Chapter Membership Guide

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PROSPECTIVE MEMBER Application Packet West YPOConnect.orgMidwestmiypo.comChapterMichiganAmerica@ypo.org

Thank you for your interest in the YPO West Michigan Chapter. To begin the application process, please complete the following steps: 1. If you have not already started the YPO membership application process, click the link below to get started: 2. Complete the attached Biographical and Applicant Questionnaire. 3. Attach your resume/bio/CV and a headshot Once these items are received and reviewed, a member of the chapter will be in contact regarding the remaining requirements of the membership process. Begin Your hfrank.miypo@gmail.comApplication hfrank.miypo@gmail.comYPOConnect.orgWELCOME! westmiypo.com Questions should be directed to: YPO WEST MICHIGAN MEMBERSHIP OFFICER, Kyle Norcutt Please send the completed document to: YPO WEST MICHIGAN CHAPTER MANAGER, HEATHER FRANK West ChapterMichigan

A GUIDE TO BECOMING A YPO MEMBER West ChapterMichigan ContactInitial Invoice ChapterApplicationPayment&CompletedPeerAssessment IntegrationPaperworkCollectionMemberInterview STEP 1: STEP 4:VerificationPaperworkSTEP6: STEP 2: STEP 5: STEP 8: STEP 9: STEP 3: ApprovalSTEP7: WELCOME TO YPO! YPOConnect.org westmiypo.com

STEP 7: Approval from Chapter Chair & Membership Officer— Chapter Chair and Membership Officer reviews all documentation and notes from interviews and determines if prospect is a good fit for the chapter. Invitation to join is offered. The Membership Chair sets up a meeting with applicant and sponsor (if applicable).

STEP Paperwork Collection is sent chapter specific paperwork. All paperwork (chapter questionnaire, org chart, bio or cv) must be completed and returned to Chapter Manager before moving on to the next stage. Chapter information and events are sent to applicant for reference.

An

to the

application.

Prospective

STEP 3: Member Interview Membership Officer or designated Membership representative reaches out to applicant via phone or in-person to discuss YPO membership and get to know applicant.

4:

Applicant

5:

The at stage of approval move forward next stage of

each

checked. ........................................ ....................................... ....................................... ....................................... ........................................ ........................................ ........................................ ....................................... ........................................ West ChapterMichiganMEMBERSHIP STEPS

the membership process. Only after

All paperwork is reviewed and 3rd party verification is collected and validated.

STEP Chapter Peer Assessment is the chapter’s opportunity to assess the applicant’s fit for the chapter. This step is where the chapter can invite a candidate to an event or a short interview/meeting with a group of members to confirm/audit integrity, character, and trust of the applicant. Within this should be

STEP 8: Invoice & Payment YPO send invoice to prospect, membership is completed upon payment of YPO Global and YPO West Michigan dues.

STEP Initial Contact applicant is referred to the chapter by a current member or applies via the YPO West Michigan Chapter portal.

will you

STEP 6: Paperwork Verification

1:

STEP 9: Integration Welcome to YPO—Once chapter and global dues are paid Member Engagement officer encourage new member to attend chapter events. Chapter Manager will send New Member packet and Chapter App access will be granted.

step member applicant references

STEP Application Completed member completes online

2:

Membership Officer will review your application

membership. YPOConnect.org westmiypo.com

This

Middle Nickname SurnameFirst Spouse/PartnerName Business/ Corporate Affiliations Company Name Office Address Cell FoundedYearOffice/PlantEmailPhoneAddressLocation(s) Year BecameYouPresident Describe briefly your business and the type of products/services you provide: Organizations to which you belong: Hobbies or Sports Interest(s): Sponsors and Individuals known in YPO & YPO Gold: Child Name BirthdayMale Female Child Name BirthdayMale Female Child Name BirthdayMale Female Child Name BirthdayMale Female Child Name BirthdayMale Female Child Name BirthdayMale Female Undergraduate College /Degree Class Year Graduate College/Degree Class Year Office Phone Web Address LastVolumeYearNumber Employeesof Prospective Member Biographical Questionnaire Home Address Home Phone BirthplaceDate of Birth Nickname Maiden Name (if applicable)Spouse/Partner Name S/P Cell PhoneS/P Email West ChapterMichigan

1. The YPO West Michigan Chapter seeks not only outstanding business leaders, but also individuals who are seeking to, in some way, make our regional and larger community better. Please tell us about your most meaningful community/philanthropic passion, involvement or activities. 2. YPO presents unique opportunities for our members—but we also often include spouses, partners, significant others and children. If you would like to tell us anything about your family and your interests, please do so. 3. Briefly describe your role in your organization, addressing your leadership responsibilities, areas over which you have (and do not have) responsibility and reporting hierarchy. 4. Please describe, in your own words, your strategic plan for your business over the next three years. APPLICANT QUESTIONNAIRE West ChapterMichigan YPOConnect.org westmiypo.com

2022-2023 CHAPTER PROFILE MEMBERSHIP QUALIFICATION Age: Must apply before turning the age of 45 Role: Title of CEO, President or equivalent and

leader of qualifying company. Volume: Gross annual sales of US$13M (US$10M commissions billed for agency-type); US$260M average annual assets for financial institution; Payroll: 50 full-time employees OR >$2M compensation excluding candidate and 15 employees. DUES Chapter: $4,900* annual dues, $2,000 initiation * Should a member elect to participate in Forum, the individual Forum may require additional dues. ............................................ ............................................ ............................................ ............................................ WHAT IS YPO YPO is the premier leadership organization of chief executives in the world. YPO is the global platform for leaders to engage, learn & grow. YPO members harness the knowledge, influence & trust of the world’s most influential and innovative business leaders to inspire business, personal, family and community impact. Today, YPO member-run companies, diversified among industries and types of businesses, employ more than 22 million people globally and generate USD9 trillion in annual revenues. HEATHER FRANK CHAPTER MANAGER +1hfrank.miypo@gmail.com616-402-8163 WHY YPO WEST MICHIGAN Our chapter embraces the mission of YPO — Better Leaders through Lifelong Learning and Idea Exchange™— by engaging members and their families in unique experiences only available through membership on a local level that extends globally. West Michigan has high percentage of family business members and places its values in the integrity of the Midwest, while optimizing the Only-in-YPO experience. WEST MICHIGAN CHAPTER FACTS Number of Members: 54 Average Age: 43 Average Tenure: 4.1 years Geography Represented: Recruits from western Michigan — west of Ann Arbor (Grand Rapids, Kalamazoo, Muskegon, Lansing) YPO GLOBAL FACTS Founded: 1950 Number of Members: >29,000 Number of Chapters: 484 Number of Countries: 142 Combined Annual Revenue: $9 trillion USD Combined No. of Employees: > 22 million West ChapterMichigan YPOConnect.org westmiypo.com

Chapter brings members together twelve to fifteen times a year to discover new insights into many topics, ranging from geopolitical and business to personal/family and community issues. Networks / Groups YPO has more than 50 business, personal and social impact networks dedicated to robust education and idea exchange, providing members with instant connections to other YPO members around the world.

YPO is a community of peer leaders; committed to lifelong learning and idea exchange; while fostering a safe haven of trust, respect and confidentiality. YPO provides both members and spouses/partners the ability to connect with peers in a structured, supportive and confidential atmosphere to address their individual and combined professional/personal needs. Forum Forum is arguably one of the most cherished benefits of membership —a truly “only in YPO” journey. Simply put, a forum is a small group of YPO peers who meet regularly to exchange ideas and experiences on the issues that matter most to them. Forum has become the universal language of YPO, leading to immediate and meaningful connections among members worldwide. Education Learning has always defined YPO. From universities, peer-topeer insights, global conference calls and partnerships with top business schools, the quest for knowledge has shaped the organization and generations of young chief executives. YPO builds “Better Leaders through Lifelong Learning and Idea TheExchange.”WestMichigan

YPO MEMBERSHIP BENEFITS

Peer-To-Peer Environment

YPO Gold Upon turning 50, members “graduate” to YPO Gold which allows them to continue receiving the benefits of YPO while addressing the age-based needs and priorities. YPO Gold members share an international citizenship that bridges nationalities and cultures and gives members a significant business and personal edge when navigating and negotiating in an interconnected world. operational

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