envisioning and creating a unified specialty coffee member...
TRANSCRIPT
1
SCAE Chapter Update on Unification
March 1, 2016
Table of Contents
2
Where We Started 3
The Journey to Unification 6
The Unified Association 8
Member benefits 14
What happens now?
Where We Started
3
97%
3%
94%
6%
Positive Negative
Currently
SCAA Members SCAE Members
Outlook on the industry is positive in general, both currently
and for the future.
State of Speciality Coffee Industry
94%
6%
96%
4%
Positive Negative
Future Outlook
SCAA Members SCAE Members
4
More than 90% are optimistic or hopeful regarding the
possibility of a unified, global organization.
69%
23%
0%
8%
38% 42%
8% 13%
55%
45%
0% 0%
53%
34%
6% 7%
Optimistic Hopeful Pessimistic Not Sure
SCAA Board SCAA Members SCAE Board SCAE Members
Outlook on Unified Organization
5
The journey to Unification
6
7
JUN
‘15 AUG
‘15
SEP
‘15
NOV
‘15
JAN
‘16
MAY
‘16
‘Collaboration’
Talk @ Re:co
World of Coffee
Gothenburg
SCAE & SCAA
appoint external
advisors
SCAE & SCAA
member
communications
SCAE & SCAA
member
survey input
SCAE & SCAA
boards approve
unification
proposal
SCAE & SCAA
members vote to
support unification
APR/
MAY
‘16
SCAE Member
and Chapter Q&A
Forums
The Unified Association
8
Vision
Together we will be an effective,
dynamic, and authentic
organization that gives voice and
substance to the possibilities for
speciality coffee worldwide.
SCAA+SCAE Combined Association Brand Framework
9
Mission
To engage, inspire and expand a
sustainable global speciality coffee
community through shared values
and core commitments.
SCAA+SCAE Combined Association Brand Framework
10
Core Commitments Global/Local Reach
Community Involvement
Support Volunteers and Chapters
Standards, Research and Education
Value Chain Sustainability
Growth in the Speciality Coffee Industry
Personal Relevancy
One Member One Vote
SCAA+SCAE Combined Association Brand Framework
11
• Global Voice • Movement Based • Desirability • Strong Vision • Growth Advantages • Scale Service Lines • Flexible/Adaptive Structure, Tax, Legal • Minimizes Tax Liability • Physical and Virtual Presence
• Language Barriers • Operationalize Transition; Avoid Bureaucracy • Cultural Integration • Clarify Link of Value Chain Benefit to Consumer
• Leverages Staff Strengths • Cross-Functional, Collaborative, Non-
Hierarchical • Minimizes Disruption • Member Benefit Based • Avoids Optics of Takeover • Preserves Cultures • European & US Balance • Governance Controls • Community & Guild Focused
• Detailed Budgets and Time to Implement
Benefits and Challenges Associated with Unification
Combined revenues of $15 million USD
Tax exempt status
No debt, limited liabilities
Financial metrics and ratios reflect best
practices to deliver member value
A financially strong, unified business plan delivers member value.
13
Legal Entity
HQ – Global Operations
Centre
Global
Education Research Sustainability Events Advocacy &
Leadership
Operations Centre
Membership Community (Guilds, Local Chapter Communities, Virtual Platforms)
Global Member Value Centre
15
The balance has been provided in three
aspects:
① Between the two Boards; Equal membership
② Between the two executive teams
③ Between the Board and the Executive
(Governance)
Balance is built-in for an initial integration
period.
This structure is guaranteed for the initial
period of 5 years.
SCAE SCAA Balance
16
Member Benefits
17
MEMBER CENTRIC UNIFIED
ASSOCIATION
Decentralised to foster representation, inclusivity, collaboration, and communications
MEMBER
inte
ractio
n
GLOBAL
ACTIVITY PLATFORMS Education EU
Sustainability US
Events US
Research US
Membership EU
Marketing EU
SPECIALISED
MEMBER ACTIVITIES
& COMMUNITES Guilds
Trainers (ASTs)
Competitions
Committees
MEMBER
MEMBER
NETWORK Local – Chapters Global – Virtual
Pooled vs.
competing resources
Global members = greater resources
Enhanced sourcing of
funding
Enhanced efficiency
Enhanced advocacy
20
MEMBER
BENEFITS
Increased Community
More events Globally
More events Locally
Global guilds acting locally
Member-centric
research
Enhanced Virtual
connectivity
Global Standards
Global Sustain-
ability focus
Nurturing leadership
21
BARISTA
22
ROASTER
Increased Community
More events Globally
More events Locally
Global guilds acting locally
Member-centric
research
Enhanced Virtual
connectivity
Global Standards
Global Sustain-
ability focus
Nurturing leadership
Access to Sales Market
Access to Global
Traders
Access to Global
Farmers
Global Trends
Supply chain
sustainability
One Global System
Global Technical standards
Equivalency Jan 2017
Improved Quality Control
Improved content
Enhanced Professional Status as AST/SLI
Global Trainer Forums
Enhanced brand Equity
Increased training content
23
TRAINERS
ASTs/SLIs
Larger industry
Global Consumer
trends
Access to Innovation
Global Education Platform
Networking
Brand recognition
Access to Talent
24
RETAILER
25
Larger industry
Growth in new
markets
New equipment potential
Innovation Networking
Brand recognition
Sponsorship opportunity
globally and locally
MACHINE MANUFACTURER
26
Producer voice in the
industry
Greater global
access to buyers
Industry growth
Enhanced digital
connectivity
Global standards
More producer focused events
Greater access to research
PRODUCER
What happens now?
27
IN FAVOUR of the Unification?
membership with SCAE be transferred to the Unified Global Coffee Association
and
authorise any director of the Board of SCAE to agree and execute any necessary
forms on your behalf to implement such membership transfer.
Please complete it electronically www.scae.com/unification by no later than 17 May 2016
23:59 GMT+1.
COMPLETE CONSENT FORM
28
To be represented at the Extraordinary General Meeting (EGM) by SCAE
President Mr. Paul Stack or any other person who you appoint and you know
will be present at EGM which will take place at 12pm on Monday, 23rd May
2016 at the Hilton Hotel, Paddington, London, United Kingdom.
You can complete both electronically at www.scae.com/unification by no later
than 17 May 2016 23:59 GMT+1.
COMPLETE PROXY FORM
29
30
scae.com/ unification
scaa.org/ unification