Annual Updates Due date

Sat, August 31 2024, 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.

Parking: For a discount of $1 per hour in University parking facilities, use the QR code on the back of your UMRA membership card when exiting. Credit cards only.

Covid: UMRA policy requires all participants to be vaccinated. Masks are optional.

Cancellations: Cancellations and refunds will be honored until [DATE]. We are not able to accommodate registrations on the day of the event.

Upcoming Events

Event Date: July 26, 2024, at 2pm

Erik Larson’s non-fiction narrative recounts the struggles of middle-class University of Chicago, Professor William Dodd, was appointed as U.S. ambassador to Germany during the rise of Hitler and the Third Reich. Dodd not only had to deal with the threats to democracy, but his thriftiness was criticized by State Department officials who mainly came from wealthy elite families. In addition, Dodd’s daughter began dating Nazi officials.

Event Date: August 5, 2024, at 9:30am

Our August 5 hike will be a reprise of our hike last summer at William O'Brien State Park.  This is a beautiful park with a winding trail and a great view of the countryside.  The hike is about 5.5 to 6 miles and we'll go at a moderate pace with frequent water breaks.  After the hike, we will eat lunch at Rustic Roots Winery, a half mile north of the park. 

Event Date: August 16, 2024, at 2pm

Kathy Cramer will lead the discussion of The Bookbinder by Pip Williams, a book set in 1914 Oxford chronicling the life of Peggy who works in the University bindery, but craves a life beyond binding books but to being a scholar herself.

Event Date: August 28, 2024, at 5:30pm

Enjoy a two-hour cruise on the Jonathan Padelford, leaving from the Harriet Island dock in St. Paul, boarding time at 5:30 p.m. We will have a brief program on board by Patrick Nunnally from the River Life Program of the Institute on the Environment.

Event Date: August 31, 2024, at 11:59pm

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.

Event Date: September 10, 2024, at 10:30am

Autumn is a wonderful season in Minnesota so plan to join UMRA at the Andersen Horticultural Library at the Minnesota Landscape Arboretum. Kristen Mastel, head librarian and curator, will reveal its treasure trove of publications and artifacts relating to plant history, horticulture, and natural history. After the tour, those who are interested may stay to eat lunch together, sitting outside if the weather is nice. Later, you are invited to a one-hour tram tour of the entire Arboretum that includes natural areas of flowering shrubs, bogs, and forests, family garden and landscaping showpieces, and the red barn farm

Event Date: September 10, 2024, at 12:30pm

After a summer break the UMRA Photo Club will next meet September 10, 2024 in the meeting room of the Hennepin County St. Anthony Branch Library. For those interested in lunch, meet at the Great Dragon at 11:30 am. For September the THEME will be Curves

Event Date: September 16, 2024, at 10am

We will continue to discuss the pros and cons of Medicare Advantage.  You will also hear about notable non-health plan and non-broker resources.

Event Date: September 30, 2024, at 10am

Topics relevant to managing investments in retirement.  By David Foster, CFP©, CRPC©, CRPS©

Event Date: October 13, 2024, at 9am

This trip begins in Madrid and ends in Barcelona with stops 3 cities in between. International round trip airfare from NYC is included in the quoted price. See the attached a copy of the e-brochure with highlights and complete itinerary.  Register by May 1.