NCPGA BOD Meeting Packet 4.15.24

BOARD

APRIL 15, 2024 11:00AM NCPGA OFFICE / VIRTUAL VACAVILLE, CA

NCPGA

OF DIRECTORS MEETING

NCPGA 2024 Board of Directors Contact List- Revised 01/11/2024 Title

Facility

President

Pebble Beach Golf Links

Vice President

Lake Merced Golf Club

W: (650) 755-2233 Cell: (408) 590-5866

Secretary

Duncan Golf Management

W/Cell: (775) 830-8690

Honorary President

Presidio Golf Course

District 11 Director Ex- Officio

JC Resorts

W: (760)591-3249 Cell: (858) 775-0054

Director

Lincoln Hills Golf Club

W: (916) 543-9200 Cell: (951) 719-7197

Director

Wilson Golf Management

W: (916) 645-7200 Cell:(916) 296-1437

jwilson@cattaverdera.com

Director

The Olympic Club

W: (415) 707-4333 Cell: (330) 321-3698

matt.jordan@pga.com

Director

Incline Village -Mountain Course

W: (775) 832-1146 Cell: (775) 722-1024

ashleywoodgolf@gmail.com

Director

Morgan Golf Management

Cell: (775) 386.5594

dan@morgangolfmanagement.com

Monterey Peninsula Country Club

W: (831) 373--1556 Cell: (831) 620-9020

skirkwood@mpccpb.org

Director

Schaffer’s Mill Club

W: (530) 582-6964 Cell: (760) 587-5818

justinsaragueta@gmail.com

Director

La Rinconada Country Club

W: (408) 395-4181 Cell: (801) 420-8555

05josho@gmail.com

Director

Round Hill Country Club

W: (925) 934-8211 Cell: (925) 413-6476

mnaylor@roundhillcc.org

Independent Director

Littler Mendelson P.C.

Cell: 925-209-3560

gIskander@littler.com

Len Dumas (Catherine) 530 Hastings Drive Benicia, CA 94510

Executive Director/COO

NCPGA

W: (707) 449-4742 HM: (707) 745-8161 Cell: (707) 718-3687

ldumas@pgahq.com

Caitlyn Doyle

PGA Career Consultant

PGA of America

Cell: (541) 231-8424

cdoyle@pgahq.com

Michael Merritt

Assistant Executive Director

NCPGA

W: (707) 449-4742 Cell: (209) 531-7010

mmerritt@pgahq.com

Shelby Zell

Communications & Marketing Specialist

NCPGA

W: (707) 449-4742 Cell: (707) 815-3795

shelbyz@pgahq.com

Eric Lippert (Angela) 698 Alice Street Monterey, CA 93940 Nick Bailey (Nicole) 2300 Junipero Serra Blvd Daly City, CA 94015 TJ Duncan 6423 Meadow Country Drive Reno, NV 89519 Demetria Moriarty (Mike) 2665 34th Avenue San Francisco, CA 94116 John McNair Vice President of Golf Operations 1425 N. Twin Oaks Valley Rd San Marcos, CA 92069 Chad Bennett 1713 Rainham Ct Plumas Lake, CA 95961 Jeff Wilson 324 Hadnall Court Roseville, CA 95747 Matt Jordan 216 Sunset Ct Pacifica, CA 94044 Ashley Wood P.O. Box 5893 Incline Village, NV 89450 Dan Garner 3863 Dominus Drive Sparks, NV 89436 Scott Kirkwood 3380 San Luis Ave. Carmel, CA 93923 Justin Saragueta 8516 Neath Street Ventura, CA 93004 Josh Oslter 11158 Sutherland Ave Cupertino, CA 95014 Mark Naylor 2703 Corte Bandera Pleasanton, CA 94566 Greg Iskander 1255 Treat Blvd Suite 600 Walnut Creek, CA 94597

Director

Contact Numbers W: (831) 622-8723 HM: (831) 625-8565 Cell: (831)277-7846

Cell: (650) 219-2267

Email lipperte@pebblebeach.com

nbailey@lmgc.org

tj@dgmgolf.net

pgadede@yahoo.com

jmcnair@pgahq.com

cbennett@lincolnhillsgolfclub.com

BOARD OF DIRECTORS MEETING AGENDA Northern California PGA Office Vacaville, CA Virtual Option April 15, 2024 11:00 AM Google Meet joining info Video call link: https://meet.google.com/wrn-wvhz-wha Or dial: (US) +1 352-462-5118 PIN: 932 815 737# More phone numbers: https://tel.meet/wrn-wvhz-wha?pin=4546197587410 I. Call the meeting to order at 11:00 AM II. Invocation III. Roll Call IV. Past President’s Comments V. Action Items a. Approve Minutes Board of Directors Meeting February 13, 2024 pp.5-6 b. Ken Towns Award pp. 7-8 c. Saint St. LLC Marketing Proposal pp. 9-12 d. NCPGA Committee Reports pp. 13-18 i. Business Development Committee Report ii. Education/Mentoring Committee Report iii. Teaching and Coaching Committee Report iv. Tournament Committee Report e. NCPGA Chapter and Division Reports p.19 i. Sierra Nevada Chapter VI. Executive Session a. Materials to be Supplied VII. President’s Report – Eric Lippert, PGA a. President’s Update b. Executive Director Update c. Candidates for National Secretary Election

VIII. Vice President’s Report – Nick Bailey, PGA – pp. 20- 22 a. Financial Narrative Period Ended January 31, 2024 b. Financial Reports Period Ended January 31, 2024 c. Logo Change Funds IX. Secretary’s Report – TJ Duncan, PGA a. Membership Report – pp. 23 - 24 X. Executive Director/COO Report – Len Dumas, PGA CCM a. Junior Tour of Northern California b. National Data Base Revamp c. National Website Review d. Upcoming 2024 – 2025 Dues Invoicing e. PGA Professional Championship f. Office Space XI. Assistant Executive Director Report, Michael Merritt, PGA pp. 25 - 33 a. Membership Survey Update i. Closes on April 26 b. Communication Methods c. NCPGA Membership Giants Game i. July 9th vs Blue Jays ii. Sign up by June 9th XII. NCPGA Foundation Report –Tim Burr, PGA a. Update – pp. 34 – 36 XIII. PGA of America Reports a. Career Consultant - Caitlyn Doyle, PGA – pp. 37 - 38 b. Player Engagement Consultant – Junko Harkins, PGA – pp. 39 - 42 c. District 11 Director –John McNair, PGA – pp. 43 – 50 XIV. Unfinished Business XV. New Business XVI. Adjourn

BOARD OF DIRECTORS MEETING MINUTES Castlewood Country Club Pleasanton, CA February 13, 2024 10:00 AM Present: Nick Bailey, Jeff Wilson, Justin Saragueta, Greg Iskander Virtual: TJ Duncan, Dede Moriarty, Chad Bennett, Dan Garner, Scott Kirkwood, Josh Ostler, Mark Naylor Regrets: Eric Lippert, John McNair, Matt Jordan, Ashley Wood Guests/Staff Present: Len Dumas, Michael Merritt, Shelby Zell, Jenna Andersen

I. Meeting Called to order at 10:03 AM by Vice President Bailey II. Invocation – Director Naylor performed the invocation III. Roll Call – Attendance noted above, quorum established IV. Past President’s Comments • •

Past President Moriarty excited for the meeting and hope everyone has a good time at the NCGRA Show Past President Dumas excited to be at Castlewood and everyone being at the NCGRA Show

V. Action Items •

•

Approval 2024 NCPGA Operating Plan i. Motion by Saragueta to open discussion/second by Naylor/motion carried ii. Motion by Wilson to approve the 2024 Operating Plan/second by Iskander/motion carried NCPGA Committee Reports i. Business Development Committee ii. Education/Mentoring Committee iii. NCPGA Staff Tournament Report iv. Teaching and Coaching Committee v. Tournament Committee vi. Motion by Wilson to accept reports as submitted/second by Iskander/motion carried

VI. President’s Report – Eric Lippert, PGA •

Disappointed he could not attend but wished everyone his best

VII. Vice President’s Report – Nick Bailey, PGA – pp. 5-7 • •

Discussed the 2024 Operating Plan. The operating plan has proposed an increase of dues by 4%. The raise in dues will put the Northern California PGA at top eight of dues levels. The raise in dues will offset the rise in increased costs that have been taken on by the Northern California PGA. Year-end report is still being worked by the accountant and will be discussed at the next Board of Director’s Meeting

VIII. Secretary’s Report – TJ Duncan, PGA •

Membership Report – Members 857 (down by 2 since the last Board Meeting); Associates 242 (up by 35); New Members in last two months 4; New Associates in the last two months 26; Transfer in 4; Transfer out 5; Class F 45; Reserve 27; ADM Certified 252

IX. Executive Director/COO Report – Len Dumas, PGA CCM •

The question has arisen should we allow Board of Directors to serve on Chapter Boards and should we come up with a formalized policy.

•

Northern California PGA Team went to the Section Business Office Conference before the PGA Merchandise Show in Orlando, FL. There has been an update to the Regional Model and there will no longer be Regional Directors. Career and Player Engagement Consultants now report to their designated lead consultant which will now report to the head of the MSO. The staff was also in attendance learning best practices from other Sections across the country to help improve our organization.

•

The Northern California PGA Team also attended the PGA Show which was full and back to prepandemic levels. The show gave an opportunity to connect with current partners and meet new prospective partners we hope to be working with in 2024 and beyond

•

Staff , in particular, Joyce Epperly (Thank you Joyce) has been working on updating the history of the Northern California PGA since 2015. The focus has been to create a place for everything in one spot and creating a process to yearly update the history document instead of sporadically.

X. Assistant Executive Director Report, Michael Merritt, PGA •

The Executive team met with three of the four candidates running for Secretary of the PGA this year. The candidates they met were Jared Barnes, PGA from the Utah Section, Eric Eshleman, PGA from the Alabama-NW Florida Section, and Derek Guiterrez, PGA from the Sun Country Section. They did not get a chance to meet Barry Howard, PGA from the South Central Section, who is also running for Secretary. They feel all the candidates did a great job and are looking forward to meeting them in Houston for Super Regionals at the end of February.

XI. NCPGA Foundation Report –Tim Burr, PGA •

As Submitted

XII. PGA of America Reports •

Accepted as submitted

XIII. Unfinished Business XIV. New Business XV. Adjourn 10:51 AM •

Motion to adjourn by Bailey/second Wilson, Motion approved

To: Northern California PGA Board of Directors April 11, 2024 From: Justin Saragueta PGA Chair, NCPGA Tournament Committee Re: Request for the Ken Towns Award to be a Northern California PGA Recognized Award

Background: The Ken Towns Award…History, Criteria and Reasoning.

In 2014, the Ken Towns Award was instituted by the Senior Division of the Northern California PGA. The first recipient of the award was Mr. Ken Towns himself.

The Purpose of the award is to recognize a Member of the Sr. Division ( All Members of the Section over 50 years of age are automatically members of the Sr Division) who has had an exceptional playing career while a Member of the Northern California PGA, or a player who has had an exceptional achievement in any given year that would warrant recognition.

Mr. Towns accomplished both of these achievements during his playing career and in recognition the award was named after him.

Currently there is no means for the Northern California PGA to recognize either of these accomplishments As an example, The Senior Division is considering a NCPGA Member for consideration in 2024.

Below are his accomplishments during his time as a Member of the Northern California PGA: NCPGA Player of the Year 1989, 1991, 1993 NCPGA Section Stroke Play Champion 1990, 1996 NCPGA Match Play Champion 1988, 1998, 1999 NCPGA Club Team Championship 1989, 1991, 1995 NCPGA Tournament of Champions 1990 NCPGA Cal State Club Championship 1986, 1991 NCPGA Pro Scotch Championship

1995, 1997 Contestant in PGA Championship 4 - 1990 Shoal Creek, 1991 Crooked Stick, 1992 Bellerive CC, 1993 Inverness (Made cut at Inverness 1993) National PGA Cup Team Member of the victorious 1992 PGA Cup Team played at the K Club in Ireland (3 – 1 record) Another example would be if a Member plays extremely, well in a US Open, a National PGA or a PGA Tour Event. He/She could be honored as a recipient of this award.

Request: The Senior Division of the Northern California PGA requests the addition of the Ken Towns Awards to the Annual Awards Dinner, though the award may not be an annual presentation.

Thank you for your consideration.

Justin Saragueta, PGA Chair, NCPGA Tournament Committee

Northern California PGA Consumer Marketing Services Agreement PROJECT FOCUS Saint St. LLC (Saint Street) is a Washington State limited liability company in the business of providing first class digital marketing services to its clients. On behalf of the Northern California PGA (NCPGA), and as part of the Scope-of-Work (SOW) being presented below, Saint Street proposes to support the organization’s consumer marketing initiatives with an emphasis on lead generation/database growth campaigns, email marketing, and supplemental business development consultation.

DELIVERABLES 1. Client Onboarding & Planning Development of consumer marketing strategies and the framework of a 12-month rolling marketing plan o

Two-hour planning workshop with key stakeholders

o

Review of existing Member communications (digital-only) ▪

o

Emphasis on recurring emails/newsletters and social media

Review of digital and traditional non-Member communications ▪

Emphasis on recurring emails/newsletters and social media

▪

Review of email delivery platform set-up e.g. MailChimp, Constant Contact

o

Snapshot review of current corporate partner/sponsorship program ▪

Emphasis on brands who would be interested in being featured in consumer marketing programs

o

Development of a high-level, 12-month marketing communications plan ▪

Starting with review of current plan and initiatives

▪

Establishing key objectives Saint St. LLC

1

•

▪

Incorporating key programs and marketing initiatives

▪

Budget

▪

Establishing key KPIs

▪

Creating planning processes

Create database development strategies and campaign themes o

Ideate concepts specific to the Nor Cal market

o

Drill into concepts – timelines, staffing needs, budgets, projected KPIs, etc.

o

Present key themes

2. Promotions Planning and Project Management Execution of Two (2) Promotions o

Theme development & presentation; revisions as needed

o

Partner negotiations/pitching support for NCPGA staff

o

Graphic design and copywriting ▪

Channels include: Landing pages, promo email, entrant confirmation email, post-campaign “And the winner is…” email, social media, banners, etc. The full set of creative executions will vary based on the promotion theme, partners and timelines

▪

Versioning included e.g. partners may need creative slightly modified or emails built to their specs

o

Enter-to-win platform set-up and management

o

Media partner procurement support

o

Secondary partner procurement

o

Social media ad buying management. Note: budget would be covered by the NCPGA or sponsorship

o

Manage NCPGA team as needed in order to execute successful promotions

o

Timeline for each promotion is TBD, but will be established during the Onboarding & Planning phase of the project

3. Email Marketing Support (9-month commitment; timeline starts at the inception of Onboarding & Planning) o

Calendar and project management process development

o

Co-project management of consumer-centric email marketing program Saint St. LLC

2

o

Various campaigns and content ideation with a focus on database engagement, database growth, and revenue opportunities ▪

o

Themes, cadence, etc.

Graphic design and html development support of new templates or modifying existing templates

o

Email copy support

o

KPI analysis support

o

MailChimp or Hubspot (ESP) platform support

o

NCPGA staff training

o

Bi-weekly program touch bases

o

Ad hoc database ad sales (see below)

o

When relevant, creation of a simple media kit

Proposed Scope of Work Fee: $20,000 To be paid in four (4) equal installments over a 9-month period

OTHER SERVICES AVAILABLE (BEYOND PROPOSED SCOPE OF WORK) 1. Sponsorship/Business Development Support o

Review and recommendations for all current and prospective sponsors/partners ▪

Focus on the following:

▪

Delivery of sponsor expectations

▪

Applicable KPI/ROI analysis

▪

Per partner, provide a recommendation on how to optimize their budget commitment

▪

Staff review of findings

▪

If desired, meet with a selection of partners to either discuss or negotiate expanded partnership opportunities

o

Sponsor/partner procurement ▪

Existing prospects: pitch/cultivate alongside NCPGA staff

▪

Future prospects: develop hit list and proactively pitch/cultivate new prospects Saint St. LLC

3

2. Development of a sponsor pitch deck o

Final deliverable will be either in a PowerPoint or Google Slides format

o

Multiple page templates including Cover, About Us, Proposal and other fullyeditable page types (up to five page types)

o

Design revisions included

o

As needed, staff training on how to use the template will be provided

3. Development of a “Friends of the NCPGA” program o

Example: https://scpga.com/perks-friends-public/

o

Partner recruitment

o

Creative development, including website landing page design and email template creation

4. Full management of consumer marketing 5. Business consulting/advisor retainer

Saint St. LLC

4

To:

NCPGA Board of Directors

April 5, 2024

From: Business Development Committee Re:

NCPGA Business Development Committee

The Business Development Committee met on April 5, 2024 to discuss plans to increase sponsorships.

Meeting Discussions, Tasks, and Committee Education Additional Committee Members: The Committee discussed: • The Committee welcomed Mike Woods, PGA from Haggin Oaks to the committee Tasks Delegated and Actions Underway: • The Business Development Committee met with Saint Street Marketing to discuss a possible partnership • The Committee decided to take the proposal from Saint Street Marketing to the board for approval of the agreement

Educating the Committee: • Staff gave the committee the partners list from 2023 and 2024 and 2024 media kit • Currently the average yearly partner revenue for the Northern California PGA is about $150,000. This money does not include money from the PGA Tour

We look forward to discussing the details with the Board of Directors at the April 15, 2024, meeting Respectfully submitted, Dan Garner, PGA Jeff Wilson, PGA Mike Woods, PGA Len Dumas, PGA CCM, Executive Director/COO Michael Merritt, PGA, Assistant Executive Director

411 Davis Street, Suite 103 ● Vacaville, CA 95688 ● 707.449.4742 ● www.ncpgalinks.com

To:

NCPGA Board of Directors

April 3, 2024

From: Education/Mentoring Committee Meeting Re:

NCPGA Education/Mentoring Committee Meetings

Education/Mentoring Committee met on March 6, 2024 to discuss the plan for the webinar and mentorship program. The committee also met on April 3, 2024 to discuss the presenters for the webinars from June on and the creating the structure of the Mentorship Program.

The Education/Mentoring Committee has come up with a plan to expand education for Members and Associates.

The committee is also focusing on mentoring as a key focus for the year.

Meeting Discussions, Tasks, and Committee Education Tasks Delegated and Actions Underway: • The committee is excited for the first webinar on April 18th that will be conducted by Caitlyn Doyle, PGA and Junko Harkins, PGA • The committee has planned the second webinar on May 9th to be about Mentorship to help promote the upcoming Mentorship Program • The committee has decided on topics with possible presenters for many of the webinars.

• Staff and Committee Members have their assignments to reach out to presenters and find a date that works.

• The committee is currently building the structure of the Mentorship Program to launch in the first week of June.

Educating the Committee: • The committee is currently compiling resources to help educate the Mentors to help them get up to speed for the upcoming launch of the Mentorship Program.

We look forward to discussing the details with the Board of Directors at the April 15, 2024, meeting Respectfully submitted, Matt Jordan, PGA MP Josh Ostler, PGA Donn Achen, PGA Brooks Bultemeier, PGA Gus Jones, PGA Will Manning, PGA Len Dumas, PGA CCM, Executive Director/COO Caitlyn Doyle, PGA, PGA Career Consultant Michael Merritt, PGA, Assistant Executive Director 411 Davis Street, Suite 103 ● Vacaville, CA 95688 ● 707.449.4742 ● www.ncpgalinks.com

To:

NCPGA Board of Directors

April 1, 2024

From: Teaching and Coaching Committee Meeting Re:

NCPGA Teaching and Coaching Committee

Teaching and Coaching Committee met on March 26, 2024 to discuss about quarterly teaching and coaching series event.

Tasks Delegated and Actions Underway: The Committee discussed: • Creating a quarterly teaching event focused on a different area such as fitness, technology, and business • The first quarterly coaching event will take place Tuesday May 21st at Haggin Oaks and the focus will be about using Fitness Assessments to Diagnose Fitness Match Ups • The Committee is working through the list to identify potential presenters for the 2025 Player Teacher Forum Educating the Committee: • The Committee is working on the two other topics for the quarterly teaching and coaching series

We look forward to discussing the details with the Board of Directors at the April 15, 2024, meeting Respectfully submitted, Mark Naylor, PGA Phil Dawson Jr., PGA Ross Kroeker, PGA Tom Rezendes, PGA Len Dumas, PGA CCM, Executive Director/COO Junko Harkins, PGA, PGA Player Engagement Consultant Michael Merritt, PGA, Assistant Executive Director

411 Davis Street, Suite 103 ● Vacaville, CA 95688 ● 707.449.4742 ● www.ncpgalinks.com

TO: NCPGA Board of Directors From: Shawn McEntee, Tournament Director, NCPGA Subject: April 1, 2024, Tournament Board Report Date: April 1, 2024 Tournament Recap: 2024 Pro Series #2, Green Valley CC (56 players) Playing conditions- Day was sunny 65 degrees. Preferred lies in Fairways, Greens- Excellent condition, Roughs- Long/Wet some lost balls. Despite all the rain, there were many positive comments.

Congratulations to David Solomon from Diablo Country Club. David posted a 2 under par 70 defeating Tom Johnson, PGA, Meadow Club and Brad Marek, PGA, Corica Park by one stroke at Green Valley CC to capture low professional honors in the 2024 NCPGA Pro Series #2 event. David round consisted of 12 pars,4 birdies and two bogeys at the Green Valley CC 6,450-yard par 72 layout.

A big thank you to the Green Valley professional team, Head Professional Mark Sherman, PGA for hosting this year.

Other top Individual Professionals finishers included: Tom Johnson, PGA, Meadow Club – 71 Brad Marek, PGA, Corica Park – 71 Daniel Stewart, PGA, Mc Innis Park– 72 Kevin O’Connor, PGA, Paradise Valley GC – 72 Kyle Hansen, PGA, Riverview GCC – 73 Phillip Dawson, PGA, Catta Ver – 73 Norman Blanco, PGA, Pebble Beach GL – 73 David Carr, PGA, Teal Bend GC – 74 Michael Duncan, PGA, Cypress Point Club – 74 David Putney PGA, Empire Ranch GC– 74 Joshua Kelley PGA, Golf Galaxy Pleasant Hill – 74

2024 Pro Series # 3 / Pro Scratch, Ruby Hill GC (102 Players) Playing conditions- Day was clear 55 to 60 degrees. Preferred lies in fairway, Greens moderate speed and good condition, Roughs, wet dormant Bermuda, overall, very playable, and good comments by players.

Congratulations to Andrew Larkin, PGA from Santa Clara University. Andrew posted a 4 under par defeating Michael Nicoletti, PGA and John O’Leary, PGA, by one stroke to capture low professional honors in the NCPGA Pro Series #3 event. Andrew round consisted of 4 birdies and 14 pars at the difficult Ruby Hill Golf Club 7,000-yard par 72 layout. In the Pro Scratch division two teams tied, Joshua Kelley, PGA from Sunday Swing Golf and amateur partner Shane Favinger, Michael Nicoletti, PGA from Granite Bay GC, and amateur partner Jason Anthony captured low team honors with an eight under par 64.

A big thank you to the Ruby Hill professional team, Niguel Rouse, PGA Head Professional for hosting this year.

Other top Individual Professionals finishers included: John O’Leary, PGA, Lake Merced GC – 69 Michael Nicoletti, PGA Granite Bay CC– 69 Tom Johnson, PGA, Meadow Club -70 Jason Schmuhl, PGA, Windsor GC– 71

2024 EZGO Club Team Championship, Silverado Resort & Spa (92 Players) What a difference a year makes! Last year the E-Z-GO Club Team Championship play was suspended by hail. This year the tournament was raining birdies. Teams enjoyed great weather and a beautiful venue at Silverado Resort in Napa, CA. Congratulations to the team from Wolf Run Golf Club made up of Ray Otis, PGA, TJ Duncan, PGA, Blake Hinkel, and Ryan Sasser on winning the E-Z-GO Club Team Championship portion. They were tied for the lead after day one with the team from Winchester Country Club at 127 (-17) but in the final round team Wolf Run Golf Club hit the gas to cruise to a nine-shot victory with a total score of 256 (-32) over the two days. In our other competition, the E-Z-GO Pro-Club Champion Team Championship was won by Team Green Valley Country Club made up of Mark Sherman, PGA, and Jason Anthony.

They shot a 63 (-9) on day one to give them a three-shot lead. In the final round, the Team Windsor Golf Club tried to cut into the deficit, but Mark and Jason were just too much, cruising to a three-shot victory with a winning of 127 (-17). Thank you to our partners E-Z-GO, ILT Golf Vacations, VW Golf, Maui Jim, SCNS Sports Foods, and TaylorMade Golf events like this would not be possible without you.

•

Course Conditions – Overall Wet, Greens very good

• •

Overall Positive comments on venue Like to go back next year, Price a big concern.

2024 Pro Series #4 / MPQ, Diablo CC (75 Players) Playing Conditions- Clear sunny day, Temps in low 60’s, Greens excellent, fairways good, roughs damp, bunkers good. Overall, genuinely nice comments from players!

Congratulations to Steve Hummel, PGA from Wolf Run Golf Club. Steve posted a 4 under par 67 defeating host PGA Professional David Solomon by two strokes to capture low professional honors in the NCPGA Pro Series # 4 /MPQ event. Steve’s round consisted of 5 birdies, 12 pars and one bogey at the newly designed Diablo CC 6,700yard par 71 layout.

A big thank you to the Diablo CC professional team, David Solomon, PGA, Head Professional and Phillip Prajsler, PGA for hosting this year.

Other top Individual Professionals finishers included: David Solomon, PGA, Diablo CC – 69 Pat Steffes, PGA, Lake Merced Golf Club – 70 Ray Otis, PGA, Wolf Run GC– 70 Michael Duncan, PGA, Cypress Point– 70 Scott de Borba, PGA, Valley Hi CC – 70 Andrew Larkin, PGA, Santa Clara University - 70 Joshua Kelley, PGA, Golf Galaxy – 71 Tom Johnson, PGA, Meadow Club – 71 Brad Marek, PGA, Corica Park– 71 Ashley Marsay, PGA, San Francisco Golf Club – 71 Michael Nicoletti, PGA, Granite Bay Golf Club - 71

Respectfully Submitted, Shawn McEntee, PGA NCPGA Tournament Director

Sierra Nevada Chapter Report – Spring 2024 The Sierra Nevada Chapter is looking forward to a successful 2024! We recently had our Chapter Annual Meeting on March 5th at Lakeridge Golf Course. We had close to 35 chapter members in attendance and we were able to touch on general meeting topics including state of the chapter while also having time for networking, round table discussions, as well of course a fantastic lunch put on by the Lakeridge Staff.

Our Chapter Board had some changes this spring. Former Vice President Andrew Workman left our area to move to a new role in Arizona. With that said, TJ Duncan moved up to Vice President, and the board newly elected Ray Otis as the new Secretary. John Hermans remains as President. The Board decided to extend all of the officers’ terms one year, so as to have some continuity in our chapter as we’ve had a fair amount of change over the past several years. We also welcomed new Board Members Owen Miller and Peter Seward. Fred Elliott and Chris Detsch were re-elected to the Board for another two years.

SNC Board Member and Tournament Chairman Anthony Roth continues to do an excellent job of building our Chapter’s Tournament Schedule. We have multiple Pro-Ams and Pro-Pros scheduled again at some excellent venues. Some highlights for the upcoming tournaments season include having our SNC Stroke Play Championship at Montreux and Martis Camp in September, as well as having a new Ryder Cup style event against the North State PGA Chapter in November.

Our Chapter is in a strong position financially and has a great group of very involved PGA Professionals. We look forward to offering multiple educational and tournament opportunities again this year.

Respectfully Submitted John Hermans, SNC President

Feb

To:

NCPGA Board of Directors

April 12, 2024

From: Nick Bailey, PGA, Vice-President Len Dumas, PGA CCM, Executive Director/COO Re:

Financial Statements for the period ending January 31, 2024

Attached you will find financial statements for the period ending January 31, 2024 January 31, 2024, Statement of Activities (page 1) Statement of Financial Position (page 2) Results for the period ended January 31, 2024, reflect a NOL (Net Operating Loss), in the amount of $4,995 vs the budgeted NOL of $12,319, for a net positive variance of $7,325. Q1 of any year is a sensitive time as there is little income other than tournament fees. It is also the time for us to collect open receivables from the prior season.

The Statement of Activities reflects in line variances for the whole. Starting with the in-person 2024 Player Teacher Forum, our thanks to our host Lake Merced and all our presenters. The attendees and their participation level reflect the want to be together once again.

The Statement of Financial Position for the period reflects a stable cash position and incorporates all activity through January 2024.

Respectfully submitted, Nick Bailey, PGA, Vice-President Len Dumas, PGA CCM, Executive Director/COO

411 Davis Street, Suite 103 ● Vacaville, CA 95688 ● 707.449.4742 Fax 707.449.4755 www.ncpga.com

FIN Section Operating Statement vs Budget Northern California PGA

2024 - Jan Current YTD Revenue

Current YTD Expense

Current YTD Profit/Loss

Current YTD Current YTD Revenue Budget Expense Budget

Current YTD Profit/Loss Budget

Current YTD Revenue Actual vs Budget

Current YTD Expense Actual vs. Budget

YTD Net Income Actual vs.

Budget

Cost Center Northern California PGA Activities

130,895

135,889

(4,994)

108,825

121,144

(12,319)

22,070

21,071

999

Meetings General & Administrative Interest Tournaments Player Development National Meetings NCPGA Foundation Communications Marketing Education Membership

20,840 0 8,740 0 0 27,580 0 0 37,775 35,959

27,630 0 20,735 3,530 0 27,580 5,855 10,879 32,866 6,815

0 (6,790) 0 (11,995) (3,530) 0 0 (5,855) (10,879) 4,909 29,145

0 27,075 300 10,405 0 0 0 0 0 36,400 34,645

0 37,859 0 20,895 3,076 500 0 12,532 7,660 33,550 5,072

0 (10,784) 300 (10,490) (3,076) (500) 0 (12,532) (7,660) 2,850 29,573

1,468 (7,703) (300) (1,665) 0 0 27,580 0 0 1,375 1,314

242 (10,471) 0 (160) 454 (500) 27,580 (6,677) 3,219 (684) 1,743

1,227 2,768 (300) (1,505) (454) 500 0 6,677 (3,219) 2,059 (428)

JANUARY 2024 TOTALS

130,895

135,890

(4,995)

108,825

121,144

(12,319)

22,070

14,745

7,325

Northern California Section of the PGA (C) Combined Statements of Financial Position 01/31/2024 - 2023 2024

2023

Assets Current assets Cash and cash equivalents Accounts receivable, net Prepaid expenses and other current assets Intercompany Receivable/Payable, net Total current assets Property and equipment, net Total assets

130,310.57 105,513.55 328,918.36 (3,711.67) 561,030.81 30,223.05 591,253.86

55,920.87 192,796.46 439,741.70 (960.00) 687,499.03 22,399.56 709,898.59

Liabilities and Net Assets Current liabilities Accounts payable and accrued expenses Current portion of deferred revenues Total current liabilities Deferred compensation Other liabilities Total liabilities

198,861.02 324,676.49 523,537.51 (562.68) 30,857.55 553,832.38

161,902.69 298,244.19 460,146.88 0.00 30,857.55 491,004.43

Net assets Unrestricted net assets Total net assets Total liabilities and net assets

37,421.48 37,421.48 591,253.86

218,894.16 218,894.16 709,898.59

To: NCPGA Board of Directors From: TJ Duncan, PGA- NCPGA Secretary April 9, 2024

NCPGA Membership Report Members- 861 (up 4 since last board meeting) Associates- 262 (up by 20 since last board meeting) Level 1 Associates – 207; Level 2 Associates – 41; Level 3 Associates – 14 New Members in last two months- 3 New Associates in last two months- 16 Members Transfer In - 4 Members Transfer Out - 5 Class F- 45 Reserve- 27 ADM Certified- 257 New Members:

Reserve:

New Associates:

Members Transfer In:

Members Transfer Out:

Submitted, TJ Duncan, PGA-Secretary

‘CHIP SHOTS’ NEWSLETTER ‘Chip Shots’ is our newsletter that is releases twice a month to our 1,100+ Members & Associates and partners recapping recent Section news, events, upcoming tournaments, and partner highlights.

SOCIAL MEDIA & EMAILS There’s no better place to promote your brand than an social media. We’ll work with you to be creative in delivering your message to our members & followers using the latest trends.

Email communications to our 1,100+ Members & Associates is available as well.

STATISTICS

62%

62%

Chip Shots Opens

E-Blasts Opens

3.1%

1.6%

Chip Shots CTR

E-Blasts CTR

52,000+

64,000+

6,000+

Total Impressions Total Impressions Total Impressions

To: NCPGA Board of Directors From: Michael Merritt, Assistant Executive Director, NCPGA Subject: Assistant Executive Director Report Date: April 15, 2024

I am excited to report on the NCPGA Day at the Ballpark. The NCPGA was able to secure group pricing to offer the Membership for the San Francisco Giants vs. the Toronto Blue Jays on July 9th. The Membership can buy tickets through the link we provided. We believe this is a great benefit to offer the Membership to allow them to spend time with their family, friends, and fellow NCPGA Members and Associates. Currently 20 tickets have been sold of the initial 120 tickets we have been allocated. We will start to promote this throughout April, May, and the beginning of June when the offer ends June 9th. Any tickets we do not sell will be released so the NCPGA will not be on the hook for any unsold tickets.

Also, the NCPGA Membership survey went out on April 5th and will run through April 26th. As of April 12th we have received 167 completed surveys. If you have not filled out your survey please click here to fill it out. Attached is the current data from the survey and we will send the Board the data after the deadline. The plan is also to send the final data to the membership with actionable items from the survey that the Northern California PGA Staff will complete. This will help us show transparency and create accountability to the Membership

Respectfully Submitted,

Michael Merritt, PGA Assistant Executive Director Northern California Section PGA

Survey Results as of April 11, 2024 162 Surveys have been completed. This is just over 14% of the total Membership of the NCPGA Question 1: Do you have any interest service on a Committee, Chapter Board, or NCPGA Board?

Committee:

55 people are interested in serving on a Committee

Chapter Board:

42 people are interested in serving on a Chapter Board

NCPGA Board:

39 people are interested in serving on the NCPGA Board

N/A:

83 people selected N/A

Question 2: Would you like a PERKS Page on the Website? (Exclusive deals for you on product from our partners. For Example, getting 20% off yardage books through a partner.

No:

7.41%

Yes:

75.31%

N/A:

17.28%

Question 3: Would your facility like to host a tournament or education event?

No:

106

Yes:

56

Question 4: Do you know an organization or someone that would like to be a partner with the NCPGA? No:

156

Yes:

6

Communication Questions Question 5: How do you feel about the current communication schedule? Currently, we send a Chip Shots email every 2 weeks.

Too Often:

4.32%

Right Amount:

95.68%

Not Often Enough:

0.00%

Question 6: How would you like to receive communication from the Northern California PGA? (Rank 1-4 | 1 being most used to 4 begin least used) Email:

1 71.60%

2 6.79%

3 3.70%

4 17.90%

1 12.96%

2 14.81%

3 24.07%

4 48.15%

1 19.75%

2 36.42%

3 22.22%

4 21.60%

1 17.28%

2 24.69%

3 30.86%

4 27.16%

Average Rank: 1.68 Social Media: Average Rank: 3.07 Text Message: Average Rank: 2.46 Website: Average Rank: 2.68

Question 7: What content would be most helpful to you in our communications? (Click all that apply) Job Openings:

70.99%

Upcoming Events:

91.98%

Spotlights:

53.09%

NCPGA Foundation:

41.98%

Best Practices:

63.58%

Other:

1.85%

Tournament Questions Question 8: How many NCPGA Tournaments do you participate in?

0

33.33%

1-3

37.04%

4-6

14.81%

7+

14.81%

Question 9: What would influence you to increase participation in events?

Facility:

42.59%

Format (team events)

33.95%

Location:

63.58%

Purse:

25.93%

Net Division:

6.17%

Education:

24.07%

Education Questions Question 10: What type of education events would you attend? (Click all that apply) In Person:

70.37%

Virtual:

77.16%

N/A:

2.47%

Question 11: What type of education topics would you most likely attend? (Click all that apply) Teaching/Coaching:

71.60%

Career Development:

36.42%

Golf Operations:

51.85%

Personal Improvement:

56.17%

Exec. Management:

35.19%

Other:

4.32%

Question 12: Are you interested in becoming a Mentor in the Mentorship Program?

No:

84

Yes:

38

N/A

40

Question 13: As an Associate are you interested in partnering with a Mentor from the Mentorship Program?

No:

44

Yes:

9

N/A:

109

Foundation Questions Question 14: How familiar are you with PGA HOPE? Active Instructor Taught in last year

16.05%

Would like to learn about PGA HOPE

19.14%

Trained but not teaching

11.73%

N/A

38.27%

Interested in Instructing

14.81%

Question 15: Are you a Veteran?

No:

92.59%

Yes:

7.41%

Question 16: Would your patrons, club members or, men's & women's committee, be open to having PGA HOPE as the beneficiary of a charitable tournament or other type of events at your facility?

No:

132

Yes:

30

Question 17: Would you be willing to host an event at your facility for PGA HOPE? No:

129

Yes:

33

Staff Question Question 18: How do you feel the NCPGA Team supports you as a NCPGA Member and Associate?

Rate 1-5 | (1 star being poor and 5 stars being excellent) 5

54.32%

4

29.01%

3

11.73%

2

3.70%

1

1.23%

Averaged Rating:

4.31

NCPGA FOUNDATION REPORT – April 2024 PGA HOPE 2024 As one of the hottest growth of the game programs, PGA HOPE Northern California has brought close to 2,000 veterans to the game since 2015 (starting at one location). With 25 instruction programs this year, the goal is to serve 1,000 additional veterans in 2024. PGA Reach’s goal nationwide is to impact 17,000 veterans in 2024.

PGA HOPE Northern California has created “league style” play for veteran graduates at 18 facilities twice a month that fills tee times and increases revenue for the Host Facilities (merchandise, f&b, practice). Another benefit is that some graduates serve as course marshalls, or have become employees – one graduate is now a Class B Associate at Presidio GC. 2024 Secretary’s Cup PGA HOPE Northern California has been invited to bring a team to compete against 11 other teams in the 2024 PGA HOPE Secretary’s Cup which will be contested at University of Louisville Golf Club, on Monday, May 13th before the PGA Championship at Valhalla GC in Louisville, Kentucky. Our team of five veterans represent the diversity of PGA HOPE with players representing Purple Heart, female, minority, limb loss, and able bodied: Ramsey Raher (Presidio GC), Jamie Trahan (Swenson Park GC), Patrick Minnifield (Presidio GC), Nelson Ordonez (Santa Teresa GC), and Brad Rossmiller (Diablo Creek GC). The Secretary’s Cup team are veterans who have embraced PGA HOPE as part of their recovery and active lifestyle, and serve to promote PGA HOPE to other veterans. Foundation staff members Suzy Schneider, Bob Epperly and Will Stockholm will also travel with the team.

Airfare costs of $500 per person and hotel accommodations for the team and one staff are covered by PGA Reach, along with meals connected to competition activities. Full Turn Direct sponsors the team uniforms. The NCPGA Foundation covers the remainder of costs estimated at $2,500. The Foundation is seeking a Secretary’s Cup Team Sponsor to cover the cost.

PGA HOPE Instructor Trainings: Four seminars were completed in the 1st Quarter, 49 PGA Members, Associates and LPGA professionals became certified as PGA HOPE Instructors. This brings the total number of trained instructors in our Section to 195, of which 90 serve regularly as instructors. Across the country there are a total of 3,237 instructors trained.

PGA HOPE Instructor Benefits: PDR 6 credits; Instructors earn $100 per hour = $200 per class; receive PGA HOPE branded swag (instructor shirt, hat and name badge); Complimentary entry to NCPGA Annual Membership Meeting.

Class A Members can also earn points for Deferred Compensation (see attached flyer for details).

Foundation Fundraising Events / Partnerships ● 9/11 Never Forget Birdies 4 Hope – Pro-Pro or Pro-Am Teams, a 54 hole quest for birdies to raise funds for Tuesday’s Children and PGA HOPE. Teams request pledges from members, friends and family for each birdie.

The day is full of honor, golf, music, good food, raffle prizes, and air horns for birdies! ● The Langley, A Tribute to Legends – The 16th Annual The Langley will be held August 12-13, 2024 at Pebble Beach with Honorees Butch Harmon and Ken Morton, Sr., with Host Peter Jacobsen. Player entry $4250 / Team $17,000. Two day/two night hIgh end experience. Spots currently available for four additional teams. ● Scotty Cameron Putter Raffle / Veterans Day Campaign – The Foundation will be seeking 35 facilities to host a raffle in their pro shop for a Scotty Cameron previous line “Select” putter with a PGA HOPE custom putter cover. The Foundation will provide a prize package of putter, cover, logo pouch, golf balls and towel valued 1

Foundation Report - April 2024, page 2

over $500, and give each Facility a Raffle Board with 100 squares to be sold at $20 per square. Facility will collect $2,000 for the Foundation, which will net approximately $1,650 for PGA HOPE.

Foundation Scholarships - Details and applications are available on website - www.ncpgafoundation.org ● Chris Thomas PGA Associate Scholarship - $2,500 Scholarship opportunity for Associates at Level 2 and above. Application period January 1st through May 1st. ● Jim Langley Scholarship Award - $2,000 Scholarship opportunity for one boy and one girl graduating from high school going on to college this fall. Application period open January 1st through June 1st.

How can you help? ● Donate a Golf Gift Certificate to the Foundation as a raffle/auction prize: Mail to Foundation, 411 Davis Street, Suite 103, Vacaville 95688, or email to Suzy Schneider - sschneider@pgahq.com ● Recognize PGA HOPE – Make PGA HOPE the beneficiary of a fundraiser at your facility. ● Play in the Birdies4Hope Event! More information on dates & locations will be coming soon. ● Sponsor the 2024 Secretary’s Cup Team - $2,500 Respectfully submitted, Tim Burr, PGA, Foundation President

2

Deferred Compensation EARN POINTS WITH PGA HOPE

DID YOU KNOW THAT YOUR INVOLVEMENT IN PGA HOPE CAN HELP YOU EARN POINTS EACH YEAR FOR DEFERRED COMPENSATION? You can earn up to 200 points as a HOPE Lead and/or Supporter and up to 50 points as a HOPE Instructor. Points can be earned throughout the year by participating in multiple HOPE Programs.

Scan the QR code for more details and how to enroll.

PHILANTHROPIC

PHILANTHROPIC ASSISTANT

PGA HOPE Lead and/or Supporter

PGA HOPE Instructor

PGA HOPE is the military pillar of PGA REACH. A lead for PGA HOPE is defined as the PGA Member that is responsible for establishing and administering the PGA HOPE program at a given facility.

PGA HOPE is the military pillar of PGA REACH. An instructor is someone that is engaged in golf coaching and instruction with PGA HOPE participants.

ACTIVITY LEVELS

ACTIVITY LEVELS

200 Points

50 Points

Individual responsible for leading the program or activity inclusive of program development, administrative oversight, and activity participation.

Instructor that participates in all scheduled activities.

25 Points

100 Points

Instructor that participates in no less than 50% of scheduled activities.

Supports program and attends all scheduled activities.

12.5 Points Instructor that participates in no less than 2 scheduled activities.

PGA Career Services Report Northern California PGA April 2024 PGA Career Services Department Priorities: Our team met in Las Vegas for meetings the second week of March and gained more direction and clarity for our department. We were tasked with narrowing all that we do into six key priorities that align with our North Stars (listed below.) Next step is KPI’s for these priorities.

1.

Take Care of Team/Ourselves

2. Member Engagement & Retention 3. Increase Member Comp. & Quality of Life 4. Support of ExecuSearch 5. Employer Support & Advisory Activities 6. Collaboration with PGA Section(s) PGA ExecuSearch: Monterey Peninsula Country Club- Director of Instruction- Search Finishing Monterey Peninsula Country Club- Director of Operations-Search Ongoing PGA Deferred Compensation: 25 Members out of 124 Nor Cal Members that have enrolled have hit the 200-point threshold for Year 1 The new deferred compensation year starts on April 1, 2024 and will go until March 31, 2025.

For the new year there will be no grace period on the 60 days of completion of activity.

Members must submit points within 60 days of completing their activity to receive credit.

Please contact me with any questions.

PGA Recruiting: We have 34 new Associates in the Nor Cal Section since January 2024. Nationally we have 5,573 new Associates since January which is amazing growth much due to our Recruiting department and retention events. We are over 5,000 for the first time since 2010 and largest increase in associates year over year since 1989.

Recent Member Feedback: “I would like to stay in touch! Through our brief interactions I’ve come to value your opinion and know that you can provide unique insights that just might be the difference in being offered a future position. Continued success Caitlyn! I’ll look forward to crossing paths with you again, in the not-too-distant future.”

“Caitlyn, thanks so much for all your help! Having you on the interview brought some peace for me.”

“Caitlyn, having a position like yours in the Section makes so make sense. You provide us associates with a source of confidence and outlook for the future. I feel better talking with you and thanks for the positivity.”

My Upcoming Travel/Events: MBAC Associate Townhall- April 1, 2024 NCPGA Professional Development Hour Presenter- April 18, 2024 NCPGA Club Team Championship- April 22, 2024 Fresno Area Site Visits- April 23-25, 2024 NCPGA Senior-Junior Event- May 13, 2024

Respectfully Submitted, Caitlyn Doyle, PGA, ARWC PGA Specialized Professional in Executive Management PGA Career Consultant Serving the Northern California Section cdoyle@pgahq.com Cell: 541-231-8424

Board of Directors Meeting April 15, 2024 – VIRTUAL MEETING PLAYER ENGAGEMENT CONSULTANT REPORT JUNKO HARKINS, PGA It’s a busy time for our Player Engagement Consultants around the country now with PGA Jr. League specifically. We are all making sure programs are being published, leagues are formed, and players are registering, etc. As we have all of this going on, we are also making efforts to continue to promote, educate our members and associates on PGA Coach, PGA Family Golf, and the rest of our programming opportunities.

There will be some webinar and educational opportunities that will be available to our NCPGA members and associates. The first one myself and Career Consultant, Caitlyn Doyle, will be hosting is on Deferred Compensation next month on April 18th. We will review the benefits of Deferred Compensation and some updates.

At the end of February, Caitlyn and I started our own personal PGA of America updates newsletter. We plan to send those out at the end of every month for now and will include Player engagement/Career Services news and updates from the both of us. Please keep an eye out for those and let us know if there are any other topics you would like to see covered.

Early April – our Player Engagement Department will be getting together in Frisco. This will be the first time we are getting together since the Regional Model has been dismantled. I will report back with any updates after this meeting. However, I am sure we will be focusing on our North Stars and how to be able to successfully achieve those. Especially because our player engagement North Stars are also tied to the SBO Section Funding this year as well.

PGA Jr. League (Nationally as of March 2024) •

Over 28,000 registrations (+9% YoY)

• • • •

Over 27,500 players (GameChanger members, +8% YoY) Over 2,066 Coaches (9% increase YoY) Average program fee is up $20 from last year, $272 Over $7 Million in direct coaching revenue so far

Below are NCPGA specific data as of March 22, 2024 (13u & 17u programs included), note-we have updated and changed our goals since this will impact strategic funding*: (2024) Coaches:

81

(2024 Strategic Funding Goals) 84

(2023)

79

Players:

1,037

2,821

2,662

Programs:

133

188

178

Average Fee:

$306

$271

*Strategic funding was finalized late this year and so we were able to make some changes/updates to what we discussed back in November of 2023. This is all part of Tier 2 Funding.

CLICK HERE for the complete list of leagues that have been announced so far for 2024. Coaches and facilities can still register and publish programs for 2024. However, it will be hard to get into a multifacility league for the spring/summer season at this point. Below are our 2024 All-Star Season event dates and locations: Event Name

Date/Dates

Location

13u & 17u Section Qualifier*

July 18, 2024

The Ridge Golf Course

13u & 17u Section Qualifier*

August 4, 2024

Santa Teresa Golf Club

13u & 17u Section Championship

August 20, 2024

Haggin Oaks

13u & 17u Regional Championship

September 13-15, 2024

Skyline Country Club (Tucson, Arizona)

13u National Championship

October 8-13, 2024

PGA Fields Ranch (Frisco, Texas)

17u National Championship

November 14-17, 2024

Twin Warriors Golf Club (Santa Ana Pueblo, New Mexico)

*Teams will be assigned to one of the Section Qualifiers, there will be TWO 13u Teams and TWO 17u Teams advancing to the Section Championship

It’s never too late to start, so please reach out if you have any questions.

PGA Family Golf REMINDER: PGA Family Golf can be offered by ANYONE! YOU DO NOT HAVE TO BE A PGA JR. LEAGUE COACH!

A bit of a slow start to PGA Family Golf this year – however, I anticipate it to pick up a little more once many of our PGA Jr. League coaches get their PGA Jr. League schedules situated (even though you DO NOT have to be a PGA Jr. League Coach to offer this program). We have 4 facilities registered so far: • • • •

Santa Rosa Golf & CC (returning facility) Silver Oak Golf Course Swenson Park Golf Club Lake Wildwood Golf Club

The invitation process for the 2024 PGA Family Golf Championship is set. Hosts of local PGA Family Golf events will submit their winners, which will trigger an invitation from us. If you have (or will) host a PGA Family Golf event between August 1, 2023, and February 29, 2024, you’re up first! There is a form the professional can fill out.

The 2024 PGA Family Golf Championship will be held at Disney’s Palm Course in Lake Buena Vista, Florida, Sept. 28-29!

Entering our second year of hosting the national event, we’re continuing to develop a full competitive pathway, and that begins with your events at the local level. Our goal with this pathway is to drive engagement for you and your facility, encouraging families to take part in local events in order to advance to the Championship.

Below is the invitation process: Priority No. 1 – Invitations sent beginning March 2024 • Top 5 teams in the two-player division at the 2023 Championship • Champions and runners-up in the four-player division at the 2023 Championship • Champions and runners-up in the professional division at the 2023 Championship • Winning teams from local PGA Family Golf events held between August 1, 2023, and February 29, 2024 Priority No. 2 (Pending Space Availability) • Winnings teams from local PGA Family Golf events held after March 1, 2024 • Invitations will be sent within five business days of the PGA Coach/Host completing a submission form Priority No. 3 (Pending Space Availability) – Invitations sent beginning June 2024 • Open application PGA Coach (Nationally) • • •

Total Coach Trainings (PGA & LPGA Members) = 11,440 ADM – 8,099 Modern Coach – 1,367

• • • • •

5C’s – 542 Ideal Characteristics of a Coach - 625 5 Hour Coach – 373 Building Coaching Programs – 434 103,264 leads generated.

What’s coming up: • ADM Live opportunities in the making. I attended a pilot event in Texas in February and it was really fantastic. Hoping to discuss a plan for late 2024 or 2025 with the NCPGA staff.

Below are NCPGA specific data: • • • •

We have 256 total professionals who are ADM certified.

157 have created profiles.

67 bookable coaches.

4,064 leads generated.

Please reach out to me if you have any questions!

Reminder below:

March 2024 PGA of America Updates “WE LOVE THIS GAME” CAMPAIGN AND LOGO EVOLUTION Telling the stories of our Members across linear TV, social and digital media and enabling the Members to use it to tell their own stories has the potential to turn this from a campaign into a movement.

Omaha Productions and our team created a concept that not only helps to differentiate the PGA of America from the PGA Tour, but it does so by differentiating PGA of America Golf Professionals from Tour Pros.

How does the new PGA of America logo contribute to the campaign? ●

When we asked golfers and sports fans about the PGA logo that was launched back in 2008, three of four consumers associated that logo with the Tour.

●

We knew the logo had challenges in the digital and social mediums, but when we dug deeper the findings showed that “of America” being more visible in the logo in combination with the campaign gives us the opportunity to change the perceptions of our target audiences.

●

The new logo also retains the font from the old logo which allows for a phased approach to implementing changes.

Why did the Membership Committee unanimously recommend to the Board to change the Member logo? ● ● ●

After multiple working sessions, the Committee embraced the use of the new open logo design along with the word “Member” below it.

They understood the importance of one unified brand design.

They also recommended the use of gold in logo designs would be exclusively reserved for Members and Member events like the PPC and the Show.

What was the Membership Committee’s rationale for recommending to the Board reintroducing the five stars for Master Professionals but not bringing forward unique logos for Specialized and Certified Professionals? ●

As the highest level of educational achievement in the Association, the Committee recommended to the Board the use of five stars be reinstated for Master Professionals only.

●

For Specialized and Certified Professionals, those designations can be used in email signatures, on business cards and materials like stationary but not in the Member logo itself.

What is the timeline for implementing the logo changes at the Home of the PGA of America in Frisco and at the Section Offices? ●

For both the Home Office and Section Offices, we are targeting April 2024 to begin a phased approach to the changeover.

●

Each Section will receive a $25K stipend in April to cover the cost of major physical signage changes.

●

All other changes can be phased in over the next few years as normal wear and tear replacements are needed.

2024 MASTERS COMPLIMENTARY ACCESS POLICY The complimentary access policy remains the same as previous years (Class A, Master Professionals and Life Members only), however we will be implementing a pre-registration process in collaboration with Augusta National to better manage the admission at the gate making it more seamless and expeditious. Augusta National will not turn away Class A, Life Members or Master Professionals who do not pre-register this year, but pre-registration could become a requirement for attendance in future years. The below is what is posted on PGA.org and is being promoted in Five Things to Know: As a courtesy extended by Augusta National Golf Club; Class A PGA Members, Life Members and Master Professional Members only may receive complimentary daily access to the 2024 Masters Tournament. In order to make the entrance process more seamless, there will be a pre-registration process that went live on February 26, 2024, with a pre-registration deadline of April 4, 2024, 12:00am ET. Those who do not pre-register by the April 4th deadline but meet the complimentary access eligibility criteria will need to register upon entry at the North Gate.

This offer is not extended to other Member classifications, Associates, Affiliates or PGA Golf Management University Students. No spouse, guests, or families (including Practice Rounds).

You must show your membership card and photo I.D each day. Entries are limited to 2 per day, i.e., if the Member leaves, he/she may re-enter by following the same procedure only one additional time (only 2 entries total per day). Enter through North Gate off Berckmans Road, follow signage to the PGA Booth, located to the far right of the ticket pavilion to receive a daily ticket.

NOTE: Daily tickets are not available to purchase for spouse/guest. Ticket information (706) 667-6700 and www.masters.com. This complimentary access courtesy is available for the Master Tournament only, April 8-14, and is not able to be extended for the Augusta National Women's Amateur or the Drive, Chip & Putt Finals.

GOVERNANCE UPDATE The PGA of America Board of Directors during their March Meeting approved the following Bylaw or policy modifications: Modifications to the Permanent Preclusion/Expulsion portion of the Bylaws At the recommendation of the Board of Control, the PGA of America Board of Directors approved the following modifications to the Code of Ethics in the PGA of America Constitution and Bylaws. This will allow the Board of Directors additional flexibility in administering the concepts and policies. (g) Permanent Expulsion. A judgment of permanent expulsion terminates the respondent’s status as a member or associate of the Association. Permanent expulsion shall preclude readmission. A former member or associate who has not been permanently expelled may only be admitted again upon full compliance with the rules and regulations governing admission to the Association, which shall include, but not necessarily be limited to full completion of all associate program requirements. Except as might be otherwise provided in these rules, no application for readmission may be tendered within 5 years after the date of a suspension in excess of 2 years or such longer period as the Association might determine in the suspension order and thereafter until only upon satisfactory completion of all ordered obligations and full payment of any restitution and outstanding disciplinary costs have been paid. Except as noted herein, Permanent Expulsion shall be the mandatory sanction for members or associates found guilty of: (1) Conviction of theft (inclusive of but not limited to embezzlement, conversion, or any similarly named felony in the nature of theft and misappropriation of funds) from an employer, student, member or guest at a golf facility or from funds or accounts received or disbursed by a member or associate in the course of employment in an amount that exceeds $1,000 $3,000 in cash, property, or any other item(s) of value; (2) Conviction of any felony where the punishment of such a felony includes either/or (a) death or imprisonment in a state penitentiary or in a state correctional facility where the sentence includes actual time served for one year or more and/or (b) payment of a fine or restitution of more than $2,500 $5,000.

(3) Conviction of any crime of a sexual nature including, but not necessarily limited to (a) aggravated sexual assault crimes; (b) any sexual assault crimes involving the commission of any actions of a sexual nature on a minor (whether a felony or a misdemeanor) (4) Conviction of any crime involving physical assault that is a first-degree felony as defined in (1) above.

(5)

Conviction of any crime involving the felonious use of a firearm

In circumstances other than those set forth below where permanent expulsion would be the outcome as per the Bylaws, the Board, at the recommendation of the Board of Control, may, by a two-thirds vote, allow for permanent expulsion to be waived, or exchanged for another disciplinary action consistent with the Bylaws, with the result to correspond with this Section 11(g) relative to thosefor any members or associates (or those individual seeking admittance into the associate program) that have not been permanently expelled.

The following transgressions shall not be considered for waiver of permanent expulsion under any circumstances: a.

Thefts/misappropriation/embezzlements over $1,000 in cash or property; b.

Any infraction involving sexual assaults;

c.

Any infraction of a violent nature;

d.

Any infraction involving illegal use of a firearm;

e.

Any infraction that results in death, personal injury, or material property damage; f.

Any infraction involving the sale or trafficking of controlled substances (or intent to sell or to distribute controlled substances).

Tournament Committee Policy Update The Board of Directors approved a Tournament Committee policy recommendation to make PGA of America Members that qualify for the PGA Championship, Senior PGA Championship, or Women’s PGA Championship based on their previous year’s performance in the same championship (i.e. top 15 at PGA Championship, top 15 at Senior PGA Championship, or top 10 at the Women’s PGA Championship) eligible to earn the Low Club Professional award and to be considered part of the Corebridge Financial Team.

Candidates for PGA of America Secretary PGA of America Members Jared Barnes, PGA, Eric Eshleman, PGA, Derek Gutierrez, PGA and Barry Howard, PGA, are the four declared candidates for the office of PGA of America Secretary. The election will be held on November 7, 2024, during the 108th PGA Annual Meeting in Grand Rapids, Michigan.

Deferred Compensation Plan Year Closing The inaugural Deferred Compensation plan year will be closing on March 31. To date, over $2 million has been earned by over 1,300 PGA of America Members. Members will have 60 days following the closing date to submit eligible activities which took place in the inaugural plan year. Concurrently, the next plan year will begin on April 1 with points resetting for all PGA of America Members. PGA of America Members may still submit their eligible points.

PGA of America National Awards Process: Consistent with last year, the 2025 National Awards nomination process will begin on May 6, 2024, with Section nominations due by July 9, 2024. The 2025 Award Winners will be chosen in November of 2024, announced in January of 2025 around the time of the PGA Show and awarded at the 2025 PGA of America Annual Meeting.

PGA OF AMERICA STATEMENT AND PUSHBUTTONS ON GOLF BALL ROLLBACK Statement ●

"We appreciate that the USGA and R&A ran a collaborative and patient process over the past several years. We are particularly gratified that they heard our concerns regarding the significant operational challenges bifurcation would have presented and are no longer considering a local rule regarding the ball for elite players. We are also pleased that the proposed change to the ball has been delayed until 2028 for elite players and 2030 for recreational golfers. Given the important role our nearly 30,000 PGA of America Golf Professionals play in the recreational game, having more time to adjust to the new rule is helpful.

We remain opposed to any change that may potentially lessen the enjoyment of the game for recreational golfers or diminish the unprecedented momentum the game is enjoying. It appears recreational golfers will see a greater reduction in distance than we would advise. While this decrease has been lessened, we continue to recommend being more moderate on the swing speed change for the golf ball conformance test.

At this time, we continue to have concerns and look forward to continuing this important conversation and finding resolution with all of our golf industry partners.

We value our relationship with the USGA and R&A and respect their role as administrators of the Rules of Golf and the equipment standards of the game. We will continue to share our feedback on this, and any topic that affects our PGA of America Golf Professionals and the countless number of golfers they coach and welcome into the game each year."

FAQs How will this impact PGA of America events such as the PGA Championship, Ryder Cup, KPMG Women's PGA Championship and KitchenAid Senior PGA Championship? ● We have always used the conforming ball rule in our events. ● Four years is a long time from now and we will make our decision closer to the date, as we all know things can change.

What about our PGA Member events such as the PGA Professional Championship and PGA Section events?

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We have always used the conforming ball rule in our events.

Four years is a long time from now and we will make our decision closer to the date, as we all know things can change.

What about manufacturers – the PGA of America is close to them – do you expect them to protest this? ● We have spoken to executives at a handful of manufacturers and the degree of acceptance varies.

What does this mean for distance with the driver for the recreational golfer? ● We have expressed our concern to the USGA and R&A that we are opposed to any change that may potentially lessen the enjoyment of the game for recreational golfers or diminish the unprecedented momentum the game is enjoying. ● Based on USGA and R&A information, recreational golfers will see a greater reduction in distance than we would advise. o For Elite Players - 9-10 yards less o For Elite players with ball speeds greater than 183 mph it will be 14-15 yards

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less o For Recreational Men it will be 2-5 yards less o For Recreational Women it will be 1-3 yards less While this decrease has been lessened, we would have been more moderate on the swing speed change for the golf ball conformance test.

What did you recommend the speed should be? ●

We would like to be a part of the ongoing discussion and data gathering that will be needed to come to the right number bringing all stakeholders together in a collaborative process.

PGA TOUR/DP WORLD TOUR/LIV ●

Like everyone else, we were surprised by the announcement of a near-term pathway to resolve the dispute between the PGA TOUR, DP World Tour and LIV Golf. We convened an unscheduled informational Board session to discuss how this affects us, but few details of the deal framework are currently available and there remain many unknowns still to be determined. We are working diligently to get answers to you as soon as they become available.

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Our focus, as always, will be on advocating strongly for what’s right for our Members, Sections, protecting our most valuable assets, growing the game, and making sure we communicate the difference between the PGA Tour and PGA of America.

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Communicating directly with PGA Membership about this is a top immediate priority. We sent a letter from John Lindert and Seth Waugh to all PGA Professionals on 6/8. Please

know we will also be sharing additional communications broadly to the Membership on a timely basis going forward. ●

For Sections that receive emails or phone calls from consumers irate about the merger, we recommend following the lead of the PGA Membership Department and note in a response that the PGA of America and PGA Tour became two separate organizations in 1968 with the PGA of America representing nearly 28,000 PGA Professionals at 10,000+ facilities across the country. The individual should then be referred to the PGA Tour. - 904-285-3700

PROTECTING OUR ASSETS ●

What are we doing to protect our assets - the Ryder Cup and PGA Championship? What are the tangible and proactive things being done by staff to protect these assets?

1. Ryder Cup is committed to through 2037 with a TV contract signed through 2030.

2. PGA is committed to through 2031 with a TV contract signed through 2031.

3. We have raised the PGA Championship purse to stay competitive with other events/majors.

4. We are in the process of creating a strategic committee of board and staff to address all things PGA including our biggest assets.

5. Our assets are at a premium and will continue to be a focus.

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The PGA of America President sits on the PGA TOUR’s policy board. When did the position become a non-voting position? How did that play out?

Not accurate. The President is still a voting member of the PGA Tour Policy Board.

Most recently voted for Tiger Wood to sit on the Tour Policy Board.

INDUSTRY TRENDS (Source: National Golf Foundation, unless otherwise noted)

BUSINESS OF GOLF ○

According to the NGF’s Graffis Report, there are many indicators that the golf industry has never been stronger or enjoyed more momentum: ■

The total number of golf participants (on- and off- course included), has increased 53% in less than 10 years, up from about 30M total in 2014 to 45M in 2023.

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Rounds played in 2023 hit 528 million - up 3% from 2022 and 20% better than 2019.

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Young adults, youth, women and people of color are all up impressively.

This is phenomenal, continued growth. We’re gratified by the important role our PGA of America Golf Professionals played in helping so many people take up the game or return to the course in the past four years. The physical and mental health benefits of the game are more important than ever.

Some “State of the Game” numbers: (released by NGF 01/18/24) ●

2023 for Rounds Played ranks among the top two years on record, just shy of the all-time high set in 2021 and a fourth straight year of 500M+ rounds played in the U.S. with 528M in 2023.

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Rounds are up 3% compared to 2022 and up 20% compared to 2019.

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2021 saw 529 million rounds played, the most-ever recorded.

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Beginners: The number of first-time on-course players reached another high – the fourth straight year of at least 3M newcomers (after averaging 2.6M from 2016 to 2019). 3.4M beginners in 2023 is 3% up from 2022 and 3% up from 2019.

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People of Color: In 2023, there were 6.1M People of Color on-course golfers. People of color (+1.4M since 2019) now represent 23% of all “green grass” golfers – a new high mark in racial and ethnic representativeness. 2023 saw a 8% increase from 2022 and 27% increase compared to 2019.

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Females: In 2023, there were 7M Female on-course golfers, a 9% increase from 2022 and 25% increase compared to 2019. Four straight years of gains have yielded a 1.4M participation increase since 2019 ; females comprise 26% of all on-course golfers – another record high.

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Juniors: There were more on-course youth golfers in 2023 than any year since 2006; the Youth ages 6-17 segment has experienced the largest gains of any age group since 2019 (+40%) with a total of 3.5M, a 2% increase from 2022 and a 40% increase from 2019.

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Off-Course: In 2023 there were a total of 32.9M Off-Course Golfers, an 18% increase compared to 2022 and 41% increase compared to 2019. Off-course participation has eclipsed on-course in each of the past two years, and more than doubled since 2014 (14.3M)

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Total Participation: 2023 saw 45M in total participation (on- and off-course included).

The total number of golf participants has increased 53% in less than 10 years, up from about 30M total in 2014, a 9% increase from 2022.