Change, Opportunity, Execution! - NACo · OPPORTUNITY Exploring Bridge bundling opportunities for...
Transcript of Change, Opportunity, Execution! - NACo · OPPORTUNITY Exploring Bridge bundling opportunities for...
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Change, Opportunity, Execution!
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NACo FSC Vision & Mission
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Vision
Strengthen America’s Counties in fostering healthy, vibrant and safe communities
NACo NACo FSC
Mission
NACo unites America’ 3,069 county governments.
Deliver national value-added enterprise programs that offer Solutions and Savings to our Members and Partners.
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FSC Leadership
NACo FSC 3
Bill Jasien David F. Thompson •Executive Chairman
•Strategic Direction and Oversight
•Employee benefits programs
o Retirement and Healthcare
•Corporate outreach and expansion of public-private partnerships
• President and Managing Director
• Day-to-day operations
• Execution of programs
• Performance metrics
• USC, Nationwide to next level
• Launch MBS, Debt Set-off
• One new value-added program/year
Value-added enterprise programs that offer Solutions and Savings to our counties
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Synergistic Lines of Business
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Solutions
U.S. Communities
$1.72 billion In Sales
Financial
PFA
MBS
Debt Set Off
Healthcare
Consultant Engaged
- 14 million employees
covered
Retirement
Nationwide
$14.3 billion In Assets
Infrastructure
Scoping Options
- 230,000+ Bridges
managed
Marketing Synergies
Revenue Model
Transformational Innovations
Current Initiatives Future Opportunities
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Synergistic Lines of Business
NACo FSC 5
Solutions
U.S. Communities
$1.72 billion In Sales
Financial
PFA
eConnectDirect
Healthcare
Consultant Engaged
- 14 million employees
covered
Retirement
Defined Contribution (Nationwide)
$14.3 billion In Assets
Infrastructure
Scoping Options
- 230,000+ Bridges
managed
Marketing Synergies
Revenue Model
Transformational Innovations
Current Initiatives Future Opportunities
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U.S. Communities
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$150+ MILLION SAVED FOR LOCAL GOVTS. IN 2014
60,000 registered units of governments and
nonprofits
$1.83 Billion projected in goods and services sold in
2014 NACo FOUNDED AND SPONSORED NATIONAL
COOPERATIVE PURCHASING ALLIANCE
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U.S. Communities Savings per County
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* based on 2013 sales, estimated savings per county
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NACO PARTNERSHIP WITH 38 STATE ASSOCIATION. NATIONWIDE RETIREMENT SOLUTIONS IS ADMINISTER.
MORE THAN 345,000 COUNTY EMPLOYEES CURRENTLY ENROLLED
NACo Deferred Compensation
Longevity
1.5 million+ county employees have
participated over 34 years
Forward-Thinking
$14.3 billion saved to supplement
participants’ retirement
National Reach
3,000+ local governments helping
their employees retire
NACo FSC 8 Solutions Retirement Financial Healthcare Infrastructure
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NACo 457 Program Participation
Solutions Retirement Financial Healthcare Infrastructure NACo FSC 9
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Public Finance Authority: Financing Community and Economic Development
$2 billion financed in projects in 36 states since 2010
NACo FSC 10 Solutions Retirement Financial Healthcare Infrastructure
2014 Accomplishments: 2014 Projections:
27 transactions, $560MM issued
44 transactions,
$1.0 billion issued, by year end
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eConnectDirect: Real-time online investment platform
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Empowers Treasurers and Finance Directors to: • View broad array of fixed-income
securities • Efficiently trade • Maximize returns
NACo FSC role: • Educate users on this
transparent tool, in partnership with Multi-Bank Securities
Solutions Retirement Financial Healthcare Infrastructure
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Synergistic Lines of Business
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Solutions
U.S. Communities
$1.72 billion In Sales
Financial
PFA
eConnectDirect
Healthcare
Consultant Engaged
- 14 million employees
covered
Retirement
Defined Contribution (Nationwide)
$14.3 billion In Assets
Infrastructure
Scoping Options
- 230,000+ Bridges
managed
Marketing Synergies
Revenue Model
Transformational Innovations
Current Initiatives Future Opportunities
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Healthcare Environment
14+ million state and local employees are covered by employer’s healthcare plan
$153 billion spent annually by public
sector for employee healthcare
Shifting accountability from the employer to the
employee
OPPORTUNITY
Partnering with leading healthcare consultant to identify national business model:
Complement, NOT Compete.
NACo FSC 13 Solutions Retirement Financial Healthcare Infrastructure
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Healthcare Opportunities
Stop Loss Insurance
Telemedicine Services
Long-Term Care Insurance
Personal Lines Insurance
Medicare Retiree Health Benefits
Pre-Medicare Retiree Health Plan
Life Insurance
On-Site Clinic
Legal Services
Wellness Plan/Health Risk Assessment
Dental/Vision Insurance
Health Savings Account
Disability Insurance
Affinity Credit Card
Medical Plan for Active Employees
NACo FSC 14 Solutions Retirement Financial Healthcare Infrastructure
Low Revenue High Revenue
Hig
h N
eed
Lo
w N
eed
Identify products and programs that can be offered successfully to member county employees through a nationally contracted partner
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Infrastructure Opportunities
OPPORTUNITY
Exploring Bridge bundling opportunities for infrastructure cost efficiency
Counties build and maintain 45% of all public
roads
Counties are involved in 1/3 of the nation’s transit
and airport systems
Counties own 230,000+ bridges
45% HWY
+ +
NACo FSC 15 Solutions Retirement Financial Healthcare Infrastructure
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Aligned for Success
2,283 NACo Member Counties 75% of all U.S. counties
53 state county associations
FSC Value Added Financing Analytics Technology
Scale Experience
5 Lines of Solution-Oriented Business Solutions Retirement Financial
Healthcare Infrastructure
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NACo Resources CSI Exec Mgmt
Finance & Administration
Legislative Affairs
Public Affairs Research
Financial Services
NACo FSC
National and Business Partners
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Change, Opportunity, Execution!