of higher education established under the laws of the State of Iowa pursuant to Chapters 262 and 266 of the Iowa Code;

Responsibilities" relating to fundraising, gift and asset management, and conflicts of interest; and the Articles entitled "Use of University Intellectual Property" and "Data Sharing;" and

WHEREAS, Iowa State University Foundation (the "Foundation" or "ISUF") is an Iowa nonprofit corporation exempted from federal income taxation as a publiclysupported charity described in sections 501(c)(3) and 509(a) (l) of the Code;

WHEREAS, the Affiliate desires to become a party to, and be bound by, the provisions of the ISU-ISUF Agreement as set forth herein.

WHEREAS, the Iowa State University Alumni Association (the "Affiliate") is an Iowa nonprofit corporation exempted from federal income taxation as a publicly-supported charity described in section s501(c)(3) and 509(a)(l) of the Code ; WHEREAS, certain aspects of the relationship between the University and the Foundation, including agreed-upon responsibilities of each party, are formalized by a Fourth Amended Service Agreement dated effective September 6, 2020 (the "ISU-ISUF Agreement"); WHEREAS, Article IX of the ISU-ISUF Agreement provides that affiliated entities may enter into a joinder agreement and become a party to the following provisions of the ISU-ISUF Agreement: the parts of the Article entitled "University Responsibilities" relating to changes in rules and policies and access to equipment, supplies, services, and privileges; the parts of the Articles entitled "Foundation

NOW, THEREFORE, the Affiliate hereby agrees to become a party to, and to be bound by, the ISU-ISUF Agreement, including the following parts: the parts of the Article entitled "University Responsibilities" relating to changes in rules and policies and access to equipment, supplies, services, and privileges; the parts of the Article entitled "Foundation Responsibilities" relating to fundraising, gift and asset management, and conflicts of interest; and the Articles entitled "Use of University Intellectual Property" and "Data Sharing," specifically including any addenda referenced therein. As it specifically concerns the Data Privacy, Confidentiality, and Information Security Addendum, and subject to being provided with thirty (30) days' notice, the Affiliate agrees to be bound by any amendments to that Addendum entered into by the University and Foundation without the need for the Affiliate to execute another Joinder. Effective as of October 29, 2020.

AFFILIATED ORGANIZATIONS THE CIRCLE

BOARD OF DIRECTORS’ PRESIDENTS/CHAIRS

CIRCLE: A group bound by a common tie. – Miriam Webster Dictionary Illis qui praefuerunt (for those who have led) Established Oct. 29, 1999, The Circle recognizes the Iowa State University Alumni Association’s former presidents (now chairs) and executive directors (now Talbot Endowed ISUAA president and CEO), as well as spouses of deceased ISUAA leaders and long-serving members of the ISUAA staff, for their continuing efforts on behalf of the university and the Alumni Association.

The Circle Creed We, the former leaders of the Iowa State University Alumni Association and Board of Directors, through membership in this newly formed society, recommit ourselves this day to the work and aspirations of the Association. We pledge to work alongside the Association staff and board as they strive to make Iowa State University stronger, provide opportunities for others to experience Iowa State, be the voice of history and traditions of the Association, and help Iowa State University carry out its vision. We further accept the following responsibilities of Circle membership: 1) To establish an ongoing relationship with the Alumni Association; 2) To keep up to date on Alumni Association matters; 3) To serve in an advisory capacity to the Association; and 4) To join with the Association in providing feedback to the university on items of mutual interest. We ultimately pledge our ongoing loyalty to and support of Iowa State University and the Iowa State University Alumni Association. Signed on March 3, 2001.

Induction Ceremony Dates March 3, 2001 October 7, 2004 October 24, 2008 October 21, 2011

October 9, 2014 October 26, 2017 October 21, 2022

(Title changed from president to chair in 2000. College designations reflect current ISU colleges.)

1. 2. 3. 4. 5. 6.

1878-80 E. W. Stanton, ’72 LAS* 1880-81 J. K. Macomber, ’72 LAS* 1881-83 Milliken Stalker, ’73 LAS* 1883-85 O. P. McCray, ’74 LAS* 1885-89 R. F. Jordan, ’77 LAS* 1889-91 R. J. Hopkins, ’81 LAS* 1891-93 J. K. Macomber, ’72 LAS* 7. 1893-95 W. H. McHenry, ’81 LAS* 8. 1895-97 J. L. Stevens, ’72 Engr* 9. 1897-99 F. E. Furry, ’81 Ag* 10. 1899-01 L. W. Noyes, ’72 LAS* 11. 1901-03 W. Clyde Jones, ’91 Engr* 12. 1903-05 George W. Catt, ’82 Engr* 13. 1905-08 T. L. Smith, ’77 Engr* 14. 1908-09 R. B. Swift, ’90 LAS* (died during term) 15. C. N. Dietz, ’72 LAS* (finished Swift’s term) 16. 1909-10 J. F. Porter, ’84 LAS* 17. 1910-11 O. J. Henderson, ’98 LAS* 18. 1911-13 J. S. McGavren, ’81 LAS* 19. 1913-14 J. S. Dewell, ’81 LAS* 20. 1914-15 Wayne Dinsmore, ’04 Ag* 21. 1915-16 J. W. Hook, ’05 Engr* 22. 1916-17 Burt German, ’95 Engr* 23. 1917-18 George Smith, ’99 Engr* 24. 1918-20 R. F. O’Donnel, ’08 Ag* 25. 1920-24 M. J. Riggs, ’83 Engr* 26. 1924-27 Sarah Hook Passig, ’98 HS* 27. 1927-30 C. C. Deering, ’92 Engr* 28. 1930-34 Mark G. Thornburg, ’10 Ag* 29. 1934-36 Charles T. Cownie, ’26 LAS* 30. 1936-37 R. M. Evans, ’13 Engr* 31. 1937-38 Don B. Stoufer, ’08 Engr* 32. 1938-40 Dan S. Craig, ’09 Engr* 33. 1940-41 P. F. Hopkins, ’16 Engr* 34. 1941-42 Walter W. Goeppinger, ’33 LAS* 35. 1942-43 Allen Whitfield, ’24 LAS* 36. 1943-45 Leroy D. Snyder, ’14 Engr* 37. 1945-47 Claud C. Coykendall, ’10 Engr* 38. 1947-49 E. N. Wentworth, ’07 Ag* 39. 1949-50 George A. Harper, ’24 LAS* 40. 1950-52 Frank R. Kerrigan, ’16 Ag* 41. 1952-54 J. D. Armstrong, ’37 Ag/Design* *Deceased # Spouses/partners of deceased Circle inductees

AFFILIATED ORGANIZATIONS CONTINUED

42. 1954-56 Clarence N. Johndreau, ’30 Ag* 43. 1956-58 Douglas F. Graves, ’46 Ag* 44. 1958-60 Byron W. Lodwick, ’20 Ag* 45. 1960-62 Ronald I. Sieben, ’34 Ag* 46. 1962-64 Hollis R. Hilstrom, ’34 Engr* 47. 1964-66 Ralph W. Anderson, ’33 LAS* 48. 1966-68 Marvin O. Kruse, ’33 Engr* 49. 1968-70 Allyn E. Hagen, ’35 Ag* 50. 1970-71 Dayton W. Countryman, ’40 Ag* 51. 1971-72 Harold J. Stewart, ’46 Engr/Design* 52. 1972-73 Merle E. Betts ’47, Ag* (died during term) 53. Bruce A. Yungclas, ’49 Ag* (finished term) 1973-74 Bruce A. Yungclas, ’49 Ag* 54. 1974-75 Duane W. Sandage, ’48 Ag 55. 1975-76 Dorothy A. Pecaut, ’52 HS* 56. 1976-77 James H. Boyd, ’38 Engr* 57. 1977-78 Marvin J. Walter, ’62 Ag, MS ’64* 58. 1978-79 Charles J. Maxwell, ’56 LAS/Bus* 59. 1979-80 Maxine M. Burch, ’47 HS* 60. 1980-81 Roy J. Reiman, ’57 Ag (Bobbi) 61. 1981-82 Carole A. Custer, ’71 LAS (Roger) 62. 1982-83 Alan R. Tubbs, ’66 Ag (Myrna) 63. 1983-84 Nancy C. Pellett, ’66 HS (Jim) 64. 1984-85 Roy W. Uelner, ’57 Engr (Sandra) 65. 1985-86 Joan U. Axel, ’64 LAS (John) 66. 1986-87 Steven E. Zumbach, ’73 Ag/Bus, PhD ’80 (Kathy) 67. 1987-88 Donald E. Greiman, ’52 Ag* (Yvonne) 68. 1988-89 Roxanne Beale Johnson, ’78 HS 69. 1989-90 Daniel L. Krieger, ’59 LAS/Bus (Sharon) 70. 1990-91 Steven F. Mores, ’67 LAS (Michelle) 71. 1991-92 Jill A. Wagner, ’76 LAS/Bus 72. 1992-93 Sharon L. Juon, ’69 LAS* 73. 1993-94 Norman D. Skadburg, ’69 Ag, MS ’71 (Erma) 74. 1994-95 Harvey M. Freese, ’71 LAS, MS ’73 (Marcia) 75. 1995-96 Roberta Simpson-Dolbeare, ’76 LAS (Eric) 76. 1996-97 Scott E. Olson, ’69 Design (Penny) 77. 1997-98 Mary Beukema Harms, ’73 HS, ’79 Design, MS Bus ’89 (Josh Sharlin) 78. 1998-99 Glen A. Mente, ’61 Ag, MS ’63 (Mary Jo) 79. 1999-01 Jamie (Lucas) Elliott, ’88 LAS, MS ’93 (Terry) 80. 2001-02 Les M. Omotani, PhD ’92 HS (Barbara) 81. 2002-03 Martha Lagomarcino Gleason, ’80 HS (Tom) 82. 2003-04 Stanley J. Thompson, ’82 LAS (Nancy) 83. 2004-05 Choy Chun Leow, ’85 Design, ’88 MAR

(Connie Cher) 84. 2005-06 James E. Anderson, ’93 Engr 85. 2006-07 Kevin Drury, ’83 Ag/Bus (Jeanne) 86. 2007-08 Jon L. Fleming, ’75 LAS 87. 2008-09 Deborah M. Tharnish, ’77 LAS (Nicholas Roby) 88. 2009-10 K. Dwayne Vande Krol, ’93 Bus (Lori) 89. 2010-11 Ronald J. Hallenbeck, ’71 Bus (Pamela) 90. 2011-12 Craig R. Foss, ’71 Engr (Barbara) 91. 2012-13 Scott M. Stanzel, ’95 LAS (Priscilla) 92. 2013-14 David A. VanHorn, ’89 Engr, MS ’90 (Diana) 93. 2014-15 Thea “Ted” Oberlander, ’77 Bus (Allan) 94. 2015-16 Alan E. Krysan, ’87 Ag/Bus (Terri) 95. 2016-17 Melanie J. Reichenberger, ’00 Engr (Karl) 96. 2017-18 Nicole M. Schmidt, ’09 Engr; MS ’13 (Bryan) 97. 2018-19 Lawrence C. Cunningham, ’02 LAS (Brandy) 98. 2019-2020 Thomas A. Connop, ’76 LAS (Lisa) 99. 2020-2021 Kathy A. (Sullivan) Peterson, ’95 LAS (Timothy) 100. 2021-2022 Timothy R. Quick, ’01 Bus/LAS 101. 2022-2023 Marc S. Mores, ’95 HS (Jennifer)

ALUMNI ASSOCIATION EXECUTIVE DIRECTORS/PRESIDENTS

(Title changed from executive director to president/CEO/publisher in 1999 and to Talbot Endowed ISUAA President and CEO in 2015. College designations reflect current ISU colleges.)

1878-1893 Edgar W. Stanton, ’72 LAS* 1893-1923 Ward M. Jones, ’97 Engr* 1923-1937 Harold E. Pride, ’17 Engr* 1937-1968 Wallace E. Barron, ’28 Ag* 1968-1971 Robert L. Crom, ’50 Ag* 1971-1979 Don F. Gustofson, ’55 LAS* 1979-1999 James A. Hopson, ’69 HS* 1999-present Jeffery W. Johnson, PhD ’14 HS (Peggy)

CIRCLE CHAIRS 2001-04 Glen A. (’61 Ag, MS ’63) and Mary Jo Mente 2004-08 Roy W. (’57 Engr) and Sandra (’58 FCS) Uelner 2008-11 Sharon L.* (’69 LAS) and David C.* (’72 LAS) Juon 2011-14 Carole (’71 LAS) and Roger (’69 Ag LS) Custer 2014-17 Choy C. (’85 Design, ’88 MAR) and Connie S.K. Cher Leow 2017-22 Steve F. Mores (’67 LAS) and Michelle A. M. Mores *Deceased # Spouses/partners of deceased Circle inductees

2022-25 Harvey M. (’70 LAS, MS ’73 LAS) and Marcia K. (’73 Design) Freese

LIVING HONORARY CIRCLE MEMBERS Janice and Jeffrey Breitman Julie Kent Larson

THE LEADERSHIP GUILD LEADERSHIP: a group of persons who lead; one of the major functional divisions to be found in all groups. GUILD: an association of individuals belonging to the same class, engaged in kindred pursuits, or having common interests or aims. – The American Century Dictionary The Leadership Guild, founded August 2009, is a constituent society of the ISU Alumni Association. The Leadership Guild is comprised of former elected, appointed, or designated directors of the ISUAA board. The Leadership Guild Creed WE, the former Board directors of the Iowa State University Alumni Association, through membership in this newly formed society, further commit ourselves this day to the work and aspirations of the Association. We pledge to work alongside the Association’s current staff and Board as they strive to make Iowa State University stronger, provide opportunities for others to experience Iowa State, be the voice of history and traditions of the Association, and help Iowa State University carry out its vision. WE FURTHER ACCEPT the following responsibilities of Leadership Guild membership: 1) to further engage former Board directors and their resources – time, talents, and treasures – in the life, work, and aspirations of the University and the Association; 2) to strengthen the connections among former Board directors, the ISUAA, and the University; 3) to create opportunities for former Board directors to provide input and feedback to the current ISUAA Board and staff on current and future Association goals, activities, and services; and 4) to provide the Association with an ongoing source of “professional consultants.”

WE ULTIMATELY PLEDGE our ongoing loyalty and support of Iowa State University and the Iowa State University Alumni Association. FORMER ISUAA BOARD DIRECTORS 1940-Present, Living Members Only Faye Abbes, ’83 HS (Ron) 2006-2011 Gary Aitchison, ’72 HS (Kathryn) 1990-2000 Karen Albertson, ’83 Engr (Jack Petty) 2000-2005 Mark Aljets, ’79 LAS (Ann) 2013-2018 Beverlyn Allen, ’95 Ag 1998-2003 Carol Anderson, ’76 HS 2005-2010 James E. Anderson, ’93 Engr 2001-2007 J. Thomas Andreesen, ’89 Engr (Azza) 1997-2002 Michele Appelgate, ’88 LAS (Monte) 2019-2022 Paul Armbrecht, ’71 Vet Med (Marlene) 1995-2000 Joan Axel, ’64 LAS (John) 1981-1986 Roger Baer# (Peggy) 1996-2003 Ronald Baukol, ’59 Engr (Gay) 1974-1977 J. D. Beatty, ’64 LAS (Jan) 1989-1990 Timothy C. Becker, ’94 Engr (Elizabeth) 2011-2016 Marney Beemer, ’42 HS 1976-1981 Sam Behrens, ’14 LAS 2012-2013 Benjamin Biller, ’81 Engr; MS ’82 (Vicki) 2005-2010 Brad Bishop, ’07 Engr (Kristen) 2006-2007 Robert Bonnewell, ’68 LAS (Sharon) 1966-1967 Cyndi Bonus, ’85 HS; ME ’92 (Kenneth) 1992-1997 Kenneth Bonus, ’85 Engr (Cyndi) 2013-2018 Matthew Bornhorst, ’04 Ag (Jenny) 2003-2004 Joy Wiegman Boruff, ’76 HS (Chester) 2011-2016 Kathryn Bratina, ’86 Bus (Joe) 1985-1986 Kevin Brooks, ’80 Ag (Christine) 1991-1996 Roger Bruene, ’56 Ag (Barbara) 1993-1998 Beth Brusius, ’65 HS; MS ’69 (Phillip) 1988-1989 Dean Buchanan, ’54 Ag (Sandra) 1952-1954 Sarah Buck, ’81 LAS; MBA ’95 (J. Ben) 1992-1993, 1996-1997 Daniel A. Buhr, ’95 Engr (Angelia) 2016-2020 Eric Burrough, ’97 Vet Med, PhD ’11 (Brenda) 2014-2018 Annie (Olson) Butler, ’11 LAS; MS ’13 HS (Benjamin) 2010-2011 Kelli Ann Cameron, ’02 Ag 2019-2023 Anne Campbell, ’98 LAS 1998-1999 Charles Campbell, ’58 LAS 1968-1974 Kevin Carlson, ’82 Ag (Lisa) 1980-1981 Brent Christenson, ’94 Bus (Kristy) 1993-1994 Marlin Cone, ’63 Ag (Linda) 1981-1986 Thomas A. Connop, ’76 LAS (Lisa) 2016-2021

AFFILIATED ORGANIZATIONS CONTINUED

Kimberly (Schroeder) Corliss, ’84 Bus (Chuck) 2001-2003 Barbara D. Correll, ’96 HS 2005-2012 Steven Cox, ’86 Bus 2006-2011 Matthew M. Craft, ’00 LAS (Sarah) 2007-2012 Hunter Crawford, ’22 Ag 2021-2022 Marjorie (Clark) Cumpston, ’56 HS (Gardette) 1955-1956 Lawrence Cunningham, ’02 LAS (Brandy) 2014-2020 Catherine Curtis, ’79 Design; MBA ’98 Bus (Stan) 1993-1996, 1997-2005 Carole Custer, ’71 LAS (Roger) 1977-1983 Bruce Davidson# (Kris) 1989-1990 Kris Davidson# (Bruce) 1989-1990 Marcia Davis-Cannon, ’77 LAS (James) 1975-1976 Taylor E. Davis, ’17 Bus 2019-2023 Wendell Davis, ’75 Vet Med (Nancy) 2015-2019 Richard Degner, ’72 Ag; MS ’77 (Nancy) 2009-2014 James DeLano, ’87 Vet Med (Julie) 2008-2013 Craig K. Denny, '71 Engr; MS '73 (Janet South) 2012-2017 Daniel Determan, ’08 HS 2007-2008 Mary (Kaufman) DeWall, ’81 HS; ME ’86 (Stephen) 1987-1988 Chris DeZorzi, ’12 HS (Morgan) 2011-2012 Kevin Drury, ’83 Ag (Jeanne) 2003-2008 Heather L. Reid Duncan, ’06 Ag (Jason) 2017-2021 Jamie (Lucas) Elliott, ’88 LAS; MS ’93 (Terry) 1995-2001 Denise Essman, ’73 LAS 1995-2000 Phyllis Fevold# (Timothy) 2016-2020 Duane Fisher, ’73 Ag; MS ’80 (Rebecca) 2016-2020 Jon Fleming, ’75 LAS 2003-2009 Joseph Flynn, ’00 Bus (Sandy) 1999-2000 Morgan Foldes, ’14 Bus 2013-2014 Bronson B. Forsyth, 2022-2023 Craig Foss, ’71 Engr (Barbara) 2007-2013 Harvey Freese, ’71 LAS; MS ’73 (Marcia) 1990-1996 Rita Frevert, MS ’68 HS; PhD ’82 LAS (Michael Boehlje) 1973-1979 Evan Fritz, ’16 HS (Carlie) 2015-2016 David Gieseke# (Carole) 1993-2003, 2005-2008 Linda Glantz Ward, ’70 HS; MA ’98 (Doug) 1982-1988 Martha (Lagomarcino) Gleason, ’80 HS (Thomas) 1997-2004 Julie Golding, ’00 Bus (Ben) 2000-2001 Jeffrey Grayer, ’05 LAS (Rhonda) 2016-2019 Kate Gregory# 2016-2018 Michael Guttau, ’69 Ag (Judy) 2004-2009 Katherine Hallenbeck, ’02 Bus 2014-2018 Ronald Hallenbeck, ’71 Bus (Pamela) 2006-2012 Kathleen Halloran# 1990-1994 Bruce Hamilton, ’73 Bus (Deb) 2000-2006 James Harmon# (Linda) 1987-1988

Linda Harmon# (James) 1987-1988 Mary Harms, ’73 HS; ’79 Design; MS ’89 (Joshua Sharlin) 1993-2001 Ana Hays McCracken, ’84 HS (Edward) 2012-2017 Erin (McKeown) Heeren, ’05 Bus (Matt) 2005-2006 Keith Heffernan, ’69 Ag (Alexa) 1985-1990 Blake Heitman, ’19 Bus 2018-2019 Randy Hendricks, ’80 Bus (Denise) 1990-1995 Kari A. (Ditsworth) Hensen, ’96 LAS; MS ’98; PhD ’05 (Andrew) 2015-2019 Erin Herbold-Swalwell, ’03 LAS (Ryan) 2015-2019 Randall Hertz, ’76 Ag (Liz) 2005-2010 Karen Hicks, ’75 LAS (David) 1974-1975 Tahira Hira, ’19 honorary degree (Labh) 2002-2012 William Hoefle, ’66 Vet Med; MS ’74 (Judith) 1986-2003 Eric Hoiberg# (Karen) 1997-2003 Gary Hoover, ’61 Engr (Donna) 1998-2003 Brian Hora, ’85 Ag (Theresa) 1984-1985 Susan (Gulliford) Hornung, ’79 HS (Kenneth) 1978-1979 David Howell, ’82 Ag 1981-1982 Donald A. Hoy, ’63 Ag (Mary) 2017-2021 Robert Huber, ’93 LAS 2008-2013 Billi J. Hunt, '93 LAS (Michael Elam) 2008-2013 Carol (Stine) Hunter, ’58 HS (Gerald) 1975-1976, 1990-1991 Gerald Hunter, ’53 Ag (Carol) 1980-1985, 1990-1991 Christine Hunziker# 2003-2006 Carol Jeske, ’53 HS; MS ’63 1963-1966 Anne Johnson, ’63 LAS (Paul) 1990-2000 Gene Johnson, ’78 LAS/Bus (Suzanne) 1991-1992 Gerald “Jerry” Johnson, ’68 Ag (Gwen) 2001-2006 Katherine Johnson, ’78 HS 1982-1983 Marv Johnson, ’68 Vet Med 1983-1986 Roxanne Johnson, ’78 HS 1983-1989 Suzanne Johnson# (Gene) 1991-1992 Anthony Jones, ’98 HS; PhD ’10 2019-2021 Marjorie Joslin, ’55 HS; MS ’59 1968-1969; 1970-1976 Sam Katzer, ’10 Ag 2009-2010 Bret Keast, ’89 Design/LAS (Kimberlee) 1988-1989 Linda (Cottington) Killinger, ’70 HS (Kerry) 1989-1994 Jim Kincart, ’71 Engr (Mary) 1995-1996 Mary Kincart, ’70 HS (Jim) 1995-1996 Herbert Kintigh# 1992-1993 Joyce Kintigh# 1992-1993 Marcia Klindt, ’90 Ag 1999-2004 Charles Kniker# 1991-1992 William Konrady, ’96 Engr 1994-1995 Daniel Krieger, ’59 LAS (Sharon) 1985-1991 Martha Krone, ’78 HS (Phil) 2002-2007 Beverly Kruempel, ’61 HS; MS ’68; PhD ’90 (Kenneth) 1980-1981

Alan Krysan, ’87 Ag (Terri) 2011-2017 Andrew Krzmarzick, ’97 LAS (Joana) 1996-1997 Joseph T. Kukulski, ’15 Engr 2014-2015 Joanne Kuster, ’76 HS (Charles) 1985-1990 Miles Lackey# (Tara) 2012-2016 Andrew Larson, ’20 Ag 2019-2020 Jeffrey Larson, ’77 Ag (Pamela) 2004-2009 David LeBuhn, ’56 LAS (Rebecca) 1955-1956 Choy Leow, ’85 Design, MA ’88 (Connie) 1998-2006 Melea Reicks Licht, ’00 Ag; MS ’05 (Mark) 2011-2014 Kristin Littlejohn# (Troy Overstreet) 2000-2003, 2008-2010 Thomas Lorenz, ’71 HS (Patricia) 2000-2005 Lois (Murker) Mack, ’59 HS 1983-1984 Warren R. Madden, ’61 Engr (Beverly) 1975-2016 Julian Mann, Jr., ’54 LAS; PhD ’62 (Arlene) 1953-1954 Amanda J. Matchett, ’08 Bus 2021-2023 Kim McDonough, ’02 LAS; MS ’04; PhD ’17 HS (Dustin) 2014-2018 Anne McMillan, ’87 Ag (James) 1986-1987 Glen Mente, ’61 Ag; MS ’63 (Mary Jo) 1994-2001 Morris Mikkelsen, ’64 Engr; MS ’67 HS (Carolyn) 1962-1963 Michelle (Moseman) Miller, ’98 LAS (Patrick) 2008-2013 Jacqueline Mitchell, ’84 PhD HS 1996-1998 Thomas Mitchell# (Peggy) 1997-2000 Amy Moine, ’91 LAS (Mark) 1990-1991 Steven Mores, ’67 LAS (Michelle) 1986-1992 Dynette Mosher, ’81 HS; MS ’84 1989-1990; 1992-1996, 1999-2003 Rabindra Mukerjea# (Phullara) 1989-1991 Donald Nickerson, ’80 Ag (Laureen) 1979-1980 Thea “Ted” Oberlander, ’77 Bus (Al) 2010-2016 Erik Olson, ’17 Bus 2016-2017 Scott Olson, ’69 Engr (Penny) 1992-1998 Les Omotani, ’92 PhD HS (Barbara) 1996-2003 Stephenie Ovrom, ’99 HS (Arthur) 1990-2000 Nancy Pellett, ’66 HS (James) 1977-1984 Sam Perington, ’18 Bus 2017-2018 Kathy A. (Sullivan) Peterson, ’95 LAS (Timothy) 2016-2021 Joan K. Piscitello, ’98 BUS (Pete) 2016-2021 Larry C. Pithan, ’73 Engr (Pam) 2019-2022 Douglas Pletcher, ’83 Engr (Judy) 1997-2002 Trent Preszler, ’98 LAS 2013-2018 Sally Prickett, ’72 Vet Med 1978-1979 Dennis Probst, ’75 Engr; MA ’79; 79 Engr (Denise) 1973-1974 Donna Proudfit, ’74 LAS 1984-1989 Timothy R. Quick, ’01 Bus 2017-2023 Dewayne Rahe, ’77 Vet Med (Krystal) 1992-1997 Melanie J. (Anderson) Reichenberger, ’00 Engr

(Karl) 2010-2018 Roy Reiman, ’57 Ag (Bobbi) 1977-1981 Daniel Robinson, ’70 LAS; MS ’72 HS; PhD ’78 (Suzanne) 1989-1994 Ardyce (Fett) Roehr, ’67 HS (Donald) 1993-1994 Donald Roehr, ’61 Ag (Ardyce) 1993-1994 Kari Roehr, ’97 Engr/HS 1995-1996 Martin Roepke, ’55 Ag; Vet Med ’65 (Sue) 2002-2007 Scott Rohlf, ’77 LAS (Daved Tobin) 1976-1977 Julie Rosin, ’78 HS; MS ’81 (Scott) 2014-2018 Paul Ruby, ’85 HS 2010-2012 Judith Ruch# (Robert) 1994-1995 Robert Ruch# (Judith) 1994-1995 Kay Kretschmar Runge, ’69 LAS 2008-2013 Larry Salter, ’70 Engr (Jerrelyn) 1974-1978 Darryl Samuels, ’88 LAS; MS ’90 Design; MPA ’90 LAS (Germaine) 2014-2018 Duane Sandage, ’48 Ag 1970-1975 Brenton Saron, ’02 Design; MPA ’10 LAS (Linda) 2001-2002 Nicole M. Schmidt, '09 Engr; MS '13 (Bryan) 2012-2019 Ryan Schon, ’95 Ag (Meg) 2012-2015 Dwight Seegmiller, ’75 Ag (Melinda) 1983-1988 Martha Selby, ’81 Engr; MS ’88 (Mitchell) 1989-1990 Barbara Sexton, ’78 HS (Keith) 1998-2003 Andrew Sharp, ’65 Ag (Sandra) 1975-1980 Ann Shelton, ’90 LAS (Mark Davis) 1989-1990 John Shors, ’59 Engr (Patricia) 1973-1977 Roberta Simpson-Dolbeare, ’76 LAS (Eric) 1991-1997 Lauren Sincebaugh, ’21 HS 2020-2021 Norm Skadburg, ’69 Ag; MS ’71 (Erma) 1988-1996 Ned Skinner, ’74 LAS/Bus (Paula) 2000-2005 Eleanor (Koster) Smith, ’45 HS 1961-1967 Gregory T. Smith, ’91 HS; MPA ’10 LAS (Kimberly) 2018-2022 Beverly (Fischer) Soshea, ’52 HS 2000-2005 Rebecca Stadlman, ’74 LAS 2010-2015 Marcia Stahly, ’85 Bus (Steve) 2005-2010 Shirley Stakey, ’57 HS 1978-1979 Richard Stanley, '55 Engr (Mary Jo) 1954-1955; 1959-1965 Scott Stanzel, ’95 LAS (Priscilla) 2007-2014 Jane Stautz, ’84 Ag (Jeffrey) 1998-2001 Deborah (Verschoor) Stearns, ’81 LAS (William) 2015-2019 Harold Stewart, ’46 Engr/Design 1966-1972 Jennifer (Gelbmann) Swanson, ’96 LAS (Brent) 2003-2008 Lora Talbot# ’17 honorary degree (Russ) 2011-2016 Carlie C. Tartakov, ’95 PhD HS (Gary) 2009-2014 Anne Templeman, ’80 Ag 1993-1998 Jane Templeman Larson, ’53 Engr 1962-1968 Amy (Burrough) Tetmeyer, ’91 Bus (Brian) 2019-2022 #Non-grad Representative

AFFILIATED ORGANIZATIONS CONTINUED

Deborah Tharnish, ’77 LAS (Nicholas Roby) 2004-2010 Adam Theis, ’09 Ag (Brooke) 2008-2009 Natasha Thomas, ’89 LAS 2009-2014 Gary Thompson, ’57 LAS 1970-1976 Stan Thompson, ’82 LAS (Nancy) 1999-2005 Richard Thoreson, ’66 LAS (Lucy Brown) 1965-1966 Dennis Tice# (Shirley) 1988-1989 Shirley Tice, ’65 HS (Dennis) 1988-1989 Kurt A. Tjaden, ’85 Bus (Kristyn) 2015-2019 Michael Todd, ’03 Engr/LAS; MA ’05 HS; (Andrea) 2002-2003 Ruby Trice, ’87 Bus 2004-2009 Alan Tubbs, ’66 Ag (Myrna) 1977-1983 Deborah Turner, ’73 LAS 1994-1999 Roy Uelner, ’57 Engr (Sandra) 1981-1986 Dwayne Vande Krol, ’93 Bus (Lori) 1992-1993; 2006-2011 David A. VanHorn, ’89 Engr, MS ’90 (Diana) 2009-2015 Ralph Van Pelt, ’54 Ag (Marge) 1953-1953 Sally (Blanchard) Van Wert, ’62 HS (David) 1969-1975 Thedy Veliz, ’93 Engr 1999-2000 Thelma Voetberg, ’53 HS (Robert) 1981-1982 Amy (Peters) Volk, ’84 LAS (Anthony) 1983-1984; 1986-1991 Jill Wagner, ’76 LAS 1987-1992 A. Loy Walker, ’57 HS (Robert) 1985-1987 Steven Walker, ’84 LAS 1982-1983 Andrea (Rheinhart) Warnke, ’05 Bus 2004-2005 Mel Weatherwax# ’13 honorary degree (Kathryn) 2006-2011 Beth Weiser# 2010-2011 Kimberly Westerfield, ’92 Bus (Hunter) 1991-1992 Jeffrey Whiton, ’71 LAS (Cheri) 2002-2006 Matthew Wiebers, ’98 Ag 1997-1998 David Wiemer, ’55 Ag (Wanda) 1954-1955 Dana (Willig) Wilkinson), ’78 HS (Mark) 2017-2021 John Wise, ’56 Ag (Carolyn) 1955-1956 Eric W. Wittrock, ’92 Engr (Kristina) 2019-2022 Doyle Wolverton, ’60 Ag; MS ’71 (Dorothy) 1980-1985 John Wood, ’75 Ag (Nanette) 1974-1975 Suzanne J. Wyckoff, ’70 LAS 2017-2021 Ryan M. York, ’95 Bus; MBA ’03 (Heidi) 2012-2017 Carolyn Zuck# (Donald) 1984-1985 Donald Zuck, ’60 Engr (Carolyn) 1984-1985, 2003-2008 Steven Zumbach, ’73 Ag; PhD ’80 LAS (Kathy) 1982-1987

LEADERSHIP GUILD CHAIR 2009-2014 Randall Hertz, ’76 Ag (Liz) 2014-present Chair not applicable

FORMER BOARD ASSOCIATES 2002-present, Living Associates only The Board of Directors of the Iowa State University Alumni Association utilizes committees, task forces, advisory work groups, and liaison appointments to carry out its policy and fiduciary roles. These groups/ individuals are chosen by the current Board chair with input from the Talbot Endowed ISUAA president and CEO, who may also solicit input from other ISUAA staff members. To ensure the right balance of expertise and staff support, as well as to engage a greater number of individuals in the life, work, and aspirations of Iowa State and the ISUAA, the ISUAA Board chair, from time to time, may appoint non-ISUAA Board directors, referred to as Board associates, to these aforementioned groups. The ultimate role of a Board associate is to assist the ISUAA Board and staff in carrying out the mission of the Association in concert with the strategic goals of the university and other affiliated organizations. Ashley Albrecht, ’09 Bus (Bret Heuberger) 2015-2016, Alumni Clubs Advisory Work Group Mark Aljets, ’79 LAS (Ann) 2010-2013, Governance; 2014-2015, Strategic Plan Mid-Point Review Task Force Benjamin Allen, ’11 honorary alum (Patricia) 2001-2002, Legislative J. Thomas Andreesen, ’89 Engr (Azza) 2010-2011, Leadership Guild Event Planning Stephen Banyas, ’91 LAS (Emily) 2002-2006, Officers Nominating Rebecca Barclay, '91 LAS (David) 2010-2016, Marketing and Engagement; 2022-2023, Current/Former Board/ Associates Engagement Task Force Mick Barry, ’72 Ag (Bonnie) 2013-2019, Governance Scott Bauer, ’85 Bus (Denise) 2011-2017, Audit and Finance Andrew Baumert# (Dorolyn) 2001-2002, Legislative Dave W. Benson, ’74 Ag (Susan) 2006-2010, Audit Matthew Beyer, ’15 LAS (James Olson) 2017-2018, Strategic Plan Goal 3 Internal Organization Benjamin Boden, ’05 HS (Page) 2013-2014, Scholarship Douglas Boyd, ’68 Engr (Jinita) 2002-2004, Facility Dianne Borgen, ’76 HS (Fred) 2008-2009, ISU Alumni

Center Arts & Artifacts Jan Breitman# (Jeffrey) 2010-2011, Leadership Guild Event Planning Sarah Buck, ’81 LAS; MBA ’95 (J. Ben) 2001-2005, Nominating Daniel A. Buhr, ’95 Engr (Angelia) 2016-2020, Financial Health Advisory Work Group Dan Bumblauskas, ’03 Engr; MS ’06; PhD ’10 (Kendra) 20172020, Strategic Plan Goal 3 Internal Organization (Board Associate); 2020-2021, Collaborative Partnerships Advisory Work Group and Internal Organization and Diversity Ad Hoc Lynn Burnett# (Kim) 2007-2008, Alumni Center Elizabeth Burns-Thompson, ’11 Ag 2017-2018, Strategic Plan Goal 2 Collaborative Partnerships Eric Burrough, ’97 Vet Med, PhD ’11 (Brenda) 2022-2023 Current/Former Board/Associates Engagement Task Force Anne Campbell, ’98 LAS 2013-2014, Governance Theodore Casady, ’06 Bus 2016-2017, Alumni Clubs Jay Chapman, ’90 Engr; MS '93 (Karen) 2004-2010, Awards Review and Selection Timothy Coble, ’77 LAS (Janice) 2004-2010, Membership and Revenue Enhancement Rachel Collie, ’96 Ag (Brian) 2016-2017, Alumni Clubs Advisory Work Group Andrew Conzett, ’10 Design (Malori) 2016-2017, Awards Review and Selection Haley Cook, ’05 LAS 2018-2020, Strategic Plan Goal 2 Collaborative Partnerships; 2020-2021 Collaborative Partnerships Advisory Work Group Rhonda Cox, MS ’01 LAS 2001-2004, Nominating Abigail Croll, ’02 Bus (Michael) 2016-2020, Finance Matthew Craft, ’00 LAS (Sarah) 2014-2015, Strategic Plan Mid-Point Review Task Force Catherine (Thompson) Curtis, ’79 Design; MBA ’98 Bus (Stan) 2002-2003, Nominating Juan Davila, '89 HS 2001-2003, Nominating Jeremy Davis, ’01 Ag; ME ’04 Ag/HS 2017-2020, Strategic Plan Goal 1 Constituent Engagement Monica Dolezal, ’74 HS (Bob Berger) 2009-2016, Finance Stacy Dreyer# (Eugene) 2010-2016, Alumni Center Oversight Nancy Dittmer, ’84 Bus 2017-2021, Audit Kevin Drury, ’83 Ag (Jeanne) 2009-2010, Reconnecting with Former Board Members; 2010-2011, Leadership Guild Event Planning Colby Elmitt, ’10 Bus (Rachel) 2019-2020, Strategic Plan Goal 2 Collaborative Partnerships; 2020-2022, Constituent Engagement Advisory Work Group Nirmeen Fahmy, ’13 LAS 2018-2020, Strategic Plan Goal 2

Collaborative Partnerships Jon Fleming, ’75 LAS 2002-2003, Impact Award; 2010-2011, Selection of Future Board Members Craig Foss, ’71 Engr (Barbara) 2022-2023, Current/Former Board/Associates Engagement Task Force Ben Golding, ’01 Engr (Julie) 2012-2018, Governance Linda Glantz Ward, ’70 HS; MS '98 (Doug) 2006-2008, Alumni Center Martha (Lagomarcino) Gleason, ’80 HS (Thomas) 2010-2012, Strategic Planning; 2013-2014, Scholarship Task Force; 2016-2017, Strategic Plan Task Force Roger Graden, ’77 Engr; ’86 Design (Julie) 2007-2008, Alumni Center J. D. Greiner, ’07 Engr (Julie) 2004-2005, Membership and Revenue Enhancement Angela Guggisberg, ’04 Engr 2003-2004, Membership and Revenue Enhancement Ronald Hallenbeck, ’71 LAS (Pamela) 2014-2015, Strategic Plan Mid-Point Review Task Force Bruce Hamilton, ’73 LAS/Bus (Deborah) 2013-2014, Scholarship Task Force Karen Heldt-Chapman, ’92 BBA Bus (Jay) 2017-2020, Strategic Plan Goal 3 Internal Organization; 2020-2021, Constituent Engagement Advisory Work Group and Internal Organization and Diversity Ad Hoc Committee Trey Hemmingsen, ’11 LAS 2015-2016, Alumni Clubs Advisory Work Group Denise (Wilkes) Henry, ’04 HS (Krandon) 2003-2004, Membership and Revenue Enhancement Tahira Hira, ’19 honorary alum (Labh) 2002-2003, Impact Award; 2006-2008 Governance William Hoefle, ’66 Vet Med; MS ’74 (Judith) 2002-2007, Facility; 2006-2008, Alumni Center Eric Hoiberg# (Karen) 2001-2002, Nominating Gary Hoover, ’61 Engr; MS ’65; MBS ’71 LAS (Donna) 2003-2004, Facility Richard Horton, ’62 Engr; MS '63; PhD '67 2002-2006, Nominating; 2006-2013, Governance Anthony Jones, ’98 HS; PhD ’10 (Tyanez) 2018-2020, Awards Review and Selection Amy Kahler, ’93 BBA Bus (Curtis) 2006-2008, Audit Mary Kincart, ’70 HS (Jim) 2010-2012, Awards Review and Selection Susan Kloewer, ’04 LAS 2015-2016, Marketing and Engagement Daniel Krieger, ’59 LAS (Sharon) 2003-2004, Legislative Martha Krone, ’78 HS (Phil) 2009-2011, Leadership Friday Event Planning; 2010-2011, Leadership Guild Event Planning #Non-grad Representative

AFFILIATED ORGANIZATIONS CONTINUED

Elizabeth (Cross) Kulemeyer, ’88 LAS 2002-2003, Membership and Revenue Enhancement Mary-Kate Lange, ’14 LAS (Austin) 2018-2019, Strategic Plan Goal 3 Internal Organization Patricia Leigh, PhD ’97 HS 2001-2002, Nominating Szuyin Leow, ’14 Engr/LAS (Chad Knight) 2018-2022, Awards Review and Selection Phyllis Lepke, ’69 LAS; MS '74 Ag; PhD '91 HS (Larry), 2002-2003, Impact Award Warren Madden, ’61 Engr (Beverly) 2002-2006, Facility; 2006-2008, Alumni Center Shazia Manus, ’98 LAS (Kurt) 2010-2015, Finance Craig Marrs, ’84 BBA (Beth) 2000-2002, 2017-2020, Finance; 2016-2020, Audit Amanda Matchett, ’08 Bus 2015-2016, Awards Review and Selection Raymond Meister, ’78 Ag (Mary) 2002-2009, Finance; 2006-2009, Audit Marcia Melone, ’80 Design 2007-2008, Alumni Center Sarah Miller, ’93 LAS (Curt) 2016-2020, Strategic Plan Goal 1 Constituent Engagement Wendy Moran, ’02 Bus 2019-2023, Audit (past chair) and Finance Kyle Morrissey, ’98 Bus (Sarah) 2013-2014, Scholarship Task Force Arthur Morton, ’71 Engr; MA ’74, 2003-2006, Facility; 2006-2007, Alumni Center Kathryn Murray, ’12 LAS, 2019-2020, Strategic Plan Goal 3 Internal Organization & Diversity; 2020-2021, Internal Organization and Diversity Ad Hoc Committee; 2021-2022, Internal Organization and Diversity Advisory Work Group Hillary (Kletscher) Myers, ’16 Engr; MBA ’16 (Corey) 2017-2018, Strategic Plan Goal 1 Engagement Thea “Ted” Oberlander, ’77 Bus (Al) 2019-2023 Audit Holly Olson# (Eric) 2011-2017, Audit Mike Perry, ’65 LAS; MS ’69 HS (Betty) 2008-2011, Awards Review and Selection Susan Petra, ’65 HS; MA ’85 Design 2008-2009, ISU Alumni Center Arts and Artifacts Allison Pitz, ’17 Bus 2018-2019, Strategic Plan Goal 1 Constituent Engagement Lynette Pohlman, ’72 HS; MA ’76 (John) 2008-2009, ISU Alumni Center Arts & Artifacts Ben Power, ’10 Bus 2016-2017, Marketing and Engagement Tim Quick, ’01 Bus 2014-2017, Finance Nicole (Carstens) Rasmussen, ’97 Bus, 2010-2015, Membership and Revenue Enhancement; 2015-2016, Marketing and Engagement

Donald Roehr, ’61 Ag (Ardyce) 2001-2004, Nominating Tinika Roland, ’92 HS 2014-2016, Task Force on Diversity and Inclusion Paul Ruby, ’85 HS 2009-2010, Alumni Center Oversight John Russell, ’80 Ag (Cindy) 2010-2016, Audit Stephanie Salasek, ’88 LAS; MS ’92 HS (Tim) 2017-2020, Strategic Plan Goal 2 Collaborative Partnerships Val Saltsgaver, ’86 Bus (Doug) 2009-2015, Audit; 2011-2015, Finance Mary Scheve, ’83 Bus (Raymond) 2002-2007, Legislative; 2013-2019, Audit Bryan Schmidt, '13 Design (Bridget) 2016-2017, Alumni Clubs Advisory Work Group Meg Schon, ’98 HS (Ryan) 2019-2023 Governance Ryan Schon, ’95 Ag (Meg) 2016-2017, Strategic Plan Task Force Mark Schuling# (Eliza Ovrom) 2005-2011, Audit Dwight Seegmiller, ’75 Ag (Melinda) 2010-2011, Selection of Future Board Members Donald Seibel, ’85 Bus (Helen) 2017-2022, Audit Wes Sowers, ’02 Bus (Allison) 2009-2013, Audit Becky Stadlman, ’74 LAS 2004-2010, Membership and Revenue Enhancement; 2015-2016, Task Force on Diversity and Inclusion Gary Steinke# (Dorolyn) 2001-2002, Legislative Charles Stewart, '00 Ag (Ashley) 2019-2023 Governance Kevin Stow, ’87 LAS (Shelley) 2005-2006, Nominating; 2006-2008, Governance Todd Swanson, ’98 Bus (Maria) 2002-2004, Membership and Revenue Enhancement Russ Talbot, ’17 honorary degree (Lora) 2011-2016, Awards Review and Selection Paul Tanaka# (Peggy Earnshaw) 2001-2006, Bylaws Carlie Tartakov, PhD ’95 HS (Gary) 2015-2016, Task Force on Diversity and Inclusion Patricia Tice, ’75 HS; MS '83 (Lynn) 2002-2008, Awards Review and Selection Michael Todd, ’03 Engr/LAS; MA ’05 HS (Andrea) 2002-2003, Nominating Cheryl Tuttle, ’88 Bus (Thom) 2015-2020, Audit Sandra Uelner, ’58 HS (Roy) 2008-2009, ISU Alumni Center Art and Artifacts; 2009-2015, Alumni Center Oversight Dwayne Vande Krol, ’93 Bus (Lori) 2016-2017, Strategic Plan Task Force Amy Williams, ’98 LAS (Murray) 2012-2018, Awards Review and Selection Paxton Williams, ’00 LAS 2016-2020, Awards Review and Selection Eric Wittrock, ’92 Engr (Kristina) 2017-2018, Strategic Plan #Non-grad Representative

Goal 2 Collaborative Partnerships Jessica Wonderlich, ’04 HS 2015-2016, Alumni Clubs Advisory Work Group Terrill Wycoff, ’68 LAS (Dianne) 2002-2011, Finance; 2005-2011, Audit Tanya Zanish-Belcher# (John) 2008-2009, ISU Alumni Center Arts and Artifacts Ben Zelle, '14 Ag/Bus (Allison) 2017-2018, Awards Review and Selection Donald Zuck, ’60 Engr (Carolyn) 2000-2001, Finance

STANTON MEMORIAL CARILLON FOUNDATION The Stanton Memorial Carillon Foundation (hereafter referred to as SMCF) was incorporated on Dec. 31, 1954, to preserve, improve, and further the advancement of the carillon at Iowa State University. Membership in the foundation consists of eight (8) alumni not connected with the faculty or governing body of Iowa State University who serve five (5) years with balanced terminations, the vice president of finance of the ISU Alumni Association, the Talbot Endowed ISUAA president and CEO and two governors of the ISU Foundation. The SMCF meets once annually in April.

President

Jennie Gromoll 11292 Spyglass Cove Lane Reston, VA 20191 (703) 860-1982

Vice President

Ellen Hunt 2948 S. Lisbon Way Aurora, CO 80013 (303) 766-1772

Treasurer

Amy Crabbs ISU Alumni Association 429 Alumni Lane Ames, IA 50011-1403 (515) 294-5085

Secretary

Jeffery W. Johnson ISU Alumni Association 429 Alumni Lane Ames, IA 50011-1403 (515) 294-4762

CYCLONES ARE EVERYWHERE! Alumni, students, and friends of Iowa State University are located throughout the world. The ISU Alumni Association is continuously learning more and more about these constituents. The Association's ultimate goals are to attract and retain members and to involve ISU constituents in the life and work of the University. Serving members is at the center of everything the Association does—from producing an award-winning magazine to providing innovative ways for ISUAA members to connect online to ISU, to the Association, and with each other.

ALUMNI 284,096 Iowa State alumni live in more than 150 countries. A total of 94.8% of alumni live in the United States; 5.2% live world-wide – from Afghanistan to Zimbabwe. Membership in the alumni population – those holding degrees from ISU – totaled more than 30,834 in FY23, representing 72.8% of total Alumni Association members. Young alumni represent more than 23.5% of all alumni, 3.5% of whom have active Alumni Association memberships. (Source: ISU Alumni Association Country and State Report, July 2023.)

STUDENTS Fall 2023 enrollment at Iowa State was 30,177. Academic year 2022-2023 student membership in the Alumni Association reached 5,090 members. Seniors made up the largest category of members, with sophomores close behind. FAN membership represented 16.9% of total students. (Sources: ISU Fact Book 2021-2022 to 2023-2024 )

FRIENDS Friends of Iowa State are perhaps too numerous to count, but we do keep in touch with a special group of non-alumni—former students, spouses, parents, ISU faculty and staff, and others who have chosen to strengthen their affiliation with ISU through Association membership. 6,423 non-alumni friends represented 15.2% of the Association’s FY23 total membership. (Source: ISU Alumni Association Membership Statistics Report, July 2023.)

284,096 Iowa State alumni live in more than 150 countries

5,090

student members

15.2%

non-alumni friends

ALUMNI MEMBERSHIP BY COUNTRY Country

Total Alumni

Assn Mbrs

% Mbrs

Afghanistan

0.00%

Algeria

0.00%

Anguilla Argentina Armenia Australia Austria Azerbaijan

1 57 1 121 19 1

0 1 0 7 1 1

0.00% 1.75% 0.00% 5.79% 5.26% 100.00%

Bahamas Bahrain Bangladesh Barbados

10 4 19 4

1 0 1 0

10.00% 0.00% 5.26% 0.00%

Belgium Belize Bermuda Bolivia Botswana Brazil Bulgaria Burkina Faso Burundi Cambodia Cameroon Canada Cape Verde Cayman Islands Chile China Colombia Costa Rica Croatia Cyprus Czech Republic Democratic Republic of Congo Denmark Dominica Dominican Republic Ecuador Egypt

27 1 2 20 23 118 2 3 1 3 10 591 4 2 18 613 66 43 2 32 14 2 16 1 3 12 93

1 0 0 0 0 0 1 0 0 0 0 26 0 0 1 4 1 1 0 1 0 0 0 0 0 0 0

3.70% 0.00% 0.00% 0.00% 0.00% 50.00% 33.33% 0.00% 0.00% 0.00% 0.00% 4.40% 0.00% 0.00% 5.56% 0.65% 1.52% 2.33% 0.00% 3.13% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%

Total Alumni

Country

Assn Mbrs

% Mbrs

El Salvador Eswatini Ethiopia Finland France Gambia Georgia Germany Ghana Greece Grenada Guatemala Guinea Guyana Haiti Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Israel Italy Ivory Coast Jamaica Japan Jordan Kazakhstan

6 6 6 17 49 3 1 149 33 53 1 25 1 6 1 24 227 5 2 374 485 43 5 21 30 28 2 6 167 66 7

0 0 0 0 3 0 0 19 1 0 0 3 0 0 0 0 12 2 0 7 1 3 0 4 0 3 0 0 22 1 0

0.00% 0.00% 0.00% 0.00% 6.12% 0.00% 0.00% 12.75% 3.03% 0.00% 0.00% 12.00% 0.00% 0.00% 0.00% 0.00% 5.29% 40.00% 0.00% 1.87% 0.21% 6.98% 0.00% 19.05% 0.00% 10.71% 0.00% 0.00% 13.17% 1.52% 0.00%

Kenya Kosovo Kuwait Kyrgyzstan Laos Latvia Lebanon Lesotho

51 3 48 1 1 1 15 2

1 0 1 0 0 0 0 0

1.96% 0.00% 2.08% 0.00% 0.00% 0.00% 0.00% 0.00%

Indicates countries with Association members

Country Liberia Libya Luxembourg Macao Madagascar Malawi Malaysia Mali Mauritius Moldova Mongolia Morocco Myanmar Namibia Nepal Netherlands Netherlands Antilles New Zealand Niberia Nicaragua Niger Nigeria Norway Oman Pakistan Panama Paraguay Peru Philippines Poland Portugal Qatar Republic of Korea Romania Russia Rwanda Saudi Arabia Senegal

Total Alumni 5 6 4 3 1 7 1,053 5 5 112 1 1 11 1 5 2 54 2 36 1 7 1 124 78 11 119 34 1 42 60 7 11 14 523 5 7 1 95 3

Assn Mbrs

% Mbrs

0 0 1 0 0 0 6 0 0 4 0 0 0 0 0 0 3 0 1 0 0 0 0 5 0 2 2 0 0 1 0 0 0 10 0 0 0 2 0

0.00% 0.00% 25.00% 0.00% 0.00% 0.00% 0.57% 0.00% 0.00% 3.57% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 5.56% 0.00% 2.78% 0.00% 0.00% 0.00% 0.00% 6.41% 0.00% 1.68% 5.88% 0.00% 0.00% 1.67% 0.00% 0.00% 0.00% 1.91% 0.00% 0.00% 0.00% 2.11% 0.00%

Total Alumni

Country

Assn Mbrs

% Mbrs

0 0 12 0 0 0 1 1 3 0 0 0 3 2 0 41 0 4 0 0 3 0 0 1 11 1 0 3 0 1 0 0 0

0.00% 0.00% 5.69% 0.00% 0.00% 0.00% 5.56% 6.25% 7.69% 0.00% 0.00% 0.00% 8.33% 3.13% 0.00% 7.01% 0.00% 1.57% 0.00% 0.00% 2.78% 0.00% 0.00% 1.10% 4.20% 3.70% 0.00% 4.23% 0.00% 20.00% 0.00% 0.00% 0.00%

Serbia Sierra Leone Singapore Slovakia Slovenia Somalia South Africa South Korea Spain Sri Lanka St. Kitts & Nevis Sudan Sweden Switzerland Syrian Taiwan Tanzania Thailand Trinidad and Tobago Tunisia Turkey Uganda Ukraine United Arab Emirates United Kingdom Uruguay Uzbekistan Venezuela Vietnam Wales Yemen Zambia Zimbabwe

5 1 211 3 3 1 18 16 39 20 1 21 36 64 7 585 14 255 13 14 108 8 7 91 262 27 1 71 18 5 2 13 15

Total

8,366 253 3.02%

Indicates countries with Association members

ALUMNI MEMBERSHIP IN U.S. STATES

State

Total Alumni

Assn Mbrs

% Mbrs

State

Total Alumni

Assn Mbrs

% Mbrs

Alabama

744

116

15.59%

Ohio

2,701

386

14.29%

Oklahoma

1,033

157

15.20%

Alaska

329

11.89%

Arizona

4,948

757

15.30%

Oregon

2,115

232

10.97%

Arkansas

916

116

12.66%

Pennsylvania

1,988

274

13.78%

California

11,349

1,329

11.71%

Rhode Island

145

5.52%

Colorado

8,201

1,041

12.69%

South Carolina

1,171

184

15.71%

Connecticut

730

13.42%

South Dakota

1,859

228

12.26%

Delaware

234

16.67%

Tennessee

1,734

235

13.55%

District of Columbia

341

12.02%

Texas

9,770

1,426

14.60%

Florida

5,781

911

15.76%

Utah

754

8.36%

Georgia

2,338

300

12.83%

Vermont

187

9.63%

Hawaii

401

12.97%

Virginia

2,935

468

15.95%

Idaho

845

10.77%

Washington

4,322

479

11.08%

Illinois

17,524

2,224

12.69%

West Virginia

129

11.63%

Indiana

2,496

386

15.46%

Wisconsin

6,852

930

13.57%

Iowa

119,621

22,417

18.74%

Wyoming

340

11.18%

Kansas

4,188

745

17.79%

Unknown

449

4.23%

Kentucky

764

11.91%

Total

269,180

41,660

15.48%

Louisiana

498

16.67%

Maine

300

12.00%

Maryland

1,973

248

12.57%

Massachusetts

1,486

150

10.09%

Michigan

2,743

412

15.02%

Minnesota

19,818

2,055

10.37%

Mississippi

271

11.07%

Missouri

5,973

835

13.98%

Montana

637

11.15%

Nebraska

5,722

725

12.67%

Nevada

927

132

14.24%

New Hampshire

297

8.42%

New Jersey

1,306

132

10.11%

New Mexico

885

105

11.86%

New York

2,504

224

8.95%

North Carolina

3,095

404

13.05%

North Dakota

512

7.81%

Indicates states with 1,000 or more Association members

ALUMNI MEMBERSHIP IN IOWA COUNTIES County

Total Alumni

Assn Mbrs

% Mbrs

County

Total Alumni

Assn Mbrs

% Mbrs

Adair

258

13.18%

Fremont

124

21.77%

Adams

106

15.09%

Greene

530

16.79%

Allamakee

315

13.02%

Grundy

395

20.00%

Appanoose

181

4.42%

Guthrie

533

15.38%

Audubon

258

10.47%

Hamilton

941

196

20.83%

Benton

642

100

15.58%

Hancock

420

16.90%

Black Hawk

2,208

366

16.58%

Hardin

753

135

17.93%

Boone

2,379

419

17.61%

Harrison

332

12.35%

Bremer

670

108

16.12%

Henry

292

16.44%

Buchanan

426

20.42%

Howard

180

15.00%

Buena Vista

504

17.66%

Humboldt

405

17.53%

Butler

295

12.88%

Ida

250

15.20%

Calhoun

361

14.40%

Iowa

472

13.56%

Carroll

935

146

15.61%

Jackson

310

15.48%

Cass

416

21.39%

Jasper

1,194

177

14.82%

Cedar

429

15.38%

Jefferson

261

15.71%

Cerro Gordo

1,372

214

15.60%

Johnson

3,022

429

14.20%

Cherokee

284

18.66%

Jones

498

14.26%

Chickasaw

260

17.31%

Keokuk

204

15.20%

Clarke

205

9.27%

Kossuth

574

15.33%

Clay

496

19.96%

Lee

408

15.69%

Clayton

329

13.68%

Linn

6,008

841

14.00%

Clinton

692

112

16.18%

Louisa

169

238

13.61%

Crawford

407

19.66%

Lucas

168

18.45%

Dallas

6,530

1,028

15.74%

Lyon

157

12.10%

Davis

165

7.27%

Madison

753

111

15.23%

Decatur

137

184

10.22%

Mahaska

481

14.97%

Delaware

416

13.46%

Marion

1,163

124

10.66%

Des Moines

588

10.54%

Marshall

1,549

252

16.27%

Dickinson

700

136

19.43%

Mills

308

16.88%

Dubuque

1,375

162

11.78%

Mitchell

408

12.75%

Emmet

196

10.20%

Monona

175

16.00%

Fayette

398

16.58%

Monroe

188

13.83%

Floyd

390

17.18%

Montgomery

227

25.99%

Franklin

393

20.36%

Muscatine

817

156

19.09%

IOWA COUNTIES CONTINUED

ALUMNI BY CLASS YEAR*

County

Total Alumni

Assn Mbrs

% Mbrs

O'Brien

301

19.93%

1930

First Degree Year

Total Alumni

Assn Mbrs

% Mbrs

0.00%

Osceola

114

16.67%

1931

0.00%

Page

261

19.16%

1932

0.00%

Palo Alto

241

14.52%

1933

0.00%

Plymouth

592

13.34%

1934

0.00%

Pocahontas

2670

18.73%

1935

0.00%

Polk

30,439

3,754

12.33%

1936

0.00%

Pottawattamie

1,519

242

15.93%

1937

1.64%

Poweshiek

481

17.26%

1938

0.00%

Ringgold

142

15.49%

1939

113

0.00%

Sac

375

19.47%

1940

121

0.00%

Scott

3,203

449

14.02%

1941

161

0.00%

Shelby

485

15.46%

1942

188

2.13%

Sioux

476

14.29%

1943

185

5.41%

Story

18,178

6,451

35.49%

1944

157

7.01%

Tama

504

14.48%

1945

152

5.26%

Taylor

114

11.40%

1946

176

5.68%

Union

311

15.11%

1947

305

5.57%

Van Buren

125

16.00%

1948

361

8.59%

Wapello

431

13.69%

1949

514

9.14%

Warren

2,282

229

10.04%

1950

580

9.66%

Washington

528

15.72%

1951

493

12.58%

Wayne

125

16.00

1952

494

16.19%

Webster

1,147

174

15.17%

1953

416

18.27%

Winnebago

315

14.92%

1954

517

127

24.56%

Winneshiek

504

15.67%

1955

584

127

21.75%

Woodbury

1,406

211

15.01%

1956

731

186

25.44%

Worth

222

13.06%

1957

817

232

28.40%

Wright

451

19.29%

1958

969

242

24.97%

Total

119,623

22,429

18.75%

1959

1,065

271

25.45%

1960

1,051

300

28.54%

1961

1,052

322

30.61%

1962

1,204

315

26.16%

1963

1,294

322

24.88%

1964

1,511

324

21.44%

Indicates counties with more than 500 Association members

Total Alumni

Assn Mbrs

% Mbrs

1,616

364

1966

1,695

1967

2,026

First Degree Year 1965

First Degree Year

Total Alumni

Assn Mbrs

% Mbrs

22.52%

2000

4,567

322

7.05%

405

23.89%

2001

4,674

256

5.48%

473

23.35%

2002

4,953

287

5.79%

1968

2,822

621

22.01%

2003

5,010

241

4.81%

1969

2,858

651

22.78%

2004

5,205

214

4.11%

1970

3,022

697

23.06%

2005

5,253

229

4.36%

1971

3,175

674

21.23%

2006

5,077

190

3.74%

1972

3,297

707

21.44%

2007

4,888

178

3.64%

1973

3,472

773

22.26%

2008

4,871

150

3.08%

1974

3,392

747

22.02%

2009

4,781

119

2.49%

1975

3,402

670

19.69%

2010

5,220

129

2.47%

1976

3,627

746

20.57%

2011

5,280

129

2.44%

1977

3,673

700

19.06%

2012

5,804

130

2.24%

1978

3,820

783

20.50%

2013

5,939

124

2.09%

1979

3,889

776

19.95%

2014

6,172

153

2.48%

1980

3,960

776

19.60%

2015

6,785

159

2.34%

7,180

148

2.06%

184

2.39%

1981

4,709

930

19.75%

2016

1982

4,076

806

19.77%

2017

7,689

1983

4,157

892

21.46%

2018

7,650

163

2.13%

7,851

194

2.47%

1984

4,375

836

19.11%

2019

1985

4,539

894

19.70%

2020

7,390

226

3.06%

6,844

261

3.81%

1986

4,583

850

18.55%

2021

1987

4,673

782

16.73%

2022

5,315

444

8.351%

1988

4,556

749

16.44%

2023

101

27.72%

1989

4,490

722

16.08%

1990

4,439

671

15.12%

1991

4,370

629

14.39%

1992

4,483

584

13.03%

1993

4,574

516

11.28%

1994

4,532

536

11.83%

1995

4,458

529

11.87%

1996

4,341

462

10.64%

1997

4,512

449

9.95%

1998

4,379

388

8.86%

1999

4,518

332

7.35%

Indicates years with 20% or more Association members * These numbers are based on a person’s first ISU degree. If someone has an invalid degree year, they do not appear on this table. ‡ Includes honorary and other individuals listed as alumni.

FIRST ISU DEGREE TYPE*

ALUMNI BY ETHNICITY Ethnicity

Total Alumni

Assn Mbrs

% Mbrs

11.70%

Asian or Pacific Islander

11,526

616

5.34%

5,455

417

7.64%

Degree

Total Alumni

Assn Mbrs

% Mbrs

Undergraduate

240,159

28,107

Masters

26,811

1,301

4.85%

Black or African American

Doctorate

10,056

675

6.71%

Caucasian, not of Hispanic origin

180,777

29,149

16.12%

Hispanic

5,180

411

7.93%

Multi-racial

484

10.95%

250,000 Association Members

200,000

Total Alumni

Native American

753

8.37%

Not Specified/Unknown

79,886

11,484

14.37%

150,000

100,000

ALUMNI BY GENDER

50,000

Gender

Total Alumni

Assn Mbrs

% Mbrs

Male

163,833

23,220

14.17%

Female

120,263

18,972

15.78%

Undergraduate

Masters

Doctorate

*Alumni may be listed in more than one category

ALUMNI BY COLLEGE OF FIRST ISU DEGREE*

College

Total Alumni

Assn Mbrs

% Mbrs

Agriculture and Life Sciences

44,290

5,791

16.15%

Business

33,533

2,882

12.23%

Design

14,711

948

5.37%

Engineering

55,075

6,310

20.09%

Human Sciences

49,987

5,862

18.23%

Liberal Arts & Sciences

75,678

8,069

10.66%

Interdisciplinary

10.34%

Veterinary Medicine

884

10.41%

* These numbers are based on a person's first ISU degree. If someone has multiple degrees in their first degree year, they will appear on this table multiple times.

FY23 STUDENT MEMBERS

ALUMNI GRAND TOTAL Alumni Grand Total

Total Alumni

Assn Mbrs

% Mbrs

284,096

42,347

14.91%

Association Members

Freshman

863

Sophomore Junior Senior Graduate

1,219 978 1,874 156

Total

5,090

Total Alumni

*As of July 1, 2023

42,347

*As of July 1, 2023

TOTAL MEMBERS

30,000 25,000

25,382

20,000 15,000 *As of July 1, 2023

10,437 10,000

5,090

5,000 0

Life

Annual

Student

TOTAL MEMBERS

Friends

Alumni Students

30,834 5,090

Students

Friends Total

6,423 42,347

Alumni

BOARD INFORMATION

Board Associates.............................................................. 78

Guidelines for Board Approval of Staff Proposals........... 79

Board Officers’ Job Descriptions...................................... 70

Programmatic Committees..............................................90

Board Directors' Job Description.....................................73

Task Force........................................................................93

Committees, Task Force and Liaisons At-a-Glance......... 76

Council Appointments.....................................................94

Committee Chair Definition & Responsibilities.............77

Board Policies—General..................................................95

Task Force Definition.......................................................77

Board Policies—Financial.............................................. 107

Liaison Definition............................................................77

Board Policies—ISU Alumni Center.............................. 111

Liaison Description..........................................................77

Process for 53 Board Approval of Proposals........................80 ISUAA Board Committee Chair Checklist...................... 81 Operational Committees..................................................82

BOARD OF DIRECTORS TERM EXPIRATIONS 2024 Scott Bauer Marvin DeJear Gayle Farrell Brad Lewis Marc Mores* Darius Potts Dawn Refsell Martha Smith* Jessica Woodall

2025 Dan Bumblauskas Allison Flinn Trey Hemmingsen Mike Roof Cathy Schmidt* Melissa Schnurr

2026 Jeremy Davis Andrea Fellows Chad Harris* Carl Kirpes Brittney Rutherford Kathy Taylor Jeremy Wingerter

2027 Ryan Downing Rachel Geilenfeld Mark Kaestner Courtney Knupp Meg Schon *Indicates term extended due to becoming an elected officer via Bylaws Article IV, Section 2.

FY24 OFFICERS CATHY MCCALL SCHMIDT

MARC S. MORES

Chair

Immediate Past Chair

Original term expired ’23

Original term expired ’22

Term extended ‘25

Term extended ‘24

Marketing, B.B.A 1988

Exercise and Sport science, B.S. 1995

Spouse: Mark Schmidt (’88 agricultural business)

Spouse: Jennifer Mores Life Members & Sustaining Donors

Life Members & Sustaining Donors Email: cschmidt4120@gmail.com

Email: marcmores@gmail.com

Current Hometown: Plymouth, Minnesota Original Hometown: Shoreview, Minnesota

Current Hometown: Johnston, Iowa

Cathy Schmidt (’88 marketing) is the president and CEO of Stahl Construction. Previously, Schmidt led Fullerton Building Systems, Surfacequest, CEO Roundtable, and Stahl Construction. Schmidt was highly involved as a student at Iowa State in organizations such as Cardinal Key, Student Alumni Association (now SALC), Delta Zeta sorority, and VEISHEA. She has been a community leader throughout her career serving on numerous boards including Greater Twin Cities Youth Symphonies (GTCYS), Feed My Starving Children, CoreNet Global Midwest, Minneapolis Regional Chamber of Commerce and Mount Olivet Lutheran Church of Plymouth. Schmidt holds an MBA from the University of Minnesota, Carlson School of Management. She is married to Mark Schmidt (‘88 agricultural business) and together they have two children and a son-in-law who attended Iowa State: Caroline (‘17 psychology), Preston Jasper (‘17 finance and marketing), and Jonathan (‘18 anthropology and international studies). Schmidt’s parents also attended Iowa State: Edward McCall (‘60 chemical engineering) and Judith (Judy) Bohn McCall (‘60 home economics).

Marc Mores is the executive vice president of Favor & Company, an insurance agency and cover holder for Lloyds of London. He specializes in working with social and professional fraternities and sororities to adopt appropriate health and safety policies and practices. He is an underwriter for many large fraternity accounts and a frequent speaker at client and industry leadership events. Mores was previously employed by Phi Delta Theta Fraternity, where he played an integral role in implementing alcohol-free housing. As an ISU student, he was a Cyclone Guide and served as president of the Interfraternity Council Judicial Board and of his fraternity, Phi Delta Theta. Mores has also been involved with ISU's Cincinnati and Denver alumni clubs. He serves as president of the board of directors for Hazing Prevention Network. He graduated from Xavier University with a M.Ed. in 2004. Mores and his wife, Jennifer, live in Johnston, Iowa, with their youngest daughter, Stephanie, who is a high school senior at Johnston High School. Their oldest child, Ashley, is a junior at the University of Iowa majoring in Nursing. Mores and Jennifer are season ticket holders for football and men’s and women’s basketball and love to support Iowa State.

55 ISUAA Board Work: CEO Evaluation, Executive (Chair, Vice Chair of Records), Governance (Chair), and Strategic Plan Goal 1 Constituent Engagement Committees; Constituent Engagement (Leader) and Financial Health (Leader) Advisory Work Groups; ISUAA CYTown Working Group; and ISU Alumni Center Policies Review Task Force (Leader).

Original Hometown: Harlan, Iowa

ISUAA Board Work: CEO Evaluation (Chair), Executive (Chair, Vice Chair of Records, Vice Chair of Finance), Finance (Chair), Governance (Chair), and Officers Nominating Committees; ISUAA CYTown Working Group (Leader); and Board Self-evaluation and Bylaws Review Task Forces.

CHAD E. HARRIS

CARL J. KIRPES

Chair-Elect

Vice Chair of Finance

Original term expired ‘23

Term expires ’26

Term extended ’26

Mechanical Engineering, B.S. 2012; Industrial Engineering, B.S. 2012; Systems Engineering, M.S. 2014; PhD 2022 Industrial Engineering

Political Science, B.S. 2001 Life Member & Sustaining Donor

Spouse: Nicole Kirpes Life Members Email: ceharrisisu@yahoo.com

Email: cjkirpes@gmail.com

Current Hometown: Kansas City, Missouri Original Hometown: Shenandoah, Iowa

Current Hometown: Cedar Rapids, Iowa Original Hometown: Cumming, Iowa

Chad Harris is the chief development officer for Cornerstones of Care, a healthcare nonprofit focused on the mental and behavioral health needs of children and families across the Midwest. He manages the annual giving campaign and targeted appeals to grow the organization’s endowment and unrestricted funding of $4 million annually and leverages annual special events for community engagement and donor growth. As a student at Iowa State, his myriad leadership activities ranged from Student Alumni Leadership Council and FarmHouse fraternity to the University Honors Program and University Museums. He received the Wallace E. Barron All-University Senior Award, served as a Cyclone Aide, and was the student representative on the Iowa 4-H Foundation Board of Trustees. Harris was a charter member of the ISUAA Young Alumni Council and received the ISUAA Outstanding Young Alumni Award in 2013. His community involvement has been no less vast, with full integration into the Kanas City not-for-profit environment. He received the 2017 Fraternity Executives Association Award for community contributions following a 10-year tenure serving as the executive director of FarmHouse fraternity. Harris holds a MSEd from Indiana University and received his doctorate in educational leadership from the University of Missouri.

Carl Kirpes is the president and managing partner at KT Pacer in Cedar Rapids, Iowa. Kirpes leads the organization to grow its brand presence as world leaders in feed transportation solutions. Kirpes graduated summa cum laude with honors from ISU. As a student, he was an outside linebacker on the ISU football team, a member of Cardinal Court, president of Cardinal Key Honor Society, and an AllCyclone team captain and high scholar athlete. Kirpes is a former Wallace E. Barron Award recipient of the ISU Alumni Association. He served as a judge for the Global Student Entrepreneurship (GSEA) regional competition and recently completed his term on the board of the Institute of Industrial & Systems Engineers as the senior vice president of industry. Kirpes is also a licensed professional engineer in the state of Iowa and a certified project management professional. He brings expertise in entrepreneurship, administrative management, event planning, international affairs, and strategic planning to the board.

ISUAA Board Work: Awards Review and Selection (Chair, Chair-elect), CEO Evaluation, Executive (Vice Chair of Records), Governance (Chair), and Strategic Plan (Chair) Committees; Alumni Giving Advisory Work Group; and Board Self-evaluation (Leader) and Strategic Plan (Leader) Task Forces.

ISUAA Board Work: Executive (Vice Chair of Finance), Finance (Chair), and Membership Committees; and Revenue/Fundraising Task Force.

FY24 OFFICERS CONTINUED MARTHA A. SMITH

BONNIE WHALEN

Vice Chair of Records

ISUAA Board Treasurer

Original term expired ’23

Ex-officio-Voting

Term extended ‘24

Finance, BBA 1992; Public Administration, MPA 2012

Agricultural Business / International Agriculture, B.S. 2004 Life Member & Sustaining Donor

Spouse: Sean Whalen (’99 animal ecology, ’04 MA English) Life Members

Email: marthasmith@alumni.iastate.edu

Email: whalen@iastate.edu

Current Hometown: St. Louis, Missouri Original Hometown: Lexington, Virginia

Current Hometown: Pilot Mount, Iowa Original Hometown: Delmar, Iowa

Martha Smith is the head of industry affairs at Bayer Crop Science, where she leads the team that builds, develops, and maintains strategic relationships with key customer, grower and stakeholder organizations whose common interests help shape agricultural policy. She previously worked for Monsanto in a variety of roles in sales management, government affairs, public affairs and supply chain management. At Iowa State, Smith was involved in Farm Operations Club, Agricultural Business Club, Block and Bridle, and other organizations. As an alumna, she has been active in ISU club programs while living in North Carolina, Colorado, and Missouri, and she is a past member of the College of Agriculture and Life Sciences' Curtiss League. In 2018, she won the American Farm Bureau Young Farmer & Rancher National Discussion Meet Contest. She is a graduate of the 2022 class of the Greater Missouri Leadership Challenge and is the 2023 recipient of the College of Agriculture and Life Sciences’ Emerging Leader Award.

Bonnie Whalen is currently the associate vice president for Institutional Financial Strategy and University Secretary at Iowa State University (ISU). Her responsibilities at ISU include leadership of the controller’s office, treasury operations, investments, taxes, debt management, budget development, financial planning and analysis, and institutional financial reporting. Whalen is a member of the Association for Financial Professional, the Treasury Institute of Higher Education, and the National Association of College and University Business Officers. Whalen has been employed at ISU for 33 years since she began as a work-study student, serving roles in Environmental Health & Safety, Information Technology, Ames Laboratory, and 15 years as the chief financial officer in the ISU Division of Student Affairs. Whalen serves on several community and local 4-H committees. Whalen received her BBA degree in finance from ISU in 1992 and her MPA from ISU in 2012. Whalen met her husband, Sean, at ISU. He is also an ISU employee an ISU graduate (MA ‘04 English, ’99 animal ecology). Whalen and Sean have two daughters, Emma and Claire, who are both ISU grads.

ISUAA Board Work: Awards Review and Selection, Executive (Vice Chair of Records), Finance, Governance, and Membership (Chair) Committees; Alumni Giving Advisory Work Group (Leader); Board Self-evaluation and Strategic Plan Task Forces; and Young Alumni Council Board Liaison.

ISUAA Board Work: Executive and Finance Committees; and ISU Alumni Center Policies Review Task Force.

FY24 ELECTED DIRECTORS JEFFERY W. JOHNSON

SCOTT T. BAUER

Lora and Russ Talbot Endowed ISUAA President and Chief Executive Officer

Term expires ’24

Ex officio/Non-voting

Spouse: Denise Bauer

Education, Ph.D. 2014

Business Management, B.S. 1985 Life Members

Spouse: Peggy Johnson Life Members & Sustaining Donors

Email: jjohnsn@iastate.edu Current Hometown: Ames, Iowa Original Hometown: Collins, Mississippi

Jeff Johnson was named president and CEO of the Iowa State University Alumni Association in 1999. His title changed in 2015 as he became the inaugural Lora and Russ Talbot Iowa State University Alumni Association Endowed President and Chief Executive Officer. Under Johnson’s leadership, the Alumni Association has grown to be the second-largest dues-paying alumni association in the Big 12 Conference and boasts one of the largest student membership programs in the country. He directed the fundraising, design, construction, and dedication of the $10.5 million ISU Alumni Center, which opened in 2008. Johnson has more than 35 years of higher education experience. He oversees all association programs, is secretary to the Stanton Memorial Carillon Foundation, publisher of all association publications, a member of the ISU President’s Cabinet, and the association’s liaison to the university and its affiliate organizations.

2023-2024 ISUAA Board Work: Executive, Finance, Governance, Officers Nominating, and Strategic Plan Committees; Financial Health Advisory Work Group; and Strategic Plan Task Force.

Email: scottb@fnb247.com Current Hometown: Ames, Iowa Original Hometown: Des Moines, Iowa

Scott Bauer is the president of First National Bank in Ames. As president of FNB, Bauer focuses on the areas of operations, lending, and strategic initiatives. He has previously served as a board associate on both the ISU Alumni Association’s finance and audit committees and was a longtime member of the Ivy College of Business’ Management and Marketing Executive Advisory Committee. He is also active with the Ames-based Center for the Creative Justice’s audit committee and the Ames Economic Development Commission. He currently holds board positions for the Iowa Bankers Mortgage Corporation and Green Hills Residence Association. Bauer and wife, Denise, have two children. Their oldest son is married with two daughters living and working in the Chicago area, and their younger son is married, living, and working in the St. Louis area.

ISUAA Board Work: Columbarium Development and Alumni Center Enhancement, Executive (Vice Chair of Finance), and Finance (Chair) Committees; Financial Health Advisory Work Group; and ISUAA CYTown Working Group.

FY24 ELECTED DIRECTORS CONTINUED DANIEL P. BUMBLAUSKAS

JEREMY N. DAVIS

Term expires ’25

Term expires ‘26

Industrial Engineering/Economics, B.S. 2003; Industrial Engineering, MS 2006; PhD 2010

Agriculture and Life Sciences Education, BS 2001; MS 2004; MEd 2004 Educational Administration

Spouse: Kendra Bumblauskas

Life Member

Life Members

Email: bbqx21@hotmail.com

Email: jeremyndavis@gmail.com

Current Hometown: St. Joseph, Missouri Original Hometown: West Des Moines, Iowa

Current Hometown: Ames, Iowa Original Hometown: Olin, Iowa

Dan Bumblauskas is an executive director, associate dean, acting/interim chair, and a full professor at Missouri Western State University. Dan oversees workforce development, engineering technology, the Kit Bond Technology Incubator and Craig School Business programs. Previously, Dan served as the MBA coordinator, an associate professor, and the Hamilton/ESP fellow at the University of Northern Iowa. Dan has experience conducting research, instructing courses, and consulting in operations and supply chain management. In addition to his three degrees from ISU, Bumblauskas holds a degree in general management from Harvard University (ALM ‘13) and served as president of the Harvard Club of Iowa. Since graduating from Iowa State, Bumblauskas has served as a member of the ISU College of Engineering Advisory Board, was honored as a STATEment Maker, and an ISUAA Board associate. His community service involvement includes coaching youth ice hockey in Waterloo and baseball in Cedar Falls. Previously, Bumblauskas served on the YMCA Childhood Development Center Parent Advisory Council, the Race for the Cure, and various additional philanthropic endeavors. While a student, Bumblauskas was the ISU Roller Hockey Club president, a Sports Club Council representative, and an ISU Ice Hockey Club team member. Bumblauskas’s pride and joy is his family – his wife Kendra and four children: Addilyn, Taryn, Grayson, and Weston.

Jeremy Davis is a partner at AGSERV in Ames, Iowa, where he is a professional farm manager for several multigenerational family trusts with farmland located throughout Iowa. As a student, Davis was a member of the Gamma Sigma Delta Honor Society, chapter president of Acacia Fraternity, and senator and finance committee member for student government. He was the recipient of the Iowa State University Cyclone Athletics Student Athlete Academic Services’ Norman Boyles Outstanding Service to Student Athletes Award in 2007. Since graduation, he has been providing guidance and advice to undergraduate students as chapter advisor for Acacia Fraternity—Iowa State Chapter. He previously served as the international president of Acacia International Fraternity from 2014-2018. Previously, he was a member of the Ames City Council and served on the Ames Economic Development Commission Board of Directors as well as the Ames Convention and Visitors Bureau and Ames Foundation Board of Directors. He currently serves as a member of the board of directors at the Ames Golf & Country Club in addition to being a member of various other community organizations. Davis brings expertise in administrative management, communication and customer service, real estate, public relations, and strategic planning to the board.

ISUAA Board Work: Governance and Strategic Plan Committees; and Collaborative Partnerships Advisory Work Group.

ISUAA Board Work: Awards Review and Selection and CEO Evaluation Committee; ISUAA CYTown Working Group; and CYTown Liaison.

MARVIN L. DEJEAR, JR.

RYAN D. DOWNING

Term expires ’24

Term expires ‘27

Business Management, B.S. 2000; MBA 2003; Educational Leadership, Ph.D. 2016

Aerospace Engineering, B.S. 2003

Spouse: Deidre DeJear

Spouse: Sara Middleton Downing Annual Member

Life Member

Email: mdejear@dsmpartnership.com

Email: downing.ryan@gmail.com

Current Hometown: Des Moines, Iowa Original Hometown: Tulsa, Oklahoma

Current Hometown: Des Moines, Iowa Original Hometown: Des Moines, Iowa

Marvin DeJear is the chief diversity, equity, and inclusion officer for the Greater Des Moines Partnership. His community service is vast, including Back to School Iowa, mentoring, blood drives, and clothing drives. He has served on the Polk County Early Childhood Board, the Future Ready Iowa Task Force, the State Minority, State Access to Justice Committee, and Unemployment Disparity Committee. He currently serves on the Safe and Thriving Youth Steering Committee, CI-SHRM, and the Directors Council Board as the treasurer. At Iowa State, DeJear served as the vice president of the National Pan Hellenic Council chapter at Iowa State. He served as the president of The Omega Psi Phi Fraternity, Mu Theta Chapter, and he currently serves as the 36th Eighth District representative to the organization. The Eighth District includes Iowa, Nebraska, Colorado, Kansas, Missouri, South Dakota, North Dakota, and New Mexico.

Ryan Downing is a vice president and chief information officer of enterprise business solutions at Principal Financial Group in Des Moines, Iowa. In this role, he is accountable for the delivery of technology solutions to enable the company’s corporate functions globally as well as shared platforms that enable Principal’s customer experience strategy. Downing has managed new business objectives and built international teams to ensure long-term growth for Principal in the US, India, the Philippines, and South America. Ryan is active with the Technology Association of Iowa serving on their Public Policy Committee and mentoring Iowa Technology Leadership Institute participants. In addition, he is a member of the Iowa Innovation Council with the Iowa Economic Development Authority. During his time at Iowa State Ryan was involved as a member of Sigma Chi Fraternity, a Dance Marathon Executive Committee member, and a Reiman Scholar in Entrepreneurship. Downing and his wife, Sara, sponsor an annual scholarship for the College of Engineering to assist diverse students seeking to enter the engineering field. They also support ChildServe, Capital City Pride, American Parkinson Disease Association, Easter Seals, and other organizations through giving of their time and funds.

ISUAA Board Work: Awards Review and Selection, Diversity, Equity, and Inclusion, Officers Nominating, and Strategic Plan Goal 2 Collaborative Partnerships Committees; and Constituent Engagement Advisory Work Group (Leader).

ISUAA Board Work: Revenue/Fundraising Task Force

FY24 ELECTED DIRECTORS CONTINUED GAYLE STRONG FARRELL

ANDREA L. FELLOWS

Term expires ’24

Term expires ‘26

Biology, B.S. 1987

Marketing, BS 2006

Spouse: Jeffry Farrell (’87 biology)

Life Member & Sustaining Donor

Life Members

Email Gayle: j_farrell_family@msn.com

Email: alfellows@gmail.com

Current Hometown: Urbandale, Iowa Original Hometown: Des Moines, Iowa

Current Hometown: Atlanta, Georgia Original Hometown: Nevada, Missouri

Gayle Farrell is the head of customer experience platform strategy and execution at Wells Fargo. Farrell’s community service contributions include Habitat for Humanity, Rebuilding Together, the United Way of Central Iowa Women’s Leadership Council, Variety Club, and the Equal Justice Initiative. She has served as the Greater Des Moines Leadership Board chair, Waukee Athletic Boosters president, and was named a “40 Under Forty” honoree by the Des Moines Business Record. As a student, Farrell was involved in the Delta Zeta Social Sorority, the Homecoming Central Committee, VEISHEA, Stars Over VEISHEA, and was captain of the Cy Squad. She is a first-generation college graduate. She met her husband, Jeff (‘86 biology), while attending ISU. They have two sons who carried on the ISU Legacy. Connor (‘18 industrial technology/ag systems technology) and Andrew (‘21 kinesiology).

Andrea Fellows is the supervisory public affairs specialist for the Center for Disease Control and Prevention in Atlanta, Georgia, where she supervises all employee and leadership communications. She graduated summa cum laude from the University of Maryland Francis King Carey School of Law. As a student at Iowa State, Fellows was on the Student Alumni Leadership Council and VEISHEA committee. After graduating, she was the marketing chair for the ISUAA Young Alumni Council and the social chair for the ISU Alumni of New York City. She was the recipient of the 2013 ISUAA STATEment Maker Award. She also served as a board member for women’s empowerment at Peace Corps. Fellows brings unique expertise in public affairs, communication, event planning, recruiting, and fundraising.

ISUAA Board Work: Columbarium Development and Alumni Center Enhancement, Finance, and Strategic Plan Committees; and ISUAA CYTown Working Group.

ISUAA Board Work: Awards Review and Selection (Chair) and Diversity, Equity, and Inclusion Committees and Alumni Center/Hillside Working Group.

ALLISON M. FLINN

RACHEL GEILENFELD

Term expires ’25

Term expires ‘27

Animal Science, B.S. 2010; DVM 2014

Political Science, B.A., 2007

Spouse: Matthew Grotheer (’12 political science/international studies)

Life Member

Life Members

Email: allison.flinn@merck.com

Email: rgeil07@gmail.com

Current Hometown: Lenexa, Kansas Original Hometown: Des Moines, Iowa

Current Hometown: Ankeny, Iowa Original Hometown: Clear Lake, Iowa

Allison Flinn is the executive director for value chain and consumer affairs for Merck Animal Health, serving on the company’s livestock leadership team. She is dedicated to combining veterinary medicine and technology to deliver meaningful, data-driven insights that allow farmers and ranchers to continuously improve animal health and welfare outcomes. Prior to this role, she established and led the North America public policy and government relations team for the company and was based in Washington, DC for seven years. She also serves on the National FFA Foundation Sponsor’s Board on behalf of Merck Animal Health. Allison is passionate about career mentorship and development, working closely with FFA, AFA, and MANRRS students across the country as they navigate their education and careers. During her time at Iowa State, Flinn was involved as a member of the ISU Spirit Squad, a teaching assistant and tutor, the Iron Dog Fund vice president, a graduate student senator, and an active member of various veterinary medicine clubs on campus.

Rachel Geilenfeld is a policy advisor at Chevron Renewable Energy (REG) in Ames, Iowa, where she advocates for lower carbon fuel policy. In addition to her degree from Iowa State, Geilenfeld holds an MBA and JD from the University of Iowa. As part of her former role with Sukup Manufacturing Co., Geilenfeld built hurricane-proof Safe T Homes in Haiti and Uganda. At REG, Geilenfeld helped integrate the REG and CVX corporate affairs teams and pass legislation in three Midwest states to grow the market for biofuels. She also taught a Business Administration course at the Ivy College of Business, and offers etiquette coaching as a “side hustle.” As a student, Geilenfeld was active in Government of the Student Body, ISU Ambassadors, the ISU Foundation Student Committee, Alpha Gamma Delta sorority, Dance Marathon, and was a George Washington Carver Scholar. Geilenfeld serves on the Living History Farms Board of Directors, the Ames ChildServe Advisory Board, the Governor’s Council on Homelessness, and the ISU Daily Board of Directors.

ISUAA Board Work: Membership Committee. ISUAA Board Work: CEO Evaluation, Columbarium Development and Alumni Center Enhancement, Membership, and Officer Nominating (Chair) Committees; and ISU Capital Projects Committee Liaison.

FY24 ELECTED DIRECTORS CONTINUED

TREY N. HEMMINGSEN

MARK A. KAESTNER

Term expires ’25

Term expires ‘27

Advertising, B.A. 2011 Spouse: Charlie Owen

Hotel & Restaurant Management, B.S. 1990

Life Member & Sustaining Donor

Life Member

Email: themmingsen@alumni.iastate.edu

Email: mark.kaestner@ball.com

Current Hometown: Denver, Colorado Original Hometown: Walnut, Iowa

Current Hometown: Arvada, Colorado Original Hometown: Williamsburg, Iowa

Trey Hemmingsen is a Sr. Program Manager in Academic Partnerships and Workforce Development at ServiceNow focused on collaborating with academia to provide hands-on experiential learning and research opportunities, industry certification, and internship options for students at two and four year colleges. He currently serves as the president for the Denver Alumni Club and previously founded the Boston Alumni Club. He has spent time on the Young Alumni Council as the engagement and outreach vice chair and was awarded the James A. Hopson Alumni Volunteer Award. Hemmingsen volunteers at Camp Hope and is a supporter of KyMel and Kenzi's Causes. He has organized and participated in events through Volunteers for Outdoor Colorado and the Rocky Mountain Food Bank. He previously worked with the Greenlee Alumni and Friends regional network and currently volunteers through KyMel at Camp Hope. At Iowa State, Hemmingsen balanced numerous responsibilities at the Iowa State Daily and was active in the Advertising and PRSSA clubs.

Mark Kaestner is vice president of talent management, learning and development, people analytics, and organizational transformation for Ball Corporation in Denver, Colorado. Kaestner has over 25 years of experience working for Fortune 500 companies such as The CocaCola Company, Graphic Packaging International, and Hilton Worldwide. Kaestner has developed global strategies and operationalized those strategies to drive business growth. Kaestner is an advocate for employee development, engagement, diversity and inclusion at his workplace. During his time at Iowa State, he was active in VEISHEA, Stars Over VEISHEA, Varieties, ISU Theater, as well as many other university events. Mark is active in community service through United Way, and Boys and Girls Club and having served on the board of directors of the Georgia Partnership for Excellence in Education. Kaestner brings expertise in diversity and inclusion, international experience, and insight into leadership and innovation. Mark holds a master’s and doctoral degree in education from the University of Pennsylvania.

ISUAA Board Work: Awards Review and Selection, Diversity, Equity, and Inclusion, Governance and Membership Committees; Constituent Engagement Advisory Work Group; and Current and Former Board and Associates Engagement Task Force (Chair).

ISUAA Board Work: Diversity, Equity, and Inclusion Committee and Revenue/Fundraising Task Force.

COURTNEY L. KNUPP

DARIUS V. POTTS

Term expires ‘27

Term expires ’24

Agricultural Business, B.S. 2007

Telecommunicative Arts, B.A. 1989

Life Member

Spouse: Renee Potts (’88 elem. educ.) Annual Member

Email: Courtney.knupp@gmail.com

Email: dpotts@ankenyiowa.gov

Current Hometown: Indianapolis, Indiana Original Hometown: Washington, Iowa

Current Hometown: Ankeny, Iowa Original Hometown: Chicago, Illinois

Courtney Knupp is the vice president of international market development for the National Pork Board. Knupp previously served in policy and marketing positions at the U.S. Soybean Export Council, United States Department of Agriculture, National Pork Producers Council, BASF, and Elanco. Drawing on her experience at the USDA, Knupp is familiar with policy and process and has experience working with over 30 international markets. Knupp is involved in service in Indiana, especially in the agricultural community where she has served as a member or leadership figure for several councils. Knupp brings precision and advocacy to the board and has strong detail and project management skills.

Darius Potts is chief of police for the City of Ankeny. He is Ankeny’s first African American police chief and has dedicated more than 31 years to a career in law enforcement. During his time at Iowa State, Potts was a member of Alpha Phi Alpha Fraternity Incorporated. He is a current member of the Rotary Club of Ankeny, the Ankeny Community Network, the Iowa Police Chiefs Association, and the International Association of Chiefs of Police.

ISUAA Board Work: Awards Review and Selection, Diversity, Equity, and Inclusion, Finance, Membership, and Officers Nominating Committees; and Constituent Engagement Advisory Work Group.

ISUAA Board Work: Awards Review and Selection and Governance Committees.

FY24 ELECTED DIRECTORS CONTINUED DAWN E. REFSELL

MICHAEL ROOF

Term expires ’24

Term expires ‘25

Agronomy, B.S. 2001; Crop Production and Physiology, M.S. 2003 Spouse: Doug Pontious

Microbiology, MS 1987; Veterinary Microbiology 1989; Immunobiology, Ph.D., 1991

Life Member

Spouse: Jill Roof Life Members

Email: drefsell@gmail.com

Email: mroof@iastate.edu

Current Hometown: Runnells, Iowa Original Hometown: Wallingford, Iowa

Current Hometown: Ames, Iowa Original Hometown: Knoxville, Iowa

Dawn Refsell grew up on a grain and livestock farm near the small town of Wallingford in northwest Iowa. She was very active in 4-H, which began her first relationship with Iowa State. During her time at Iowa State, Refsell was a Hixson Scholar and a Hixson seminar leader and active in the Agronomy Club. Following graduation with her MS degree from Iowa State, Refsell worked at the University of Illinois as an Extension weed specialist, then for Valent USA serving in a variety of roles related to product development and technical service. She completed her PhD in agronomy from Kansas State University and currently is the field sciences leader for the central United States with Corteva Agriscience. Refsell serves on the North Central Weed Science and Weed Science Society of America Board of Directors and is a fellow in the North Central Weed Science Society. For her leadership, she has received the Presidential Sector Award from Sumitomo Chemical Company along with the CALS Outstanding Young Professional in 2017. She is known for her passion in advocating for women in agriculture and STEM, volunteering and fundraising for Honor Flight Network, and for promoting diversity and inclusion in the workplace. Refsell and her husband, Doug, reside outside Runnells, Iowa, on a livestock farm raising beef cattle, chickens, along with three mini donkeys.

Michael B. Roof is a chief technology officer for the vaccines and immunotherapeutic reach and innovation platform at Iowa State University. As a CTO, Roof has spent time cultivating relationships on a global scale for the advancement of project and technology related to vaccines and animal health. Devoted to his practice, Roof has spent time overseas in Germany and China to supervise facilities and teams working on projects and technology. Building strong working relationships and teams is something Roof has always done, an example of which is seen not only in his work, but by his involvement in community service and leadership roles within the Ames community. Roof has served on the Ames Chamber of Commerce and the Ames Economic Development Committee as a Board President. As for Iowa State, Roof has served as a board member of the Iowa State University Research Foundation, taken part in ISU Cyclone Club, and enjoys attending ISU athletic events. Roof brings experience with Iowa State and knowledge of building relationships to the board.

ISUAA Board Work: Awards Review and Selection, Diversity, Equity, and Inclusion (Chair), and Officers Nominating Committees; Alumni Giving, Constituent Engagement, Internal Organization and Diversity & Inclusion Advisory Work Groups; and ISUAA CYTown, and ISUAA CYTown Working Groups.

ISUAA Board Work: Awards Review and Selection Committee

MELISSA P. SCHNURR

MEG SCHON

Term expires ’25

Term expires ‘27

Psychology, B.S. 2004; Human Development and Family Studies, MS 2006; PhD 2009

Child, Adult, and Family Services, B.S. 1998

Spouse: Andrew Schnurr (’03 finance)

Life Members & Sustaining Donors

Spouse: Ryan Schon (’95 agronomy)

Life Members

Email: schnurrm5@gmail.com

Email: meg@schonfamily.com

Current Hometown: Ankeny, Iowa Original Hometown: Iowa Falls, Iowa

Current Hometown: Ankeny, Iowa Original Hometown: New Lebanon, New York

Melissa Schnurr is an early childhood consultant for the Iowa Department of Education, where she coordinates personnel development and conducts research concerning infants and toddlers with developmental delays or disabilities. She owns Empowered Pregnancy and Birth, where she is a birth doula and teaches prenatal and postpartum yoga. Schnurr has given talks to ISU students in human development and family studies about career opportunities and resources. She serves on the Division for Early Childhood of the Council for Exceptional Children (DEC) Service Coordination and Community of Practice Development Committees, and is secretary for the Iowa Chapter of DEC. She is a member of the Central Iowa Doula Association and a founding member of the Iowa Birth Organization. Schnurr was a Destination Iowa State leader, a research and teaching assistant, a Preparing Future Faculty Fellow, and she won a Graduate Research Excellence Award. She has two daughters and enjoys taking them to ISU sporting events with her husband.

Meg Schon is a substitute teacher for the Ankeny School District and an active advocate for Iowa State. Schon brings a wealth of knowledge to the board, including international experience from a year abroad in Singapore where she developed diverse international perspectives. Schon has been a volunteer at numerous schools and community service organizations. Schon is a volunteer for the American Cancer Society Relay for Life, has planned and executed walks for the Iowa SIDS Foundation, and is an active member of her church. Schon is a sustaining donor to the ISU Alumni Association, a board associate for the governance committee, and annually attends the Cardinal and Gold Gala.

ISUAA Board Work: Awards Review and Selection (Chairelect), Diversity, Equity, and Inclusion (Chair) and Strategic Plan Committees; Collaborative Partnerships Advisory Work Group; and Strategic Plan Task Force.

ISUAA Board Work: Diversity, Equity, and Inclusion and Governance Committees.

FY24 ELECTED DIRECTORS CONTINUED KATHY DAVIES TAYLOR

JEREMY L. WINGERTER

Term expires ‘26

English & Speech Communication, BA 1980

Art & Design, BA 1996; Educational Leadership and Policy Studies, MS 1998

Spouse: W. Brent Taylor (’79 agricultural business)

Life Member & Sustaining Donor

Life Member

Email: kdaviestaylor@gmail.com

Email: j_wingerter@hotmail.com

Current Hometown: Ames, Iowa Original Hometown: Bettendorf, Iowa

Current Hometown: Palm Springs, California Original Hometown: Quincy, Illinois

Kathy Davies Taylor is a retired vice president of corporate relations for Corn Belt Power Cooperative out of Humboldt, Iowa. During her career, she oversaw publications, media relations, member relations, marketing, advertising, brand building, company meetings, speech writing, energy efficiency programs, and government relations functions for electric cooperatives throughout northern Iowa. She served on the original board of directors that helped create the Touchstone Energy Cooperatives brand for more than 750 electric cooperatives nationwide. Taylor is an ordained elder of the First Presbyterian Church of Fort Dodge, a past chair of the $1.4M First Presbyterian Church of Fort Dodge Foundation, and volunteers for various roles in the regional arts community. During her time at Iowa State, she was active in VEISHEA Central Committee, numerous theatrical productions, and sorority leadership positions. Today, Taylor and her husband Brent (’79 agricultural business) travel regularly with the Traveling Cyclones program. All four of their children are Iowa State graduates: Daniel Taylor (DVM ‘10, ‘06 biology), David Taylor (’09 chemical engineering), Erin Taylor Handeland (‘11 kinesiology), and Anna Taylor (‘21 dietetics).

Jeremy Wingerter is a senior director of major gifts at the Eisenhower Health Foundation in Rancho Mirage, California. Previously, he served as the chief executive officer at United Way of Adams County in Quincy, Illinois. Wingerter spent over 25 years at institutions such as Iowa State, Northwestern University, and the University of Southern California working in alumni, friends, and studentfacing roles. During his time as an ISU student, Wingerter served on Senior Class Council, as a Cyclone Aide, was a Parent and Family Weekend advisor, and member of Sigma Phi Epsilon fraternity. He has served the ISU Alumni of Chicago as a former treasurer. He is also a member of The Order of the Knoll. He is most proud of establishing student alumni organizations at both Northwestern University and the University of Southern California.

ISUAA Board Work: Columbarium Development and Alumni Center Enhancement and Strategic Plan Committees; ISUAA CYTown Working Group; and Revenue/ Fundraising Task Force.

ISUAA Board Work: CEO Evaluation and Membership Committees; and Revenue/Fundraising Task Force (Chair).

SOPHIA ANN MAGILL

BRITTNEY RUTHERFORD

ISU President’s Designee

Alumni Relations Council Representative

Political Science, B.A. 2005 Spouse: John Tillo (’06 political science) Life Member

Term expires ‘26 Journalism & Mass Communication and Psychology, BS 2006 Spouse: Tyler Rutherford (’05 journalism and mass communication)

BOARD INFORMATION

FY24 APPOINTED & DESIGNATED DIRECTORS

Annual Member Email: smagill@iastate.edu

Email: brittyl@iastate.edu

Current Hometown: Ames, Iowa Original Hometown: Charter Oak, Iowa

Current Hometown: Ames, Iowa Original Hometown: Alden, Iowa

Sophia Magill serves as senior advisor to the president at Iowa State University. Magill leads efforts to advance the goals outlined in the university's 2022-2031 strategic plan, federal relations and other strategic initiatives. She leads the review of proposals and develops priority recommendations for the president and senior leaders to invest in the most promising and strategic projects — overseeing the overall performance management and integration of universitywide initiatives to deliver upon performance goals. In her federal relations responsibilities, she advocates on behalf of Iowa State University's federal priorities by promoting research, higher education and science activities in an effort to increase federal support and expand awareness of the university in Washington, D.C. Before joining the Office of the President in 2013, she served at the U.S. Agency for International Development. She has professional experience in government, higher education, and the nonprofit sector, including the Office of Admissions at Iowa State University, the Iowa House of Representatives, Iowa's Office of the Governor and the White House. Magill earned her undergraduate degree in political science from Iowa State University, where she served as Student Government President, and her master's degree in public administration from the University of Illinois at Chicago. She was the 2005 recipient of the ISUAA's Impact Award, 2012 recipient of the James A. Hopson Volunteer Award, and was the inaugural chair of the Young Alumni Council. Magill met her husband at ISU, and they reside in Ames with their two children.

Brittney Rutherford has been in the Ames community since graduating from Iowa State in 2006. Rutherford and her husband, Tyler, both work for Iowa State University and have two sons, Beckett and Hudson. Rutherford started her career in communications with the Department of Residence, where she developed a passion for the student experience. She eventually led the Campus Life unit, where she managed communications, marketing, branding, restaurant concept design, media relations, and many other facets of a $100 million arm of Iowa State. In 2021, Rutherford had the opportunity to gain experience on the academic side of Iowa State where she now serves as the communications director for the College of Human Sciences.

ISUAA Board Work: Distinguished Awards and Finance Committees; and Risk Management Liaison.

ISUAA Board Work: Columbarium Development and Alumni Center Enhancement, Membership (chair), and Strategic Plan Committees.

FY24 APPOINTED & DESIGNATED DIRECTORS CONTINUED

BRADLEY G. LEWIS

JESSICA WOODALL

Non-alumni Representative

Student Representative

Term expires ’24

Spouse: Lesa Lewis

Senior in agricultural business

Life Member

Student Member

Email: homeboy@netins.net

Email: jlwood@iastate.edu

Current Hometown: Bondurant, Iowa Hometown: Newton, Iowa

Current Hometown: Ames, Iowa Original Hometown: Kamrar, Iowa

Brad Lewis is the CEO and owner of Home Boy Enterprises, LTD, a commercial flatwork and paving company. Brad and his wife, Lesa, also own and manage SALACL, a real estate investment and holdings company, as well as several other businesses. He is a director of the Bondurant Education Foundation, helps coach varsity football, and is the head varsity rugby coach at Bondurant-Farrar High School. He has worked on various committees within the Bondurant School District and helped found the “Party Of Blue Jays.” Lewis has been president, finance chair, and headed several other committees at Palestine Lutheran Church in Huxley. Lewis attended Iowa State in 1989 and from 1993 to 1995; he also attended Michigan State University from 1990 to 1992 and received a coaching authorization from Kirkwood Community College. At Iowa State, he has been a financial supporter of the ISU Alumni Association, ISU Athletics, and has been a volunteer and donor to the Cardinal and Gold Gala. He is a member of the Order of the Knoll Campanile Society. Lewis and Lesa have three children, Aiden, Sienna, and Aubrey. Aiden is a senior attending ISU majoring in civil engineering and plays for the ISU rugby team. Sienna is a junior at Bondurant and loves art, track, and rugby. Aubrey is in eighth grade at Bondurant and loves gymnastics, piano, crafts, and her cat, Sugar.

Jessica is currently in her senior year at Iowa State where she is majoring in Agricultural Business with a Supply Chain option. Jessica is serving as the 2023-2024 President of the Student Alumni Leadership Council. She has been involved with SALC since the fall of her freshmen year where she was a member of the First Year Leadership League (FYLL). Through FYLL she had the opportunity to plan STATE Day on March 22nd. She went on to be a cy-squader for Homecoming serving under the logistics committee as well as serving as an Ambassador’s Co-Director this past year. Jessica has served in multiple roles in Alpha Delta Pi Sorority such as the Director of Ritual Education and the Vice President of Event Management. She has also been involved in the Agricultural Business Club, Fraternal Values Society, Order of Omega, Gamma Sigma Alpha Honor Society, and Cardinal Key Honor Society. Last summer she held a role with Cargill as a grain operations management Intern that led her into her current internship as a grain merchandiser with POET. After graduation Jessica hopes to continue her career in the grain merchandiser role.

ISUAA Board Work: CEO Evaluation, Finance, Governance, and Officers Nominating (Chair) Committees; Collaborative Partnerships and Internal Organization and Diversity & Inclusion (Leader) Advisory Work Groups.

ISUAA Board Work: Membership Committee.

BOARD OFFICERS’ JOB DESCRIPTIONS CHAIR The Board chair is the senior volunteer leader of the Association who presides at all meetings of the members, the Board of Directors, the Executive Committee, and other meetings as required. The Board chair shall have general charge of and control over the affairs of the Corporation, subject to the direction and control of the Board of Directors, and shall perform other duties as prescribed by the Board of Directors or the Association bylaws. The Board chair oversees implementation of all policies and ensures that appropriate administrative systems are established and maintained. The Board chair is elected by the Board of Directors, reports to the Board, and serves a one-year term.

Responsibilities: • Works with the Talbot Endowed ISUAA President and CEO, Board officers, and committee chairs to develop the agendas for Board meetings, and presides at these meetings. • Appoints Board directors and associates to key leadership positions, including positions as chair and/or members of Board committees and task forces/advisory work groups and as liaisons. • Serves as an official representative and spokesperson of the Board. • Chairs the Executive Committee, and may serve on all other Board committees/task forces /advisory work groups as an ex-officio member. • Provides a report at each Board meeting regarding all Board-related activities the chair has performed since the previous Board meeting. • Ensures the execution of the Talbot Endowed ISUAA President and CEO’s evaluation in accordance with the Board-approved plan. • If the Board chair is informed by the Vice Chair of Records that a Board director is not adhering to the attendance policy, the Board chair will contact said Board director to discuss. • Performs any other duties that are necessary for the successful execution of the mission of the Iowa State University Alumni Association.

• Serves as immediate past chair upon completion of term as chair. Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004. Amended on Feb. 16, 2007, May 21, 2010, and May 19, 2023.

CHAIR-ELECT The Board’s chair-elect shall perform and discharge the duties of the chair in the case of the absence, death, or disability of the chair; shall act as chair-elect of the corporation; shall serve as chair of the Governance Committee; and shall perform such other duties as prescribed by the chair, the Board of Directors, or the Association bylaws. The Board’s chair-elect is elected by the Board of Directors, reports to the Board, and serves a one-year term.

Responsibilities: • Prepares to assume the office of the Board chair. • Serves as chair of the Governance Committee. • Fills the office of Board chair should that office become vacant. • Assists the Board chair in the execution of his/her duties. • Serves on the Executive Committee and CEO Evaluation Committee and other committees as appropriate. • Performs any other duties as assigned by the Board chair. Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004. Amended on Feb.16, 2007, May 29, 2009, and May 21, 2010.

CHIEF EXECUTIVE The Board, at its discretion, and in consultation with the president of Iowa State University, may hire a chief executive as a member of its staff. The chief executive shall be an ex-officio/non-voting member and officer of the Board, the Board’s Executive Committee, and other committees of the Board. The executive, as an employee of the ISUAA, shall provide full-time effort to the faithful performance of the Talbot Endowed ISUAA President and CEO; shall plan, implement, and direct all ISUAA programs, including working collaboratively with the Board of Directors to assure effective governance and meetings of the ISUAA, actively engaging alumni, students, and friends in support

of the ISUAA and the university, producing periodicals and other informational materials of interest to alumni, students, and friends of the university, acting as the conduit and representative of alumni interests, assisting in fundraising efforts, supporting student engagement with the university and the ISUAA, and management of the ISU Alumni Center; shall serve as the ISUAA representative to the ISU Foundation and participate in university and ISU Foundation activities; shall serve as the ISUAA’s official representative at ISU events throughout the year; shall work directly with the ISU president and leadership of Iowa State University to coordinate ISUAA activities with the university and ISU Foundation to achieve mutual benefit, ensuring that ISUAA activities are in harmony with ISU strategic objectives; shall oversee and supervise the staff of the ISUAA; shall oversee and responsibly manage the assets, financial and otherwise, of the ISUAA; and shall assure compliance with the Affiliation Agreement between ISUAA and Iowa State University as well as ISUAA and the ISU Foundation. The performance of the executive will be reviewed annually by the Association’s Board of Directors and ISUAA staff with input from the ISU president, as well as input from the ISUAA staff at the Board’s direction. The chief executive shall perform such other duties as may be assigned by the chair or the Board. Reports to: Iowa State University Alumni Association Board of Directors in consultation with the president of Iowa State University. Classification: Exempt.

Position summary:

• Develops and facilitates an active planning process and coordinates the various Association programs. • Develops organizational goals and objectives consistent with Association mission and vision. • Develops and administers operational policies. • Oversees all programs, services, and activities to ensure that program objectives are met. • Oversees the Association’s financial development. • Ensures compliance with funding sources and regulatory requirements. • Provides information for evaluation of the organization’s activities. • Supervises production of Association publications. • Maintains and preserves Association records. • Approves all contracts into which the Association enters. • Performs any other duties as prescribed by the chair, the Board of Directors, the bylaws of the Association, and/or the university president.

Fiscal • Develops, recommends, and monitors the Association’s annual and other budgets. • Procures, manages, and accounts for the Association’s funds (except to the extent such duties are assigned to the treasurer). • Collects, preserves, and disburses the Association’s dues and other funds.

The chief executive is responsible for the overall administration and management of the Association, including service programs, operations, and fundraising. Areas of responsibility include: planning and evaluation, policy development and administration, personnel and fiscal management, and public relations. This is a full-time position, hired by and directly accountable to the Board, in consultation with the university president through its elected Board chair.

• Approves expenditures in accordance with Boardapproved expenditure policies.

Responsibilities:

• Maintains and supervises the Association’s staff.

Management and administration

• Administers Board-approved personnel policies.

• Oversees the Association’s day-to-day affairs.

• Provides for proper fiscal record keeping and reporting. • Ensures documentation exists for effective audits to be performed. • Submits quarterly financial statements to the Board.

Personnel

• Ensures proper (legal) hiring and termination procedures.

BOARD OFFICERS’ JOB DESCRIPTIONS CONTINUED • Provides for adequate evaluation of all staff and volunteers. • Oversees any and all disciplinary actions.

Board Relations • Assists the Board chair in planning the agenda and materials for Board meetings and retreats. • Initiates and assists in developing policy recommendations and in setting priorities. • Facilitates the orientation of new Board directors. • Works with the Board to raise funds for the Association. • Staffs Board committees as appropriate. • Meets with Immediate Past Chair on a quarterly basis.

Public Relations • Serves as chief liaison for the Association with the university and other groups. • Ensures the Association’s employees appropriately represent the Association. • Coordinates representation of the university to legislative bodies and other groups. Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004. Amended on May 29, 2009 and May 21, 2010.

IMMEDIATE PAST CHAIR

TREASURER The treasurer is responsible for consulting with the vice chair of finance regarding any and all matters relating to the funds and finances of the Association. The treasurer, generally a finance official of the university, is appointed by the ISU President and serves a one-year, renewable, voting, ex-officio term on the Association’s Board of Directors.

Responsibilities: • Works with the Board of Directors to ensure that all financial decisions made by the Board are not in conflict with any policies or contracts held by the university. • Serves on the Executive Committee and the Finance Committee and executes all functions as outlined in the Executive Committee and Finance Committee job descriptions. • Performs other duties as assigned by the Board chair. Adopted by the ISU Alumni Association Board of Directors on May 22, 2004.

VICE CHAIR OF RECORDS The vice chair of records is responsible for making and preserving a record of all proceedings of the meetings of the members of the ISUAA Board of Directors.

The immediate past chair, in consultation with the current officers, is responsible for providing a sense of continuity to the work of the Board.

The vice chair of records is elected by the Board of Directors, reports to the Board, and serves a one-year term.

The immediate past chair serves a one-year term on the Association’s Board of Directors.

• Conducts roll call at all meetings of the Board as part of the meeting records.

Responsibilities: • Serves as chair of the CEO Evaluation Committee.

• Reviews and validates the records of all proceedings of the Board of Directors.

• Serves on the Executive Committee and executes all functions as outlined in the Executive Committee job description.

• Serves on the Officers Nominating Committee.

• Informs Board chair of any Board director that is not adhering to the attendance policy.

• Performs duties as assigned by the Board chair. Adopted by the ISU Alumni Association Board of Directors on May 22, 2004. Amended on Feb. 16, 2007, May 29, 2009, and May 21, 2010.

Responsibilities:

• Performs any other duties as assigned by the Board chair, the Board of Directors, or the bylaws of the Association. Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004. Amended on Feb. 16, 2006 and May 19, 2023.

VICE CHAIR OF FINANCE

BOARD DIRECTORS’ JOB DESCRIPTION

The vice chair of finance is responsible for direction of the Board’s oversight of the financial activities and is elected by the Board of Directors, reports to the Board, and serves a one-year term.

The ISUAA Board of Directors is primarily structured as a governance board. Governance boards provide strategic direction and financial oversight to the nonprofit organization rather than the day-to-day operations. Specific responsibilities of governance board members include but are not limited to, vetting the strategic plan, overseeing the financial health of the organization, ensuring compliance with state and federal regulations, participating in and leading board committee work, promoting the organization to members and potential members, and assisting with fundraising for the organization as needed. (Partial credit to nonprofitready.org for content)

Responsibilities: • Serves as chair of the Finance Committee and as a member of the Executive Committee. • Manages, with the Finance Committee, the oversight of Association financial activities. • Serves as the liaison among the Talbot Endowed ISUAA President and CEO, vice president of finance, and the Finance Committee. • Oversees the financial aspects of Board decisions. • As required, assists the Talbot Endowed ISUAA President and CEO and the vice president of finance in preparing the annual and long-term budgets. • Serves as the Board contact person during the annual independent audit. • Presents financial information to the Board during its regular meetings. • Answers Board directors’ questions about the financial statement of the Association. • As required, assists other Board directors and committee chairs with appropriate financial matters. • Participates in the selection of the vice president of finance of the Association

• Assists the Talbot Endowed ISUAA President and CEO and vice president of finance in the development of relevant and meaningful financial reporting tools to aid them in the day-to-day management of Association activities. • Performs other such duties as prescribed by the chair, the Board of Directors, or the bylaws of the Association. Adopted by the ISU Alumni Association Board of Directors on May 22, 2004. Amended on May 29, 2009.

The ultimate role of the Board is to assist the Association staff and volunteers in carrying out the mission and strategic plan of the Association in concert with the strategic goals of the university and other affiliated organizations, which include learning, scholarship, and engagement. The role of the Iowa State University Alumni Association Board of Directors is to establish policies consistent with the Association’s Constitution and bylaws, regarding the finances, property, management, and activities of the Association for the purpose of engaging constituents in the further advancement of Iowa State University and the Alumni Association. Policy formulation is generally based upon information and recommendations provided by the Talbot Endowed ISUAA President and CEO, Board of Directors, staff, and members, as well as from other alumni, ISU administrators, students, faculty and staff, university constituents, friends, and professional colleagues, and by studying trends or conducting market research. The Board’s Executive Committee supports and encourages individual board directors’ philanthropic participation in the associations fundraising activities; however, financial giving is not a requirement of ISUAA board service. All personal philanthropic decisions related to the ISUAA are at the individual board director’s discretion. The ISUAA or ISU Foundation staff may privately present proposals to individual board directors as they would any other donor prospect. The ISUAA board of directors will be made aware of and exposed to ISUAA giving-related opportunities just as any other prospective donor on an annual basis. These

BOARD DIRECTORS' JOB DESCRIPTIONS opportunities include, but are not limited to, the following: Wall of Alumni and Friends, endowment accounts, galas, sustaining donor program, wish list items, and outright or planned gifts. The board chair, Executive Committee, a current or former director(s), and/or the Talbot endowed ISUAA president and CEO may present proposals to the board requesting across-the-board participation in a special appeal/fundraising program(s) representing full-board support for said activity. Board action on said proposal(s) will determine next steps. Finally, board of directors may be asked to help ISUAA staff with building prospective donor lists, determining fundraising priorities, and/or making donor introductions/solicitations.

• Refrains overall from actions and involvement that might prove embarrassing to the Association or Iowa State University.

INTERNAL RESPONSIBILITIES

• Annually approves the performance review of the Talbot Endowed ISUAA President and CEO and establishes compensation and benefits policies and practices based on recommendations of the CEO Evaluation Committee, the Executive Committee, and/or the president of Iowa State University.

• Approves the organization’s mission and reviews management’s performance in achieving it. • Assesses the ever-changing environment and approves the organization’s funding plans, budgets, and expenditures on an annual basis. • Reviews frequently and approves all major policies that guide and protect the Alumni Association’s Board and staff on matters of legal and financial importance. • Votes according to one’s individual conviction and challenges the judgment of others when necessary, yet remains willing to support the decision of the Board and works with fellow Board directors in a spirit of cooperation. Recognizes that the Board chair alone speaks for the Board.

JOB DESCRIPTION Organization • Elects, monitors, appraises, advises, stimulates, supports, rewards, and, if deemed necessary or desirable, works with the president of Iowa State University to change top management. Regularly discusses with the Talbot Endowed ISUAA President and CEO matters that are of concern to that person, the Board, or the president of Iowa State University.

• Assures that a management succession plan is properly planned. • Assures that the organizational strength and employee base can substantiate long-range goals. • Proposes a slate of prospective Board directors to current members and fills vacancies as needed. • Reviews annually the performance of the Board (including its composition, organization, and responsibilities) and takes steps to improve its performance.

• The Board chair serves as the official representative of and spokesperson for the Board.

• Familiarizes oneself with and commits to the major responsibilities of a governing not-for-profit board.

• The Boards’s Ethics Policy is found on page 99.

Operations

EXTERNAL RESPONSIBILITIES

• Compares the organization’s performance to that of similar organizations.

• Works to increase the visibility and vitality of Iowa State University and the Alumni Association. • Assists with the solicitation of Alumni Association memberships, donations, sponsorships, and other funds. • Provides input to the campus, when necessary, regarding programs, policies, and actions that appear to jeopardize the quality of an Iowa State degree or the university’s and/ or the Association’s reputation and/or future.

• Ensures that the financial structure of the organization will adequately support the current needs and long-range strategy. • Provides constructive criticism, advice, and comments on any and all aspects of the organization’s operation. • Provides input into the strategic planning and market research initiatives of the organization.

BOARD DIRECTORS' JOB DESCRIPTIONS • Adheres to the Board’s Attendance Policy.

Fiduciary

• Serves on the organization’s committees.

• Ensures that the Board and its committees are adequately informed of the financial condition of the organization and its operation through reports or any other appropriate method.

• Assists staff at selected alumni activities, on/off campus. • Recommends candidates for the receipt of awards and/ or service on the Association or university/auxiliary committees, boards, or councils. • Approves all major actions of the organization, such as capital expenditures over the authorized limits and major changes in programs and services. • Maintains the confidential nature of Board deliberations and avoids acting as spokesperson for the entire Board unless specifically authorized to do so. • Completes self and Board assessment forms as well as a committee monitoring form annually.

• Ensures that published reports properly reflect the operating results and financial condition of the organization. • Ensures that management has established appropriate policies to define and identify conflicts of interest throughout the organization and is diligent in its administration and enforcement of those policies. • Approves the findings of the annual independent audit. • Reviews compliance with relevant material laws affecting the organization and its programs and services. Adopted by the ISU Alumni Association Board of Directors on May 22, 2004. Amended February 9, 2023.

COMMITTEES, TASK FORCE, AND LIAISONS AT-A-GLANCE OPERATIONAL COMMITTEES AUDIT Jenny Smith, Chair Emily Hansen, Vice Chair Abby Croll, Past Chair Cindy Adams Tom Mangan Chris Moon Amy Crabbs* CEO EVALUATION Marc Mores, Chair Chad Harris Cathy Schmidt Jeremy Davis Brad Lewis Tom Elston* DIVERSITY, EQUITY, AND INCLUSION Melissa Schnurr, Chair Andrea Fellows Mark Kaestner Darius Potts Dawn Refsell Krystal Couture Tom Elston* Matt Van Winkle EXECUTIVE Cathy Schmidt, Chair Chad Harris Carl Kirpes Marc Mores Martha Smith Bonnie Whalen Amy Crabbs Shannon Foote Jeff Johnson* Heidi Long

FINANCE Carl Kirpes, Chair Scott Bauer Gayle Farrell Sophia Magill Bonnie Whalen Tom Mangan Amy Crabbs* Debra Carroll Shannon Foote GOVERNANCE Chad Harris, Chair Dan Bumblauskas Trey Hemmingsen Courtney Knupp Brad Lewis Meg Schon James Collins Alissa Stoehr Tom Elston Jeff Johnson* Heidi Long OFFICERS NOMINATING Allison Flinn, Chair Marc Mores Darius Potts Dawn Refsell Cathy Schmidt Tom Elston Jeff Johnson* Heidi Long

LIAISONS CYTOWN Jeremy Davis ISU CAPITAL PROJECTS COMMITTEE Allison Flinn ISU CEMETERY COMMITTEE Kathy Taylor RISK MANAGEMENT Sophia Magill Tom Elston*

PROGRAMMATIC COMMITTEES AWARDS REVIEW & SELECTION Andrea Fellows, Chair Melissa Schnurr, Chair-elect Marvin DeJear Courtney Knupp Mike Roof Martha Smith Julie Jacobi Carole Custer Katie Lickteig

MEMBERSHIP Brittney Rutherford, Chair Rachel Geilenfeld Trey Hemmingsen Jeremy Wingerter Jessica Woodall Emily Beck* Shannon Foote Kate Tindall

TASK FORCE REVENUE/ FUNDRAISING Jeremy Wingerter, Chair Ryan Downing Carl Kirpes Kathy Taylor Shellie Andersen* Jeff Johnson Courtney Marshall

COLUMBARIUM DEVELOPMENT AND ALUMNI CENTER ENHANCEMENT Gayle Farrell, Chair Scott Bauer Allison Flinn Brittney Rutherford Kathy Taylor Shellie Andersen* Jeff Johnson Anna Tempestini

*Denotes lead ISUAA staff contact.

COMMITTEE CHAIR DEFINITION AND RESPONSIBILITIES The committee chair is responsible for directing the activities and primary responsibilities of the committee, providing proper information to the committee members, and overseeing the committee’s operation. The committee chair is to report the committee's activities to the Board through the Association’s Executive Committee. Responsibilities: • Attends all committee meetings.

LIAISON DEFINITION An Iowa State University Alumni Association Board of Directors’ liaison is appointed by the Board chair to serve as a representative of the Board to strategic alliances and/ or strategic initiatives that have a potential to critically, positively or negatively, impact the excellence or reputation of the Iowa State University Alumni Association, the Board, or the university. Each liaison must be a current director and will serve a minimum term of one (1) year. Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004. Amended on May 9, 2008 and May 20, 2015.

• Calls and presides over meetings of the committee. • Works with appropriate staff liaison(s) to set agenda for committee meetings.

LIAISON DESCRIPTIONS

• Reports the committee’s activities directly to the Board and all recommendations through the Executive Committee.

The Board director assigned to this role is generally the ISU president’s designee to the ISUAA Board of Directors. This individual works with the ISUAA vice president of finance to annual review the Alumni Association’s risk management procedures and risk review reports provided by staff. Following these reviews, the liaison is responsible for making a written status report to the Board each May and responding to any Board questions or concerns related to risk matters at the Board’s spring meeting.

• Invites appropriate individuals to address the committee in its efforts to formulate knowledge while working to make informed decisions/recommendations. • Delegates responsibilities to other committee members and encourages their full participation. • Assists in the evaluation of the committee’s work and charges in concert with the Alumni Association's strategic plan. • Performs any other duties as assigned by the Board chair.

TASK FORCE DEFINITION

An Iowa State University Alumni Board of Directors’ task force is appointed by the Board chair to study or oversee broad in-depth matters which might lead to an assignment or the formation of a future committee or Board policy. Task forces, like committees, also have the right to bring to the Executive Committee recommendations for Board action. The membership, charge, makeup, and term of service of a task force is left to the discretion of the Board chair, with input from the task force chair and the ISUAA chief executive.

Risk management liaison

Staff liaison to Board committees, task forces, advisory work groups, and liaison appointments Due to the programs that ISUAA staff members oversee or by virtue of their job within the ISUAA, a number of ISUAA staff members are assigned liaison roles to Board level committees, task forces/advisory work groups, and liaisons. In this role, ISUAA staff are responsible for working with Board committee and task force/advisory work group chairs, as well as Board liaisons, to carry out the work of that committee, task force, advisory work group, or liaison. This could include, but is not limited to, establishing meeting times, agendas, locations, and work appointments. Staff liaisons are also responsible for assisting these individuals with their mailings, reports, etc., to ensure smooth transactions of work and reporting occurs before, during, and after meetings. Adopted by the ISU Alumni Association Board of Directors on Aug. 8, 2012.

BOARD ASSOCIATES BOARD ASSOCIATES

Abby Croll

The Board of Directors of the Iowa State University Alumni Association utilizes committees, task forces, advisory work groups, and liaison appointments to carry out its policy and fiduciary roles. These groups/individuals are chosen by the current Board chair with input from the Talbot Endowed ISUAA president and CEO, who may also solicit input from other ISUAA staff members. To ensure the right balance of expertise and staff support, as well as to engage a greater number of individuals in the life, work, and aspirations of Iowa State and the ISUAA, the ISUAA Board chair, from time to time, may appoint non-ISUAA Board directors, referred to as Board associates, to these aforementioned groups. Board associates can serve one four-year term or the duration of the assigned task(s). They also are asked to attend the August Board retreat and participate in regular meetings related to their committees, task forces, advisory work groups, or liaison appointments. Board associates’ terminations or resignations are handled in the same manner as an ISUAA Board of Directors member. The ultimate role of a Board associate is to assist the ISUAA Board and staff in carrying out the mission of the Association in concert with the strategic goals of the university and other affiliated organizations.

2023-2024 BOARD ASSOCIATES Audit Committee

Retired, Iowa Society of CPAs Spouse: Alan Adams

Governance Committee

Life Member

Spouse: Michael Croll

acroll@eidebailly.com

Life Member Carole Custer Journalism (Science), B.S. 1971

Awards Review and Selection Committee

University representative University Marketing Spouse: Roger Custer (’69 ag bus)

cacuste@iastate.edu

Life Members Emily Hansen Accounting and Finance, B.S. 2015

Audit Committee

Term expires ‘26 Eide Bailly Spouse: Nathan Hansen (’15 MIS and supply chain mgmt)

eghansen@eidebailly.com

Julie Jacobi Agricultural Business, B.S. 1988

Awards Review and Selection Committee

Personal Investor jacobijulie88@gmail.com

Life Members Tom Mangan

Term expires ’27

Spouse: Ann Marie Collins

Eide Bailly

Spouse: Jay Jacobi (’89 ag bus)

Jim Collins

Consultant, Strategic Marketing & Sales Solutions

Term expires ’24

Term expires ‘26 cynthiasayleradams@outlook.com

Annual Members

Industrial Engineering, B.S. 1983

Audit Committee

Life Members

Cindy Adams Term expires ‘24

Accounting and Finance, B.S. 2002

Accounting, B.S. 2005; MAA 2006 jim.collins@comcast.net

Audit and Finance Committees

Term expires ‘26 Sukup Manufacturing Co. Spouse: Alissa Mangan (’05 elem educ) Annual Members

mangantj@hotmail.com

BOARD ASSOCIATES CONTINUED

BOARD APPROVAL OF STAFF PROPOSALS

Chris Moon Accounting, B.S. 1997; MAA 2021

Audit Committee

Term expires ’27 Associate Teaching Professor, Iowa State University

cmoon@iastate.edu

Spouse: Michael Moon Annual Members Jenny Smith Accounting, B.S. ’05

Audit Committee

Term expires ’25 MHCS, PC Spouse: Joey Smith (’05 finance)

jlsmith@mhcscpa.com

Alissa Stoehr Liberal Studies, B.S 1998; Women’s Studies, B.S. 1999; Interdisciplinary Graduate Studies, M.S. 2009; Education, Ph.D. 2016 Term expires ’27 ISU Associate Teaching Professor Life Member

Governance Committee

astoehr@iastate.edu

GUIDELINES FOR BOARD APPROVAL OF STAFF PROPOSALS Overview: The ISU Alumni Association Board of Directors supports normal operating procedures of the ISUAA without the encumbrance of Board approval. The intent of the items below is to have guidelines as to what should be approved as new items develop. The Governance Committee will have oversight for these guidelines and update with examples as they occur. POLICIES Examples of Board approvals: • Disbursement Policy • Legal agreements (OLLI becomes program of ISUAA) • Affinity guidelines • New program guidelines (need to develop?) Examples of notifications: • Alumni Center approved vendors • New programs, clubs, Special Interest Societies, etc. • Specific Affinity programs • Staff reorganization (if it doesn’t impact budget) • Risk management updates FINANCIAL IMPLICATIONS Examples of Board approvals: • Changes to approved budget • Alumni Association membership dues (bylaws change) Examples of notifications: • Program fees (OLLI Membership dues and class fees, event registrations, etc.) • Non-budget project changes when they do not create an impact to the “net” budget

BOARD BACKING IS NEEDED Examples of Board approvals: • Controversial issues • Major new programs, such as Wall of Alumni & Friends Adopted by the ISU Alumni Association Board of Directors on Jan. 11, 2010.

PROCESS FOR BOARD APPROVAL OF PROPOSALS ISUAA STAFF PRESENTS PROPOSAL TO LEADERSHIP

BOARD COMMITTEE REVIEWS & APPROVES PROPOSAL

BOARD COMMITTEE DEVELOPS PROPOSAL

TASK FORCE/ WORK GROUP DEVELOPS PROPOSAL; SENDS TO REPORTING COMMITTEE

LEADERSHIP REVIEWS & APPROVES

YES DOES THE PROPOSAL NEED BOARD APPROVAL?*

WILL IMPLEMENTATION BE BEFORE THE NEXT BOARD MEETING? NO

YES

DOES THE PROPOSAL HAVE A MATERIAL FINANCIAL IMPACT ON THE CURRENT AND/OR FUTURE BUDGET? YES SEND PROPOSAL TO FINANCE COMMITTEE

SEND EMAIL NOTIFICATION TO BOARD

IS THE PROPOSAL POLICY RELATED?

INCLUDE IN BOARD REPORT (PRESIDENT, VP, OR COMMITTEE)

SEND PROPOSAL TO EXEC COMMITTEE

80 YES SEND PROPOSAL TO GOVERNANCE COMMITTEE

Adopted by the ISU Alumni Association Board of Directors on Jan. 11, 2010

SEND PROPOSAL TO FULL BOARD

*REFER TO GUIDELINES FOR BOARD APPROVAL OF STAFF PROPOSALS.

ISUAA BOARD COMMITTEE CHAIR CHECKLIST DATE

ITEM

Prior to July 30

A. Executive assistant to the Talbot Endowed ISUAA president and CEO distributes ISUAA Board committee checklist to staff liaisons to initiate committee plan B. Staff liaison contacts committee chair to work on committee plan and plan retreat meeting

At the August Retreat

Committee chair covers the following items in the meeting: • Introductions • Acknowledge any members of the group not present • Identify roles and responsibilities for committee, committee chair, and staff liaison • Review Process for Board Approval of Proposals and Guidelines for Board Approval of Proposals • Review objectives of committee • Review ongoing responsibilities of committee • Review fiscal year goals of committee including carry-forward items, where feasible • Identify timeframe, where feasible • Make assignments, where feasible • Establish meeting schedules

Mid-point (prior to Feb. meeting)

Committee chair does an informal committee process check: • Are we on track with our committee plan? • What things could we do to improve the performance of this committee?

Prior to April 1

Committee reviews the following for potential changes: • Objectives of committee* • Ongoing responsibilities of committee • Carry-forward items of committee • Timeframes, where feasible *Any recommended changes to operational committee objectives and/or responsibilities must be sent to the Governance Committee as a proposal

During April or before, if needed during the year

*Operational Committees follow these steps. A. Governance Committee reviews proposal for operational committee changes and sends to Executive Committee B. Executive Committee reviews proposal for operational committee changes and sends to Board of Directors C. In the event the timing of the Governance Committee meetings do not reasonably align with the necessary timeframe for review, or if the operational committee proposal has time-sensitive implications, the proposal can be presented directly to the Executive Committee for consideration.

May Board Meeting or before, if needed during the year

A. Board of Directors considers proposal B. Executive assistant to the Talbot Endowed ISUAA President and CEO coordinates with staff to ensure all approved changes are properly updated in the Board Handbook

Adopted by ISU Alumni Association Board of Directors May 15, 2020.

OPERATIONAL COMMITTEES AUDIT COMMITTEE Jenny Smith, Chair Emily Hansen, Vice Chair Abby Croll, Past Chair Cindy Adams, Board Associate Emily Hansen, Board Associate Tom Mangan, Board Associate Chris Moon, Board Associate Amy Crabbs, Lead Staff Liaison

Objective: To review the fiduciary actions of the Association to ensure that appropriate accounting policies and internal controls are established and followed. The committee is also responsible for ensuring that the Association issues financial statements and reports on time and in accordance with its regulatory obligations. Furthermore, the committee serves as the link between the Association and its independent, outside auditor. The Audit Committee, shall, at its sole discretion, have the authority to review any of the operations of the Association, its Board, or any of the Board committees. The members of the committee are independent of management and cannot be currently serving on the Executive Committee. The committee reports directly to the Board as a whole.

Responsibilities: Pre-audit • Recommends the appointment (or reappointment) of the independent audit firm directly to the Board of Directors. (RA) • Reviews and approves the scope and approach of the audit as proposed by the independent auditor. (RA) • Reviews the independent auditor’s fee arrangements. (RA)

• Reviews management letters, including management responses and any plans to address recommendations made by the external auditors. (RA) • Reviews and approves the results of the audit with the external auditors. (RA)

Post-Audit • Answers Board directors’ questions about the annual independent audit. (SR) • Conducts a post-audit review of the financial statements and audit findings, including any significant recommendations made by the independent auditor in conjunction with its audit. (RA) • Reviews the performance of the independent auditor. (I)

Other • Monitors compliance with the Association’s code of ethics and conflict-of-interest and nepotism policies. (RA) • Reviews the findings of any examinations by regulatory or tax agencies. (I) • Provides oversight of the internal control structure of the Association, and periodically reviews the adequacy of the control structures with the external auditors. (SR) • Monitors compliance with federal, state, and other regulatory reporting requirements. Reviews accounting changes or regulations proposed or adopted by regulatory bodies or by Association management. (SR) • Reviews tax policy changes from the Internal Revenue Service and proposed changes to Association programs or activities with respect to their potential impact on the Association’s tax-exempt status or the Association’s definition of tax-exempt activities, respectively, under IRC 501(c)(3). (SR)

• Reviews, with the Association’s counsel, any legal matters, including the chief executive’s compensation and benefits, to ensure that no irregularities exist. (I)

Committee Action Key:

Audit

SR: Committee provides a SUMMARY REPORT to board

• Institutes special investigations, if necessary, and, if appropriate, request funding from the ISUAA Board of Directors to hire special counsel or outside experts to assist. (RA)

Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004.

I: Committee will INFORM board of action taken RA: Committee will RECOMMEND ACTION to board

OPERATIONAL COMMITTEES CONTINUED IOWA STATE UNIVERSITY ALUMNI ASSOCIATION AUDIT COMMITTEE CHARTER Purpose: The Iowa State University Alumni Association Audit Committee (hereinafter “Audit Committee”) is appointed by the Iowa State University Alumni Association Board of Directors (hereinafter “Board”) to oversee the accounting and financial reporting processes of the Iowa State University Alumni Association (hereinafter “ISUAA”) and audits of the financial statements of the ISUAA. The Audit Committee shall assist the Board in monitoring (1) the integrity of the financial statements of the ISUAA, (2) the compliance by the ISUAA with legal and regulatory requirements as they apply to financial reporting matters, and (3) the independent auditor’s qualifications, performance, and independence. The Audit Committee shall have and may exercise all the powers of the Board with respect to the specific authority delegated to the Audit Committee in this Charter or hereafter specifically delegated to the Audit Committee by the Board, except as may be prohibited by law.

The independent auditors of the ISUAA are ultimately accountable to the Audit Committee. The Audit Committee is directly responsible for the appointment, compensation, retention, and oversight of the work of the independent auditor, including resolution of disagreements between management and the independent auditor. In fulfilling that responsibility, the Audit Committee has the authority and responsibility to select, evaluate, and, where appropriate, replace the independent auditors. The Audit Committee shall recommend to the Board of Directors for approval all audit engagement fees and terms. The Audit Committee shall have the authority to engage in all other significant nonaudit engagements of the ISUAA’s independent auditor. The Audit Committee also has the responsibility for evaluating and determining that the audit engagement team has the competence necessary to conduct the audit engagement in accordance with Generally Accepted Auditing Standards (“GAAS”).

• Audit Committee members may be removed by the Board. • The Audit Committee shall consist of a minimum of five (5) members and no more than seven (7) Board Associate members appointed for one (1) staggered four-year term by the Board. • The Audit Committee membership shall consist of at least one (1) but no more than two (2) joint members with the Finance Committee. • Board directors serving on the Audit Committee will be appointed for one-year terms, and may serve more than one term. The Board of Directors shall approve a chairperson and vice chair of the Audit Committee. • Officers will be Board Associates. If a Board Associate is elected to an officer position in the final years(s) of their term, their term will be extended to fulfill the officer position(s). • The Chair of the Audit Committee will remain on the committee for one-year after their term as Chair ends. It is the responsibility of the chairperson of the Audit Committee to schedule meetings and provide the Audit Committee with a written agenda for all meetings. If the chairperson position becomes vacant, it is expected that the vice chair will become the chairperson. Until such a vacancy occurs the vice chair will assist the chairperson in the execution of his/her duties, serve as the chairperson if he/she is unable, and perform duties assigned by the chairperson. All committee members must have the ability to read and understand a set of financial statements with comparable breadth and complexity of accounting issues. A majority of the Audit Committee members shall constitute a quorum for the transaction of business. No Audit Committee member may accept any consulting, advisory or other compensatory fee from the ISUAA.

Responsibilities: The Audit Committee shall:

Committee membership structure:

Financial statement and disclosure matters

The members of the Audit Committee shall be appointed by the Board on the recommendation of the Governance Committee.

1. Review the annual audited financial statements with senior financial management, the ISUAA Lora and Russ Talbot Endowed ISUAA President and CEO, and other employees deemed necessary by the Audit Committee

and the independent auditor, including major issues regarding accounting and auditing principles, practices, and judgments, as well as the adequacy and effectiveness of accounting and financial internal controls that could significantly affect the ISUAA’s financial statements. 2. Review an analysis prepared by management and the independent auditor of significant financial reporting issues and judgments made in connection with the preparation of the ISUAA’s financial statements. 3. Review major changes to the ISUAA’s auditing and accounting principles and practices as suggested by the independent auditor, Iowa State University internal auditors, or ISUAA management. 4. Discuss with the independent auditor any material changes to the ISUAA’s accounting principles and any matters required to be communicated by the independent auditor relating to the conduct of the audit including the independent auditor’s judgments about the quality of the ISUAA’s accounting principles and estimates. 5. Review annual federal and state tax returns, supplemental schedules, and forms. 6. Review such other matters with the independent auditor as considered necessary.

Oversight of the ISUAA’s relationship with the independent auditor 1. Retain, evaluate on an annual basis, and, if necessary, replace the independent auditor with the approval of the Board. 2. Approve all services, including non-audit engagements, to be provided by the independent auditor prior to the engagement with the approval of the Board. The Audit Committee may delegate the authority to pre-approve non-audit services to one or more members of the Audit Committee in an amount not to exceed $5,000, but any such approval shall be reported to the Audit Committee at or prior to its next regularly scheduled meeting.

services performed by them. In this connection, the Audit Committee is responsible for ensuring the independent auditors furnish at least annually a formal written statement delineating all relationships with the ISUAA. 5. Review and evaluate the lead partner of the independent auditor team. 6. Obtain and review a report by the independent auditor, at least annually, describing the firm’s internal qualitycontrol procedures; any material issues raised by the most recent internal quality-control review, or peer review of the firm or by any inquiry or investigation by governmental or professional authorities within the preceding five (5) years respecting one or more independent audits carried out by the firm and any steps taken to deal with any such issues and all relationships between the independent auditor and the ISUAA; and report conclusions to the Board. 7. Meet with the independent auditor prior to the annual audit to review and approve the planning, scope, adequacy, and staffing of the annual audit. 8. Review with the independent auditor any problems or difficulties the auditor may have encountered and any management letter provided by the auditor and the ISUAA’s response to that letter. Such review should include: a. Any difficulties encountered in the course of the audit work, including any restrictions on the scope of activities or access to required information. b. The level of satisfaction by the independent auditor that it has had timely access to all relevant data and information. c. Any changes required in the planned scope of the external audit.

Compliance oversight responsibilities

3. Be responsible for determining the compensation paid to the independent auditor for both audit and non-audit related services with the approval of the Board.

1. Review with the ISUAA’s General Counsel legal matters that may have a material impact on the financial statements, the ISUAA’s compliance policies and any material reports or inquiries received from regulators or governmental agencies.

4. Review the independence of the independent auditors, giving consideration to the range of audit and non-audit

2. Establish procedures for the receipt, retention, and treatment of complaints received by the ISUAA regarding

OPERATIONAL COMMITTEES CONTINUED accounting, internal accounting controls or auditing matters, and the confidential, anonymous submission by employees of concerns regarding questionable accounting or auditing matters. 3. Review and reassess the adequacy of this Charter annually and recommend any proposed changes to the Board for approval. 4. Perform a self-evaluation of the Audit Committee’s performance on an annual basis. 5. Adopt an orientation program for new Audit Committee members. All Audit Committee members are encouraged to attend educational programs to enhance their Audit Committee membership. 6. Make regular reports to the Board. While the Audit Committee has the responsibilities and powers set forth in this Charter, it is not the duty of the Audit Committee to plan or conduct audits or to determine that the ISUAA’s financial statements are complete and accurate and are in accordance with generally accepted accounting principles and the applicable rules and regulations. These are the responsibilities of management and the independent auditor. It is also not the duty of the Audit Committee to conduct investigations, or to assure

compliance with laws and regulations and the ISUAA’s Code of Ethical Conduct. The Audit Committee shall have the authority to engage outside advisors, including legal, accounting, or other consultants to advise the Audit Committee or as it determines necessary to carry out its duties. The Audit Committee may request any officer or employee of the ISUAA or the ISUAA’s outside counsel or independent auditor to attend a meeting of the Audit Committee or to meet with any members of, or consultants to, the Audit Committee. The Audit Committee will meet as often as the members shall determine to be necessary or appropriate but at least four (4) times during each year. In addition, the Audit Committee will make itself available to the independent auditors of the ISUAA as requested. Reports of meetings of the Audit Committee shall be made to the Board at its next regularly scheduled meeting following the Audit Committee meeting, accompanied by any recommendations to the Board approved by the Audit Committee. Adopted by the ISU Alumni Association Board of Directors on Feb. 26, 2010. Amended on May 18, 2012, May 31, 2013, Feb. 28, 2015, Feb. 15, 2018, May 17, 2019, and May 21, 2021.

CEO EVALUATION COMMITTEE

• Compensation:

Marc Mores, Chair, Board Immediate Past Chair Cathy Schmidt, Board Chair Chad Harris, Board Chair-elect Jeremy Davis, Board Director Brad Lewis, Board Director Tom Elston, Lead Staff Liaison

In conjunction with the ISU president and the ISUAA Finance Committee, make recommendation to the ISUAA Board of Directors for the Talbot Endowed ISUAA President and CEO compensation changes for Board of Directors’ approval.

Objective:

Adopted by the ISU Alumni Association Board of Directors via email on Feb. 16, 2008.

The CEO Evaluation Committee is responsible for leading the development and approval of annual goals and the annual performance review of the Talbot Endowed ISUAA President and CEO. The development of the upcoming fiscal year annual goals and evaluation of the past fiscal year’s goals will be done in close communication with the president of Iowa State University (ISU). Also, in conjunction with the ISU president, the CEO Evaluation Committee will recommend to the ISUAA Board of Directors annual salary increases or other compensation changes for the Talbot Endowed ISUAA President and CEO. The committee consists of the Board chair, chair-elect, a Board director, an ISUAA staff liaison, and immediate past chair, who serves as committee chair.

DIVERSITY, EQUITY, AND INCLUSION COMMITTEE

Responsibilities:

State University Alumni Association (ISUAA) staff to ensure events held at the Alumni Center and by the ISUAA are inclusive

• Goal development Lead development and approval of ISUAA-specific goals for the upcoming fiscal year with ISUAA Board of Directors and Talbot Endowed ISUAA President and CEO during the fourth quarter of the current fiscal year.

Melissa Schnurr, Chair Andrea Fellows, Board Director Mark Kaestner Board Director Darius Potts, Board Director Dawn Refsell, Board Director Meg Schon, Board Director Tom Elston, Lead Staff Liaison Krystal Couture, Staff Liaison Matt Van Winkle, Staff Liaison

Objective: • Create an Inclusive Events Guide as a resource for Iowa

• Offer DEI educational opportunities to the Board of Directors and ISUAA staff

• Create and hire a graduate assistant position with the main

Share Talbot Endowed ISUAA President and CEO’s newly developed goals with ISU president to incorporate with ISU president’s goals for upcoming fiscal year.

responsibility to strengthen ISUAA efforts to be as diverse and inclusive as possible to ensure the full opportunity for participation by all alumni, students, and friends

• Goal evaluation:

Responsibilities:

Arrange for the mid-year ISUAA Board of Directors update of the Talbot Endowed ISUAA President and CEO’s progress toward achieving annual goals.

• Suggest recommendations that could be tested by staff for

Conduct year-end ISUAA Board of Directors evaluation of the Talbot Endowed ISUAA President and CEO’s performance. Share year-end evaluation with the Talbot Endowed ISUAA President and CEO and the ISU president.

• Suggest recommendations that could be tested by staff for the purpose of enhancing the reengagement of former board directors and board associates

the purpose of enhancing engagement of current board directors and board associates

• Define, clearly, the role of board associates and how to better involve them with the full board

OPERATIONAL COMMITTEES CONTINUED EXECUTIVE COMMITTEE Cathy Schmidt, Chair, Board Chair Marc Mores, Board Immediate Past Chair Carl Kirpes, Board Vice Chair of Finance Martha Smith, Board Vice Chair of Records Chad Harris, Board Chair-elect Bonnie Whalen, ISUAA Treasurer Jeff Johnson, Lead Staff Liaison Amy Crabbs, Staff Liaison Shannon Foote, Staff Liaison Heidi Long, Staff Liaison

Objective: To provide strategic direction and oversight to the Board and staff on all matters pertaining to the Association, and interpret and carry out all policies of the Board. The committee consists of the chair of the Board, who also serves as chair of the committee, as well as the immediate past chair, the chairelect, the vice chair of records, the vice chair of finance, the treasurer, and the Talbot Endowed ISUAA President and CEO as an ex-officio/non-voting member. Members of the committee may include other Board directors as assigned by the Board chair.

Responsibilities: • Establishes the overall annual goals of the Association, in consultation with the Board chair, consistent with the Association’s strategic plan and long-range planning goals. • Serves as a clearinghouse for the Board. Gives preliminary study to all matters coming to its attention, and if desired, delegates the work to an appropriate operational or programmatic committee or chair-appointed task force and working group for further study, review, and recommendation.

• Reviews reports and recommendations from committees, task forces, working groups, and liaisons appointed by the Board chair. • Approves and/or assists in the ISUAA long-range planning. • If required by emergency circumstances, takes official action, with proper Board notification, on behalf of the Board of Directors when the Board is not in session. • Establishes procedures for maximum utilization of each Board director’s potential.

• Participates in the selection, supervision, and evaluation of the Talbot Endowed ISUAA President and CEO, in consultation with the president of Iowa State University. Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004.

FINANCE COMMITTEE Carl Kirpes, Chair, Board Vice Chair of Finance Scott Bauer, Board Director Gayle Farrell, Board Director Sophia Magill, ISU President’s Representative Bonnie Whalen, ISUAA Treasurer Tom Mangan, Audit Committee Representative Amy Crabbs, Lead Staff Liaison Shannon Foote, Staff Liaison Debra Carroll, Staff Assistant

Objective: To promote the sound financial management of the Iowa State University Alumni Association, consistent with the strategic plan of the Association and the highest ethical standards. This committee is responsible for the Board’s financial oversight and fiduciary responsibilities. The committee monitors and evaluates the Association’s financial resources and adherence to operating and capital budgets. The committee recommends and interprets financial policy and monitors its implementation.

Responsibilities: • Reviews on a quarterly basis the departmental and overall financial performance of the Association’s operations. • Reviews material variances between budgeted and actual results and, where necessary, assures that appropriate management action is being taken to correct those variances. • Ensures the creation of meaningful and accurate financial statements and their timely distribution to the Board. • Assists the Board, in conjunction with the vice president of finance, in its understanding of the Association’s financial position and results of operations. • Works with the Talbot Endowed ISUAA President and CEO and vice president of finance to develop long-range financial and capital plans, consistent with the strategic plan of the Association.

• Develops and recommends to the Executive Committee all financial policies for approval by the entire Board.

for implementing the procedures that are adopted by the committee.

• Reviews quarterly, or as often as deemed necessary, the performance of the Association’s investments.

The committee meets at least quarterly, and more frequently if deemed necessary. The committee shall review and reassess its role and responsibilities at least every two (2) years and recommend proposed changes to the Board.

• Reviews quarterly, or as often as deemed necessary, the investment strategies utilized by the Association, and ensures that those strategies are consistent with both the investment policy and strategic plan of the Association. • Evaluates supplemental budget requests, and if approved, forwards such requests to the Executive Committee for further action. • Reviews the proposed annual budget and three-year financial projection of the Association, and forwards, with any recommended changes, to the Executive Committee and Board for further action. • Reports that the memorandum of agreement between the ISUAA and ISU and use of funds have met ISU’s legal responsibility and/or donor intent. • Performs other oversight functions as requested by the full Board. Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004.

GOVERNANCE COMMITTEE Chad Harris, Chair, Board Chair-elect Dan Bumblauskas, Board Director Trey Hemmingsen, Board Director Courtney Knupp, Board Director Brad Lewis, Board Director Meg Schon, Board Associate James Collins, Board Associate Alissa Stoehr, Board Associate Tom Elston, Ad Hoc Staff Liaison Jeff Johnson, Lead Staff Liaison Heidi Long, Staff Assistant

Objective: To assist the Board of Directors in fulfilling its responsibilities for developing the volunteer leaders of the Iowa State University Alumni Association. The committee provides oversight for the Board on matters of governance of the Association. The Association’s Talbot Endowed ISUAA President and CEO and staff members are responsible

The committee is responsible for reviewing and making recommendations to the Board on matters of core governance and Board composition issues. The chair-elect shall serve as the chair of the Governance Committee.

Responsibilities: • Develops and recommends for Board approval criteria for nominations and composition of the Board and Board committees. • Establishes and administers a self-evaluation process for each individual Board director and the Board as a whole. The committee should contact Board directors who are not meeting the Board’s approved attendance policy or obligations to determine said Board director’s interest in continuing to serve on the Board. • Monitors stated objectives of the Board and committees. • Identifies and facilitates the recruitment of qualified candidates willing to serve on the Board. • Presents to the Association’s members a proposed slate of Board candidates willing to serve on the Board, in accordance with the requirements in the bylaws. In addition to the proposed slate of Board candidates, the Governance Committee will present to the Board of Directors up to four (4) alternates willing to serve on the Board of Directors if a vacancy occurs. The term of these alternates shall start at the end of the ISUAA annual meeting of year selected and through the ISUAA annual meeting the next year. • Oversees Board orientation and education. • Presents for Board approval proposed appointments, recognition of, and service on the ISUAA Audit Committee as well as to various auxiliary and constituent groups. • Reviews governing documents of the Association and Board, including Articles of Incorporation, bylaws, and any governance policies of the Association, including ethics and grievance policies, for accuracy and strategic focus

OPERATIONAL COMMITTEES CONTINUED and makes recommendations for amendments to such documents to the Board or Executive Committee. • Reviews the Board of Directors Handbook annually. Adopted by the ISU Alumni Association Board of Directors via email on June 17, 2006. Amended by the ISU Alumni Association Board of Directors on Aug. 18, 2012 and Oct. 24, 2019.

OFFICERS NOMINATING COMMITTEE Allison Flinn, Chair Marc Mores, Board Immediate Past Chair Darius Potts, Board Director Dawn Refsell, Board Director Cathy Schmidt, Board Chair Tom Elston, Ad Hoc Staff Liaison Jeff Johnson, Lead Staff Liaison Heidi Long, Staff Assistant

Objective: To nominate officers for the ISU Alumni Association Board of Directors. The committee consists of the current Board chair, immediate past Board chair, and three (3) directors. None of the directors can be current officers. Each director must have served two or more years and must not be interested in serving as an officer for the upcoming year. The current Board chair shall select one of these three (3) directors to chair the committee. Elected, appointed, and designated directors are encouraged to provide committee members with officer recommendations immediately following the winter board meeting each year. The Nominating Committee will meet in person or by telephone or by electronic means to make recommendations for the slate of officers. The slate will be distributed to all Board directors, a vote conducted, and the results announced to the Board via electronic means at least ten (10) days prior to the Spring Board meeting.

Responsibilities: • Develops and administers the nominating process for selecting the slate of officers. Each Board director has the right to nominate an elected director(s) for each of the open offices (chair-elect, vice chair of finance, and vice chair of records) with their consent. • Reviews all nominations and makes a recommendation for the slate of officers.

• Establishes and administers the officers’ slate selection process. Seek input on how to continuously improve the process. Results are announced to the Board via email at least 10 days prior to the Spring Board meeting. Adopted by the ISU Alumni Association Board of Directors on Feb. 24, 2012. Amended on Feb. 28, 2014, April 16, 2018, May 17, 2019, and May 20, 2022.

PROGRAMMATIC COMMITTEES The following committees of the Board of Directors have been organized to advise the staff in the execution of current programs and services and to plan for the future. All members serve a one-year term, except certain members of the Awards Committee. In addition to other responsibilities, all committees will monitor and recommend changes, additions, and deletions to the current strategic plan to the Executive Committee. Other duties may also be assigned to committees at the discretion of the chair or the Executive Committee from time to time, not in conflict with specific powers conferred upon or reserved unto the Board.

AWARDS REVIEW & SELECTION COMMITTEE Andrea Fellows, Chair Melissa Schnurr, Chair-elect Marvin DeJear, Board Director Courtney Knupp, Board Director Mike Roof, Board Director Martha Smith, Board Director Julie Jacobi, Board Associate Carole Custer, University Representative Katie Lickteig, Lead Staff Liaison

Committee Terms: Members of the ISUAA Board of Directors may serve terms of two (2) to three (3) years each, with the option to be reappointed. Board associates (non-ISUAA Board of Directors members) and university liaisons will serve a term of four (4) years each. Terms will be served based upon the academic calendar year, Jul. through Jun. annually. Committee members include the following: Chair/chair-elect (Board directors) 2** Board of Directors 2 University liaison 1 Board associates 2 **These positions must be consistent and serve the minimum two-year commitment.

Time commitment: Based upon the current award deadlines of Feb. 1 and Dec. 1, awards committee members must be available for: • A one-hour phone conference call every Jan. & Mar. • Consultation via email throughout each year.

Objective:

Responsibilities:

To serve as the impartial liaison to the ISUAA Board of Directors in selecting ISUAA awardees by reading, reviewing, and ranking awards nominations of outstanding alumni, faculty/staff, students, and friends. Based upon individual award criteria, members of this committee select award recipients of the ISUAA awards to be honored.

• Processes nominations by reading, reviewing, and ranking a set of 10-40 nominations in a one-month time-frame based upon the criteria established for each award.

The chair and chair-elect positions of the Awards Review and Selection Committee will be held only by elected members of the ISUAA Board of Directors. Current members of the ISUAA staff, Board of Directors, and Awards Review and Selection Committee are ineligible to receive ISUAA awards.

• Possesses the ability to think analytically and objectively. • Recommends changes or improvements to ISUAA Board of Directors and staff on the awards selection process, awards criteria, nomination forms, etc. • Recommends the creation of future awards, or the elimination/merger of current Association awards. • Suggests strategies to build and diversify the applicant pool for Association-sponsored awards.

Selection of the committee:

Timeline:

The current Board chair, in consultation with the Talbot Endowed ISUAA President and CEO and the ISUAA executive assistant, will make assignments based upon ISUAA staff committee liaisons’ recommendations of potential individuals who are not currently serving a term on the ISUAA Board of Directors.

• Assignment of Board of Directors members to the Awards Review and Selection Committee will be made by the end of June each year. • The Talbot Endowed ISUAA President and CEO and the ISUAA executive assistant need to be notified in May of each year if there are non-Board of Directors member positions to be filled. Open position(s) must be filled by

PROGRAMMATIC COMMITTEES CONTINUED July of each year to be included in the award selection process.

Conflict of Interest Policy for members of the Awards Review and Selection Committee: • Nominations submitted by Awards Review and Selection Committee members: 1. Members of the Awards Review and Selection Committee are ineligible to submit nominations for any award selected by this committee. 2. If a member of the ISUAA Board of Directors submits a nomination prior to becoming a member of the Awards Review and Selection Committee, that member cannot provide rankings of the nominations for that particular award and must leave the room when the award is being discussed. • Nominations submitted for a family member of an Awards Review and Selection Committee member: 1. If a family member of an Awards Review and Selection Committee member is nominated for an award selected by this committee, that committee member cannot provide rankings of the nominations for that particular award and must leave the room when the award is being discussed. Note: The definition of “family member” is “….an individual’s spouse, partner, parents, siblings, children, and corresponding in-law and step relations” as defined in the Board’s Conflict of Interest Policy, Article II – Definitions, Item 3 Family on page 97 of the current Board handbook. Adopted by the ISU Alumni Association Board of Directors on Feb. 16, 2007. Amended May 18, 2012.

COLUMBARIUM DEVELOPMENT AND ALUMNI CENTER ENHANCEMENT COMMITTEE Gayle Farrell, Chair Scott Bauer, Board Director Allison Flinn, Board Director Brittney Rutherford, Board Director Kathy Taylor, Board Director Shellie Andersen, Lead Staff Liaison Jeff Johnson, Staff Liaison Anna Tempestini, Staff Liaison

Objective: To advance plans to develop a columbarium and enhance the ISU Alumni Center to gain support of President Wintersteen, to engage more constituents, and to help grow future revenue.

Responsibilities: • Proactively develop a timeline for each project and ensure progress continues to happen with the items we have control over. • Work with the board’s ISU Capital Projects Committee liaison to formulate items related to the ISU Alumni Center and Hillside Property enhancements that might need to go before this university committee. • Work with the board’s ISU Cemetery Committee liaison to formulate items related to the development of the columbarium that might need to go before this university committee. Adopted by the ISU Alumni Association Board of Directors on May 19, 2023.

MEMBERSHIP COMMITTEE Brittney Rutherford, Chair Rachel Geilenfeld, Board Director Trey Hemmingsen, Board Director Jeremy Wingerter, Board Director Jessica Woodall, Board Director Emily Beck, Lead Staff Liaison hannon Foote, Ad Hoc Staff Liaison Kate Tindall, Staff Liaison

Objective: Monitor alumni association membership to ensure financial health of the association is maintained.

Responsibilities: • Set expectations and provide membership leads to staff from board of directors • Monitor other dues-paying associations and their successes • Review and recommend ISUAA membership dues annually

• Continuous review of the financial impact membership revenue provides as a percentage of association expenses; 10-year goal of 21% • Implement items from 2022 Constituent Engagement Survey o Further refine member retention strategies o Work with the staff and the ISU Foundation to create a report that measures membership retention o Work with staff to develop a Year End Review and communication process on member benefits Adopted by the ISU Alumni Association Board of Directors on May 20, 2022.

TASK FORCE REVENUE/FUNDRAISING Jeremy Wingerter, Chair Ryan Downing, Board Director Mark Kaestner, Board Director Carl Kirpes, Board Director Kathy Taylor, Board Director Shellie Andersen, Lead Staff Liaison Jeff Johnson, Staff Liaison Courtney Marshall, Staff Liaison

Objective: To work with staff to identify program concepts that and donor leads who can help diversify and secure the financial future of the ISUAA.

Responsibilities: • Define and implement board involvement in fundraising alongside our new fundraising resource from the Foundation. Utilize the newly-approved Board Giving Policy as a guideline. • Continue to develop innovative solutions for diversified revenue streams and business partnerships, building on the work that has already been done by the Financial Health Task Force. Responsible for the reporting of progress in key revenue/fundraising areas such as the 100 Life Member prospects program, each board director’s engagement of at least one new life member, response to annual members becoming Sustaining Donors, number of accounts secured by Farmers Insurance, annual fundraising toward the Programs Endowment and results of the Kansas City Gala. Adopted by the ISU Alumni Association Board of Directors on May 19, 2023.

COUNCIL APPOINTMENTS ISU INTERCOLLEGIATE ATHLETIC COUNCIL

MEMORIAL UNION BOARD OF DIRECTORS

The Iowa State University Intercollegiate Athletic Council advises the president of the University on matters relating to intercollegiate athletics. The Athletic Council establishes and monitors the implementation of policies for the oversight of the intercollegiate athletic program of the University as permitted by NCAA and Big 12 Conference rules, which are subject to review by the president of Iowa State University. The council consists of 13 members. Two alumni representatives serve three-year terms each, and each may be reappointed for one additional three-year term.

The Iowa State Memorial Union Board of Directors ensures that the mission of the Memorial Union is achieved, provides oversight of its operations, and actively promotes the Iowa State Memorial Union. The board has 14 members. Each member is eligible to serve three two-year terms.

Alumni Association appointees: Thomas A. Connop History, 1976 Term expires ’25 Spouse: Lisa A. Connop Life Members Sustaining Donors Current Hometown: Dallas, Texas taconn@aol.com

Alumni Association appointee: Renee J. Potts Elementary Education, 1988 Term expires ’24 Spouse: Darius V. Potts (telecommunicative arts, 1989) Annual Members Current Hometown: Ankeny, Iowa rjoy4477@gmail.com

Glen A. Mente Animal Husbandry, 1961; M.S. Animal Nutrition 1963 Term expires ’24 Spouse: Mary Jo Mente Life Members Current Hometown: Ames, Iowa gmente38@gmail.com

BOARD POLICIES – GENERAL ADVERTISING POLICY All advertising content for Iowa State University Alumni Association (ISUAA) print and online media is subject to the Talbot Endowed ISUAA President and CEO’s approval. The publisher reserves the right to reject or cancel any advertising at any time. The advertiser (and/or advertising agency, if any) agree to indemnify the ISUAA, including the Talbot Endowed ISUAA President and CEO, against any liability or expense resulting from claims or suits based on the contents or subject matter of the advertisement, including, without limitation, claims or suits for libel, violation of rights of privacy, plagiarism, copyright or trademark infringement or unauthorized use of the name(s), likeness(es), statement(s), or work of any person or persons. Unintentional or inadvertent failure by the publisher to publish the advertisement shall not constitute a breach of contract. Ad rates are subject to change. When new rates are announced, advertisers will be protected at their contract rates until the end of the contract period if ad rates are higher.

Advertising Guidelines In general, the ISU Alumni Association does not accept any advertising: • that is libelous or untrue • that violates any local, state, or federal law • that encourages discrimination against any individual or group on the basis of race, color, age ethnicity, religion, national origin, pregnancy, sexual orientation, gender identity, genetic information, sex, marital status, disability, or status as a U.S. veteran

• for tobacco products • for partisan politics • that promotes irresponsible use of alcohol • that violates U.S. Postal regulations All merchandise advertised in ISUAA print or electronic media that includes an official registered Iowa State University trademark must be licensed by the ISU

Trademark Licensing Office, the official licensing agency for Iowa State University. Approved by ISU Alumni Association Board of Directors on Feb. 14, 2014.

ANTI-DISCRIMINATION POLICY The Iowa State University Alumni Association and its Board of Directors shall not discriminate on the basis of race, age, gender, marital status, sexual orientation, status as a U.S. veteran, disability, national origin or ancestry, religion, economic status, union membership, or political affiliation. Selection to the Board of Directors will be solely on the basis of merit and qualification. It is the policy of the ISUAA, its employees, and its Board of Directors to provide information, programs, and services to any and all members of the Association and for those interested in serving in a volunteer capacity. The ISUAA and Board of Directors, in compliance with the Americans with Disabilities Act of 1990, shall not knowingly discriminate against individuals with disabilities. The ISUAA Board of Directors will consider modifying schedules and other adjustments to reasonably accommodate Board or staff members with disabilities. Any grievance regarding discrimination shall be handled through the Board-approved grievance policy. Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004.

ATTENDANCE POLICY Directors are expected to attend the four (4) regularly scheduled, quarterly (summer, fall, winter, and spring) meetings of the Board in person. Absences from four (4) or more of these regularly scheduled, quarterly meetings in any twenty-four (24)-month period or two (2) consecutive, regularly scheduled, quarterly meetings in any twelve (12)-month period constitutes grounds for removal. Directors may attend one of the regularly scheduled, quarterly meetings annually via remote participation technology if in-person attendance cannot be arranged. All directors are expected to be present, in person, for the August retreat. Adopted by the ISU Alumni Association Board of Directors on Feb. 5, 2000. Amended on Feb. 17, 2006, May 19, 2017, Oct. 26, 2017 and May 19, 2023.

BOARD COMMITTEE POLICY

• that promotes irresponsible use of alcohol

Board policies shall apply to any committee, task force, or other group that is formed under the authority of the ISUAA Board of Directors with the purpose of completing, or assisting with, the Board’s responsibilities and duties.

Adopted by ISU Alumni Association Board of Directors on Feb. 14, 2014.

Adopted by the ISU Alumni Association Board of Directors on Feb. 22, 2013.

BUSINESS MEMBERSHIP POLICY Any application for a business membership, at any level, in the Iowa State University Alumni Association (ISUAA) is subject to the Talbot Endowed ISUAA President and CEO’s approval. The Talbot Endowed ISUAA President and CEO reserves the right to reject or cancel any business membership at any time. The business member agrees to indemnify the ISUAA, including the Talbot Endowed ISUAA President and CEO, against any liability or expense resulting from claims or suits based on the contents or subject matter of the membership, including, without limitation, claims or suits for libel, violation of rights of privacy, plagiarism, copyright or trademark infringement or unauthorized use of the names(s), likeness(es), statement(s) or work of any person or persons. Business membership dues are subject to change. When new dues are announced, sponsors will be protected at their contract rates until the end of the membership period if Business membership dues are higher.

Business Membership Guidelines In general, the ISU Alumni Association does not accept any business member: • that violates any local, state, or federal law • that encourages discrimination against any individual or group on the basis of race, color, age, ethnicity, religion, national origin, pregnancy, sexual orientation, gender identity, genetic information, sex, marital status, disability, or status as a U.S. veteran • that promotes tobacco products as the primary purpose of their business • that promotes partisan politics as the primary purpose of their business

CONFIDENTIALITY POLICY The ISU Alumni Association employees, Board directors, independent contractors, and vendors may not disclose, divulge, or make accessible confidential information belonging to or obtained through their affiliation with the ISU Alumni Association, including relatives, friends, and business and professional associates, other than to persons who have been approved as set forth below or by the Talbot Endowed ISUAA President and CEO. Confidential information shall be treated in accordance with the Iowa State University Foundation’s Information Confidentiality Policy: “The Iowa State University Foundation maintains information to facilitate university business while upholding the trust and confidence of alumni and donors. The use of information maintained by the Iowa State University Foundation is restricted to official university business, and no information is released for commercial, political, or religious purposes.” Alumni Association employees, Board directors, independent contractors, and vendors must exercise good judgment and care at all times to avoid unauthorized or improper disclosures of confidential information. Conversations in public places should be limited to matters that do not pertain to information of a sensitive or confidential nature. In addition, confidential information should not be left in plain view or be communicated by speaker phone. The duties under this Confidentiality Policy shall extend and remain in existence following the termination of the employees’, Board directors’, independent contractors’, and vendors’ affiliation with the Alumni Association. Iowa State University Alumni Association employees shall monitor the use of the Iowa State University online alumni directory to ensure its users adhere to the following confidentiality policy: “The Iowa State University online alumni directory is for official Iowa State University Alumni Association use. The use of this directory for any other purpose, including, but not limited to, reproducing and storing in a retrieval system

BOARD POLICIES – GENERAL CONTINUED by any means, electronic or mechanical; photocopying; or using the addresses or other information contained in this directory for any private, commercial, or political use, is strictly prohibited.” Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004. Amended on May 29, 2009.

CONFLICT OF INTEREST POLICY ARTICLE I – Purpose The purpose of the conflict of interest policy is to prevent the personal interest of employees, members of the Board of Directors, and/or committees from interfering with the performance of their duties to the Association, or resulting in personal, financial, professional and/or political gain on the part of such persons at the expense of the Association or its members.

5. Compensation/employment. Compensation includes direct and indirect remuneration as well as gifts or favors that are substantial in nature. Employees, Board directors, or committee members must disclose any employment relationship with an organization that does business with, or competes with, the Association. This disclosure requirement includes serving as an advisor or consultant to any organization of that type, unless that activity is conducted as a representative of the Association.

ARTICLE II – Definitions

Employees, Board directors, or committee members and their immediate families may not accept gifts, except those of nominal value, or any special discounts or loans from any person or company doing or seeking to do business with the Association.

1. Interested persons. An interested person is any employee, Board director, or committee member of the Association or family as outlined in section 3 below who has a financial interest in a transaction or arrangement involving the Association.

A financial interest is not necessarily a conflict of interest. Under Article III, Section 2, a person who has a financial interest will be determined to have a conflict of interest if the Association’s Board of Directors or appropriate committee decides that a conflict of interest exists.

2. Financial interest. A person has a financial interest if the person has, directly or indirectly, through business, investment or family:

This conflict of interest policy shall be reviewed with each new director during that Board director’s orientation meeting and shall be reviewed with the full Board of Directors at the Board retreat each year.

a. An ownership or investment interest in any entity with which the Association has a transaction or arrangement. b. A compensation arrangement with the Association or with any entity or individual with which the Association has a transaction or arrangement.

professional corporation, association, professional association, enterprise, franchise, trust, joint venture, business or other entity, whether non-profit or for profit.

c. A potential ownership or investment interest, greater than five percent, in, or compensation arrangement with, any entity or individual with which the Association is negotiating a transaction or arrangement. 3. Family. “Family” includes an individual’s spouse, partner, parents, siblings, children, and corresponding in-law and step relationships. 4. Entity. Entity shall mean any sole proprietorship, partnership, limited partnership, limited liability partnership, limited liability company, corporation,

ARTICLE III – Procedures 1. Duty to disclose. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of his or her financial interest and all material facts to the directors and members of committees with Board delegated powers considering the proposed transaction or arrangement. An interested person is prohibited from misusing inside information, prior to public disclosure, for his/her own benefit or for the benefit of members of his/her family or from disclosing that information to anyone who does not have a legitimate business need to know the information. 2. Determining whether a conflict of interest exists. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, the Audit Committee will have the responsibility of

determining whether a conflict exists. 3. Procedures for addressing conflict of interest: a. An interested person may make a presentation at the Board or committee meeting, but after such a presentation, he/she shall leave the meeting during the discussion of, and the vote on, the transaction or the arrangement that is the subject of the potential conflict of interest. b. The chair of the Board or committee shall, if appropriate, appoint a disinterested person or committee to investigate the alternatives to the proposed transaction or arrangement. c. After exercising due diligence, the Board or committee shall determine whether the Association can obtain a more advantageous transaction or arrangement with reasonable efforts from a person or entity that would not give rise to a conflict of interest. d. If a more advantageous transaction or arrangement is not reasonably attainable under circumstances that would not give rise to a conflict of interest, the Board or committee shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the Association’s best interest and for its own benefit and whether the transaction is fair and reasonable to the Association, and shall make its decision as to whether to enter into the transaction or arrangement in conformity with such determination. 4. Violations of the Conflict of Interest Policy: a. If the Board or committee has reasonable cause to believe that an interested person has failed to disclose actual or possible conflicts of interest, it shall inform the interested person of the basis for such a belief and afford the interested person an opportunity to explain the alleged failure to disclose. b. If, after hearing the response of the interested person and making further investigation as may be warranted in the circumstances, the Board or committee determines if the interested person has in fact failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action.

ARTICLE IV – Records and proceedings The minutes of the Board and all committees with Boarddelegated powers shall contain: 1. The names of the persons who disclosed or otherwise were found to have a financial interest in connection with an actual or possible conflict of interest, the nature of the financial interest, and the Board’s or committee’s decision as to whether a conflict of interest existed. 2. The names of the persons who were present for discussions and votes relating to the transaction or arrangement, the content of the discussion, including any alternatives to the proposed transaction or arrangement, and a record of any votes taken in connection therewith.

ARTICLE V – Annual statements Each employee, Board director, principal officer, and member of a committee with Board-delegated powers shall annually sign a statement, which affirms that a person: a. has received the Conflict of Interest Policy, b. has read and understands this policy, c. has agreed to comply with this policy, and d. understands that the Association is a 501(c)(3) organization and that, in order to maintain its federal tax exemption, it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. Adopted by the ISU Alumni Association Board of Directors on May 22, 2004. Amended on May 21, 2010.

BOARD POLICIES – GENERAL CONTINUED CONSENT AGENDA POLICY

• for partisan politics

A consent agenda will be used when there is a non-A consent agenda will be used when there is a non-controversial business item(s) on which the Board needs to vote. Complete information regarding such item(s) will be provided in advance of the meetings to Board directors, so that directors are aware of such item(s) and have the opportunity to consider whether such item(s) is non-controversial.

• that promote irresponsible use of alcohol

The consent agenda will be placed near the beginning of each Board meeting. If any member considers that a specific item needs discussion, it will be removed from the consent agenda and placed on the regular agenda for debate and action later in the meeting. A quorum must be present to take action on a consent agenda item. Adopted by the ISU Alumni Association Board of Directors on May 21, 2010

DISCOUNT PROGRAM POLICY All discount program participation for the Iowa State University Alumni Association (ISUAA) is subject to the Talbot Endowed ISUAA President and CEO’s approval. The Talbot Endowed ISUAA President and CEO reserves the right to reject or cancel any discount program at any time. The discount program participant agrees to indemnify the ISUAA, including the Talbot Endowed ISUAA President and CEO, against any liability or expense resulting from claims or suits based on the contents or subject matter of the discount program, including, without limitation, claims or suits for libel, violation of rights of privacy, plagiarism, copyright or trademark infringement, or unauthorized use of the names(s), likeness(es), statement(s) or work of any person or persons.

Discount Program Guidelines

In general, the ISU Alumni Association does not accept any discounts: • that violate any local, state, or federal law • that encourage discrimination against any individual or group on the basis of race, color, age ethnicity, religion, national origin, pregnancy, sexual orientation, gender identity, genetic information, sex, marital status, disability, or status as a U.S. veteran • for tobacco products

Adopted by ISU Alumni Association Board of Directors on Feb. 14, 2014.

DOCUMENT RETENTION POLICY The purposes for this records retention policy are accountability, history, and efficiency. All staff have the responsibility for identifying and retaining relevant records. Where appropriate, the Iowa State University Records Retention Policy as listed in the Policy Library will be followed. Adopted by the ISU Alumni Association Board of Directors on Feb. 25, 2011.

ETHICS POLICY The Iowa State University Alumni Association is committed to the highest standards of ethical business conduct. Each employee and Board director is responsible for acting both ethically and with integrity, and no employee or Board director is ever authorized to commit or direct another to commit an illegal act. To protect the Alumni Association’s reputation – and that of its staff and volunteers – all are required to report suspected illegal or unethical conduct promptly to the Association’s Talbot Endowed ISUAA President and CEO, the Board chair, the Board’s executive committee, or another member of the ISUAA management team, whereas these individuals are not involved. Contact information on the Board chair and the executive committee are updated annually in the Association’s Board of Directors handbook. Concerns regarding ethical matters involving accounting or financial irregularities should be directed to the chair of the Association’s audit committee. The Alumni Association takes seriously its responsibility to act with integrity. Unethical or illegal acts can never be justified and may result in disciplinary action, up to and including termination of employment and Board service. Any retaliation against someone who reasonably believes illegal or unethical behavior has occurred, or is about to occur, and who reports the behavior pursuant to this policy, is strictly forbidden. To this end, all ISUAA Board and staff members agree to abide by the following Statement of Ethics:

ISU Alumni Association Statement of Ethics

EXECUTIVE SESSIONS

We, as staff and Board directors, dedicate ourselves to carrying out the mission of this organization by adhering to the following:

PLANNED EXECUTIVE SESSIONS

1. Recognize that the chief function of the Iowa State University Alumni Association at all times is to serve the interest of our constituency, which includes Iowa State University. 2. Accept as a personal duty the responsibility to keep up to date on emerging issues and to conduct ourselves with professional competence, fairness, impartiality, efficiency, and effectiveness. 3. Respect the structure and responsibilities of the Board, provide facts and advice as a basis for making policy decisions, and uphold and implement all policies adopted by the Board. 4. Keep the Association’s constituency informed about issues affecting it. 5. Conduct our organizational and operational duties with positive leadership exemplified by open communication, creativity, dedication, and compassion. 6. Exercise whatever discretionary authority we have under the law to carry out the mission of the Association. 7. Serve with respect, concern, courtesy, and responsiveness in carrying out the Association’s mission. 8. Demonstrate the highest standards of personal integrity, truthfulness, honesty, and fortitude in all our activities in order to inspire confidence and trust in our activities. 9. Avoid any interest or activity that is in conflict with the conduct of our official duties. 10. Respect and protect privileged information to which we have access in the course of our official duties. 11. Strive for personal and professional excellence and encourage the professional developments of others. Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004.

The board of directors may hold a planned Executive Session as part of any regularly scheduled board meeting. Agenda items proposed to be discussed and specific individuals, including the President/CEO, whose attendance is requested will be identified on the full board meeting agenda sent out by the Chair.

SPECIAL CIRCUMSTANCES EXECUTIVE SESSIONS An Executive Session may be called by the Chair or majority vote of the board directors present to address special circumstances at any time during a regular meeting. The Chair will determine if the President/CEO and/or other specific individuals will participate in any or all of this type of Executive Session. Protocol for all Executive Sessions must follow ISUAA Board of Directors Bylaws and accepted Parliamentary Procedure based on 'Robert's Rules of Order' including approval of a motion to go into Executive Session; requiring that discussion is limited by the Chair to stated topics; confirming that all discussion is confidential; ensuring that no official minutes are kept of these sessions by any board director; verifying that the Chair documents or records the proceedings to have for future Executive Sessions or if ever needed for legal issue; ensuring that no official decisions are made; allowing the Chair or board to request specific individuals to be present for all or part of the Executive Session; and upon completion of discussion, requiring that a motion is approved to move back into full open board meeting. If an item discussed in Executive Session requires board action, a motion is presented when the board resumes its open session or at the next appropriate board meeting. Board minutes will indicate when board went into Executive Session and when the board completed the Executive Session. Board minutes will include any action taken which resulted from the Executive Session. Adopted by the ISU Alumni Association Board of Directors on Feb. 9, 2018.

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BOARD POLICIES – GENERAL CONTINUED GRIEVANCE POLICY A grievance is any significant concern, other than harassment, that arises and is in violation of Board or personnel practices, either between members of the ISUAA Board of Directors or Alumni Association employees and Board directors. Board directors are encouraged to take grievances involving another director directly to that person for discussion and resolution. If the two directors are unable to resolve their differences, they may at that time request a mediation meeting with the chair of the Board with both directors present. If the grievance is unresolved at that level, a second mediation meeting can be arranged with the Talbot Endowed ISUAA President and CEO and/or executive committee. The resolution of the chair and the Talbot Endowed ISUAA President and CEO and/or executive committee shall be considered final. Board directors are encouraged to take grievances involving staff directly to that person for discussion and resolution. If the two are unable to resolve their differences, they may at that time request a mediation meeting with the Talbot Endowed ISUAA President and CEO and/or the chair of the Board of Directors. The resolution between these parties shall be considered final. Should the grievance involve a Board director and the Talbot Endowed ISUAA President and CEO, the involved parties should meet and attempt to resolve their differences. If the two are unable to resolve their differences, they may request a mediation meeting with the chair of the Board and the executive committee. If the grievance is unresolved at that level, a second mediation meeting can be arranged with the president of the university or his/her designee for discussion and final resolution.

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Board directors are encouraged to take grievances involving the chair directly to that person for discussion and resolution. If the two are unable to resolve their differences, they may at that time request a mediation meeting with the executive committee. The resolution between these parties shall be considered final. The ISUAA Board of Directors recognizes that certain circumstances may arise in which it may be inappropriate for Board directors to pursue the resolution of a problem

in the prescribed sequence. The following exceptions are instances where a Board director may bypass steps to seek resolution of a situation by discussing the matter confidentially with the president of the university. • If the grievance or problem involves a known or suspected violation of the law • If the grievance or problem is clearly not within the authority of the Board chair to resolve • If the parties involved mutually agree to bypass the Board chair • If the nature of the grievance, problem, or dispute involves or has been caused by the chair and/or Talbot Endowed ISUAA President and CEO This policy does not apply to harassment grievances, which should be handled pursuant to the harassment policy. Adopted by the ISU Alumni Association Board of Directors on May 22, 2004.

HARASSMENT POLICY The ISUAA Board of Directors expressly prohibits any employee or Board director from harassment or discrimination based on race, color, religion, sex, sexual orientation, national origin, age, marital status, disability, status as a U.S. Vietnam Era Veteran, or any group protected by state or local law. Sexual harassment undermines the integrity of the employment and volunteer relationship. All employees and volunteers must be allowed to work in an environment free from unsolicited and unwelcome sexual overtures. Sexual harassment reduces morale, interferes with work productivity, impugns individual dignity, and is contrary to the ISUAA mission. With respect to sexual harassment, the ISUAA Board of Directors prohibits the following: 1. If the individual making the complaint is a staff member who claims harassment by a Board director, the incident should be reported to the Talbot Endowed ISUAA President and CEO or the university’s director of equal opportunity and diversity, who will investigate the matter and take appropriate action. 2. . If the individual making the complaint is a Board director who claims harassment by a staff member, the

incident should be reported to the chair or any member of the executive committee of the ISUAA Board, or to the Talbot Endowed ISUAA President and CEO, who will have the incident investigated and take appropriate action. 3. If the individual making the complaint is a Board director who claims harassment by another Board director, the incident should be reported to the chair or any member of the executive committee of the ISUAA Board, who will investigate the matter and take appropriate action. The ISUAA prohibits any form of retaliation for filing a bona fide complaint under this policy or for assisting in a complaint investigation. Adopted by the ISU Alumni Association Board of Directors on May 22, 2004.

MEDIA POLICY This policy is intended to address non-routine contact with the media and those situations that have not been previously designated by the Talbot Endowed ISUAA President and CEO as part of the ongoing job responsibilities of specific Alumni Association staff and/or Board of Directors. To ensure the quality and consistency of non-routine information provided to media sources, the following shall be enforced: • All media contacts are to be handled by the Talbot Endowed ISUAA President and CEO, or his or her designee. • All press releases or other promotional materials are to be approved by the Talbot Endowed ISUAA President and CEO, or his or her designee, prior to dissemination. • Failure to comply with the media policy shall constitute grounds for removal. Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004. Adopted revisions on Feb. 17, 2006.

NEPOTISM POLICY The Iowa State University Alumni Association permits the employment of qualified relatives of employees and Board directors as long as such employment does not create an actual or perceived conflict of interest. For purposes of this policy, “relative” is a spouse, partner, child, parent, sibling, grandparent, grandchild, or corresponding in-law or “step” relation. The Iowa State University Alumni Association will exercise sound business judgment in the

placement of related employees in accordance with the following guidelines: 1. Individuals who are related by blood or marriage are permitted to work for the Iowa State University Alumni Association, provided no direct reporting or supervisory/ management relationship exists. That is, no employee is permitted to work within the “chain of command” of a relative such that one relative’s work responsibilities, salary, or career progress could be influenced by the other relative. 2. No relatives are permitted to work in the same department or in any other positions in which the Iowa State University Alumni Association management believes an inherent conflict of interest may exist. 3. Employees who marry while employed are treated in accordance with these guidelines. If, in the opinion of the Iowa State University Alumni Association management, a conflict or an apparent conflict arises as a result of the marriage, one of the employees will be transferred at the earliest practical time. 4. The Iowa State University Alumni Association management recognizes at times, employees and their “close friends,” “partners,” or “significant others” may be assigned to positions that create a co-worker or supervisor-subordinate relationship. The Iowa State University Alumni Association management will, in its discretion, exercise sound judgment with respect to the placement of employees in these situations in order to avoid the creation of a conflict or the appearance of a conflict of interest, avoid favoritism or the appearance of favoritism, and decrease the likelihood of sexual harassment in the workplace. Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004. Adopted revisions on May 21, 2010.

REMOVAL OF ISUAA BOARD DIRECTORS POLICY After a Board director has missed four (4) or more periodic meetings in any twenty-four (24)-month period or two (2) consecutive meetings in a twelve (12)-month period, the policy of the ISUAA Board of Directors states that the member is subject to removal. The following steps should be followed to assure that the proposed member has been given every opportunity to reestablish his/her commitment or resign:

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Step 1: Vice chair of records informs the Board chair if a director is subject to removal due to lack of attendance. Step 2: The chair contacts said Board director to identify reasons for lack of attendance and what the member sees as his/her future commitment to Board service, especially in light of reasons for lack of attendance.

Step 3: Following the chair’s consultation with said Board director, the chair has the authority to recommend to the executive committee the removal of said Board director or to consult with the executive committee to determine whether the Board director should be removed. In every instance when confidentiality is requested by the Board director in question, the chair must respect that confidentiality.

Step 4: The decision of the executive committee will be forwarded to the Board for approval. In every instance when confidentiality is requested by the member in question, the chair must respect that confidentiality. Step 5: Said director who is subject to removal has 14 days to set a hearing through the chair with the executive committee or directors prior to the voting of the directors. If no hearing is requested, proceed to Step 6. Step 6: The chair contacts said Board director by telephone or in person regarding the Board of Directors’ final decision. The chair also will follow up contact in writing with a copy of the correspondence to the vice chair of records for the Alumni Association’s permanent files.

Step 7: The Board will move to replace the removed director following termination as stated in Article III, Section 8 of the ISU Alumni Association’s bylaws. Adopted by the ISU Alumni Association Board of Directors on Dec. 17, 2020.

RISK MANAGEMENT POLICY 103

The Iowa State University Alumni Association is committed to protecting its human, financial, and goodwill assets and resources through the practice of effective risk management. The Iowa State University Alumni Association’s Board and management are dedicated to safeguarding the safety and dignity of its paid and volunteer staff, its members, and anyone who has contact with the Association. To this end, the Board will ensure that the Association has a riskmanagement plan and that the plan is reviewed and updated on an annual basis.

Risk Management Policy statement The Iowa State University Alumni Association shall commit to implementing a risk management philosophy and appropriate actions. The Association will be proactive in committing the necessary resources, within reason and acceptable limits, to identify risk and liabilities, determine impacts, and adopt corrective actions to reduce exposure to risk. Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004. Amended on Oct. 24, 2008. Note: This process is initiated and led by the ISU Alumni Association vice president of finance.

SPONSORSHIP POLICY All sponsor/sponsorship content for the Iowa State University Alumni Association (ISUAA) is subject to the Talbot Endowed ISUAA President and CEO’s approval. The Talbot Endowed ISUAA President and CEO reserves the right to reject or cancel any sponsor/sponsorship at any time. The sponsor (and/or third party, if any) agree to indemnify the ISUAA, including the Talbot Endowed ISUAA President and CEO, against any liability or expense resulting from claims or suits based on the contents or subject matter of the sponsorship, including, without limitation, claims or suits for libel, violation of rights of privacy, plagiarism, copyright or trademark infringement or unauthorized use of the names(s), likeness(es), statement(s) or work of any person or persons. Sponsorship rates are subject to change. When new rates are announced, sponsors will be protected at their contract rates until the end of the contract period if sponsorship rates are higher.

Sponsorship Guidelines In general, the ISU Alumni Association does not accept any sponsor/sponsorship: • that violates any local, state, or federal law • that encourages discrimination against any individual or group on the basis of race, color, age ethnicity, religion, national origin, pregnancy, sexual orientation, gender identity, genetic information, sex, marital status, disability, or status as a U.S. veteran • for tobacco products as the primary purpose of their

BOARD POLICIES – GENERAL CONTINUED business • for partisan politics as the primary purpose of their business • that promotes irresponsible use of alcohol Adopted by ISU Alumni Association Board of Directors on Feb. 14, 2014.

SPOUSE REIMBURSEMENT POLICY The ISU Alumni Association is committed to being fiscally responsible, and to this end, the Association shall not pay for or reimburse travel, lodging, or other expenditures for an employee’s spouse (or significant other), dependents, or others who are accompanying the employee conducting business for the organization unless they, too, are conducting such business, except as set forth below. If in certain circumstances, an organization deems it proper to cover expenses for a spouse (or significant other), dependent, or other person accompanying someone on business travel, the payment must be treated in accordance with current IRS regulations. As defined in the employment contract for the Talbot Endowed ISUAA President and CEO, employment responsibilities include assisting and participating in university and ISU Foundation fundraising activities. In these situations, it is allowable for the spouse (or significant other) to participate and to cover their expenses. When complimentary hosting spaces are earned through the ISUAA travel tour program, sometimes the spouse/guest of an ISUAA staff member has the option of accompanying the host as either a co-host, if the additional complimentary space is earned, or by paying the negotiated tour cost – often a discounted rate. If the spouse/guest receives a complimentary package, he/she is to assume the same role as the host. No spouse/guest expenses are reimbursed. Meal expenses for an employee’s spouse (or significant other) usually are not reimbursable. Some possible exceptions include: 1. When the interviewee’s spouse (or significant other) also is attending an interview meal. 2. When the interviewer and interviewee are of different genders, inviting the interviewer’s spouse (or significant other) may make the interviewee feel more at ease.

However, if other employees are involved in the interview, attendance of employees’ spouses (or significant others) should be questioned. 3. When the employee is being recognized at a staff recognition function, attendance of a spouse (or significant other) is generally permitted. 4. When meeting with a donor couple, the ISU staff member may bring a spouse (or significant other). 5. When attending a fundraising event, sometimes it is expected that employees’ spouses (or significant others) attend. This often occurs when being asked to host a table. These exceptions for meal expenses are not allowed for sponsored funding. In any situation involving spouses (or significant others), an explanation is required to justify the business purpose. Adopted by ISU Alumni Association Board of Directors on May 30, 2014.

TALBOT ENDOWED ISUAA PRESIDENT AND CEO SUCCESSION PLAN Permanent Replacement As part of the annual review, a discussion of potential successors will occur. The Talbot Endowed ISUAA President and CEO will provide information on individuals the Board should consider for the position. The Talbot Endowed ISUAA President and CEO will provide the immediate past Board chair and current Board chair with information on at least three individuals which will include contact information. The immediate past Board chair and current Board chair will also have an annual conversation with the president of the university regarding additional names. Names of individuals will remain confidential. There is no guarantee that any of the individuals listed will be contacted if the need arises. The primary goal is to provide names for consideration. If the leave occurs and a prolonged search is incurred, the ISUAA Board and the Office of the ISU President might consider appointing an interim to carry out the duties of the position until a permanent hire is named and on board.

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BOARD POLICIES – GENERAL CONTINUED Short-term leave coverage If the need arises for short-term coverage of the Talbot Endowed ISUAA President and CEO, the ISUAA Board, with leadership from the current ISUAA Board chair, will work with the president of the university to appoint an individual to fulfill the duties until the employee returns. Adopted by the ISU Alumni Association Board of Directors on May 21, 2010. Amended on Feb. 15, 2019.

WHISTLEBLOWER POLICY Purpose: To maintain public trust and accountability which are essential to the success of the Iowa State University Alumni Association (“ISUAA”), a method is provided to enable employees, officers, directors or volunteers of the ISUAA to report “Suspected Wrongdoing,” which is defined to mean: 1. the financial management of the Association, its assets, internal controls and auditing or financial reporting matters; 2. compliance with ISUAA Policies or Iowa State University Policies; 3. compliance with applicable federal, state, or local law and regulations; or 4. any action which would discredit the ISUAA.

Procedure: Employees shall report concerns, preferably in writing, to their supervisors. Alternatively, an employee, officer, director, volunteer or vendor may report Suspected Wrongdoing as follows:

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1. Any individual may submit an anonymous complaint, preferable in writing, of Suspected Wrongdoing regarding any ISUAA employee, officer, or director of the ISUAA in the following manner: a. by contacting one of the following by email or phone: • Talbot Endowed ISUAA President and CEO • ISUAA Chair of the Board of Directors • Chair-elect of the ISUAA Board of Directors • Chair of the ISUAA Audit Committee b. by contacting the Iowa State University Compliance and Ethics Hotline (515) 294-7119 or

c. by accessing the Compliance and Ethics website, which is listed on the ISU homepage index under “C”, “Confidential Hotline”. 2. An anonymous complaint must provide sufficient detailed information identifying the activity and individual to initiate an investigation into Suspected Wrongdoing. 3. After an anonymous complaint is submitted, an email outlining the Suspected Wrongdoing will be sent to the ISUAA Audit Committee chair, the Chair of the Board of Directors, and Talbot Endowed ISUAA President and CEO. In the event the Suspected Wrongdoing involves any of these three individuals, then that individual will not receive such an email. 4. Investigation involving Suspected Wrongdoing as set forth in A(2)-(4) shall be conducted by the ISUAA Audit Committee Chair, the Chair of the Board of Directors and Talbot Endowed ISUAA President and CEO subject to the participation limitation in B(3). 5. Should the Suspected Wrongdoing involve any financial matter set forth in A(1): a. The Chair of the Audit Committee, in consultation with the Chair of the Board of Directors, will initiate an investigation of the Suspected Wrongdoing. The Chair of the Audit Committee may appoint an appropriate individual to investigate the matter on behalf of the Audit Committee and Board of Directors. In the event the Suspected Wrongdoing involves the Talbot Endowed ISUAA President and CEO, the Chair of the Audit Committee will work with the Chair of the Board of Directors to determine the investigation process. b. A written report of the findings of any such investigation of Suspected Wrongdoing pursuant to this policy will be forwarded to all members of the Audit Committee. If the Audit Committee determines further investigation is required, the matter will be referred to the Board of Directors. 6. The Chair of the Audit Committee shall acknowledge receipt of the complaint to the person who make the complaint if sent on other than anonymous terms. 7. A complaint which involves any conduct or action of Suspected Wrongdoing that is not covered in B(5) will receive immediate attention and, if the complaint appears

to be reasonably substantiated, and investigation will commence as soon as practical. 8. Discussions and documentation regarding the reports will be kept in strict confidence, consistent with the need to conduct and adequate investigation. Further, confidentiality will be adhered to as permitted by A(2)(3). 9. The custodian of records arising from any complaint of Suspected Wrongdoing, any investigation materials, any report of findings or any other documents relating to in any manner to such Suspected Wrongdoing shall be: Vice President of Operations. In the event the Director of Operations is the subject of Suspected Wrongdoing, then the Chair of the Board of Directors shall select a person in senior management of ISUAA to serve as custodian of such records. Such documents shall be kept a security level directed by Iowa State University.

removal. 4.Any complaint of Suspected Wrongdoing that, through the investigation procedure set forth above, is determined to be unsubstantiated and determined to have been filed made recklessly, maliciously or with the knowledge that the allegations were false, be treated as a serious disciplinary offense. This policy and its procedures are subject to change at the discretion of the ISUAA Board of Directors. Adopted by the ISU Alumni Association Board of Directors May 21, 2010. Amended by the ISU Alumni Association Board of Directors May 15, 2020.

10. The ISUAA will take prompt and appropriate corrective action when necessary to ensure compliance with the financial, legal, and ethical requirements relating to a reported matter. 11. Complaints received through this procedure that do not rise to the level of Suspected Wrongdoing will be referred to the appropriate supervisor, Vice President of Operations, or Human Resources as appropriate. The Chair of the Audit Committee shall acknowledge receipt of such a complaint. Protection: 1.No retaliatory action of adverse employment consequences will be taken against an employee for reporting, in good faith and with a reasonable belief, any Suspected Wrongdoing by another employee, officer, or director of the ISUAA.: 2.Any person who receives services from or provides services to the ISUAA who submits a complaint of Suspected Wrongdoing with a good faith belief the information disclosed constitutes a violation, will not suffer adverse service consequences. 3.Any employee, officer, director, volunteer or vendor who retaliates against a person who has reported Suspected Wrongdoing as set forth in B(2), will be subject to disciplinary action up to and including termination or

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BOARD POLICIES – FINANCIAL BONDING POLICY

EXPENDITURE POLICY

In order to improve the internal controls of the ISUAA, the following policy on bonding shall be in effect:

The Executive Committee has authority to approve expenditures up to $50,000 within any fiscal year to timely capture unique/new opportunities for the Alumni Association without Board of Directors approval. The Executive Committee will communicate such action to the Board of Directors at or before the next Board of Directors meeting.

1. Bonding of employees shall be done in conjunction with the Alumni Association, Iowa State University, and the state of Iowa. 2. Bonding conducted by the Alumni Association will be handled by its regular insurance carrier and in amounts recommended by that carrier and agreed upon by the Association. This shall be reviewed each year along with other insurance renewals. 3. Any cost involved in the bonding process for ISUAA or its staff shall be borne by the Association. Adopted by the ISU Alumni Association Board of Directors on May 22, 2004.

BORROWING OF FUNDS POLICY In order to improve the internal controls of the ISUAA, the following policy on borrowing of funds shall be in effect: 1. The borrowing of funds for any reason will be done only with the approval of the Board of Directors. 2. Any borrowing of funds shall be signed by any two (2) of the following four (4) individuals: a. Talbot Endowed ISUAA President and CEO b. Board chair c. Vice chair of finance d. Treasurer Adopted by the ISU Alumni Association Board of Directors on May 22, 2004.

BUDGET SURPLUS POLICY

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At the end of each fiscal year, the Finance Committee reviews revenue and expenses and recommends to the Board of Directors if all or some of the surplus should remain invested in existing cash balances, or should be transferred to the ISU Alumni Association Operating Reserve Fund, the ISU Alumni Center Capital Maintenance Fund, and/or other use(s) as directed by the Board of Directors. Adopted by the ISU Alumni Association Board of Directors on Feb. 5, 2005, and amended on Feb. 15, 2019.

Adopted by the ISU Alumni Association Board of Directors on Feb. 5, 2000, and amended on Feb. 15, 2019.

EXPENSE REIMBURSEMENT POLICY No Board director will receive compensation or reimbursement for services rendered to the ISUAA or Iowa State University, except as set forth below. From time to time, reimbursements will be approved due to service rendered to the ISUAA or the university beyond the scope of normal expectations. Such reimbursement will follow current university guidelines. The Talbot Endowed ISUAA President and CEO or the Board chair must approve, in writing, such reimbursement in advance. Following completion of such services, said Board directors have up to fourteen (14) days thereafter to submit a voucher itemizing expenses to the ISUAA’s vice president of finance for reimbursement. The Talbot Endowed ISUAA President and CEO will be responsible for final review of Board directors’ reimbursement vouchers before payment. Non-reimbursed travel and related expenses of any Board director may be deductible under current Internal Revenue Service guidelines as a charitable contribution. Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004.

FORM 990 REVIEW POLICY The ISUAA federal tax return is a public document. The return is considered an information return. It is filed with the Internal Revenue Service annually and discloses required IRS information. The ISUAA audit committee engages an independent audit firm to review and finalize the ISUAA’s tax returns. As part of this engagement, the audit committee will review and approve the federal return.

In addition to the audit committee’s action, the chair of the executive committee will appoint a sub-group consisting of the chair of the finance committee, chair of the governance committee, and a third Board director. This sub-group will review and recommend to the executive committee approval of the federal tax return. The executive committee will report its action to the full Board. The federal tax return will be made available to the full Board for review before the return is filed. Board approval is not required. Adopted by the ISU Alumni Association Board of Directors on May 21, 2010.

ISU Alumni Association Life Members Fund. These funds will be invested in the ISU Foundation’s endowment pool, according to the ISU Foundation’s long-term investment policy. ISU Alumni Center Capital Maintenance Fund. These funds will be invested in the ISU Foundation’s intermediate endowment pool, according to the ISU Foundation’s intermediate-term investment policy. Refer to the Life Members Fund Policy and ISU Alumni Center Capital Maintenance Fund Policy for additional information.

FUNDRAISING POLICY

Operating Reserves

The Iowa State University Alumni Association bylaws require all Board directors belong to the Alumni Association. Board directors are further encouraged to make Iowa State University and/or the ISU Alumni Association a consideration in their personal giving. Board directors are also encouraged to be involved in fundraising by using their personal and business connections when appropriate and may be asked to help solicit funds and/or assist with fundraising and/or attend fundraising events.

Operating reserves, consisting of undesignated, unrestricted cash, certain receivables, assets, and investments available for current expenses. These funds include:

Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004, and amended on May 21, 2010.

INVESTMENT POLICY The Iowa State University Alumni Association utilizes investment income as a revenue source to fund annual operations. These investment funds include: Donor Endowments Endowments restricted by donor intent for specific or general programmatic support. These funds will be invested in the ISU Foundation’s endowment pool, according to the ISU Foundation’s long-term investment policy. Annually, the Finance Committee will review the status of the Iowa State University Alumni Association investments and report the status of donor intentions to the Board. Board-designated Funds Unrestricted reserve funds designated by the Board for a specific purpose, including the:

ISU Alumni Association Operating Reserve Fund. These funds will be invested in the ISU Foundation’s endowment pool, according to the ISU Foundation’s long-term investment policy. Working Capital, consisting of unrestricted cash, certain receivables, and other assets. These funds may be invested in a federally-insured bank account or certificates of deposit, repurchase agreements whose underlying collateral consists of obligations of the United States government, its agencies, and instrumentalities, or in the ISU Foundation’s short-term operating pool, according to the ISU Foundation’s short-term investment policy. Repurchase agreements do not include reverse repurchase agreements. For Repurchase Agreements to be authorized: The ISU Alumni Association must take delivery of the collateral either directly or through an authorized custodian or the collateral must be held at a third-party custodial account separate from the bank’s assets. Repurchase Agreements must be backed by at least 105% collateral Refer to the Operating Reserve Policy for additional information. Adopted by the ISU Alumni Association Board of Directors on May 16, 2003; amended on May 15, 2009, May 21, 2010, Feb. 15, 2019, and May 21, 2021.

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BOARD POLICIES – FINANCIAL CONTINUED ISU ALUMNI CENTER FACILITY LONG-TERM MAINTENANCE FUND POLICY Purpose of Fund The ISU Alumni Association has a large investment in the facility of the Alumni Center building and grounds. The intent of the ISU Alumni Center Capital Maintenance Fund is: 1) to recognize the need to replace, renovate, upgrade, or make repairs, in order to improve, or extend the life of the Alumni Center facility and equipment;

2. Any transfer or withdrawal shall be signed by any two (2) of the following four (4) individuals: a. Talbot Endowed ISUAA President and CEO b. Vice President of Operations

2) to not place a burden on the organization’s operating revenue streams; and

c. Executive Assistant to the Talbot Endowed ISUAA President and CEO

3) to maintain effective operation of programs in the Alumni Center.

d. Vice President of Finance

This may involve structural, mechanical, architectural, electrical, audio visual, and other building, furniture, and equipment expenditures. This fund was established in accordance with the Association’s Articles of Incorporation. This fund is board-designated, and the Board of Directors or the Talbot Endowed ISUAA President and CEO or his/her designee may authorize expenditures from this investment fund at any time in order to pay Alumni Center expenses related to the stated purpose of this fund in the furtherance of its objectives and purposes. Fund Balance

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Center Capital Maintenance Fund should be done only as needed and in amounts authorized by the Talbot Endowed ISUAA President and CEO or his/her designee. And such action will be reported to the Board of Directors before or at their next meeting.

The Vice President of Finance, in consultation with the Talbot Endowed ISUAA President and CEO, will review facility needs, annually, prioritizing needs for continued Alumni Center operation, required facility functionality, and needed repairs to avoid possible further damage or cost to the facility. This information will be communicated to the Finance Committee and the Board of Directors. A minimum balance equal to 100% of identified possible needs for the subsequent seven (7) years will be maintained. Should the balance fall below the minimum balance at the end of a fiscal year, the Finance Committee will review possible actions for remedy. Transfer or Withdrawal of Funds 1. The transfer or withdrawal of funds from the ISU Alumni

Adopted by the ISU Alumni Association Board of Directors Feb. 15, 2019.

LIFE MEMBERS FUND POLICY Purpose of Fund Once a life membership is fully paid, the life member enjoys the privileges of membership for life with no additional funding required. The intent of the ISU Alumni Association Life Members Fund is to recognize that there is a cost to the Alumni Association with respect to serving life members and to maintaining a certain level of net assets that are reserved for the specific purpose of serving life members. This fund was established in accordance with the Association’s Articles of Incorporation. This investment fund is board-designated and the Board of Directors may authorize expenditures from this investment fund. Fund Balance The fund balance shall be maintained at a level that would provide basic benefits to current life members of the Association for a period not to exceed the average life expectancy of the Association’s current life members. A rate of return, not to exceed the Foundation’s long-term investment return goal, will be used in estimating the required fund balance and is calculated annually. Should the fund balance fall below the minimum level for more than four (4) consecutive quarters, the Finance Committee will make a recommendation to the Board of Directors regarding the course of action that may need to be taken.

Any balance in excess of 120% of the minimum level defined in the prior paragraph, will be considered funds not designated by the Board of Directors for other purposes.

Reserves may consist of unrestricted (undesignated) cash, certain receivables, investments, or other assets that can be converted into cash quickly.

Transfer or Withdrawal of Funds

Working capital Current operating working capital includes cash, proceeds of certain receivables, or other assets held in ISUAA bank accounts, other short-term investments, or held in accounts authorized at the ISU Foundation or Iowa State University, on behalf of the ISUAA. These funds are not donor-restricted or Board-designated for specific purposes. These reserves are liquid and may be available for current operating expenses immediately or within 30 days.

1. The transfer or withdrawal of funds from the ISU Alumni Association Life Members Fund should be done only as needed and in amounts authorized by the Board of Directors. 2. Any transfer or withdrawal shall be signed by any two (2) of the following four (4) individuals: a. Talbot Endowed ISUAA President and CEO b. Vice President of Operations c. Executive Assistant to the Talbot Endowed ISUAA President and CEO d. Vice President of Finance As stated in Article V, Section 1 of the ISU Alumni Association bylaws, and reaffirmed at the Oct. 20, 2000, Board of Directors meeting. Adopted by the ISU Alumni Association Board of Directors May 21, 2010 and amended Feb.15, 2019.

OPERATING RESERVE POLICY Purpose of Operating Reserves Operating reserves are unrestricted funds, or funds not designated by the Board of Directors for other purposes, set aside to stabilize the Association’s finances by providing flexibility and a safety net against unexpected cash flow shortages, expenses, or losses, including but not limited to when: • operating shortfalls occur; • unexpected emergencies or losses occur; • replacement or improvement of major capital assets including technology upgrades as required; • capital is needed to start new activities, take advantage of unexpected opportunities, or to enhance programming; • losses on investments cause reduced investment earnings, thus providing the Association the ability to carry out activities that will achieve its mission while also developing and maintaining capacity for mission relevance in the future.

Definition of Operating Reserves

Long-term operating reserves The Association also maintains the ISU Alumni Association Operating Reserve Fund, managed by the Iowa State University Foundation. This fund was established in accordance with the Association’s Articles of Incorporation. This fund is boarddesignated, and the Board of Directors may authorize expenditures from this fund at any time in order to pay current expenses of the corporation or in the furtherance of its objectives and purposes. Funds in excess of 120% of the required minimum requirement in the ISU Alumni Association Life Members Fund will be considered funds not designated by the Board of Directors for other purposes, within compliance of the Life Members Fund Policy. Long-term operating reserve funds may be available for current operating expenses within 90 days. Fund Balance The minimum operating reserve in the ISU Alumni Association Operating Reserve Fund will be an amount to be set as an “emergency reserve” equal to 90 days of budgeted operating expenses. Transfer or Withdrawal of Funds 1. The transfer or withdrawal of funds from the ISU Alumni Association Operating Reserve Fund should be done only as needed and in amounts authorized by the Board of Directors, and in accordance with the Working Capital Deficit Policy.

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BOARD POLICIES – FINANCIAL CONTINUED

BOARD POLICIES – ISU ALUMNI CENTER

2. Any transfer or withdrawal shall be signed by any two (2) of the following four (4) individuals:

ARTS & ARTIFACTS COLLECTIONS POLICY

a. Talbot Endowed ISUAA President and CEO b. Vice President of Operations c. Executive Assistant to the Talbot Endowed ISUAA President and CEO d. Vice President of Finance Adopted by the ISU Alumni Association Board of Directors on Feb. 15, 2019.

WORKING CAPITAL DEFICIT POLICY In the event the ISUAA requires additional working capital for current operating expenses, the transfer or withdrawal of funds from the ISU Alumni Association Operating Reserve Fund should be done in amounts authorized as follows: 1) The Talbot Endowed ISUAA President and CEO or his/her designee, with the approval of the Executive Committee, is authorized to withdraw funds from the ISU Alumni Association Operating Reserve Fund, not to exceed $50,000, in any given twelve (12) month period. 2) Withdrawals above $50,000, in any given twelve (12) month period, require approval of the Board of Directors. 3) All withdrawals from the ISU Alumni Association Operating Reserve Fund will be reported to the Finance Committee and the Board of Directors at the meeting following the withdrawal. Refer to the Operating Reserve Policy for additional details. Approved transfers or withdrawals from the ISU Alumni Association Operating Reserve Fund shall be signed by any two (2) of the following four (4) individuals: a. Talbot Endowed ISUAA President and CEO

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b. Vice President of Operationss c. Executive Assistant to the Talbot Endowed ISUAA President and CEO d. Vice President of Finance Adopted by the ISU Alumni Association Board of Directors on Feb. 15, 2019.

The Iowa State University Alumni Association displays books, artifacts, and memorabilia that promote the traditions of Iowa State, tell the story of Iowa State and the accomplishments of its graduates, and preserve the history of Iowa State. Artifacts and memorabilia in the ISU Alumni Association collection are meant to be viewed (and books browsed) by visitors, and this collection is not meant to supplant the University Archives within the ISU Library. The ISUAA wishes its collection to fully represent the history of Iowa State across all decades and all academic and extracurricular experiences. Items desired for the ISU Alumni Association collection should be in fair or original condition. The ISUAA will limit the collection to items that can be reasonably well preserved, cared for, stored and displayed. The ISUAA will consider artifacts related to the following areas: 1. Publications a. Books written by or about ISU graduates or students b. Books of general interest about Iowa State or the state of Iowa 2. The Bomb yearbook, published by ISU from 1894 -1994 has now been digitized by the ISU Archives and every issue is available at http://digitalcollections.lib.iastate. edu. Donations of print copies are no longer needed for the ISU Alumni Center memorabilia collection. We are looking for unique items which highlight the memories and traditions such as: a. Letter sweaters and other clothing b. Homecoming and VEISHEA buttons; other buttons c. Class rings and other Iowa State jewelry d. Pennants e. Letters f. Scrapbooks and photo albums g. Items depicting VEISHEA, Homecoming, and other campus activities h. Select campus photographs and photos of student life at Iowa State (Note: Most donations of photos will be sent to the University Archives.)

i. Memorabilia related to fraternities and sororities, student housing, and student organizations (Note: University Archives houses all papers and documents associated with student organizations.) j. Items related to campus icons (i.e., the Campanile)

Process for donating to the ISUAA collection 1. Call: Anyone wishing to discuss a potential donation should call the ISUAA toll-free at 1-877-ISU-ALUM (478-2586) or locally at 294-6525 2. Email: A donor’s first contact may also be through an email to the ISUAA. Information and/or questions about a donation should be directed to alumni@iastate.edu.

Process for determining if items will be included in the collection 1. The ISUAA staff, using the collection guidelines established by the ISUAA Board of Directors outlined above, will determine whether or not the item fits the ISUAA collection. 2. If the item is accepted, the donor may drop the item off or mail it to the ISU Alumni Center.

4. If an item is deemed too rare or fragile for the ISUAA collection, it will be transported for permanent housing in the University Archives. This includes most photographs. 5. The ISUAA reserves the right to eliminate any item at any time from its collection (see “alternative outcomes” below). By gifting the item to the ISUAA collections, the donor waives the right to restrict the item’s use unless specifically agreed upon in writing at the time of the donation.

Alternative outcomes 1. The item will not be accepted, and it will remain with the donor. 2. The item will not be accepted, but the donor will be advised to inquire about including the item in the University Museums or University Archives collections. 3. The item will be accepted but not included in the collection. In this situation the item may be included in a silent auction to raise funds for Association programs, warehoused, sold, or destroyed. The donor will approve the use of the items unconditionally upon donation.

3. If an item is left for evaluation and the item is not accepted, the donor must pick the item up, pay for its return shipping, or allow the ISUAA to dispose of the item (see “alternative outcomes” below). Items will be held for only one month, unless other arrangements have been made.

Process for acknowledging gifts

4. In rare circumstances, a member of the ISUAA staff will travel to the donor’s home or business to evaluate and/or pick up items that are large, fragile, or numerous if the donor is unable to deliver the item(s).

The ISUAA will respect all requests for anonymity as it relates to donor recognition of items donated to the ISU Alumni Center.

If the item is accepted for the collection 1. The item will become a part of the ISU Alumni Association collection. 2. Items will be displayed in the ISU Alumni Center or stored in the Center. 3. In some circumstances, the item will be loaned to another ISU entity for display (i.e., University Museums, University Archives, Department of Athletics) or stored in another ISU location (i.e., University Archives) but remain in the ISUAA collection.

If an items is accepted, an acknowledgement will be provided to the donor. Record of the donation will be added to the donor’s record.

Anonymity

RENTAL POLICIES & PROCEDURES 1. Eligibility for use Everyone is eligible and welcome to request a rental space in the ISU Alumni Center. Rental rates are based on three levels of pricing: public/ business, University (for University-related entities), and registered student organizations and current rental rates can be located on the website. Members of the ISU Alumni Association (ISUAA) and Future Alumni Network (FAN), as a member benefit, will receive a

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BOARD POLICIES – ISU ALUMNI CENTER CONTINUED discount off the public/business rental rate. Business members of the ISU Alumni Association, as a business member benefit, receive a discount off the public/ business rental rate for business use. Student Organizations: University-sanctioned student organizations are welcome and encouraged to utilize space at the ISU Alumni Center for organization meetings, group projects, events, etc. (subject to availability). Student organization rates have been established and reflect a discounted and affordable rate. Student organizations are expected to follow all facility guidelines and policies.

2. Hours The office hours of the ISU Alumni Association are Monday through Friday, 8:00 a.m. to 5:00 p.m. The ISUAA generally follows the university’s flexible hours for spring break, summer, Thanksgiving, and winter break. Current business hours can be found on the ISU Alumni website. Events scheduled at the building may begin no earlier than 7:00 a.m. on any day of the week and must end by midnight. The building must be vacated by 12:30 a.m. The ISU Alumni Center will be locked during all non-business hours except for one-half hour prior to a scheduled event and continuing until the conclusion of that event. Exceptions to set hours will be approved by the events staff.

3. Reservation procedures Reservations at the ISU Alumni Center must be scheduled in advance through the events staff. Inquiries can be made via phone to 515-294-4625, or via e-mail at alumnicenter@iastate.edu.

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Following an inquiry and booking, an agreement with quoted costs will be forwarded for signature. Deposits are only required for wedding packages. All reservations will be made on a first-come basis and will be based on availability of space and compliance with the guidelines of this policy. Client understands the ISUAA will evaluate all fall reservation dates to determine whether client reservation date conflicts with ISUAA Cyclone Central or Homecoming schedules. Should a conflict arise once the fall football schedule is published and the official dates have been announced or are modified, the ISUAA reserves the right to change the client reservation to a mutually agreed alternate date where the client event will not be in conflict with events

happening on game days. Date changes will be based on availability, and the ISUAA may not be able to accommodate the requested date change. In the event the ISUAA changes a reservation date or is unable to accommodate a requested change, client will not be held liable for cancellation fees. Each meeting or scheduled event must have a contact person who will be: • Present at the event from beginning to end • Responsible for the behavior and demeanor of the guests • The spokesperson for the group • Responsible for any damages and/or property loss incurred during the event Proof of liability insurance may be required. Clean-up: All clients are responsible for leaving the ISU Alumni Center orderly after use and are responsible for any damages incurred. An additional clean-up charge may be assessed for spaces not left in a satisfactory condition, as determined by the events staff and addressed in the rental contract. Set-up and Staffing Policy: The events staff will verify that there is adequate time and staffing to set up the requested event before it is confirmed and contracted. • The ISU Alumni Center staff will ensure that the contracted areas are set up to the client’s specifications prior to the event at the time specified on the rental contract. • An ISU Alumni Center staff person will be on-site for all events. The client will not be charged for staff time for events contracted outside normal business hours. •Setup requests must be made in advance with the events staff and must be finalized at least two weeks prior to the event date. • Additional fees may be charged for changing layout or equipment needs less than 24 hours prior to an event. Restrictions: Some restrictions not listed may apply at the discretion of the events staff, but will be discussed beforehand with the client.

4. Payments & billing Acceptable forms of payment are credit card (Visa, Master

Card, Discover, and American Express), checks, or cash. If paying by check, make payable to “Iowa State University Alumni Association.” University departments or student organizations may pay by intramural or a University p-card. The total bill and/or the remaining balance is due two weeks after the final invoice is sent. The client will be billed for any charges after payment has been received. Unpaid balances remaining after 30 days from the balance due date shall be subject to a late charge. Late charge is 1.5% per month. The ISUAA reserves the right to require additional deposits and credit references for clients using the ISU Alumni Center.

5. Cancellation policy Refer to the rental agreement for timing restrictions on cancellations. The ISUAA reserves the right to charge the client for any costs incurred prior to cancellation. Contact the Alumni Center staff for more information on cancellation fees.

6. Liability Each client shall indemnify and hold harmless the ISUAA, Iowa State University, and the Board of Regents, State of Iowa and its agents and employees against any and all damages, claims, and liability due to loss of the property of others, or any other liability arising out of its use of the ISU Alumni Center.

7. Parking Parking is available in the Iowa State Center parking lot east of the ISU Alumni Center and will be discussed with the client during the rental process. If events are being held at the Iowa State Center (Hilton Coliseum, Scheman Building, Stephens Auditorium, Fisher Theater, Jack Trice Stadium, and/or other entities occupying the parking lot), parking will be available on a first-come basis. Parking will not be available on football game days.   Handicap-accessible parking spots are available on both the east and west sides of the ISU Alumni Center.

8. Transportation Alumni planning to visit campus are encouraged to make the ISU Alumni Center their first stop. Transportation is available by utilizing CyRide to access campus. Please refer to the CyRide website for additional information about transportation from the commuter parking lot (Iowa State

Center Hub) to various locations on campus.

9. Equipment & linen rental Audio-visual equipment and white linens are available for rent through the ISU Alumni Center. Arrangements for these rental items must be made in advance, preferably at the time of the reservation with the events staff. Audio-visual equipment from an outside vendor cannot be used without advance approval from the events staff. Specific capabilities and a list of prices are available upon request. ISUAA staff will be responsible for basic equipment setup. If needed, a technician can be provided for an additional fee. Linens including white tablecloths and white chair covers are available for rent through the ISU Alumni Center. ISUAA Staff will be responsible for basic linen setup. If your event requires another color of table linens or chair covers, please work with the event staff. If events staff approves items to be brought in, the client will be responsible for arranging a drop-off and pick up time with the events staff. All equipment and/or linens rented in the ISU Alumni Center are the responsibility of the client, who will be held responsible for damages incurred

10. Food & beverage All food and beverages must be contracted through an approved ISU Alumni Center caterer. No food or beverage may be brought to the ISU Alumni Center from any other source, which includes personal baked/cooked items. If food and/or beverage is brought onto the premises by a part other than an ISU Alumni Center approved caterer, a penalty fee of $500 will be charged to the client.   ISU Alumni Center caterers will be responsible for all personnel, materials, and supplies required for the preparation and service of food and beverages. Caterers are charged 10% of the total food and beverage costs as a facility use fee to cater at the Alumni Center. Caterers may choose to simply add 10% to the bill or build it into the food and beverage costs. All china service (plates, silverware, goblets, and napkins) is required to be provided by one of the approved caterers.   For information about wedding cakes, refer to the wedding policy at the end of this document. Clients should work directly with the approved caterers for

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BOARD POLICIES – ISU ALUMNI CENTER CONTINUED information regarding availability, pricing, and menus.

11. Alcohol Before serving alcohol, approval must be obtained from the events staff. A request for alcoholic beverage service must be completed and submitted to the events staff. The ISUAA strongly adheres to the laws and regulations of the State of Iowa pertaining to service and the consumption of alcohol. If the event is approved for service of alcoholic beverages, the following requirements will govern the event: • Alcohol may be served at wedding receptions. • All alcohol must be arranged through an approved ISU Alumni Center caterer two (2) months prior to the event. • No alcoholic beverages may be brought to and/or consumed at the ISU Alumni Center by a party other than the approved caterer. All alcohol will be served by the caterer. • Only persons of legal drinking age may possess, be served, or be permitted to consume alcoholic beverages. • When alcoholic beverages are served, non-alcoholic beverages and food must also be made available to guests. • Alcoholic beverages are not allowed beyond the ISU Alumni Center grounds.

12. Smoking The ISU Alumni Center and its grounds are smoke-free.

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• Nails, hooks, tacks, screws, and bolts may not be used on any surface, wall, floor, or furnishing at the ISU Alumni Center. Painters’ tape and Post-It flip chart pages are the only items that may be affixed to the wall. • No glitter, sprinkles, confetti, or fog machines will be allowed in the ISU Alumni Center or exterior grounds. • No posters or banners will be permitted on the ISU Alumni Center building exterior or grounds without the consent of the events staff. • Use of candles is restricted to enclosed flames (e.g. votive or hurricane lamp). The flame must be at least one inch from the top of the container or floating in water. • The ISU Alumni Center staff reserves the right to prohibit the use of other items, decorations, or equipment on the ISU Alumni Center property. • All decorations must be removed and cleaned up at the conclusion of the event.

15. Deliveries All deliveries must be coordinated with an ISUAA employee. The ISUAA cannot assume any responsibility for items left by the caterer, rental company, or client.

16. Dancing If dancing is to be a part of the event, clients must rent the ISUAA dance floor through the events staff.

13. Security

17. Entertainment

Certain events may require the services of certified Department of Public Safety (DPS) officers, campus security assistants, or police aides at an additional charge to the client. This will be arranged by the events staff if required for the event and added to the client’s final invoice. ISUAA staff, in case of a medical emergency, will contact emergency services.

The use of live music, as well as sound amplification systems inside or outside the ISU Alumni Center, is subject to the approval of the ISUAA and must be cleared through the events staff.

14. Decorations All decorations and furniture arrangements must be approved and coordinated in advance with the events staff. Final furniture arrangement must be confirmed with event staff prior to the event. • Decorations may not be affixed to the walls, ceilings, banisters, doors, or stairways of the ISU Alumni Center unless approved in advance by the events staff.

18. Advertising and promotions All advertising material is subject to the approval of the ISUAA prior to the placement of such advertising. All advertising space on the premises is the exclusive property of the ISUAA. If a client or organization advertises, promotes, or sells an event to the general public, said individual or group agrees to clearly identify himself/herself/ itself as the promoter, producer, presenter, or organizer in all advertising, promotions, and sales and will advertise the event as being held at the “Iowa State University Alumni Center.”

19. Authorized Areas • Clients will have access to authorized areas only as specified in the rental contract. • The client, members, supporters, and participants will not have access to office spaces throughout the building, including the front desk reception areas during the contracted event. Computers, telephones, and other equipment in these offices and at the front desk are not available for event and/or participant use. • The client is responsible for keeping its various members, supporters, and participants within the authorized contracted areas. • The client or responsible party identified in the contract must be present for the specified time in the contract and will accept full responsibility for any damage and/or missing property. • The client is responsible for informing guests, volunteers, and participants, as well as all others involved with the event, about the ISU Alumni Center policies and procedures.

20. Grounds Use of the ISU Alumni Center grounds is restricted to groups that have reserved the space through the ISUAA. All guidelines pertaining to use of the interior rooms of the ISU Alumni Center are also in effect for the outside grounds. The following rules must be followed: • Tents and other external needs must be arranged by the events staff. • No smoking on the grounds. Iowa State University's campus and grounds are smoke-free. • Sound systems may not be used outside the ISU Alumni Center without approval by the events staff. • Alcoholic beverages are not allowed beyond the ISU Alumni Center grounds. • Damages to the grounds will result in additional costs to the user. • Access to the grounds will be granted during reservation time per the rental agreement. • ISU Football gameday access to the grounds must be

arranged through reservation by event staff based on availability. • There is no alternative rain location in the building unless arranged prior to the event by event staff based on availability. There will be no refunds for inclement weather.

21. Newlin Terrace Use of the Newlin Terrace is restricted to groups that have reserved the space through the ISUAA. All guidelines pertaining to use of the interior rooms of the ISU Alumni Center are also in effect for the Newlin Terrace. Alcoholic beverages are not allowed beyond the Newlin Terrace. Refer to the Grounds Policy (20) for additional information.

22. Fireplaces The fireplaces are available for use and must be operated by an ISUAA employee.

23. Children Children are welcome at the ISU Alumni Center. If the child is under 16 years of age, he/she must be under the supervision of a responsible adult at all times. All event attendees, including children, must limit their use of the building to the designated area for the event and associated hallways and restrooms unless special arrangements have been made.

24. Animals Animals are not allowed in the ISU Alumni Center or on its grounds, except for licensed service animals.

25. Compliance The ISUAA reserves the right to deny use or future use of its facilities to any person or organization not complying with the ISUAA’s policies and procedures.

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BOARD POLICIES – ISU ALUMNI CENTER CONTINUED WEDDINGS/WEDDING RECEPTIONS POLICY All general policies apply to the Alumni Center Weddings/Wedding Receptions policies. Deposit To confirm a reservation for a wedding package, a deposit in the amount of half of the rental fee and a signed rental agreement are required. Deposits and signed rental agreements fo rnon-university events must be received within two weeks of the date on which the reservation was made If a deposit and rental agreement are not received within two weeks of booking, the reservation will be canceled, and the space will be available to other groups.

Wedding cakes and desserts Wedding cakes and other desserts may be brought into the Alumni Center provided they are coming from a licensed vendor and arrangements have been made through the events staff. All policies as to ISU Alumni Center were adopted by the ISU Alumni Association Board of Directors on Aug. 23, 2008 and amended on Feb. 22, 2013 and May 19, 2023.

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IMPORTANT INFORMATION ISUAA Programs & Services......................................... 121 ISUAA Major Metropolitan Cities..................................122 ISUAA FY24 Contracted Services..................................122 ISUAA Staff Leadership Team.....................................................123 Staff......................................................................... 124 ISUAA Organizational Chart......................................... 131 ISUAA FY24 Operating Budget...................................... 133 2023-2024 ISU Tuition and Fees.................................... 135

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ISUAA PROGRAMS & SERVICES Below is a list of current ISUAA Programs and Services. To access this information electronically, go to www.isualum.org/programs.

ADVERTISING

THE LEADERSHIP GUILD

ALUMNI ASSOCIATION PROGRAM ENDOWMENTS

LEGACY CLUB

ALUMNI CLUBS

MEMBERSHIP BENEFITS

ALUMNI RELATIONS COUNCIL

MERCHANDISE

AWARDS

MOBILE APP

BUSINESS PARTNERSHIPS

NETWORKS

CALENDAR

ONLINE ALUMNI DIRECTORY

CARDINAL & GOLD GALA CAREER SERVICES

OSHER LIFELONG LEARNING INSTITUTE AT ISU

THE CIRCLE

REUNIONS

CLASS NOTES

RING PROGRAM

CREDIT CARDS

SCHOLARSHIPS – CLUBS

CYCLONE CENTRAL

STANTON MEMORIAL CARILLON FOUNDATION

CYCLONE FAN GATHERINGS CYCLONE TRADITIONS CHALLENGE DISCOUNTS EVERYWHERE FUTURE ALUMNI NETWORK (FAN) MEMBERSHIP PROGRAM (FORMERLY STUDENT ALUMNI ASSOCIATION) GIVING OPPORTUNITIES GMAIL 121

GREATER DES MOINES OUTREACH HOMECOMING ISU ALUMNI CENTER IOWA STATER MAGAZINE IOWA STATER NEWSLETTER ISU RETIREES ASSOCIATION

MEMBERSHIP

STRATEGIC PLAN STUDENT ALUMNI LEADERSHIP COUNCIL SUSTAINING DONOR PROGRAM TRAVEL TOURS WALL OF ALUMNI AND FRIENDS WEBSITE

ISUAA MAJOR METROPOLITAN CITIES The ISU Alumni Association has committed to do programming annually in these five (5) cities due to the large number of alumni who reside in them: • Chicago • Denver • Kansas City • Omaha/Council Bluffs • Twin Cities

ISUAA FY24 CONTRACTED SERVICES 1. Freelance writing 2. Legal services (Dentons Davis, Brown; Interim Deborah Tharnish) 3. Information Technology Services (ITS) 4. Records, updating, imaging (ISU Foundation) 5. Online alumni community and website (iModules) 6. Audit and tax services (Bergan KDV) 7. Insurance (Le Mair-Mulock-Condon Co.) 8. Iowa State alumni app and traditions app (Mobile Up) 9. ISUAA discount website (Member Deals) 10. Financial server/software hosting (Blackbaud) 11. Merchant services (Cybersource-Authorize.net)

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ISUAA STAFF: LEADERSHIP TEAM JEFFERY W. JOHNSON

SHANNON FOOTE

PhD ’14 Education

’90 Graphic Design

Life Member Sustaining Donor

(515) 294-4762 jjohnsn@iastate.edu

(515) 294-6562 sfoote@iastate.edu

Jeff was named president and CEO of the ISU Alumni Association in September 1999. He has more than 35 years of higher education experience. Jeff oversees all alumni association programs, is secretary to the Stanton Memorial Carillon Foundation, publisher of all alumni association publications, an ex-officio member and officer to the ISU Alumni Association Board of Directors, a member of the Iowa State University President’s Cabinet, and the alumni association’s liaison to the university and its affiliate organizations. In 2015, he became the association's inaugural Lora and Russ Talbot Endowed President and CEO.

Shannon joined the alumni association staff in April 2016 as vice president. She directs the association's strategic planning, marketing, membership, sponsorship, and communications initiatives along with overseeing the sustaining donor program. Prior to joining the alumni association staff, she was the director of client services at AMPERAGE Marketing in Cedar Falls, Iowa, working with key clients in areas such as non-profit organizations, health care, higher education, and finance.

Lora and Russ Talbot Endowed President & CEO

SHELLIE ANDERSEN

Vice President of Business Development & Constituent Engagement ’88 Marketing Life Member

Senior Vice President of Administration

AMY CRABBS

Vice President of Finance ’04 Finance Annual Member (515) 294-5085 acrabbs@iastate.edu

(515) 294-9310 shelliea@iastate.edu

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Shellie joined the alumni association staff in 2002 as assistant director for membership and marketing. In her current position as vice president of business development and constituent engagement, she oversees all alumni association business development -- including travel, merchandise, and affinity partnerships -- as well as all outreach and constituent engagement programs -- including clubs, events, and student programs.

Amy joined the ISU Alumni Association staff in July 2022 as vice president for finance. In this role, her primary responsibility is to oversee financial duties for the organization. This includes coordination of the annual independent audit, preparation and oversight of the annual budget, and finance liaison for the association to the ISU Foundation. Prior to joining the alumni association staff, she spent ten years in governmental accounting and finance.

TOM ELSTON

HEIDI LONG

’09 Marketing, MBA '23

’92 Physical Education

Life Member

(515) 294-6515 telston@iastate.edu

(515) 294-4762 heidil@iastate.edu

Vice President of Operations

Tom joined the ISU Alumni Association staff in April 2018. In his role as vice president of operations, he serves on the CEO evaluation and DEI committees, as well as oversees the operation of the Alumni Center. He has served two terms on Iowa State University’s Professional and Scientific Council. Prior to joining the association, Tom was a health care administrator.

Executive Assistant

Heidi joined the ISUAA staff in July 2013. As executive assistant, Heidi provides administrative support to the Lora and Russ Talbot Endowed President and CEO of the ISU Alumni Association. She also coordinates the work of the ISUAA Board of Directors, key board committees, The Circle, The Leadership Guild, Stanton Memorial Carillon Foundation, and does special internal projects.

ISUAA STAFF COURTNEY MARSHALL

EMILY BECK

(515) 294-4607 cmarshall@foundation.iastate.edu

’16 Event Management

Director of Development

Director of Member Services Life Member (515) 294-5092 ekieffer@iastate.edu

Courtney joined the Iowa State University Foundation in August 2023. She has more than 20 years of experience in higher education and has worked at six different universities, holding positions in both alumni relations and development. In her current position, she serves as director of development for the ISU Alumni Association.

Emily joined the ISU Alumni Association staff in January 2018 from Prairie Meadows Racetrack and Casino, where she worked as marketing and promotions coordinator. In her current role, she coordinates the ISU LegaCY Club, all membership retention and solicitation campaigns, and works with special membership outreach and recruitment efforts aimed at young alumni and at ISU faculty and staff. She also manages the upkeep of the Iowa State Alumni mobile app.

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ISUAA STAFF CONTINUED HEATHER BRISTOW OLLI & Retirees Assistant Annual Member

Manager of Student Programs/SALC Advisor

(515) 294-5790 hbristow@iastate.edu

(515) 294-2632 csh1@iastate.edu

Heather joined the ISU Alumni Association staff in July 2021. She supports the ISU Retirees Association and OLLI at ISU programs by processing memberships and registrations, record keeping, coordinating volunteer committee efforts, and assisting with the OLLI at ISU newsletter and catalog publications. She also helps to organize the OLLI at ISU classes, ISU Retiree Rock-On in Retirement Symposium, and the Memorial Day Ceremony.

Clarissa came on staff at the ISUAA in September 2023 as the manager of student programs. She recently graduated from Iowa State University and studied apparel merchandising and design with a minor in event management. Previously, she worked in retail management. Now she oversees all aspects of student programming at the alumni association, including SALC and all of its committees — over 100 students in total. A large part of her role is paving the way for students to become successful leaders and event planners and overseeing the relationship between SALC and the university and Ames communities.

DEBRA CARROLL

KRYSTAL COUTURE

(515) 294-2833 dcarroll@iastate.edu

Life Member

Accounting Assistant

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CLARISSA BOYD

Debra joined the ISU Alumni Association in March 2015. She was previously employed as an accounts payable clerk for Pritchard Bros. in Boone, Iowa. She has an AAS accounting degree from Des Moines Area Community College. In her current role, Debra completes daily and online deposits, provides administrative payments for all vouchers submitted by staff, and assists in preparing financial reports and maintains financial systems and updates. She is secretary for the board of directors' finance committee.

Member Services Staff Assistant (515) 294-2648 krystalc@iastate.edu

Krystal joined the alumni association staff in October 2017. She assists with the membership, LegaCY Club, and benefit management functions of the alumni association. Her responsibilities include membership billing, membership inquiries, and record keeping.

LAINEY CRAWFORD

MEGAN DESART

’16 Event Management

Annual Member

Life Member

(515) 294-1710 mdesart@iastate.edu

Manager of Travel

(515) 294-5775 laineyc@iastate.edu

Lainey joined the ISU Alumni Association staff in August 2016 following extensive undergraduate experience as an event coordinator on campus. In her current position, she coordinates the annual Traveling Cyclones Travel Preview event, administers the Wall of Alumni and Friends, and works with travel to support the promotion and management of Traveling Cyclones' tours.

Event Coordinator II

Megan graduated from Iowa State University with a bachelor’s degree in event management in 2017. Since then, she has been involved with the sporting and special event sides of the industry. She joined the ISUAA staff in November 2022 and is currently an event coordinator for ISU Alumni Center events.

KAREN FORSYTHE

CALEB GRIZZLE

(515) 294-6525 alumni@iastate.edu

(515) 294-8490 cgrizzle@iastate.edu

Alumni Association Receptionist

Communication Specialist

Life Member

Karen joined the ISU Alumni Association in July 2021. Before joining the team, she worked in various roles within the Ankeny Community School District. In addition, she has many years of customer service experience in retail. Karen holds the role of the receptionist of the Alumni Center and has an associate degree in applied science.

Caleb Grizzle joined the ISU Alumni Association staff in January 2023 as a communications specialist after graduating from Grand View University in 2022 with a degree in communications and media practice. In his current role, Caleb is responsible for assisting with copyediting, storytelling, and the production of Iowa Stater magazine. He also assists with print publications for OLLI programs, the ISU Alumni Wall Calendar, and Cyclone Stories.

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ISUAA STAFF CONTINUED JORDAN HEAGLE

KYLE JOHNSON

(515) 294-9515 jheagle@iastate.edu

’09 History

Manager of Outreach and Events

Business Partnership and Membership Manager Life Member (515) 294-8488 kjohn1@iastate.edu

Jordan joined the ISU Alumni Association staff in September 2023 after previously working in Dallas, Texas, at the University of Texas at Dallas. In her current position as manager of outreach and events, Jordan is responsible for planning a number of different events. Some of these include Des Moines area alumni events, a handful of award ceremonies, Alumni Relations Council meetings, professional development webinars, and more. Jordan also works with different university affiliated groups and organizations to assist with the planning of alumni reunions.

SUZANNE JURGENSEN

Administration and Travel Staff Assistant (515) 450-6560 suzannej@iastate.edu

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Suzanne joined the ISU Alumni Association in August 2023. Before joining the team, she worked in the medical field as a patient coordinator at Sturm Cosmetic Surgery and Story County Medical. In addition, she has many years of customer service experience in medicine. She also has her phlebotomy certification and loves to volunteer with the Go Red for Women campaign of the American Heart Association and other events.

Kyle joined the ISU Alumni Association staff in January 2022 and is currently responsible for the recruitment and retention of business members. Additionally, Kyle oversees business advertising and sponsorship opportunities. He previously spent fifteen years in a variety of client-facing positions, including the last six years at Wells Fargo.

MIKE KEPLER

Manager of Alumni Center Operations ’05 Health and Human Performance Life Member (515) 294-9229 mrkepler@iastate.edu

Mike joined the ISU Alumni Association staff in August 2016 after spending two years as director of facility operations for the Berglund Center in Roanoke, Virginia, and nearly nine years as operations supervisor for the Iowa Events Center in Des Moines. In his current role, he oversees all functions of the facility, including building and grounds maintenance, security, and construction.

KIRSTEN KRAKLIO

Director of Communications, Iowa Stater Magazine Editor (515) 294-9603 kkraklio@iastate.edu

LAUREN LANDIS

Alumni Center Events Coordinator ’21 Event Management Annual Member (515)-294-7038 landisl@iastate.edu

Kirsten joined the Iowa State University Alumni Association staff in August 2023 after a decade in Arizona working in journalism and marketing roles. Most recently, she worked as an adjunct faculty member at Arizona State University teaching copy editing to journalism students. As editor of Iowa Stater Magazine, Kraklio works collaboratively with Iowa State University Strategic Relations and Communications and the Iowa State University Foundation to oversee and ensure engaging alumni content in the magazine, website, and other channels.

KATIE LICKTEIG

Assistant Vice President of Constituent Engagement

Lauren recently graduated from Iowa State University with a major in event management. Before joining the ISUAA staff full-time, she worked at the Alumni Center for 2.5 years taking on many different roles. She was on the event staff, was a Lora and Russ Talbot Endowed Intern, and more recently a student manager for events. Now Lauren is a fulltime event coordinator working with all the events that take place in the building.

JERILYN LOGUE

Director of OLLI & ISU Retirees ’81 Elementary Education

’05 Marketing

Life Member

(515) 294-3192 jlogue@iastate.edu

(515) 294-1955 kbruxvoo@iastate.edu

Katie joined the alumni association staff in 2008. In her current role, she manages the ISUAA's awards programs and oversees the constituent engagement area, including alumni events, clubs, student programming, and constituent outreach.

Jerilyn joined the association staff in January 2009 and oversees two programs: the Osher Lifelong Learning Institute at Iowa State University (OLLI at ISU) and the ISU Retirees Association (ISURA). For the OLLI at ISU program, she oversees and coordinates the work of volunteer committees to provide learning opportunities for persons ages 50 and older. For the ISU Retirees Association, she works with committees comprised of retired faculty and staff to provide learning and social opportunities, along with an annual "Rock On" in Retirement Symposium that is open to the community.

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ISUAA STAFF CONTINUED BETH LOTT

Constituent Engagement Staff Assistant

Web Developer ’04 Finance

Life Member

Annual Member

(515) 294-4557 blott@iastate.edu

(515) 294-9506 jlubow@iastate.edu

Beth joined the ISU Alumni Association staff in 1995. She is responsible for assisting with the Cardinal & Gold Gala, alumni reunions, awards, Des Moines outreach, clubs, and other alumni association-sponsored events.

Jeff graduated from Iowa State University with a bachelor’s degree in finance in 2004. Since then, he has worked in information technology. He joined the alumni association as a web developer in November 2022.

ANNA TEMPESTINI

Director of Alumni Center Events ’21 Event Management Annual Member (515) 294-4625 annatemp@iastate.edu

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JEFF LUBOW

Anna graduated from Iowa State University in 2021 with a bachelor’s degree in event management and joined the alumni association in February 2022. Anna works as an event coordinator, as well as oversees all events for the Alumni Center, such as weddings, conferences, banquets, and Cyclone Central.

KATE TINDALL

Director of Marketing and Communications ’15 Journalism and Mass Communication, ’15 Political Science, MBA ’23 Life Member (515) 294-2797 ktindall@iastate.edu Kate joined the ISU Alumni Association staff in January 2020, having previously worked with ISU’s College of Engineering. As director of marketing and communications, she works with brand implementation and messaging for ISU Alumni Association membership, events, and programs. She oversees online marketing and communications, content, and strategy -- including the www.isualum.org website, social media channels, and broadcast emails. She is the coordinator of the Alumni Relations Council - Marketing and Communications Subcommittee. She is assistant editor of Iowa Stater Magazine.

CHELSEA TROWBRIDGE Director of Special Events & Merchandise

’09 Apparel Merchandising, Design, and Production Life Member

MATT VAN WINKLE Visual Content Specialist ’13 Journalism Life Member (515)-294-4909 mgvw@iastate.edu

(515)-294-2584 ctrow@iastate.edu Chelsea joined the ISU Alumni Association staff in November 2015 after previously working as an assistant buyer in Los Angeles, California. In her current position, she is responsible for planning a number of association events, including the Cardinal & Gold Gala program and Cyclones in the City: KC event. She manages relationships with merchandise partners such as the Iowa State University Book Store. She also works as the primary ISUAA staff liaison to the Alumni Band, Greek Alumni Alliance, Black College Network, and a handful of regional clubs.

Matt joined the ISU Alumni Association staff in November 2019. He was previously a video production specialist on Essentia Health's marketing and communications team. He is also an award-winning television journalist who has worked for Fox 21 News in Duluth and for WHOHD Channel 13 News in Des Moines. In his current position, Matt provides photography and videography for the association and oversees all visual content on the association's social media channels, helping reinforce the Cyclones Everywhere brand with high-quality visuals and compelling video stories. He contributes photography to Iowa Stater Magazine and the ISU Wall Calendar.

JENNY WITTE Graphic Designer ’02 Management Life Member (515) 294-0068 jwitte@iastate.edu

Jenny joined the ISU Alumni Association staff in 2017. She is a 2010 graduate of the Art Institute Online and owner of Jennifer Witte Designs in Boone, Iowa. In her current position, she is responsible for print design for many of the programs of the ISU Alumni Association, including Iowa Stater magazine, the ISUAA annual calendar, student programs, OLLI at ISU, events promotion, awards programs, and the ISUAA Board of Directors. She also assists with web design and video production and helps maintain the Cyclones Everywhere brand.

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Debra Carroll Accounting Assistant

Suzanne Jurgensen Administration and Travel Staff Assistant

Karen Forsythe Receptionist

Tom Elston, Vice President of Operations

Shannon Foote Senior Vice President of Administration, Marketing, Communications, and Member Services

Amy Crabbs Vice President of Finance

Heidi Long Executive Assistant

Jeff Johnson Talbot Endowed President & CEO

Student Employees

Tom Elston Vice President of Operations

ISUAA Board of Directors

Shellie Andersen, Vice President of Business Development & Constituent Engagement

Diane Davis Custodian*

Mike Kepler Manager of Alumni Center Operations

Shellie Andersen Vice President of Business Development & Constituent Engagement

Courtney Marshall ISU Foundation’s Director of Development Alumni Association

University President

Administration

I O W A S TAT E U N I V E R S I T Y A L U M N I A S S O C I AT I O N

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Updated Oct. 19, 2023

*Contracted service provider

Caleb Grizzle Communications Specialist

Jenny Witte Graphic Designer

Kirsten Kraklio Director of Communications, Iowa Stater Editor

Lainey Crawford Manager of Travel Heather Bristow Program Coordinator for OLLI & ISU Retirees

Jerilyn Logue Director of OLLI & ISU Retirees

Freelance Writers, Illustrators & Photographers*

Matt Van Winkle Visual Content Specialist

Jeff Lubow Web Developer

Kate Tindall Director of Marketing & Communications

Contract ITS*

Krystal Couture Member Services Staff Assistant

Emily Beck Director of Member Services

Megan DeSart Alumni Center Events Coordinator (Part-time)

Lauren Landis Alumni Center Events Coordinator

Anna Tempestini Director of Alumni Center Events

Alumni Center Student Employees

Kyle Johnson Business Partnership & Membership Manager

Shannon Foote, Senior Vice President of Administration

Beth Lott Constituent Engagement Staff Assistant

Jordan Heagle Manager of Outreach and Events

Chelsea Trowbridge Director of Special Events and Merchandise

Katie Lickteig Assistant VP of Constituent Engagement

Clarissa Boyd Manager of Student Programs

Student Employees

Shellie Andersen, Vice President of Business Development & Constituent Engagement

Diane Davis Custodian*

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ISUAA FY24 OPERATING BUDGET REVENUES Constituent Engagement Activities Alumni & Friends Membership Dues............................................................................................................$783,000 Annual Dues.......................................................................................................................$420,000 New Graduate Dues .............................................................................................................$35,000 Business Memberships..........................................................................................................$13,000 Life Dues.............................................................................................................................$300,000 Faculty-Staff Dues................................................................................................................. $15,000 Student Membership Dues...............................................................................................................................$77,800 Activity and Event Fees..................................................................................................................................$366,203 Senior Student Fees..........................................................................................................................................$18,000 Alumni Center Income...................................................................................................................................$223,600 Sales - Other Activities.....................................................................................................................................$53,860 Sales - Merchandise......................................................................................................................................... $47,000 Advertising.......................................................................................................................................................$46,250 Tuition Revenue & Osher Membership.......................................................................................................... $131,850 Corporate Sponsorships.................................................................................................................................$122,000 Credit Card Royalties..................................................................................................................................... $229,750 Travel Tour Royalties......................................................................................................................................$223,025 Other Royalties.............................................................................................................................................. $130,750 Outright Gifts................................................................................................................................................. $60,000 Program Gifts................................................................................................................................................... $57,200 Sustaining Donor Gifts...................................................................................................................................$290,000 Wall of Alumni & Friends Gifts.......................................................................................................................$18,000 Miscellaneous Income...............................................................................................................................................$0 Sub-total Constituent Engagement Activities......................................................................................$2,913,005

University & Foundation Support University Support.........................................................................................................................................$708,338 University Support - Retirees........................................................................................................................... $10,000 Sub-total University/Foundation Support...............................................................................................$718,338

Investment Activity

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Interest Income..................................................................................................................................................$4,500 ISUAA Reserves1............................................................................................................................................. $46,000 Life Member Fund2........................................................................................................................................ $105,000 Alumni Center Endowment 3.......................................................................................................................... $110,800 Osher Endowment4..........................................................................................................................................$75,000 Program Endowments5.................................................................................................................................. $321,700 Sub-total Investment Activity................................................................................................................. $663,000

TOTAL REVENUES........................................................................................................... $4,294,343

ISUAA FY24 OPERATING BUDGET CONTINUED EXPENSES Salaries, Wages, and Benefits................................................................................................................................$2,513,073 Travel ......................................................................................................................................................................... $92,098 Engagement Events.................................................................................................................................................. $515,429 Professional Services...............................................................................................................................................$130,515 Communications & Marketing............................................................................................................................... $380,050 IT Expenses............................................................................................................................................................. $107,340 Office Expenses.........................................................................................................................................................$91,268 Insurance & Taxes..................................................................................................................................................... $37,955 ISU Administrative Fee..............................................................................................................................................$80,613 Other Expenses......................................................................................................................................................... $79,760 Facilities Expenses...................................................................................................................................................$269,925 Scholarships.................................................................................................................................................................$1,500

TOTAL EXPENSES....................................................................................................... $4,299,526 NET SURPLUS (DEFICIT)…………………………………......................................................($5,183)

The ISUAA Reserves Fund was established by the ISUAA Board of Directors. This fund provides a cash reserve for operations. Earnings from this fund are used for annual operations. This fund is held by the ISU Foundation.

The Life Member Fund was established in accordance with the Association's Articles of Incorporation. Earnings from the fund are used to support current and future ISUAA life member benefits. This fund is held by the ISU Foundation.

The Alumni Center Endowment was established with donor funds to support the annual operation and maintenance of the ISU Alumni Center facility. This endowment is held by the ISU Foundation.

The Osher Endowment was established with a gift from the Bernard Osher Foundation. Earnings are used to support the ISUAA OLLI Program. This endowment is held by ISU.

Program Endowments are established from donor funds for specific and general ISUAA program support. Programs include, but are not limited to, student leadership, awards, Iowa Stater magazine, clubs, legacy, young alumni, student interns, diversity and inclusion, technology investment, and staff development. These endowments are held by the ISU Foundation.

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2023-2024 IOWA STATE TUITION & FEES Resident

Non-Resident

International

Undergraduate Tuition

$4,491

#13,084

$14,004

Graduate (9+ credits)

$5,498

$13,924

$14,843

Veterinary Medicine

$13,873

$29,736

$13,488

$23,562

Veterinary Medicine (4th-year student) Double Occupancy Room

$4,291-$6,436

Meal Plans

$2,285–$4,864

Technology Fee

$187

Activity and Service Fee

$416.45

Student Health Fee

$151.00

Health Facility Fee

Note: All fees are listed “per semester” except for room and board, which are full-year contracts. Room and board varies according to residence hall and meal plan chosen. Tuition and fees are higher for some majors.

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ISU Alumni Center 429 Alumni Lane • Ames, IA 50011-1403 Local (515) 294-6525 • Toll Free 1-877-ISU-ALUM www.isualum.org • email: alumni@iastate.edu