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WELCOME MODERATOR ELECTS!

Thank you for serving your forums.

82% of members cited their forum experience as the #1 reason for continuing EO membership.

As leaders of your forum, you ensure that all members have a healthy, successful Forum experience.

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AGENDA

Intros and Goals for the Year

Ice Breaker

Forum Updates

LINKS - Reinvented - Stay Tuned
Key Exec Changes - Stay Tuned
Forum Tours

Additional Resources

Forum Workshops

Forum Health Survey

Your THEME for the Year

SAP Visits

Important Dates

Action Items

Closing

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Introduction to

Ed Drummond and Derek Oldham

Forum Co-Chairs

Ed Drummond

Forum Health

Derek Oldham

Forum Placement

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Forum Impact

Chapter Pulse Survey

Value rating of chapter

Primary reason for continuing EO membership

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Every forum uses the $500 credit towards bringing in an external educator.
All Moderator Elects attend Mod Summit in Vegas
Every forum is represented at Links
Every forum is represented at Forum Next Level
All Moderators feel supported in their role

Ed’s Goals for Health

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What does collaborative placement truly mean?

Do you have a recruiting person in your forum?

Forum Placement goals – I need your assistance

45 day placement of all new members

Launchpad - assist in smooth transition to forum

95% placement of all EO AZ

100% forum constitution by September 30th.

100% forum one pager on what you are looking for in a new member

Meet with each moderator that is looking for members by end of August

Connection between myself and the moderators is the key

Keep communication to a minimum – only when necessary

Derek's Goals for Placement

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What is one thing your best Moderator did that changed your EO experience?

COMMUNITY CHAT

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EOAZMod.com

Introducing the Moderator Linktree for resources

www.EOAZMod.com

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Upgrade their software annually either by attending FW or FNL once a year.

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EO Links 2.0 With Rico

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Pillar	Last cycle (2025–26)	This cycle (2026–27)
Signups open	Late Aug → Sept 24	Aug kickoff
Groupings finalized	Oct 6 (4 groups × 16–17)	By Sept 15
Dinners	Nov 5 – Nov 22	October 2026 — earlier, more time to relax before holidays
Link-group EO Talks	Mid–late January 2026	January 2027
Volunteer event	Not run	March or April 2027
Chapter EO Talks	April 28, 2026 @ Papago	Work with John Scott

EO Links 2.0 2026-2027 Schedule

Cycle calendar — last year vs. this year

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Designed to be run as a

full-chapter event.

Upskill, share, and connect
No cost
Chapter pays trainer's travel

Forum Next Level

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LINKS 2.0

Purpose – To create connections & fun experiences with other forums

We will be looking at Reinventing Links - Stay Tuned

Suggested dates on the calendar… Feel free to choose a different date/time

October TBD – 5–8pm – EO Talks
February 22^nd – 5–8pm – Dine Around

LINKS matches for this year… Won’t be the Same

Key Executive Program

Kicks off in August - Details to follow

In Person Forum Tours and Health Surveys -

We will be reaching out to your forums to meet with each group to get feedback and understand your needs as a group moving forward

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FORUM HEALTH SURVEY

A confidential way to gauge the overall health of your forum. Covering everything from retreat, to deep dives, to leadership.

90% of forums reported a better experience after taking a forum health survey!

Let’s take 10 minutes to send out a forum health survey to your forum.

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If you were to bring in a external educator tomorrow, what would they present on to get your forum to the next level?

COMMUNITY CHAT

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FORUM WORKSHOPS

Forum Core Content is for newer forums to uplevel your forum skills, mindset, and practices

Forum Leadership Workshops are for high functioning forums to grow their leadership skills

Cost:

$750 virtual
$1,500 in-person + travel

EO AZ Reimbursement:

$500
$1,500 for newly formed forums (<24 months)

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FORUM WORKSHOPS – CORE CONTENT

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FORUM WORKSHOPS – LEADERSHIP

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CONSIDER YOUR THEME

As moderator, you have the opportunity to improve your forum.

At your tables, let’s take 10-15 minutes to discuss the following:

What change(s) do I want to lead my Forum toward in my Moderator role?
What about this vision for my Forum excites and energizes me?
How I will inspire my Forum during my year as Moderator?
What specific actions am I considering to move my forum toward?
Share experiences from previous moderator roles

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PLEASE REMEMBER YOUR SAP VISITS

EO Strategic Alliance Partners (SAPs) provide us with the budget for our EO experience. Please schedule your forum visits.

Platinum SAPs

Silverhawk Financial – Joe Laux
Quarles & Brady – Jeff Gardner
Next Level Growth - Landon Kirk

Please Consider other Sponsors to Present at your Forums

QR Code For SAP Contacts and 3 Subject Matter Topics

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COMMUNICATION IS IN WHATSAPP

Goal is to streamline chapter communications into a WhatsApp community, and provide specific sub-groups (Moderator, SLP, etc).

You will all be invited to a 2026/2027 Moderator group.

There are also groups for Key Exec & SLP Moderators.

Please spread the word to your Forums!

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IMPORTANT DATES

Moderator Dinners – 5:30pm – 8 pm @ The Gladly

Required by moderator or a substitute forum member

Wednesday, August 26th
Wednesday, November 11th
Thursday, February 4th
Wednesday, April 12th

Forum Training – All Day @ TBD

September 15th and 16th
January 19th, 20th, and 21st
April 6th and 7th

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IMPORTANT DATES CONT…

Moderator Training – December 8th, 9th, 10th

Forum Next Level– 9am–4pm

October or November TBD

LINKS 2.0 with Rico Rodriguez – SIGN UP NOW!

October - Links Dining Event
February - EO Talks

Moderator Summit - We will provide the sign up as soon as we have it!

January 2027 in Las Vegas

Be sure to sign up early as it will sell out

$500 room credit for your Mod-Elect to attend

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ACTION ITEMS

Mark your calendar for important dates!
Send out Forum health survey & review with your Forum
Review, revise & re-sign Forum Constitution
Lean into your theme for this year. Make it matter.
Schedule your Platinum SAP visits
Level-up with a Forum workshop – EO AZ reimburses a portion of costs!
Spread the word to your Forums about LINKS, Key Person Workshop, Breaking Barriers and Forum Next Level

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ANY QUESTIONS OR CONCERNS?

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THANK YOU!!!

Call or email Us anytime!