Slide 1 - Welcome
Good morning/afternoon everyone. It’s great to have you all here today. My name is Carol Permar – MOS National President. This is MOS’s 6th anniversary, having been founded in May 2008 by four students as a servant leadership project in an IRS executive development program.
I would like to take this opportunity to thank:
Jon Bird
David Heiser
John Gray
Mark Hulse
Paula Golladay
Chris Stackfleth
Ernie Beltz
Catherine Haines
Robert Ferrall
and Bryce Mercer
for their efforts in putting together this First Annual Training conference. It was a team effort.
MOS is pleased to announce that Senior Executive, Jim Clifford, one of the founding members of MOS, has agreed to be our executive sponsor. He will be helping us transition towards the recognized Employee Resource Group – or ERG. There will be more information to come on this in the future.
We would also like to take this opportunity to express our sincere thanks to all the speakers. All of them have taken the time to prepare their speeches on top of their very busy schedules.
Certificates of Appreciation:
I have some Certificates of Appreciation I am handing out and the first one goes to:
Slide 2=Mark Hulse - For all your hard work with the group ruling/exemption letter and insurance. In the short time you have been with MOS you have moved it a giant step forward.
The next one goes to:
Slide 3 = David Heiser - For all the hard work you have done with the MOS website, membership, survey and conference survey. The list is endless. You are the strength behind National MOS.
The remaining four go to Chapter Presidents for attending the National monthly board meetings on top of running their chapters.
Slide 4 = Paula Golladay - WashingtonDC chapter. In addition thank you for the hard work with putting together the Mentorship and Career Development program.
Slide 5 = Chris Stackfleth - Peachtree Patriots chapter. Your input into the First Annual Training Conference made it the success it became.
Slide 6 = George Davis - Illini Blackhawk Veterans chapter. Your active participation is an asset to the National Governing Board.
Slide 7 = Marie Judkins - M.O.S.T. chapter. Your idea of challenging all the chapters to a contest for the “Holiday Mail for Heroes” is a great one!
Four years ago my son told me he wanted to join the Army. As he was leaving for Afghanistan I realized that it was not just my son I should be concerned with, but all the other soldiers as well. They are the 1% that served. Being part of the other 99% I feel that we, as caring Americans, owe a great debt and have an obligation to help and support all the brave men and women who have served. Through MOS I believe we can do that.
Before we get started I would like to mention the benefits of National and some of the things we’ve been doing.
Slide 8 - Benefits of the National MOS organization:
National MOS is non-profit 501(c’) (3) corporation that is titled and chartered in the State of Ohio. Chapters can fundraise and hold drives under the umbrella of National MOS. National in turn meets the federal tax reporting requirements on behalf of the individual chapters. Only chapters, and individuals, that are officially recognized by National have this benefit and can legally use the National MOS name and logo.
MOS is also a recognized employee organization within the IRS. As an REO, members have use of office space, office equipment and communications. Essentially what it takes to establish a start up company.
Slide 9 - Why dues are important:
At the National level we are often asked why members pay dues. MOS uses dues to pay the normal expenses and fees necessary for maintaining a non-profit organization. In addition, National MOS is in the process of setting up an Educational Assistance and Relief fund. The fund was imagined by David Heiser in 2011 to support IRS veterans and their families in need of financial help andwas approved by the board in 2013. Beginning in 2015 a portion of the annual national membership fee will be invested in the fund and as it grows it will be used to provide small scholarships and emergency relief funds to qualified applicants.
At the chapter level dues are used for various reasons. An example is sending Christmas cards to the wounded warriors at the WalterReedNationalMilitaryMedicalCenter or other Veterans. This yeara national challenge has been made by Marie Judkins, from MOST. She is challenging all of the chapters and members to a Christmas Card contest. Marie does this in conjunction with Red Cross’s “Holiday Mail for Heroes” program. With the contest Natl. has agreed to donate a gift to the chapter or member who turns in the most cards. The chapter in turn will provide a gift to the unit or member that turns in the most cards. This can be started at any time. For further information there is a flyer and guidelines on the MOS website with the other handouts.
Slide 10 - New Bylaws
Last year a bylaw committee was formed consisting of: Jon Bird, John Gray, David Heiser and Allen Litchtenwalner. They revamped and restructured the existing bylaws of National MOS. Because of the new bylaws it now takes a simple majority vote of the National Governing board to move an issue. With this change National was able to pass a vote to bring Mark Hulse (an attorney with Area Counsel) on the National Governing Board.
Slide 11 - Group Ruling/Exemption Letter
National asked Mark Hulse to research the Federal filing requirements of National and the local chapters. Since National had an exemption letter its filing requirements were simple. Mark has determined that with a group ruling/exemption letter recognized chapters of MOS can be covered under the umbrella of the National 501c3. Local chapters not officially recognized are not covered under this umbrella. A group ruling is significant to therecognized chapters because it allows them to fundraise and report up to National. National in turn does the paperwork necessary for the IRS.
Slide 12 - Conclusion
In conclusion I would like to say that National MOS has been busy and continually moves forward. We would like to say thanks to all of you who have come here to join, participate and share in this training conference. It was designed with lectures to provide information for veterans and people that care about veteran’s issues. We hope you find it to be beneficial and fun. We also look forward to future conferences with you. So with that in mind, it gives me great pleasure to welcome all of you to MOS’s First Annual Training Conference.
Bio for Chris Stackfleth:
Chris Stackfleth is a Vietnam-era U.S. Navy veteran. He served on the USS E. Montgomery (FF-1082). He is an Endowment member of the National Rifle Association. He has been a member of MOS since 2010. He is currently serving as co-president of the Peachtree Patriots—Atlanta chapter. Chris has 26 years of service with the IRS.
He has worked in Jacksonville on the phones-11 years and management 8 years and since 2010 W&I Communications and Liason. He is Lead Photo-journalist and Webmaster. He and his wife Maureen just celebrated their 34th anniversary. They have one fur baby Sasha a Cairn terrier, who enjoys traveling with them. In his spare time, he volunteers for C.E.R.T. as a firearms/personal defense and home defense instructor in Lawrenceville, Ga.
Bio for David Heiser:
David Heiser is a medically retired Vietnam-era U.S. Navy veteran. He served on the USS Oklahoma City and the USS Blueridge. He is a life-time member of Disabled American Veterans and the American Legion and has been a member of MOS since May 2008. He has served as webmaster of the MOS website and the Facebook site and serves on the MOS national board as director of communications.
He is also a founding member of the Washington, DC chapter. David has 34 years of service with the Internal Revenue Service.
He has worked in W&I Media & Publications since 1987. He is a knowledge manager and SharePoint site collection administrator. He and his wife Edna have two grown children, two dogs and two cats. In his spare time away from MOS, he also works with wounded veteran programs in Montgomery County, Maryland.