Botanical society of america annual reports, 2003 Officers A. President (Scott Russell) Botanical Society Of America

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Investment income from the BSA Endowment is reinvested for maximum growth. Meetings income is used for meeting development. Neither of these income sources are used for the regular Society operating budget.

Expenses – Development of the new BSA web site cost nearly twice ($22,167.50) the budget guesstimate ($12,500), but having established the fundamentals, development will proceed at a somewhat lesser cost. Several expenses were considerably less than expected (executive director relocation costs - $6,515 under, executive director travel - $12,578 under, AJB production costs - $140,619 under). Presently the Society has incurred only $438,974.53 in expenses through nearly three quarters of an $880,000 budget, so a significant surplus is expected.

4. Business Office/Executive Director

As a result of hiring Bill Dahl as Executive Director, and his rapid engagement in Society business, the reestablishment of the Business Office at Missouri Botanical Garden, and the hiring of Wanda Loven, all the routine daily business affairs have shifted from the Treasurer to the Business Office, much to the Treasurer’s great relief. Both the initiation of e-commerce and the shifting of BSA’s state of incorporation from Connecticut to Missouri were beyond my capabilities, and I commend Bill and Wanda for successfully completing these efforts. These were no small tasks.

5. Proposed Budget for Fiscal Year 2003-2004.

The proposed budget reflects projections based upon revenue trends, pricing strategies for institutional memberships, and realistic estimates of known and anticipated costs. With a stable personnel situation and realistic estimates for running the business office at MBG, less guess work was needed. Some anticipated expense will be involved with the occupation of new office space at MBG. The biggest single cost for the Society, production of the American Journal of Botany, continues to decline as more members opt for the e-version rather than the hard-copy (dead-tree) version, however, new expensese have been incurred from electronic publishing, adopting online manuscript submission/review software, shifting the web page from a volunteer to a commercial basis, and e-commerce. The proposed budget reflects these new realities, and for the first time in Society history, a budget in excess of one million dollars is proposed.

The proposed budget is based upon anticipated revenues of $1,090,667 and expenses of $1,059,979, which would generate a 3% surplus. This budget has considerable flexibility to respond should expenses or revenues change dramatically, which is to say if revenues fail to meet projections, discretionary expenses can be reduced accordingly. Neither investment income or funds associated with the annual meetings contribute to this budget as any revenues generated are reinvested or used for future development.

6. Fund Raising

New development efforts are necessary if BSA is to develop a more outward, interactive professional presence. While revenues are sufficient for the operational budget, outreach and cooperative efforts will require growth of the endowment and eventual use of monies generated by this fund. Members must consider the role of research awards and other initiatives in attracting and developing a new generation of loyal members. Growth of the BSA endowment fund through new gifts is critical and essential to these efforts and the continued fiscal health of the Society. Past presidents of the BSA have contributed over $13,000 to the endowment in the initial phase of a fund-raising drive, so all other past officers have a clue to what is coming. The Society received over $9000 in other gifts from current members. Senior members with deep pockets are encouraged to consider having their wills include a major gift to promote their profession’s future.

7. Allocation of Funds to Sections

Using a new allocation formula, each section shall receive an annual allocation of either $1,150 or $400 depending upon their active participation in the previous year’s annual meeting (essentially 1 full contributed paper session or symposium). To receive this allocation each section also must be represented at the annual BSA Council meeting and file a report on the section’s activities. Unused portions of the allocation may be kept for future use up to an amount equal to no more than two years’ allocations. This will result in an increase in the total allocation to support the Sections’ activities by about 10%. A web page is being developed for sectional officers to access a quarterly report on available funds in their allocation, cash, and special endowment accounts.

As before use of these funds requires authorization of a sectional officer aking the request to the Treasurer. Reimbursements requires documentation of receipts, although payment requests may be e-mailed and documentation sent by later mail.

Respectfully submitted,

Joseph E. Armstrong, Treasurer

23 July 2003

F. Program Director (Jeff Osborn)*

Annual Report – 2002-2003


Presented at the Botanical Society of America Council Meeting

July 27, 2003 • Mobile, Alabama

General Planning for Botany 2003

I worked closely with the BSA Meeting Manager, Johanne Stogran, on an array of planning issues.

Planning Visit for Botany 2003

In early Fall 2002, I attended a planning visit at the site of the Botany 2003 conference in Mobile, Alabama. The meeting was very useful for planning Society functions, viewing potential meeting sites, and for meeting with the BSA Local Representative, Brian Axsmith, as well as with the program chairs and local representatives from other participating societies. We visited the Mobile Convention Center, Adam’s Mark Hotel, and a variety of local botanical and scientific sites. The site visit was coordinated by the BSA Meeting Manager, Johanne Stogran.

Coordination of the Scientific Program for Botany 2003

Communication with Program Chairs and Symposium Organizers. The BSA Program Director coordinates the scientific program with the help of the sectional/participating society Program Chairs. The symposium organizers plan the sequence of presentations within their own symposia and then forward the symposia programs to the sponsoring sections for scheduling. To coordinate these activities, the sectional/society Program Chairs and the symposium organizers were sent several mailings that provided detailed instructions and a timeline for preparation and submission of their programs.

Call for Symposia. The “Call for Symposia” for Botany 2003 was distributed in the BSA-wide Spring 2002 mailing and posted on the Botany 2003 web site. The deadlines for submissions were early-July and mid-September, 2002. Proposals were submitted on-line using the electronic submission form. Symposium proposals were forwarded to sectional officials for approval of sponsorship.

Call for Papers. The “Call for Papers” for Botany 2003 was distributed in the BSA-wide Fall 2002 mailing and posted on the Botany 2003 web site. The “Call” was also sent to the Program Chairs of participating societies for their use. The deadline for submissions of abstracts was April 1, 2003, and this was extended until mid-April.

Electronic Submission of Abstracts. The electronic submission process worked very well again in 2003, and all abstract submissions for Botany 2003 were made on-line. In part because of the Society’s transition to a new Business Office and a new Executive Director, a new abstract site was developed and implemented. I worked closely with the BSA Executive Director, and two web programmers to develop the site. The site includes all of the functionality that we have previously had, as well as some new features (e.g., all relevant program information is now included with each abstract, program details are available to browsed by relevant categories). Moreover, additional enhancements are planned for the future.

Abstract Volume. The abstracts for Botany 2003 will be printed in a separate volume and included in the registration binder along with the final Program, which will be distributed on-site at the conference. This will be the third year that the Abstracts have published in this way, and not as a supplement to the American Journal of Botany. Moving the abstracts out of the AJB is one reason that the deadline was able to be pushed back. I worked closely with BSA Meetings Manager, Johanne Stogran, on the design and layout work for the volume, as well as the proofing. There will be 428 abstracts published in the volume; however, these do not represent all conference presentations (see ‘Summary Information’ below).

Final Program. The deadline for submission of sectional/participating society programs was late April 2002 (extended to mid-May). The Program Chairs deserve much credit for organizing and submitting their programs. The sectional/society programs, as well as all BSA-wide and conference-wide functions were organized into a comprehensive, conference-wide format. Session information was then submitted to the BSA Meeting Manager, Johanne Stogran, for room assignments. I then worked with Johanne on the design, layout, and proofing for the final Program.

News Coverage. The news divisions of four national periodicals, Science magazine, TheScientist, and Science News were contacted with information about Botany 2003 and an inquiry about obtaining news coverage. At this date, reporters from Science News will be attending. A press release about Botany 2003 was also prepared for distribution to local and regional news outlets.

The Scientific Program for Botany 2003

All BSA disciplinary Sections have some function(s) scheduled at Botany 2003 except for the Mycological and Phycological Section. However, the Phycological Section did receive a limited number of abstracts and it was decided that these be transferred to other Sections. Detailed schedules for the sectional programs are presented in the final Program, and summary information for the number of presentations and sessions for the entire conference is presented below.

Total number of presentations 479

Talks 381

Contributed papers 332

Symposium presentations 45

Special lectures and addresses 4

Posters 98

Regular submissions 98

Recent Topics 18

Discussion Sessions 3

Total number of sessions 45

Contributed Papers 34

Symposia / Colloquia 6

Special Lectures 2

Posters 1

Discussion Sessions 3

The Forum Program for Botany 2003

The BOTANY 2002 conference held in Madison, Wisconsin included the inaugural education/outreach Forum. Approximately 1,000 plant biologists attended the overall conference, and 300 of these traveled to Madison early to attend the Forum. Attendees completed evaluation forms of the Forum program and found it to be a valuable and refreshing addition to annual conference. The Program Committee was also delighted with the Forum program and the enthusiastic response of the attendees. Therefore, BOTANY 2003 includes the second Forum, in what is planned to become an annual event.

This year’s Forum begins on Friday evening, July 25, with early registration and a welcoming reception. The main Forum program occurs on Saturday, July 26, with a Keynote Address by Dr. Bruce Alberts, President of the National Academy of Sciences, titled “Science Education and the National Science Education Standards: The Challenges Ahead,” and 14 one-hour sessions, including two on funding opportunities available at the National Science Foundation (NSF). The individual sessions are grouped within six topical themes, or ‘threads,’ that span the Forum program, and these have been scheduled such that those from the same thematic thread don’t overlap at the same time slot. A range of topics will be addressed in interactive panel and roundtable discussions, breakout groups, as well as informational sessions.

On Sunday, July 27, the Forum is formally linked to the annual scientific meeting via workshops and field trips, for which attendees register separately. Eight hands-on workshops are available as two-hour, half-day, and full-day events. One workshop is sponsored by the Deep Gene Research Coordination Network and is free to registrants.

Although the principal focus of the Forum is undergraduate education and related outreach, K-12 teachers have been encouraged and have the opportunity to participate, and several hands-on workshops are targeted for K-12 educators.

The Forum is sponsored in part by the National Science Foundation (NSF), the Deep Gene Research Coordination Network Project Kaleidoscope (PKAL), and the Council on Undergraduate Research (CUR), and their support is greatly appreciated.

Future Annual Meetings

2004 – Snowbird, Utah. Botany 2004 will held at the Snowbird Conference Center in Snowbird, Utah from July 31 to August 5, 2004. In addition to the BSA, other societies participating in the conference will include: the American Byrological and Lichenological Society (ABLS), the American Fern Society (AFS), and the American Society of Plant Taxonomists (ASPT). The theme for the conference is “Alpine Diversity: Adapted to the Peaks” and a logo has already been designed. In addition, Dr. Rita Colwell, Director of the National Science Foundation, has accepted our invitation to deliver the Plenary Address.

Calls. The “Call for Symposia,” “Call for Workshops,” and “Call for Field Trips” for the 2004 Annual Meeting were distributed in the BSA-wide Spring 2003 mailing and posted on the Botany 2004 web site. Copies of these “Calls” were also sent to the Program Chairs of participating societies. Deadlines for submissions of on-line proposals are as follows: Symposia (July 15, 2003 for the Paleobotancial and Systematics Sections, and September 15, 2003 for all other Sections); Workshops and Field Trips: (October 15, 2003). The “Call for Papers” will be distributed in the BSA-wide Fall 2003 mailing, as well as posted on the web site.

2005 – Austin, Texas. Botany 2005 will be held in Austin, TX from August 13 to 19, 2005. The Hilton Austin Hotel will be primary conference site. 2005 is also the year of the next International Botanical Congress (IBC), and this may affect our annual meeting registration nos.

2006 – Location not yet finalized. This is the BSA’s Centennial year, and we were initially planning on holding the conference at one of the Society’s founding institutions. However, these turned out to be cost prohibitive. We are now thinking about St. Louis as a possible site, as this is the new home for our Business Office. In addition, special programming will be included in the conference to celebrate the Society’s 100 years, and we will be inviting a number of other affiliated and ‘offspring’ societies to meet with us. Besides the regular Program Committee, the BSA has established an ad hoc Centenary Committee; this Committee will need to work closely the Program Committee on several key issues.

2007 – Site not yet determined, but we may have a parallel meeting with the American Society of Plant Biologists.

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