Annual Updates Due date
Sat, August 31, 2024, at 11:59pm
Email call sent in June
Due: Annual Reports, Toolkits, Web content, Archival material
August 31 is the due date for annual reports and updates. Annual Reports, Toolkits, web page updates, operating document updates and archives collections are all due each year on this date.
At the end of each fiscal year UMRA leaders are expected to prepare and submit annual reports, toolkits, and any appropriate archival documents, and also to revise and update their website pages. The Organizational Continuity Committee (OCC) is responsible for managing and monitoring this activity on behalf of the Board.
The OCC will email the overview and templates to leadership to use in preparation of your Annual Reports and Toolkits. The overview gives a description of what the report should include, and the template provides a suggested format. See attachments below. The call for updates to archives, websites and web-based documents will be sent to appropriate individuals.
Each year the OCC will review all reports and present a summary to the Board of key issues, challenges, ideas, and outcomes that may be helpful to the organization as a whole. As the organization’s new president last Fall, Eric joined the OCC review committee in reading every report and acted on several ideas and recommendations suggested. The OCC will also assure that all documents are posted to the UMRA website and will prepare materials for University Archives.
Toolkits: Updating or, if necessary, creating the toolkit for your area will ensure continuity and improve efficiency in carrying out its operations and essential leadership functions.
Examples: You should be able to access a copy of last year’s annual report and toolkit on the UMRA website under the Resources menu→Governance Documents→[category] Archives→[your position].
Format: Please be sure every document includes the following: Date, your name and position, and document title (Annual Report, Toolkit, or other appropriate title). See the policy document, Format Guidelines for UMRA Documents.
Submit to: Please submit your digital material to OCC Co-Chair Cathy Lee Gierke at [email protected] and UMRA Archivist Julia Wallace at [email protected], no later than August 31, 2024.
Upcoming Events
Nanette leads a trail of two cities hike.
10:30 a.m. check in; 10:45 boarding; cruise from 11 a.m. to 1:30 p.m.
Join UMRA friends and colleagues for a summer cruise and lunch aboard the Paradise Destiny II on beautiful Lake Minnetonka. Paul Maravelas, sailor, historian, and author of The History of Big Island, Lake Minnetonka will join us to share stories from 200+ years of lake-dwellers. Come early or stay after the cruise to explore Excelsior, a charming small town on the big lake.
Ticket price includes lunch: chef's sandwich, garden salad, fruit, chips, and cookies. Coffee, iced tea, and lemonade are complimentary and there will be a cash bar for other beverages. A vegetarian sandwich can be selected during registration.
UMRA’s Book Club I will discuss the debut novel Buckeye by Patrick Ryan when it meets via Zoom at 2 pm. on Friday, August 21.
You are invited to join the discussion of The Cause: The American Revolution and Its Discontents 1773-1783 by Joseph J. Ellis.
"Monuments" is the theme for September.
UMRA member Mike Amidon, president of the Minnesota Genealogical Society in Mendota Heights, will provide a brief overview of the society, the library, and the many volunteers who help maintain it, when UMRA’s Family History Interest Group meets on Wednesday, September 9.
Bev Moe leads a hike around Lake of the Isles in Minneapolis with a social gathering afterwards at Isles Bun & Coffee.
UMRA Book Club I will discuss The Secret Book of Flora Lea by Patti Callahan Henry when it meets via Zoom at 2 p.m. on Friday, September 18. The day’s discussion leader will be Judy Helgen.
Critical issues facing detained immigrants and their families will be discussed.
UMRA’s September Living Well Workshop will feature Carol Bradford, MD, MS, FACS, interim dean of the University of Minnesota Medical School and interim executive vice president for Health Affairs. She is an internationally recognized cancer surgeon-scientist who also brings considerable leadership and administrative experience.
A 1978 short story collection by American author John Cheever.
Professor Arun Saldanha, the featured speaker for the first luncheon forum of UMRA’s 2026–27 program year, will examine how tourism has evolved in an era shaped by pandemics, climate concerns, and changing global realities; and encourage us to think about what it means to be thoughtful, responsible, and curious travelers.
The architecture in Iceland is as spare as the culture -- honest and simple.
Michelle Trudeau-Spanjers leads the hike at William O'Brien State Park.
Topics include longevity, distributions, long term care, Social Security, and comprehensive planning.
The theme for October is "Hands."
UMRA’s second “Campus Conversation” with a University leader will offer UMRA members an exclusive opportunity to meet with John Morris, president and CEO of the University of Minnesota Foundation. The focus of the conversation will be the role of the foundation and its relationship to retirees.
Jon C leads the hike at Nerstrand Big Woods with lunch afterwards.
Michael Osterholm is a well-known epidemiologist, author, and public commentator with particular expertise on infectious diseases and vaccines. His conversation with us via Zoom will address current major public health outbreaks around the world, as well as the importance of preparedness for future pandemics.
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Discuss long term care options with Fred Andersen.
Chris Coleman, Twin Cities Habitat for Humanity president and CEO and a two time alumnus of the University of Minnesota, will provide a deep dive for UMRA’s October 27 luncheon forum into how Habitat creates, preserves, and promotes affordable homeownership for low-income households.
Bob & Jean Hall and Andy Whitman, participants.