June 6, 2016 Annual Meeting Shalom! We are glad you are here. - - PowerPoint PPT Presentation

June 6, 2016 Annual Meeting Shalom! We are glad you are here.

Thank you!

• Rabbi Judy
• Rabbi Jonathan
• Cantor Bernard
• Cantor Mary
• Debora Gluick
• Julie Dalli
• Susan Jacobs
• Tracey Lederer
• Steve Rosenauer
• Denise Troutman
• Pam Linker
• Sue Hummel
• Candace Naliboff
• Dee Kridel
• Jered Mond
• Patty Torcellini

2015-16 Highlights

• Work Processes
• Facility Repairs
• Communications
• Relationships
• Community of

Leaders

• Global Day of Jewish Learning
• Transition

2015-16 Year in Review

Financial Highlights

• Construction loan debt

under 100 K

• Expense savings due to

contract changes 20 K

• Religious School ahead
• f budget despite

declining enrollment

• Two new endowments
• Sacred Gifts (annual

membership pledge) 117 K below budget

• Increased dependence
• n funds & endowment

income

6% 25% 28% 25% 12% 4%

Sacred Gifts Distribution by Age

> 30 30-39 40-49 50-59 60-69 70-79 80+

0% 3% 24% 36% 26% 8% 3%

Sustainers Distribution by Age

> 30 30-39 40-49 50-59 60-69 70-79 80+

2016-17 Budget Evan Wilkoff & Brett Frankenberg

2015-16 Board of Directors

• Jack Levinson, President
• Ginny Rosenberg, First VP
• Howard Seidler, VP Administration
• Ken Katz, VP Education
• Ben Benson, VP Planning
• Evan Wilkoff, VP Finance
• Brett Frankenberg, Treasurer
• Karen Greenblatt, Recording Secretary
• Rick Glaser, Immediate Past President
• Barb Ziegler, Presidential Appointee
• A-J Sechrist, Presidential Appointee
• Linda Lepow, 3-year term
• Mark Rosen, 3-year term
• Ed Schlessinger, 3-year term
• Annie Lord, 3-year term
• Deidre Grubb, 2-year term
• Marla Emery, 2-year term
• Don Liss, 2-year term
• Avie Goodman, 1-year term
• James Bryan, 1-year term
• Milt Poler, 1-year term
• Brian Yesowitch, 1-year term
• Lisa Garfinkle, 1-year term
• Doug Benson, Brotherhood
• Lee Bierer, Sisterhood
• Caren Hill, Sisterhood
• Michael Norman, S.P.I.C.E.
• Sera Callif, S.P.I.C.E.
• Natalie Schlesinger, LIBERTY
• Shirley Fytelson, Honorary Lifetime

Thank you, Jack!

2016-17 Board of Directors

• Ginny Rosenberg, President
• Evan Wilkoff, First VP
• Howard Seidler, VP Administration
• Ken Katz, VP Education
• Ben Benson, VP Planning
• Mark Rosen, VP Finance
• Brett Frankenberg, Treasurer
• Karen Greenblatt, Recording Secretary
• Jack Levinson, Immediate Past President
• Rick Glaser, Legal Counsel
• Barb Ziegler, Presidential Appointee
• Stephen Philipson, Presidential Appointee
• James Bryan, 3-year term
• Lisa Garfinkle, 3-year term
• Avie Goodman, 3-year term
• Stephen Phillips, 3-year term
• Phyllis Berlin, 2-year term
• Linda Lepow, 2-year term
• Annie Lord, 2-year term
• Shannon Alpert, 2-year term
• Deidre Grubb, 1-year term
• Marla Emery, 1-year term
• Don Liss, 1-year term
• Cyndee Patterson, 1-year term
• Doug Benson, Brotherhood
• Lee Bierer, Sisterhood
• Caren Hill, Sisterhood
• Michael Norman, S.P.I.C.E.
• Sera Callif, S.P.I.C.E.
• C.J. Torcellini, LIBERTY
• Shirley Fytelson, Honorary Lifetime

TRANSITION TEAM UPDATE

TBE Community

Temple Beth El is a welcoming and spiritual Reform congregation, providing

• pportunities for all those who wish to

engage in Jewish life through prayer, study, and social action, while supporting each other in times of joy and sorrow.

Transition Process

• Saying goodbye and thank you to our beloved clergy
• Welcoming our new clergy, building relationships,

rapport and trust

• Capitalizing on momentum from the search process
• Engaging our Community of Leaders to introduce new

clergy to Temple Beth El life

• Helping TBE staff adjust to new leadership and changes
• Answering congregants’ questions and making

everyone comfortable during the process

• Envisioning the future together

Transition Team

• Howard Seidler, chair
• Ivy Berman
• Mickey Gold
• Karen Greenblatt
• Jack Levinson
• Eliza Lieberman
• Frances Liss
• Ginny Rosenberg
• Laura Bernstein, ex-officio

Contact us at tbetransition@templebethel.org

Will Shabbat services feel the same as they do today? Who will lead the adult education programs? What are the new Rabbis’ priorities? Who will speak at the SPICE meetings? What about my child’s bar mitzvah? The new Rabbis won’t know him! What are the

• pportunities for

me to get to know the new Rabbis? What role will Rabbi Judy play as Rabbi Emerita? Can Rabbi Judy still

• fficiate at my

daughter’s wedding? Will Rabbi Knight have the same responsibilities as Rabbi Judy? Rabbi Klass as Rabbi Jonathan? Will TBE still be a prominent force in the Charlotte community? Will youth programs be emphasized?

Introducing Rabbi Asher Knight

• Associate Rabbi from Temple Emanu-El in Dallas
• Ordained in 2007 from Hebrew Union College Jewish

Institute of Religion

• Holds a BA in International Relations from the

University of Denver

• Spouse Ana Bonnheim, children Micah (4) and Jonas

(9 months)

• Hometown: Denver, Colorado

Introducing Rabbi Dusty Klass

• Ordained (May 2016) at the Los Angeles campus of

the Hebrew Union College Jewish Institute of Religion

• Rabbinic Intern at Congregation Or Ami in Calabasas
• Received Masters of Arts Degree in Jewish

Educational Leadership and Masters of Hebrew Letters

• Hometown: Seattle, Washington
• Rode bicycle from Washington to Boston

Transition Timeline

• April/May

– Farewell Celebration/Emerita Honor for Rabbi Judy – Torah Toast and Roast for Rabbi Jonathan – Search process for Director of Youth Engagement

• June

– June 10: Rabbi Judy’s last Shabbat (Confirmation) – June 13: Wine & Cheese Social – June 17: Rabbi Jonathan’s last Shabbat – Cantor Bernard “holds down the fort” with assistance from Rabbi Kaplan, Rabbi Powers, TBE staff and lay leaders

Transition Timeline

• July/August/September

– July 1: Rabbis Knight and Klass officially begin – July 1: Congregational “Southern Hospitality” BBQ – August 5: Congregational Cookout – Settling in Charlotte and new home – Getting to know the TBE staff, board members, community leaders, and our TBE congregants – “Meet and Greet” opportunities at Shabbat prenegs/onegs – Open office hours to meet Rabbi Knight and Rabbi Klass – Labor Day weekend at Wildacres – Religious school begins

Transition Timeline

• October/November/December (and beyond!)

– High Holy Days – “Meet and Greet” opportunities at prenegs and onegs – Open office hours to meet Rabbi Knight and Rabbi Klass

• ne-on-one

– Chanukah events – December 9: Rabbi Knight’s Installation Service – February 10: Rabbi Klass’ Installation Service – Many “firsts” with our new clergy – an entire year of Jewish holidays, classes, and signature events such as the Comparative Religion Series and Mitzvah Day

We’re Listening

New email for your comments and questions: tbetransition@templebethel.org

ENDOWMENT UPDATE

Strength to Strength

• From a place of strength ---

– We have always had strong clergy and staff – Congregation is strong – We have beautiful facilities – We are committed to the future

• We are pushing into our Vision Statement

“We aspire to provide a dynamic center for Jewish religious, cultural and educational life in Charlotte.”

Building on our Past We Move to the Future

• Building on our strengths

– A strong board and new President – Strong Community of Leaders – Over 1100 families strong—the backbone of our strength – Our beautiful facility

• Entering the next period of new and renewed

Strength

Building Strength for the Future

• The new clergy with strong connections to

each of us as congregants will begin to move us to a strong and sustainable future

• Part of the vision is to always be able to

– Have the best clergy and staff – And to continue to maintain our beautiful home

Strength To Strength

• Original Building Campaign was to include

additional endowment

• Now is the time to raise an additional $2

million

Why Now?

• To allow ourselves the ability to continue to

have strong clergy and staff leadership

• To continue to meet our obligation to always

have a well maintained Temple facility

• To provide more diversification of our revenue

stream – provides some room for the fluctuations that can occur in our annual Sacred Gifts commitments

• And, “If not now, when?”

How we will succeed

• By having 100% participation
• By having many of you volunteer to help and be part of

the team

• By having a 3 year payout period
• Lay leadership leading the campaign (Annie Lord and I)

Most importantly is having each of you with us in this endeavor. AND the important role each of us must play in supporting this reform congregation, in this place, at this time.

Begin With the End In Mind!

• So we have asked each board member to

make a commitment and we have 100% participation!!!!!

• We have asked a small number of donors who

already have said “yes”! WE ALREADY HAVE $300,000 COMMITTED!!!!!

NEW PRESIDENT REMARKS

Dessert Reception Hosted by TBE Green