Executive Director

Job Description

Job Description

WREA Executive Director Job Description

Office Administration:

·         accountable to the WREA Board of Directors

·         establish office hours in consultation with the WREA President

·         oversee the WREA office as outlined in the WREA Policy Handbook

·         negotiate contracts for equipment

·         review insurance requirements for the WREA

·         review all contracts on an annual basis

·         oversee the purchase of capital equipment

·         maintain confidentiality of membership records and other WREA business

·         respond to member requests and complaints

·         participate in Condo Association meetings and related Condo office issues

·         proficient in Word, Excel, Outlook, Power Point and Cloud based document receptacle

Staff Supervision:

·         abide by personnel policies approved by the WREA Board of Directors

·         employ and terminate office staff as outlined in the WREA Policy Handbook

·         supervise office staff

·         conduct annual staff reviews

Fiscal Management:

·   fiscally responsible to the WREA Board of Directors and the WREA Foundation Board of Trustees

·         oversee fiscal records, completion of Compilation Report, and the timely filing of all tax reports

·         work closely with the WREA’s banker, accountant and office staff in making financial decisions for
both the WREA and the WREA Foundation

·         oversee and assure compliance with adopted budget

·         make recommendations for financial adjustments as may be necessary

·         primary responsibility in facilitating both the WREA and the WREA Foundation annual compilation

Association Meetings and Goals:

·         develop a marketing plan for the association

·         assist in annual convention and delegate assembly planning

·         assist with meeting arrangements, agenda and program development for district meetings

WREA Board Activities and Committees:

·         assume a leadership role in working with the WREA President, the WREA Board of Directors and
Standing Committees to promote the WREA’s purpose, missions, goals and to implement policies
and programs

·         accountable to the WREA President and the WREA Board of Directors

·         collaborate with the Team R.I.S.E. Committee in recruiting, retaining and regaining members

·         assure agreements with member benefit partners are honored

·         assist in agenda preparations

·         assist committees in goal-making and review

·         work with the WREA Board of Directors to develop policy

·         responsible for membership records: posting of new members, dues payments and membership
status

Legislative Activity:

·         lobby and prepare legislative testimony for hearings and attend hearings as needed

·         register as a lobbyist for WREA

·         assure that the WREA has liaisons to critical organizations, advocacy groups and agencies with
common legislative interests

·         prepare legislative materials in coordination with the Legislative Committee

·         prepare legislative alerts on behalf of the Legislative Committee and the WREA Board of Directors

·         collaborate with the contracted WREA Lobbyist and the Legislative Committee to develop the survey
for each biennial session

·         oversee the development of biennial legislative goals and priorities

·         meet regularly with SAA Board of Directors to determine legislative priorities

Communication Activity:

·         oversee website updating

·         communicate pertinent information to members as needed

·         work in conjunction with member benefit partners on member communications

·         resolve member benefit complaints

·         develop resource materials as needed for association activities

·         oversee the production of all association printed and electronic materials

·         provide oversight and review of WREA communications and publications

·         assist with Leadership News, Red Apple Express, Green Apple Express, WREA News email blasts, and
campaigns

·         oversee the Retirement Seminars and distribution of promotional materials

Litigation (when involved):

·         oversee litigation as directed by the WREA Board of Directors

·         work with WREA attorney in the coordination and analysis of legal proceedings

Outreach Activity:

·         represent the WREA in all external matters

·         attend unit meetings as requested

·         provide information of interest to retired and prospective members

·         maintain relationships with other agencies, organizations and coalitions

·         monitor the Wisconsin Retirement System (WRS) and maintain contact with the Department of
Employee Trusts Funds (ETF) and the State of Wisconsin Investment Board (SWIB)

·         maintain relationships with state agencies and other public officials for the association

·         assist in tabulating convention and district meeting evaluations

Issues Analysis:

·         study issues pertaining to the WREA goals and purposes

·         initiate the development of organizational planning and activities regarding issues of critical interest
to the WREA including pension, education, health care reform and economic security

As an employee of WREA, the Executive Director will perform other duties as assigned by the WREA President or Board of Directors.

The Wisconsin Retired Educators’ Association (WREA) is a mission-driven membership organization dedicated to supporting Wisconsin educators before, during, and throughout retirement. WREA advocates for pension security, provides retirement-focused information and resources, and fosters a connected community for retired and future-retired educators. Through education, outreach, and public-policy advocacy, WREA helps ensure that educators have a strong voice and greater confidence in their financial future.

Company Description

The Wisconsin Retired Educators’ Association (WREA) is a mission-driven membership organization dedicated to supporting Wisconsin educators before, during, and throughout retirement. WREA advocates for pension security, provides retirement-focused information and resources, and fosters a connected community for retired and future-retired educators. Through education, outreach, and public-policy advocacy, WREA helps ensure that educators have a strong voice and greater confidence in their financial future.