Volunteer Manual Final HOD May 2 : simplebooklet.com

With Gratitude and Purpose: A Letter to Our Members and Volunteer Leaders This is what happens when members speak—and leadership truly listens. What began as a series of questions grew into something far more powerful: a shared commitment to clarity, connection, and collective leadership. On behalf of the Leadership Committee, 2024–2025 IDA President Dr. Lisa Conard, and myself, I’m honored to present the IDA Volunteer Resource Manual—a living guide built by members, for members. Whether you offered insights through a survey, raised a question in a meeting, or simply shared your experience in passing, you helped shape this resource. Every voice mattered. Every contribution counted. And together, we built something that will empower future leaders to step forward with confidence. This manual is more than a reference—it’s a reflection of who we are when we lean in, link arms, and move forward with purpose. As Dr. Conard has reminded us throughout her presidency: We are stronger together. This resource is proof. The true catalyst for this project dates back to 2023, during the presidency of Dr. Tom Blake. Unafraid to ask questions—and just as willing to say, “I don’t know, but I’ll find out”—Dr. Blake initiated a survey that assessed the needs of IDA’s volunteer leaders. What emerged from that effort was a clear picture: while passion and commitment were abundant, too many volunteers felt uncertain about their roles and lacked access to clear, practical information. His leadership reminded us that “you don’t know until you know”—and to know, someone must ask, or the organization must provide. That moment sparked a cultural shift. We stopped assuming everyone had read the bylaws or knew how to navigate the intricate process of change—from idea to resolution, from motion to policy, from concern to reform. What followed was a year of honest questions, open dialogue, and remarkable collaboration. When Dr. Conard assumed the presidency in 2024, she acted decisively on what had been uncovered—commissioning this manual not as a top-down directive, but as a grassroots, member-built resource shaped by those who serve. This guide is a tangible result of that vision: a collaborative, evolving reference written by volunteers, for volunteers. It offers defined roles, time commitments, expectations, and procedures in clear, accessible language. It aims to remove barriers to involvement and empower our members to lead effectively—whether representing Indiana nationally, shaping legislation locally, launching a clinic for underserved youth, or serving quietly but powerfully behind the scenes. We recognize that even with bylaws and policies, what our volunteers need most is real-world context and guidance. This manual offers just that. And because service and learning are continuous, we’ve included a QR code to submit feedback or suggest additions. This is your resource—and it will grow with your input. Thank you to every member who filled out a survey, joined a conversation, asked a question, or raised your hand to help. The IDA Volunteer Manual is not just a document—it’s a symbol of what happens when leadership listens, and when members lead. You don’t know—until you know. And now that we do, we are stronger than ever—because we are working together. With sincere gratitude, Andrea New Director of Volunteer Engagement Indiana Dental Association 205.2025

Page 3

Table of Contents Introduction……………………………………………………………………………………………..1-6 • Feed Back Form – Page 3• Tripartite Structure – Page 4• Strategic Plan – Page 5Section 1: Leadership and the IDA Board of Trustees …………………………………………7-15 Elected and Appointed Positions • Board of Trustees……………………………………………………………………………………………………….8-11 Duties, Composition, Election Process, Tenure, Powers and Authority, Time Commitment, Events, Budget and Additional Considerations • Individual Trustees……………………………………………………………………………12 - 15 Duties, Eligibility, Election Process, Tenure, Powers and Authority Time Commitment, Events, Budget and Additional Considerations • Handling Complaints: Current Policy……………………………………………………..15 Section 2: Elected Positions…………………………………………………………………………14-20 • Elected PositionsOverview, Eligibility, Process, Tenure, Installation, Vacancies,……………..14-17 • Summary of Elective Positions………………………………………………………….....18-20 Responsibilities and Time Commitment for the, President, President-Elect, Vice-President, Vice President-Elect, Immediate Past President, Speaker of the House, Vice-Speaker Of the House Section 2.2: Elected Positions in Detail • President ………………………………………………………………….………………….. 21-25 • President-Elect ………………………………………………………………………………..26-28 • Vice-President …………………………………………………………………………………29-32 • Vice-President Elect ………………………………………………………………………….33-35 • Immediate Past-President …………………………………………………………………..36-38

Page 4

• Speaker of the House ………………………………………………………………………..39-41 • Vice-Speaker of the House ………………………………………………………………….42-46 • Officer Meeting/Event Callendar 2025……………………………………………………..47-59 Section 3: Appointed Positions……………………………………………………………………..48-59 Overview ...............................………………………………………………………..48-50 Section 3.1: Appointed Positions in Detail • Treasurer ……………………………………………………………………………………….51-53 • Editor of the Journal …………………………………………………………………………54-56 • Executive Director ……………………………………………………………………………57-59 Section 4: Committees and Subcommittees………………………………………………………60-88 • Roles and Responsibilities………………………………………………………………….61-63 • Staff as Assigned to Committees/Subcommittees……………………………………...64 • Committees Visual Overview………………………………………………………………..65-68 Standing Committees: • Communications Committee ……………………………………………………………….69 • Finance Committee …………………………………………………………………………..70 • Governmental Affairs Committee ………………………………………………………….71 o IDPAC…………………………………………………………………………………...72• Leadership Committee ………………………………………………………………………73 • Professional Development Committee …………………………………………………...74 • Dental Practice Committee …………………………………………………………………75 • Dental Public Health Committee …………………………………………………………..76 • Member Insurance Committee……………………………………………………………...77 • Membership Committee ……………………………………………………………………..78 Committee Chairs: • At a glance……………………………………………………………………………………...79 • Expectations and Responsibilities…………………………………………………………80-81 • Templateso Agendas, Board and House Reports……………………………………………...82-88 Section 5: Special Taskforces and Programs

Page 5

• Task force Member Expectations and Responsibilities………………………………..89-91 Section 6: Board Training PowerPoint……………………………………………………………..92-117 Section 7: Rosters……………………………………………………………………………………...118- • Leadership 2024-2025………………………………………………………………………...119 • Trustees…………………………………………………………………………………………120• Committee Chairs/Subcommittees………………………………………………………...121-122 • Staff………………………………………………………………………………………………123Section 8: Standing Rules of the House of Delegates…………………………………………..124-135 • Motions Guide………………………………………………………………………………….136-138 Section 9: Current IDA House Policies 2024-2025……………………………………………….139-149 Section 10: IDA Constitution, Bylaws, and Articles of Incorporation………………………...150-174 Section 11: Policies for IDA Staff……………………………………………………………………175-199 • Additional IDA Internal Policies for Staff and Leadership/Trustees/Chairs…….…..201-210 Section 12: Additional Resources• Delegates to the IDA and ADA House of Delegates

Page 6

Page 7

Page 8

Page 9

Page 10

Page 11

Indiana Dental Association, IDA Volunteer Manual: Electedand Appointed Positions (Section1: Board of Trustees) IDA BOARD OF TRUSTEESExpectations/Responsibilities/Powers and Duties of the Elected and Appointed IDA Governance Roles: OVERVIEW: The Board of Trustees serves as the administrative body of the Indiana Dental Association (IDA), overseeing the governance, policy implementation, and strategic planning of the Association. It ensures alignment with the IDA’s mission, values, and strategic goals. Specific Duties of the IDA Board of Trustee 1. Governance and Policy Oversight:o Implements and monitors policies approved by the House of Delegates.o Oversees the Association’s governance framework, ensuring compliance with theConstitution and Bylaws (Source: IDA Constitution and Bylaws May 2024).2. Strategic Planning:o Develops and monitors the IDA’s strategic plan to guide the Association’s activitiesand initiatives.o Evaluates progress on strategic goals and adjusts priorities as needed (Source: IDAPresentation for Training with Chairs Handouts September 2024).3. Financial Management:o Prepares and approves the Association’s annual budget in collaboration with theTreasurer and Finance Committee.o Reviews monthly financial reports and ensures fiscal responsibility across all IDAoperations (Source: IDA Constitution and Bylaws May 2024).4. Property and Resource Oversight:o Maintains and supervises all property and assets owned or operated by the IDA.o Ensures the Association’s resources are used effectively to support its mission(Source: IDA Constitution and Bylaws May 2024).5. Appointment and Employment:o Appoints key officers, including the Treasurer, Editor of the Journal, and ExecutiveDirector.o Evaluates the performance of the Executive Director and other appointees (Source:IDA Constitution and Bylaws May 2024).6. Committee and Program Supervision:o Reviews annual reports from all committees and recommends actions to the Houseof Delegates.805.2025

Page 12

o Evaluates committee effectiveness every three years and proposes changes to theHouse as necessary.7. ADA Representation:o Oversees the selection and activities of IDA’s delegation to the American DentalAssociation (ADA) House of Delegates (Source: IDA Constitution and Bylaws May2024).Composition: 1. Membership:o One Trustee from each Trustee District, one at-large New Dentist Trustee (inpractice for 10 years or less), and one Student Trustee (non-voting member)(Source: IDA Constitution and Bylaws May 2024).2. Leadership:o The President of the IDA presides over meetings and votes in case of a tie.o Advisory members include remaining officers of the Association (Source: IDAConstitution and Bylaws May 2024).3. Qualifications:o Trustees must be Active, Life, Student, or Retired Members in good standing.o If a Trustee no longer meets eligibility criteria, the position is declared vacant andfilled by the Trustee District until the next election (Source: IDA Constitution andBylaws May 2024).Election Process: 1. Nomination:o Trustees are nominated through their respective Trustee Districts (Source: IDAConstitution and Bylaws May 2024).2. Election:o Trustees are elected by their districts and serve as representatives of their members(Source: IDA Constitution and Bylaws May 2024).Tenure: 1. Term Length:o Trustees serve three-year terms, with a maximum of three consecutive terms.Partial terms do not count toward the term limit (Source: IDA Constitution andBylaws May 2024).2. Student Trustee:o The Student Trustee serves a one-year term and is a non-voting member (Source:IDA Constitution and Bylaws May 2024).905.2025

Page 13

Powers and Authority: 1. Legislative Authority:o Assumes legislative powers of the House of Delegates during extraordinaryemergencies, for interim periods between annual sessions (Source: IDAConstitution and Bylaws May 2024).2. Strategic Oversight:o Directs the strategic initiatives of the Association to align with its mission andpriorities (Source: IDA Presentation for Training with Chairs Handouts September2024).3. Financial Oversight:o Monitors all financial matters, ensuring appropriate allocation of resources andadherence to budgets (Source: IDA Constitution and Bylaws May 2024).4. Committee and Program Evaluation:o Oversees the creation, continuation, or discontinuation of committees andprograms to ensure efficiency and relevance.Time Commitment: • Quarterly Commitment:o Regular attendance at quarterly Board meetings, typically lasting 4–6 hours.o Preparation time includes reviewing materials and reports prior to meetings(Source: IDA Officer Duties Document).• Annual Commitment:o Participation in House of Delegates sessions, strategic planning retreats, andadditional meetings as required (Source: IDA Constitution and Bylaws May 2024).Events Required to Attend: 1. Board of Trustees Meetings:o Held quarterly to discuss operations, finances, and strategic planning.o Additional meetings may be called for urgent matters (Source: IDA Constitution andBylaws May 2024).2. Annual Meetings:o House of Delegates session (May).o Midwest Dental Assembly (MDA) (Source: IDA Constitution and Bylaws May 2024).3. Special Meetings and Retreats:o Strategic planning sessions or retreats as determined by the Board or President(Source: IDA Officer Duties Document).1005.2025

Page 14

Page 15

IDA TRUSTEEExpectations/Responsibilities/Powers and Duties of the Elected IDA Governance Roles: OVERVIEW: The Trustee is a critical representative role within the Indiana Dental Association (IDA), serving as a voting member of the Board of Trustees. Trustees represent their respective districts, provide governance oversight, and help shape the strategic direction of the Association. Specific Duties of the IDA Trustee 1. District Representation:o Represents the interests and concerns of members in their Trustee District.o Serves as a conduit for communication between the Association and districtmembers (Source: IDA Constitution and Bylaws May 2024).2. Governance Role:o Actively participates in Board of Trustees meetings and decision-making processes.o Votes on matters related to policy, governance, budget, and strategic initiatives(Source: IDA Constitution and Bylaws May 2024).3. Strategic Planning:o Contributes to the development and monitoring of the Association’s strategic plan.o Provides input on policies and initiatives to advance the Association’s mission andgoals (Source: IDA Presentation for Training with Chairs Handouts September 2024).4. Committee Engagement:o Reviews committee reports and provides guidance or recommendations to theBoard.o Evaluates the effectiveness of committees within their purview.5. Financial Oversight:o Assists in reviewing and approving the annual budget and financial reports.o Ensures proper stewardship of the Association’s financial resources (Source: IDAConstitution and Bylaws May 2024).Eligibility Requirements: • Must be an Active, Life, or Retired Member in good standing of the IDA.• Trustees must reside or practice in the district they represent (Source: IDA Constitution andBylaws May 2024).1205.2025

Page 16

Election Process: 1. Nomination:o Trustees are nominated by members within their respective Trustee Districts(Source: IDA Constitution and Bylaws May 2024).2. Election:o Trustees are elected by the members of their district and serve as theirrepresentatives on the Board (Source: IDA Constitution and Bylaws May 2024).Tenure: 1. Term Length:o Trustees serve three-year terms and may serve a maximum of three consecutiveterms.o Partial terms do not count toward the term limit (Source: IDA Constitution andBylaws May 2024).2. Student Trustee:o The Student Trustee serves a one-year term and is a non-voting member (Source:IDA Constitution and Bylaws May 2024).Powers and Authority: 1. Legislative Role:o Votes on Association policies, initiatives, and strategic priorities.o Has a voice in decisions that guide the operations of the IDA (Source: IDAConstitution and Bylaws May 2024).2. District Liaison:o Communicates Board decisions and initiatives back to district members.o Brings concerns or feedback from district members to the Board (Source: IDAConstitution and Bylaws May 2024).3. Financial Accountability:o Monitors financial activities, including budget and investment reviews, to ensurefiscal responsibility (Source: IDA Constitution and Bylaws May 2024).Time Commitment: • Quarterly Commitment:o Attends Board of Trustees meetings, typically held four times a year, each lasting 4–6 hours.o Prepares for meetings by reviewing materials and reports (Source: IDA OfficerDuties Document).• Annual Commitment:1305.2025

Page 17

o Participates in House of Delegates sessions, strategic planning retreats, andadditional meetings as required (Source: IDA Constitution and Bylaws May 2024).Events Required to Attend: 1. Board of Trustees Meetings:o Discusses and votes on key governance, policy, and operational matters.o Ensures strategic alignment and financial oversight (Source: IDA Constitution andBylaws May 2024).2. Annual Meetings:o IDA House of Delegates (May).o Midwest Dental Assembly (MDA) (Source: IDA Constitution and Bylaws May 2024).3. District-Specific Meetings:o Engages with members of their Trustee District to communicate updates and gatherfeedback (Source: IDA Officer Duties Document).Budget: • Oversight Responsibility:o Participates in budget approval processes and ensures alignment with theAssociation’s financial goals.o Collaborates with the Treasurer and Finance Committee on resource allocation(Source: IDA Constitution and Bylaws May 2024).Additional Considerations: • Trustees must act impartially and prioritize the collective interests of the Association andits members over personal or district-specific interests.• Strong communication and leadership skills are essential to effectively represent districtmembers and contribute to Board discussions.• Trustees are expected to maintain professionalism and uphold the mission and values ofthe IDA throughout their term (Source: IDA Constitution and Bylaws May 2024).1405.2025

Page 18

COMPLAINTS: Policy and Procedures Below is the IDA Policy that IDA Employees must sign prior to accepting employment. The following information relates to the Board of Trustees and The Presidents Role in the process for handling complaints: 6.4 Whistleblower and Anti-Retaliation Policy In a continuing effort to build upon the strong corporate governance standard of the Indiana Dental Association (IDA), the Board of Trustees has established procedures for the IDA’s employees to convey complaints or to identify concerns (a “complaint”) regarding claims of violation of legal and/or regulatory requirements. Such complaints may include, but are not limited to, claims regarding financial reporting and disclosure requirements, preparation of financial statements, accounting practices, internal accounting controls, financial audit matters, matters concerning fraud against IDA, inappropriate use of IDA resource, or other violations of any Code of Ethics established by IDA (collectively, “Disclosure Matters”). IDA also respects its employees’ legal right to report actual or suspected unlawful activity directly to government agencies or management, as well as management’s responsibility to ensure that IDA employees feel comfortable reporting actual or suspected unlawful activity to government agencies or management. To the extent that IDA employees wish to make an internal complaint with respect to the Disclosure Matters, such employees may follow the policies and procedures outlines below to submit a complaint. Submitting a Complaint A Complaint regarding questionable treatment or alleged violation with respect to the Disclosure Matters may be submitted in the following manner to the extent that an employee does not feel comfortable reporting the matter through IDA’s current organizational structure (or “chain of command”). 1. A Complaint may be submitted in writing, confidentially and anonymously, through internal or regular mail or may be delivered inperson to the IDA President (the “President”). The name and address of the President is located on the IDA’s Web site.2. If an employee desires to discuss the matter in person with the President, he or she should submit a written request and include atelephone number at which he or she may be contacted.3. To the extent possible, any Complaint should be factual and should contain as much specific information as possible setting forth all ofthe information about which the employee has knowledge.Handling Complaints 1. Upon receipt of a Complaint, the President, or his or her designee, will investigate the Complaint. In conducting the investigation, thePresident, or his or her designee, may retain outside legal or accounting expertise. To the extent possible, all Complaint will be handledin a confidential manner.2. The President will report to the Board of Trustees, or a committee designated by the Board of Trustees (the “Committee”), allComplaints submitted to him or her since the President’s last report, including his or her determination regarding each Complaint andthe results, if any, of any investigations.3. If the Board of Trustees or the Committee determines that a reasonable basis exists for initiating a further investigation into theComplaint, the Board or Committee will appoint one of its members to lead such investigation. In conducting such an investigation, theBoard or Committee may retain outside legal or accounting expertise. The President will oversee the investigations.4. The Board of Trustees of the Committee, together with input from IDA’s management, if requested, will determine any appropriateaction. It is the responsibility of the Board or Committee to report to IDA any noncompliance with IDA policies and legal and or/regulatory requirements, and to ensure that IDA management takes the appropriate action as directed by the Board or Committee.No Retaliation Neither IDA nor its employees, officers, contractors or agents may retaliate or discriminate against any employee who (a) provides information to governmental authorities or to IDA regarding any conduct that the employee reasonably believes constitutes unlawful activity or a violation of IDA’s policies or (b) participates in or otherwise assists with an administrative proceeding, judicial proceeding, or investigation by government agencies, IDA, or the Board of Trustees or the Committee (collectively, “Proceeding”). Specifically, IDA will not discharge, demote, suspend, threaten, harass, or in any other manner discriminate against any employee in the terms or conditions of his or her employment because the employee (a) reported what the employee reasonably believes constitutes unlawful activity or a violation of IDA’s policies or (b) participated in any Proceedings. IDA also respects its employees’ legal right to refuse to engage in unlawful activities and will not take any type of disciplinary action against employees who refuse to engage in unlawful activities. Any employee of IDA who retaliated against another employee in violation of this policy, or encourages another to so retaliate, will be subject to appropriate discipline, up to and including discharge. 1505.2025

Page 19

Section 2: Elected Positions Elective Positions Overview: The elective positions within the Indiana Dental Association (IDA) are crucial to its governance, leadership, and strategic direction. These roles include: • President• President-Elect• Vice-President• Vice-President Elect• Immediate Past-President• Speaker of the House• Vice-Speaker of the HouseElective oicers serve one-year terms and are elected annually by the House of Delegates. Each role includes speciﬁc responsibilities that align with the mission and strategic goals of the IDA. Eligibility: • Only active, life, or retired members in good standing are eligible for elective oice.Nomination Process: • Nominations for the positions of Vice President Elect, Speaker of the House, ViceSpeaker of the House, and other required oicers are made at the opening meetingof the Annual Session of the House of Delegates.• Nominees can address the House of Delegates for up to three minutes during thistime.Election Process: • The election of oicers follows the procedures outlined in Chapter XIV of theBylaws.Tenure and Installation: • Elective oicers serve a one-year term and continue until their successors areelected and qualiﬁed.• Oicers are installed at the close of the Annual Session of the House of Delegates.Handling Vacancies: • President Vacancy: The President-Elect automatically assumes the role ofPresident for the remaining term and the subsequent term. The Vice-President1605.2025

Page 20

Page 21

Summary of Elective Positions: Section 2.1 PRESIDENT: Responsibilities • Leadership: Preside over meetings of the House of Delegates, Board of Trustees, andExecutive Committee. • Representation: Represent the IDA at oicial functions, advocating for the interests ofdentistry.• Appointments: Appoint committee chairs and members, subject to Board approval. • Ex-Oicio Membership: Serve as an ex-oicio member of all committees (except theNominating Committee).• Collaboration: Work with the Executive Director to ensure smooth operations.• Policy Oversight: Monitor and guide the implementation of association policies andinitiatives. • Public Engagement: Act as a spokesperson for oral health and dentistry’s role in overallhealth.• ADA Delegation: Participate as a member of the ADA delegation.• Annual Address: Deliver a comprehensive report to the House of Delegates. Time Commitment • Quarterly Board meetings• Annual House of Delegates sessions• IDA-hosted events such as the Midwest Dental Assembly (MDA), Punch Bowl Reception,and Dental Day at the Capitol• ADA and regional events as neededo Monthly: ~8–10 hours (Board meetings, event participation, ongoing collaboration)o Yearly: ~100–120 hours (Quarterly Board meetings, annual House of Delegates, ADAdelegation, and key events)PRESIDENT-ELECT Responsibilities • Assist the President and prepare to assume the role.• Present project proposals and budgetary needs for their presidential term.• Engage in strategic planning and provide input to committees. • Represent the IDA at events and in interactions with the ADA.Time Commitment 1805.2025

Page 22

• Attend IDA events, Board meetings, and regional/national meetings (e.g., ADA StatePresident-Elect Meeting, Mid-States Meeting).• Collaborate on projects and attend key functions such as the MDA and Dental Day at theCapitol.o Monthly: ~6–8 hours (Board meetings, strategic planning, and events)o Yearly: ~80–100 hours (Key events, Board meetings, ADA State President-ElectMeeting, and MDA)VICE-PRESIDENT Responsibilities • Support the President and President-Elect in their duties. • Assume responsibilities in the absence of the President-Elect. • Participate in IDA governance activities and events.• Attend bi-monthly Indiana State Board of Dentistry meetings, representing the IDA andreporting back to the Board of Trustees.Time Commitment • Attend Board meetings and IDA events such as Punch Bowl, Dental Day at the Capitol, andthe MDA.• Act as co-presenter for the IDA Awards Ceremony with the IDA Subcommittee Chair at theMDA meeting in May.• Prepare speeches for award presentations.o Monthly: ~6–8 hours (Bi-monthly ISBD meetings, event preparation, Boardparticipation)o Yearly: ~80–100 hours (Key events, including the IDA Awards Ceremony)VICE PRESIDENT-ELECT Responsibilities • Assist the Vice-President in their duties.• Prepare to transition into the Vice-President role.• Attend bi-monthly Indiana State Board of Dentistry meetings if the Vice-President isunavailable.• Engage in IDA activities and provide input to ongoing initiatives.Time Commitment • Attend IDA events, Board meetings, and other functions as needed.• Participate in IDA retreats, quarterly Board meetings, and major annual events such asPunch Bowl, Indiana Fuel Game, and MDA.o Monthly: ~4–6 hours (Bi-monthly ISBD meetings, event participation, preparation activities)o Yearly: ~60–80 hours (Board meetings, IDA retreats, and annual events like MDA and DentalDay IMMEDIATE PAST-PRESIDENT 1905.2025

Page 23

Responsibilities • Provide continuity and guidance to the leadership team.• Serve in an advisory capacity to the Board and committees. • Represent the association as needed.Time Commitment • Attend IDA events, Board meetings, and other functions as needed.• Participate in IDA retreats, quarterly Board meetings, and major annual events such asPunch Bowl, Indiana Fuel Game, and MDA.o Monthly: ~4–6 hours (Bi-monthly ISBD meetings, event participation, preparationactivities)o Yearly: ~20–40 hours (Board meetings, IDA retreats, and annual events like MDA andDental DaySPEAKER OF THE HOUSE Responsibilities • Preside over House of Delegates sessions, ensuring adherence to parliamentaryprocedures.• Rule on questions of order and maintain decorum.• Collaborate with the Vice-Speaker to prepare agendas and facilitate eective meetings.• Serve in an advisory capacity to the Board of Trustees.Time Commitment • Participate in House sessions and planning activities.• Engage with the Board of Trustees as an advisor.o Monthly: ~3–4 hours (Session preparation, agenda setting, collaboration with Vice-Speaker)o Yearly: ~60–100 hours (House sessions and planning activities)VICE-SPEAKER OF THE HOUSE Responsibilities • Support the Speaker in their duties and act in their absence.• Assist with agenda preparation and procedural matters.• Serve in an advisory capacity to the Board of Trustees.Time Commitment • Participate in House sessions and planning activities.• Engage with the Board of Trustees as an advisor.o Monthly: ~2–3 hours (Assisting Speaker with preparation and procedural duties)o Yearly: ~40–60 hours (Session planning and support)2005.2025

Page 24

Elected Positions in Detail: Section 2.2IDA PRESIDENT Expectations/Responsibilities/Powers and Duties of the Elected IDA Leadership Roles:OVERVIEW: The IDA President is responsible for leading the Association, representing its interests, and upholding its mission and values. Below are specific duties of the President: Specific Duties of the IDA President 1. Presiding Over Meetings:o Leads meetings of the House of Delegates, the Board of Trustees, and the ExecutiveCommittee (Source: IDA Constitution and Bylaws May 2024). 2. Representation:o Represents the Association at official functions and events.o Serves as a spokesperson for the Association and advocates for the interests ofdentists and the dental profession (Source: IDA Constitution and Bylaws May 2024). 3. Appointments:o Appoints committee chairs and members, subject to the approval of the Board ofTrustees.o Makes appointments to fill vacancies in elected offices, subject to the approval ofthe Board of Trustees (Source: IDA Constitution and Bylaws May 2024). 4. Ex-Officio Membership:o Serves as an ex-officio member of all committees, except the NominatingCommittee (Source: IDA Constitution and Bylaws May 2024). 5. ADA Delegation:o Serves as a member of the delegation to the American Dental Association (ADA)(Source: IDA Constitution and Bylaws May 2024). 6. Annual Address:o Prepares and delivers an annual address to the House of Delegates (Source: IDAConstitution and Bylaws May 2024). 7. Collaboration:o Works closely with the Executive Director and other officers to ensure the smoothoperation of the Association.o Collaborates with other dental organizations and stakeholders to advance the goalsand objectives of the Association (Source: IDA Presentation for Training with ChairsHandouts September 2024). 8. Policy and Initiative Oversight:o Oversees the implementation of Association policies and initiatives.o Monitors and addresses issues and challenges facing the dental profession(Source: IDA Officer Duties Document).9. Government and Stakeholder Interaction:2105.2025

Page 25

o Represents the Association in interactions with government agencies, dentalorganizations, and other stakeholders (Source: IDA Constitution and Bylaws May2024). 10. Oral Health Promotion:o Promotes the importance of oral health and the role of dentistry in overall healthand well-being.11. Compliance:o Ensures compliance with the Association's Constitution and Bylaws (Source: IDAConstitution and Bylaws May 2024). 12. Leadership and Guidance:o Provides leadership and guidance to the Board of Trustees and the Association as awhole.o Serves as a role model for professionalism and ethical conduct in dentistry (Source:IDA Officer Duties Document).13. Member Engagement:o Engages with members and solicits their input and feedback (Source: IDAConstitution and Bylaws May 2024). 14. Strategic Planning:o Participates in strategic planning and setting the direction for the Association(Source: IDA Presentation for Training with Chairs Handouts September 2024).15. Upholding Mission and Values:o Upholds the mission and values of the Association (Source: IDA Constitution andBylaws May 2024). Eligibility Requirements: • Must be an Active, Life, or Retired Member in good standing of the IDA (Source: IDAConstitution and Bylaws May 2024). Election Process: 1. Nomination:o Nominations occur at the opening meeting of the Annual Session of the House ofDelegates.o Nominees may address the House of Delegates for up to three minutes (Source: IDAConstitution and Bylaws May 2024). 2. Election:o Elections follow procedures outlined in Chapter XIV of the IDA Bylaws.o Voting takes place during the House of Delegates session (Source: IDA Constitutionand Bylaws May 2024). Tenure and Installation: 2205.2025

Page 26

1. Term Length:o The President serves a one-year term, continuing until their successor is electedand qualified.o Installation occurs at the close of the Annual Session of the House of Delegates(Source: IDA Constitution and Bylaws May 2024). 2. Vacancy Handling:o If the office of President becomes vacant, the President-Elect assumes the role forthe unexpired and subsequent terms (Source: IDA Constitution and Bylaws May2024). Powers and Authority: 1. Policy Implementation:o Ensures compliance with IDA's Constitution and Bylaws.o Oversees execution of Association policies and initiatives (Source: IndividualUpdated IDA Policies and Signature Page 12.2024). 2. Conflict Resolution:o Manages conflicts within the Board or between the Board and staff.o Reviews complaints submitted internally or confidentially and acts according to theIDA Policies and Bylaws (Source: IDA Constitution and Bylaws May 2024). 3. Delegation:o Facilitates appointments and decisions that align with the strategic goals of the IDA(Source: IDA Officer Duties Document).4. Collaboration:o Works closely with the Executive Director, staff, and officers to maintain smoothoperations (Source: IDA Presentation for Training with Chairs Handouts September2024). Time Commitment: • Monthly Commitment:o Average of 10-15 hours per week, including meeting preparation, committee work,and representation duties.o Includes travel, emails, phone calls, and preparation for events (Source: IDA OfficerDuties Document).Events Required to Attend: 1. Annual Meetings:o IDA House of Delegates (May).o Midwest Dental Assembly (MDA) (Source: IDA Constitution and Bylaws May 2024). 2. Quarterly and Special Meetings:o IDA Board of Trustees meetings (four times annually).2305.2025

Page 27

o Strategic Planning retreats or special planning sessions (Source: IDA Officer DutiesDocument).3. Public and Professional Events:o ADA Annual Meeting (October).o State dental events (e.g., Dental Day at the Capitol in February).o Indiana Fuel Game (January).o Component events such as the Punch Bowl (First-Year Dental Students Welcome,September) (Source: IDA Officer Duties Document).4. Other Commitments:o Speaking engagements at affiliate and community events.o Representation at advocacy events or stakeholder meetings (Source: IDAConstitution and Bylaws May 2024). Budget: • Allotted Amount:o Approximately $8,000, subject to approval by the Board of Trustees.o Covers travel expenses, representation costs, and discretionary spending forinitiatives.o Budget may vary based on the BOT's approval for the President’s term year (Source:Individual Updated IDA Policies and Signature Page 12.2024).Additional Considerations: • Presidents should maintain a flexible schedule to accommodate unforeseen commitmentsand emergencies requiring their attention.• Fiscal responsibility is essential, ensuring expenditures align with the budget and theAssociation's goals.• Presidents are expected to foster relationships across all IDA committees, members, andexternal stakeholders (Source: IDA Constitution and Bylaws May 2024)• Presiding over all Board of Trustees meetings (Jan, Apr, May, Sept)• Deliver remarks at the IDA House and ADA House• Appoint and assign resolutions to task forces• Representing IDA with legislators and dental organizations• Author quarterly IDA Journal editorials• Deliver monthly presidential updates• Attend and support all IUSD events and FrIDAy sessions• Join ADPAC and IDPAC• Chair Executive Director Review Committee (Dec/Jan)2405.2025

Page 28

COMPLAINTS: Policy and Procedures Below is the IDA Policy that IDA Employees must sign prior to accepting employment. The following information relates to the Board of Trustees and The Presidents Role in the process for handling complaints: 6.4 Whistleblower and Anti-Retaliation Policy In a continuing effort to build upon the strong corporate governance standard of the Indiana Dental Association (IDA), the Board of Trustees has established procedures for the IDA’s employees to convey complaints or to identify concerns (a “complaint”) regarding claims of violation of legal and/or regulatory requirements. Such complaints may include, but are not limited to, claims regarding financial reporting and disclosure requirements, preparation of financial statements, accounting practices, internal accounting controls, financial audit matters, matters concerning fraud against IDA, inappropriate use of IDA resource, or other violations of any Code of Ethics established by IDA (collectively, “Disclosure Matters”). IDA also respects its employees’ legal right to report actual or suspected unlawful activity directly to government agencies or management, as well as management’s responsibility to ensure that IDA employees feel comfortable reporting actual or suspected unlawful activity to government agencies or management. To the extent that IDA employees wish to make an internal complaint with respect to the Disclosure Matters, such employees may follow the policies and procedures outlines below to submit a complaint. Submitting a Complaint A Complaint regarding questionable treatment or alleged violation with respect to the Disclosure Matters may be submitted in the following manner to the extent that an employee does not feel comfortable reporting the matter through IDA’s current organizational structure (or “chain of command”). 1. A Complaint may be submitted in writing, confidentially and anonymously, through internal or regular mail or may be delivered in person to the IDA President (the “President”). The name and address of the President is located on the IDA’s Web site. 2. If an employee desires to discuss the matter in person with the President, he or she should submit a written request and include a telephone number at which he or she may be contacted. 3. To the extent possible, any Complaint should be factual and should contain as much specific information as possible setting forth all of the information about which the employee has knowledge. Handling Complaints 1. Upon receipt of a Complaint, the President, or his or her designee, will investigate the Complaint. In conducting the investigation, the President, or his or her designee, may retain outside legal or accounting expertise. To the extent possible, all Complaint will be handled in a confidential manner. 2. The President will report to the Board of Trustees, or a committee designated by the Board of Trustees (the “Committee”), all Complaints submitted to him or her since the President’s last report, including his or her determination regarding each Complaint and the results, if any, of any investigations. 3. If the Board of Trustees or the Committee determines that a reasonable basis exists for initiating a further investigation into the Complaint, the Board or Committee will appoint one of its members to lead such investigation. In conducting such an investigation, the Board or Committee may retain outside legal or accounting expertise. The President will oversee the investigations. 4. The Board of Trustees of the Committee, together with input from IDA’s management, if requested, will determine any appropriate action. It is the responsibility of the Board or Committee to report to IDA any noncompliance with IDA policies and legal and or/ regulatory requirements, and to ensure that IDA management takes the appropriate action as directed by the Board or Committee. No Retaliation Neither IDA nor its employees, officers, contractors or agents may retaliate or discriminate against any employee who (a) provides information to governmental authorities or to IDA regarding any conduct that the employee reasonably believes constitutes unlawful activity or a violation of IDA’s policies or (b) participates in or otherwise assists with an administrative proceeding, judicial proceeding, or investigation by government agencies, IDA, or the Board of Trustees or the Committee (collectively, “Proceeding”). Specifically, IDA will not discharge, demote, suspend, threaten, harass, or in any other manner discriminate against any employee in the terms or conditions of his or her employment because the employee (a) reported what the employee reasonably believes constitutes unlawful activity or a violation of IDA’s policies or (b) participated in any Proceedings. IDA also respects its employees’ legal right to refuse to engage in unlawful activities and will not take any type of disciplinary action against employees who refuse to engage in unlawful activities. Any employee of IDA who retaliated against another employee in violation of this policy, or encourages another to so retaliate, will be subject to appropriate discipline, up to and including discharge. 2505.2025

Page 29

IDA PRESIDENT-ELECTExpectations/Responsibilities/Powers and Duties of the Elected IDA Leadership Roles: OVERVIEW: The President-Elect serves as a preparatory role for assuming the presidency, ensuring a smooth leadership transition while actively contributing to the operations and strategic direction of the Indiana Dental Association (IDA). Specific Duties of the IDA President-Elect 1. Support and Preparation:o Assists the President in necessary tasks as requested.o Prepares to assume the role of President by familiarizing themselves with alloperations, policies, and initiatives (Source: IDA Constitution and Bylaws May2024). 2. Advisory Role:o Acts as an advisor to the Board of Trustees, House of Delegates, and all committeesto support the Association's goals and provide insight where necessary (Source: IDAConstitution and Bylaws May 2024 and IDA Officer Duties Document).3. Strategic Planning:o Presents budgetary and project requests for their term as President at the Board ofTrustees meeting preceding the Annual Session (Source: IDA Officer DutiesDocument).4. Representation:o Represents the IDA at various state and national meetings, including the ADAAnnual Session, Mid-States Meeting, and the ODA Annual Session.o Attends significant IDA events like Dental Day at the Capitol, the Punch Bowl forfirst-year dental students, and other Association meetings (Source: IDA OfficerDuties Document).5. Leadership Development:o Begins building relationships with external stakeholders and preparing for thepresidency's representational duties.2605.2025

Page 30

o Mentors future leaders and assists in succession planning within the Association(Source: IDA Presentation for Training with Chairs Handouts September 2024).6. Succession:o Automatically succeeds to the office of President at the close of the Annual Sessionof the House of Delegates or in the event of a vacancy in the President's office(Source: IDA Constitution and Bylaws May 2024). 7. Membership Engagement:o Engages with IDA members, component societies, and external partners tostrengthen relationships and advance the IDA mission.Eligibility Requirements: • Must be an Active, Life, or Retired Member in good standing of the IDA (Source: IDAConstitution and Bylaws May 2024). Election Process: 1. Nomination:o Nominations occur at the opening meeting of the Annual Session of the House ofDelegates.o Nominees may address the House of Delegates for up to three minutes (Source: IDAConstitution and Bylaws May 2024). 2. Election:o Elections follow procedures outlined in Chapter XIV of the IDA Bylaws and areconducted during the House of Delegates session (Source: IDA Constitution andBylaws May 2024). Tenure and Installation: 1. Term Length:o The President-Elect serves a one-year term and assumes the presidency thefollowing year (Source: IDA Constitution and Bylaws May 2024). 2. Installation:o Installation takes place at the close of the Annual Session of the House ofDelegates (Source: IDA Constitution and Bylaws May 2024). 2705.2025

Page 31

Powers and Authority: 1. Policy Input:o Provides input and guidance on policies to support the implementation of strategicinitiatives (Source: IDA Constitution and Bylaws May 2024). 2. Collaboration:o Works with the Executive Director and other officers to ensure the seamlessfunctioning of the Association (Source: IDA Presentation for Training with ChairsHandouts September 2024). 3. ADA Delegation:o Serves as a member of the delegation to the ADA (Source: IDA Constitution andBylaws May 2024). Time Commitment: • Monthly Average: Approximately 8–12 hours per week, including preparation for meetings,attending events, and project planning.• Travel and Event Participation: Active involvement in IDA and ADA meetings (Source: IDAOfficer Duties Document).Budget: • Budget allocation for travel, events, and discretionary initiatives to be approved by theBoard of Trustees (Source: Individual Updated IDA Policies and Signature Page 12.2024). President-Elect Additional Considerations: • Attend all Board and Oicer Meetings• Speaking during the second session of the IDA House• Represent IDA at regional and national meetings (ADA President-Elect Conf, ADA House)• Support task force and committee eorts as needed• Join ADPAC and IDPAC• Serve on Executive Director Review Committee (Dec/Jan)2805.2025

Page 32

IDA VICE-PRESIDENT Expectations/Responsibilities/Powers and Duties of the Elected IDA Leadership Roles: OVERVIEW: The Vice-President supports the President and President-Elect in advancing the goals and operations of the Indiana Dental Association (IDA). The Vice-President plays a critical advisory role and actively participates in governance, strategic planning, and member engagement.Specific Duties of the IDA Vice President 1. Support and Assistance:o Assists the President and President-Elect as requested.o Provides input and support for the implementation of IDA’s initiatives and policies(Source: IDA Constitution and Bylaws May 2024). 2. Advisory Role:o Serves in an advisory capacity to the Board of Trustees, House of Delegates, and allcommittees to support the Association’s goals (Source: IDA Constitution andBylaws May 2024). 3. Representation:o Represents IDA by attending public meetings of the Indiana State Board of Dentistrywhen available or appointing another officer to attend as necessary.o Acts as a liaison between the Board of Trustees and other stakeholders to advancethe profession and support IDA initiatives (Source: IDA Officer Duties Document).4. Meeting Participation:o Actively participates in IDA Board of Trustees meetings, House of Delegatessessions, and other required gatherings to ensure informed decision-making(Source: IDA Constitution and Bylaws May 2024). 5. Event Engagement:o Represents IDA at various Association events, including: The Punch Bowl for first-year dental students (September). The Indiana Fuel Game (January). Dental Day at the Capitol (February). Midwest Dental Assembly (May) (Source: IDA Officer Duties Document).6. Succession to President-Elect:o Automatically assumes the office of President-Elect at the close of the AnnualSession of the House of Delegates or in the event of a vacancy (Source: IDAConstitution and Bylaws May 2024). Eligibility Requirements: 2905.2025

Page 33

• Must be an Active, Life, or Retired Member in good standing of the IDA (Source: IDAConstitution and Bylaws May 2024). Election Process: 1. Nomination:o Nominations occur at the opening meeting of the Annual Session of the House ofDelegates.o Nominees may address the House of Delegates for up to three minutes (Source: IDAConstitution and Bylaws May 2024). 2. Election:o Elections follow procedures outlined in Chapter XIV of the IDA Bylaws.o Voting takes place during the House of Delegates session (Source: IDA Constitutionand Bylaws May 2024). Tenure and Installation: 1. Term Length:o The Vice-President serves a one-year term, continuing until their successor iselected and qualified.o Automatically transitions to President-Elect the following year (Source: IDAConstitution and Bylaws May 2024). 2. Vacancy Handling:o If the office of Vice-President becomes vacant, the Vice-President Elect assumesthe role for the remainder of the term (Source: IDA Constitution and Bylaws May2024). Powers and Authority: 1. Leadership Support:o Acts as a key support figure for the President and President-Elect in executing theAssociation’s policies and initiatives (Source: IDA Constitution and Bylaws May2024). 2. Representation:o Represents IDA at public and professional events, promoting the Association’smission and values (Source: IDA Officer Duties Document).3. Strategic Input:o Contributes to strategic planning and policy development during Board of Trusteesmeetings and House of Delegates sessions (Source: IDA Presentation for Trainingwith Chairs Handouts September 2024). 3005.2025

Page 34

Time Commitment: • Monthly Commitment:o Approximately 8–12 hours per week, including attending meetings, reviewingmaterials, and participating in events (Source: IDA Officer Duties Document).• Annual Commitment:o Regular attendance at Board of Trustees meetings, House of Delegates sessions,and scheduled events throughout the year (Source: IDA Constitution and BylawsMay 2024). Events Required to Attend: 1. Annual Meetings:o IDA House of Delegates (May).o Midwest Dental Assembly (MDA) (Source: IDA Constitution and Bylaws May 2024). 2. Quarterly and Special Meetings:o IDA Board of Trustees meetings (four times annually).o Strategic Planning retreats or special planning sessions (Source: IDA Officer DutiesDocument).3. Public and Professional Events:o ADA Annual Meeting (October).o State dental events (e.g., Dental Day at the Capitol in February).o Indiana Fuel Game (January).o Component events such as the Punch Bowl (First-Year Dental Students Welcome,September) (Source: IDA Officer Duties Document).Budget: • Allotted Amount:o Budget allocation for travel and related expenses subject to approval by the Boardof Trustees.o Covers costs associated with attending House sessions, Board meetings, andpublic events (Source: Individual Updated IDA Policies and Signature Page12.2024).Additional Considerations: • The Vice-President should be prepared to transition seamlessly into the role of President-Elect.3105.2025

Page 35

• Strong communication and interpersonal skills are essential for effective representationand collaboration.• The Vice-President is expected to embody the mission and values of the IDA and maintainprofessionalism in all interactions (Source: IDA Constitution and Bylaws May 2024). Insights and Expectations from Past Vice Presidents 1. Time Commitment: Anticipate investing approximately 32 hours annually in direct Vice-Presidential duties, an additional 30 hours in collaboration with leadership, members, andstaff, and about 24 hours fulfilling responsibilities at the MDA House of Delegates.Participation in ADA-related travel may require an estimated 32 hours as well.2. Travel Expectations: Additional travel is required to attend the Ohio Dental Association’sAnnual Meeting. Indiana and Ohio comprise the 7th District Delegation representing ourregion at the American Dental Association.3. ADA House of Delegates: Attendance at the ADA House of Delegates is required duringyour term. This event is typically held in October.4. Board and Leadership Meetings: In-person attendance is expected at all quarterly Boardof Trustees meetings, the annual leadership retreat, and scheduled leadership trainingevents.5. Leadership Support and Preparation: This role requires a significant investment of timeand preparation. You will be responsible for drafting documents, preparing for meetings,and actively supporting the President in fulfilling executive duties.Vice President • Attend all Board of Trustees meetings• Represent IDA at ISBD Meetings (Feb, Apr, Jun, Aug, Oct, Dec)• Join the ADA Delegation• Participating in Executive Director Review Committee (Dec/Jan)• Optional: Attend leadership dinners and ADA events3205.2025

Page 36

IDA VICE PRESIDENT-ELECTExpectations/Responsibilities/Powers and Duties of the Elected IDA Leadership Roles: OVERVIEW: The Vice President-Elect is the initial step in the leadership progression within the Indiana Dental Association (IDA). This role supports the Vice President, participates in key Association activities, and prepares for future leadership responsibilities. Specific Duties of the IDA Vice President-Elect 1. Preparation for Leadership:o Observes and learns the duties of the Vice President and President-Elect to ensurea seamless transition into these roles.o Gains familiarity with IDA operations, policies, and initiatives (Source: IDAConstitution and Bylaws May 2024). 2. Support Role:o Assists the Vice President as requested and continues in other roles or committeeswithin the IDA until assuming the Vice President position (Source: IDA Officer DutiesDocument).3. Committee and Event Participation:o Participates in IDA meetings, strategic planning sessions, and key events, such as: Punch Bowl for first-year dental students (September). Indiana Fuel Game (January). Dental Day at the Capitol (February). Midwest Dental Assembly (May) (Source: IDA Officer Duties Document).4. Succession:o Automatically assumes the office of Vice President at the close of the AnnualSession of the House of Delegates or in the event of a vacancy in the VicePresident’s role (Source: IDA Constitution and Bylaws May 2024). Eligibility Requirements: • Must be an Active, Life, or Retired Member in good standing of the IDA (Source: IDAConstitution and Bylaws May 2024). Election Process: 1. Nomination:o Nominations occur at the opening meeting of the Annual Session of the House ofDelegates.3305.2025

Page 37

o Nominees may address the House of Delegates for up to three minutes (Source: IDAConstitution and Bylaws May 2024). 2. Election:o Elections follow procedures outlined in Chapter XIV of the IDA Bylaws.o Voting takes place during the House of Delegates session (Source: IDA Constitutionand Bylaws May 2024). Tenure and Installation: 1. Term Length:o The Vice President-Elect serves a one-year term, continuing until their successor iselected and qualified.o Automatically transitions to Vice President at the close of their term (Source: IDAConstitution and Bylaws May 2024). 2. Vacancy Handling:o If the office of Vice President-Elect becomes vacant, the position remains vacantuntil the next Annual Session of the House of Delegates, when a new Vice Presidentand Vice President-Elect are elected (Source: IDA Constitution and Bylaws May2024). Powers and Authority: 1. Observational Leadership:o Prepares for the responsibilities of Vice President and President-Elect by observingand participating in governance processes (Source: IDA Presentation for Trainingwith Chairs Handouts September 2024). 2. Continuity in Roles:o Continues to serve in any existing IDA roles or committees until assuming the VicePresident position (Source: IDA Officer Duties Document).3. Strategic Input:o Contributes insights during meetings and strategic planning sessions to align withthe Association’s goals (Source: IDA Constitution and Bylaws May 2024). Time Commitment: • Monthly Commitment:o Approximately 6–8 hours per week for meetings, reviewing materials, and attendingevents (Source: IDA Officer Duties Document).• Annual Commitment:o Active participation in Board meetings, House of Delegates sessions, and key IDAevents (Source: IDA Constitution and Bylaws May 2024). 3405.2025

Page 38

Events Required to Attend: 1. Annual Meetings:o IDA House of Delegates (May).o Midwest Dental Assembly (MDA) (Source: IDA Constitution and Bylaws May 2024). 2. Quarterly and Special Meetings:o IDA Board of Trustees meetings.o Strategic planning retreats or special planning sessions (Source: IDA Officer DutiesDocument).3. Public and Professional Events:o ADA Annual Meeting (October).o State dental events (e.g., Dental Day at the Capitol in February).o Indiana Fuel Game (January).o Punch Bowl (First-Year Dental Students Welcome, September) (Source: IDA OfficerDuties Document).Budget: • Allotted Amount:o Budget allocation for travel and related expenses subject to approval by the Boardof Trustees.o Covers costs associated with attending events, meetings, and public functions(Source: Individual Updated IDA Policies and Signature Page 12.2024). Additional Considerations: 1. The Vice President-Elect must be proactive in preparing for their leadership roles andresponsibilities.2. Strong organizational and communication skills are essential to effectively support the VicePresident and contribute to IDA initiatives.3. The Vice President-Elect should maintain professionalism and uphold the mission andvalues of the IDA throughout their term (Source: IDA Constitution and Bylaws May 2024). 4. Attend all Board of Trustees and Oicer Calls5. Serve on ADA Delegation6. Participating in Executive Director Review Committee (Dec/Jan)7. Optional: Attend leadership dinnersInsights and Expectations from Past Vice Presidents: 1. Time Commitment: Vice-president Elect 32 hours attending BOT meeting, 24 hrs collaborating with officers. 3505.2025

Page 39

IDA IMMEDIATE PAST PRESIDENTExpectations/Responsibilities/Powers and Duties of the Elected IDA Leadership Roles: OVERVIEW: The Immediate Past President provides continuity and institutional knowledge to the Indiana Dental Association (IDA) leadership. This role oers guidance to current oicers and assists in the execution of ongoing projects and strategic initiatives while serving as an advisor to the Board of Trustees. Specific Duties of the IDA Immediate Past President 1. Advisory Role:o Serves as an advisor to the President, Board of Trustees, and other officers, offeringinsight and institutional knowledge gained during their tenure (Source: IDAConstitution and Bylaws May 2024). 2. Support for Leadership:o Assists the President as requested in carrying out their responsibilities andrepresenting the IDA (Source: IDA Officer Duties Document).3. ADA Delegation:o Serves as a member of the delegation to the American Dental Association (ADA) torepresent the IDA.o May decline serving as an ADA delegate, provided this decision is made andannounced at the first session of the House of Delegates prior to floor nominationsfor the ADA delegation (Source: IDA Constitution and Bylaws May 2024). 4. Continuity and Mentorship:o Provides continuity between outgoing and incoming leadership, helping to maintainstability and direction.o Mentors future IDA leaders to support their development and success in advancingthe Association’s mission (Source: IDA Presentation for Training with ChairsHandouts September 2024). Eligibility Requirements: • Must have completed their term as President of the IDA and remain an Active, Life, orRetired Member in good standing (Source: IDA Constitution and Bylaws May 2024). Election Process: • The role of Immediate Past President is filled automatically by the outgoing President at theclose of their term. No election is required (Source: IDA Constitution and Bylaws May 2024). 3605.2025

Page 40

Tenure and Installation: 1. Term Length:o Serves a one-year term immediately following their presidency or until theirsuccessor completes their term as President (Source: IDA Constitution and BylawsMay 2024). 2. Vacancy Handling:o If the office of Immediate Past President becomes vacant, it remains vacant untilfilled by ordinary succession (Source: IDA Constitution and Bylaws May 2024). Powers and Authority: 1. Advisory and Supportive Role:o Provides advice and support to the current President and other officers as needed(Source: IDA Constitution and Bylaws May 2024). 2. ADA Representation:o Represents the IDA at ADA meetings as part of the delegation, ensuring theAssociation’s voice is heard at the national level (Source: IDA Constitution andBylaws May 2024). 3. Leadership Continuity:o Assists in bridging transitions in leadership, ensuring the success of ongoinginitiatives and projects (Source: IDA Officer Duties Document).Time Commitment: • Monthly Commitment:o Approximately 6–8 hours per month, including participation in meetings andproviding support to current officers (Source: IDA Officer Duties Document).• Annual Commitment:o Attends Board of Trustees meetings, House of Delegates sessions, and other keyIDA events (Source: IDA Constitution and Bylaws May 2024). Events Required to Attend: 1. Annual Meetings:o IDA House of Delegates (May).o Midwest Dental Assembly (MDA) (Source: IDA Constitution and Bylaws May 2024). 2. Quarterly and Special Meetings:o IDA Board of Trustees meetings.o Strategic planning retreats or special planning sessions (Source: IDA Officer DutiesDocument).3705.2025

Page 41

3. Public and Professional Events:o ADA Annual Meeting (October).o Other events as requested by the President or Board of Trustees (Source: IDAOfficer Duties Document).Budget: • Allotted Amount:o Budget allocation for travel and related expenses, subject to approval by the Boardof Trustees.o Covers costs associated with attendance at ADA meetings and other IDA-relatedfunctions (Source: Individual Updated IDA Policies and Signature Page 12.2024). Additional Considerations: • The Immediate Past President is expected to provide continuity, guidance, and mentorshipwhile supporting the strategic goals of the IDA.• Effective communication and collaboration with current officers and stakeholders areessential to the success of this role.• The Immediate Past President must maintain professionalism and uphold the mission andvalues of the IDA throughout their term (Source: IDA Constitution and Bylaws May 2024). • Attend all Board of Trustees meetings• Host the Past Presidents Dinner (prior to IDA House)• Chair Executive Director Review Committee (Dec/Jan)• Serve as ADA Delegate• Optional: Attend Leadership Dinner prior to ODA House• Join ADPAC and IDPAC3805.2025

Page 42

IDA SPEAKER OF THE HOUSEExpectations/Responsibilities/Powers and Duties of the Elected IDA Leadership Roles: OVERVIEW: The Speaker of the House is responsible for presiding over all meetings of the House of Delegates, ensuring orderly conduct of business, and interpreting the Constitution and Bylaws during sessions. The Speaker plays a pivotal role in maintaining the efficiency and integrity of the Association’s governance processes. Specific Duties of the IDA Speaker of the House 1. Presiding Over Meetings:o Presides over all sessions of the House of Delegates, ensuring adherence toparliamentary procedures and orderly conduct of business.o Manages discussions and ensures all voices are heard while maintainingimpartiality (Source: IDA Constitution and Bylaws May 2024). 2. Interpretation and Order:o Interprets the Constitution, Bylaws, and rules of the House as required.o Renders rulings on questions of order and procedure (Source: IDA Constitution andBylaws May 2024). 3. Agenda Management:o Collaborates with the Executive Director and the Board of Trustees to set theagenda for the House of Delegates (Source: IDA Officer Duties Document).4. Conflict Resolution:o Ensures respectful debate and addresses conflicts or disruptions that arise duringsessions (Source: IDA Constitution and Bylaws May 2024). 5. Collaboration:o Works closely with the Vice-Speaker, the Board of Trustees, and the ExecutiveDirector to align the House’s activities with the Association’s strategic goals(Source: IDA Presentation for Training with Chairs Handouts September 2024).6. Policy Oversight:o Oversees the introduction, discussion, and voting on resolutions, amendments,and other House matters.o Facilitates the review of policies scheduled to sunset, ensuring necessary actionsare taken to extend, amend, or discontinue them (Source: IDA Officer DutiesDocument).Eligibility Requirements: • Must be an Active, Life, or Retired Member in good standing of the IDA (Source: IDAConstitution and Bylaws May 2024). 3905.2025

Page 43

Election Process: 1. Nomination:o Nominations occur at the opening meeting of the Annual Session of the House ofDelegates.o Nominees may address the House of Delegates for up to three minutes (Source: IDAConstitution and Bylaws May 2024). 2. Election:o Elections follow procedures outlined in Chapter XIV of the IDA Bylaws.o Voting takes place during the House of Delegates session (Source: IDA Constitutionand Bylaws May 2024). Tenure and Installation: 1. Term Length:o The Speaker serves a one-year term, continuing until their successor is elected andqualified. o Installation occurs at the close of the Annual Session of the House of Delegates(Source: IDA Constitution and Bylaws May 2024). 2. Vacancy Handling:o If the office of Speaker becomes vacant, the Vice-Speaker assumes the role for theremainder of the term (Source: IDA Constitution and Bylaws May 2024). Powers and Authority: 1. Procedural Authority:o Holds the authority to interpret the Constitution and Bylaws during House ofDelegates sessions.o Rules on parliamentary questions and ensure compliance with governanceprocedures (Source: IDA Constitution and Bylaws May 2024). 2. Agenda Oversight:o Reviews and approves the agenda for the House of Delegates to ensure alignmentwith organizational priorities (Source: IDA Presentation for Training with ChairsHandouts September 2024). 3. Conflict Management:o Maintains decorum during meetings and ensures a fair platform for all delegates tovoice their opinions (Source: IDA Constitution and Bylaws May 2024). 4. Collaboration:o Engage with the Board of Trustees and other leaders to support Associationgovernance and strategic objectives (Source: IDA Presentation for Training withChairs Handouts September 2024). 4005.2025

Page 44

Time Commitment: • Monthly Commitment:o Approximately 8–10 hours per month, including preparation for meetings, reviewingmaterials, and overseeing policy-related actions (Source: IDA Officer DutiesDocument).• Annual Commitment:o Attends all sessions of the House of Delegates and preparatory meetings (Source:IDA Constitution and Bylaws May 2024). o 60-100 hours yearly, 5 days at the annual House of Delegates, 4 days at quarterlyTrustee Meetings.Events Required to Attend: 1. House of Delegates Sessions:o Annual Session (May).o Special Sessions as required (Source: IDA Constitution and Bylaws May 2024). o Quarterly Board of Trustee Meetings and Special Sessions.2. Preparatory and Strategic Meetings:o Meetings with the Executive Director, Vice-Speaker, and Board of Trustees toprepare for House sessions and align strategies (Source: IDA Presentation forTraining with Chairs Handouts September 2024). Budget: • Allotted Amount:o Budget allocation for travel and related expenses subject to approval by the Boardof Trustees.o Covers costs associated with attending House sessions and preparatory meetings(Source: Individual Updated IDA Policies and Signature Page 12.2024). Additional Considerations: • The Speaker should maintain impartiality during all debates and ensure fairness indecision-making.• Effective communication skills are critical for facilitating discussions and managingconflicts.• The Speaker is expected to foster collaboration and uphold the mission and values of theIDA throughout their term (Source: IDA Constitution and Bylaws May 2024). 4105.2025

Page 45

IDA VICE-SPEAKER OF THE HOUSEExpectations/Responsibilities/Powers and Duties of the Elected IDA Leadership Roles: OVERVIEW: The Vice Speaker of the House assists the Speaker in presiding over the House of Delegates and ensures the continuity of its operations. The Vice Speaker also acts as the Speaker’s substitute in their absence, ensuring the smooth facilitation of governance processes and adherence to IDA’s Constitution and Bylaws. Specific Duties of the IDA Vice Speaker of the House 1. Presiding Over Meetings:o Presides over the House of Delegates in the absence of the Speaker of the House.o Facilitates discussions, ensuring orderly conduct and adherence to parliamentaryprocedures (Source: IDA Constitution and Bylaws May 2024). 2. Assisting the Speaker:o Supports the Speaker of the House in preparing for and conducting meetings.o Assists in the interpretation of the Constitution, Bylaws, and rules of order duringsessions (Source: IDA Constitution and Bylaws May 2024). 3. Continuity and Support:o Provides continuity and ensures the efficient operation of the House of Delegates bycollaborating closely with the Speaker and the Executive Director (Source: IDAOfficer Duties Document).4. Conflict Management:o Manages conflicts or disputes during sessions when acting as Speaker, ensuring allmembers have an equitable platform to express their views (Source: IDAConstitution and Bylaws May 2024). 5. Preparation for Leadership:o Works alongside the Speaker to gain the knowledge and experience necessary tostep into the Speaker’s role when needed (Source: IDA Presentation for Trainingwith Chairs Handouts September 2024). Eligibility Requirements: • Must be an Active, Life, or Retired Member in good standing of the IDA (Source: IDAConstitution and Bylaws May 2024). 4205.2025

Page 46

Election Process: 1. Nomination:o Nominations occur at the opening meeting of the Annual Session of the House ofDelegates.o Nominees may address the House of Delegates for up to three minutes (Source: IDAConstitution and Bylaws May 2024). 2. Election:o Elections follow procedures outlined in Chapter XIV of the IDA Bylaws.o Voting takes place during the House of Delegates session (Source: IDA Constitutionand Bylaws May 2024). Tenure and Installation: 1. Term Length:o The Vice Speaker serves a one-year term, continuing until their successor is electedand qualified (Source: IDA Constitution and Bylaws May 2024). 2. Vacancy Handling:o If the office of Vice Speaker becomes vacant, the President appoints a qualifiedmember to serve the remainder of the term (Source: IDA Constitution and BylawsMay 2024). Powers and Authority: 1. Substitute Role:o Assumes all duties and responsibilities of the Speaker of the House in their absence(Source: IDA Constitution and Bylaws May 2024). 2. Collaboration:o Collaborates with the Speaker, Board of Trustees, and Executive Director to preparefor sessions and ensure alignment with strategic goals (Source: IDA Presentation forTraining with Chairs Handouts September 2024). 3. Policy Oversight:o Assists in overseeing the introduction, discussion, and voting on resolutions,amendments, and other matters of the House of Delegates (Source: IDAConstitution and Bylaws May 2024). Time Commitment: • Monthly Commitment:o Approximately 6–8 hours per month, including preparation for meetings, reviewingmaterials, and supporting the Speaker’s activities (Source: IDA Officer DutiesDocument).• Annual Commitment:4305.2025

Page 47

o Attends all sessions of the House of Delegates and preparatory meetings (Source:IDA Constitution and Bylaws May 2024). • Specific Dates/Times:o April and May: Vice Speaker responsibilities are very seasonal. Beginning in April asresolutions come in earnest through the House of Delegates itself, the commitmentis a minimum of 2-4h weekly, with full time effort expected at the House itself.Events Required to Attend: 1. House of Delegates Sessions:o Annual Session (May).o Special Sessions as required (Source: IDA Constitution and Bylaws May 2024). o Quarterly Board of Trustee Meetings and Special Sessions.2. Preparatory and Strategic Meetings:o Meetings with the Speaker of the House, Board of Trustees, and Executive Directorto prepare for House sessions and address governance matters (Source: IDAPresentation for Training with Chairs Handouts September 2024). Budget: • Allotted Amount:o Budget allocation for travel and related expenses subject to approval by the Boardof Trustees.o Covers costs associated with attending House sessions and preparatory meetings(Source: Individual Updated IDA Policies and Signature Page 12.2024). Additional Considerations: • The Vice Speaker should maintain readiness to step into the Speaker’s role at any time.• Strong communication and organizational skills are critical to effectively assist the Speakerand manage House sessions.• The Vice Speaker is expected to foster collaboration and uphold the mission and values ofthe IDA throughout their term (Source: IDA Constitution and Bylaws May 2024). • Insights and Expectations from Past Vice Speakers Q: Were there any expectations not outlined in the bylaws that you had to fulfill? A: “The bylaws are, and should be, intentionally broad in their charge. Reviewing past House Materials packets is an excellent place to start, as is attending and observing House of Delegates meetings. This position is highly mentorship-dependent, and I’ve benefited greatly from the guidance of others who served before me.” 4405.2025

Page 48

Q: Is there any important information you would share with future Vice Speakers? A: “The American Institute of Parliamentarians is another essential resource.” Role Overview and Time Commitment • Vice Speaker Responsibilities: The Vice Speaker supports the Speaker in allaspects of their role. This typically involves a few hours of work per week outside ofpeak season, increasing significantly during preparation and facilitation of theHouse of Delegates.• Board Participation: The Vice Speaker is expected to attend all quarterly Board ofTrustees meetings in person.• House of Delegates: During the House, the Vice Speaker plays a central role infacilitating proceedings and ensuring the efficient management of business.• Delegate Preparation: Prepares and helps distribute materials for Delegates andAlternates prior to the House sessions.Progression, Mentorship, and Timeline The Vice Speaker role is designed to be a mentorship-based position, with the expectation that the Vice Speaker will ultimately transition into the Speaker role. The Speaker and Vice Speaker form a mutually supportive leadership team, often serving together for several years before this transition occurs. Key Timeline and Duties: • Immediately Following Installation: Duties begin right after the conclusion of theHouse of Delegates and installation. The newly installed Vice Speaker shouldattend the Board of Trustees meeting held the same day.• Early Summer: Assist with post-House updates to reference documents—such asBylaws, Policies, Parliamentary Rules, and draft minutes—to ensure they reflectactions taken during the House. These materials must be finalized and distributedto the Association.• Late Summer and Early Fall: Workload decreases except for participation in theSeptember and January Board meetings.• January through April: Workload increases significantly:o Anticipate resolution volume to determine how many Reference Committeeswill be needed.o Coordinate with the President to ensure timely appointments to theReference Committees and Credentials Committee—ideally by mid-March,once delegate lists are confirmed.o Draft proposed resolutions for presentation at the April Board of Trusteesmeeting.4505.2025

Page 49

Page 50

Oicer Meetings and Responsibilities Section Supplemental Information: Oicer Meetings (generalization of events and approximation of there dates based on 2025 schedule of events.) February 2025 • 2: Pre Dental Day Dinner• 3: Dental Day at Capitol• 7: ISBD• 10: Oicer Call• 11: Workforce Task Force• 13: Be Well Subcommittee• 14: FrIDAy at IUSD• 28: Peer Review WorkshopMarch 2025 • 3: Leadership Committee• 7: IKDDS All-Day Meeting• 10: Oicer Call• 11: Workforce Task Force• 17: Dental Public Health• 21: FrIDAy at IUSD• 25: Finance Committee• 29–Apr 1: ADA Lobby DayApril 2025 • 1: ADA Lobby Day• 5: ISBD?• 7: Leadership Committee• 8: Workforce Task Force• 11: FrIDAy at IUSD• 12: Board of TrusteesJanuary 2026 • 12: Oicer Call• 14: Oicer Call• 24: New Dentist/Membership Committee• 25–26: AIR Training• 25: IDA Trust Meeting• 25: IUSD Award CeremonyMay 2025 • 5: Leadership Committee• 12: Oicer Call• 14: IDA/ODA Oicer Dinner – French Lick• 15–17: MDA – French Lick• 17: Board of Trustees / IUSD GraduationJune 2025 • 2: Leadership Committee• 7: ISBD?• 9: Oicer CallJuly 2025 • 7: IUSD D1 Welcome Breakfast• 7: Leadership Committee• 13–14: ADA President Elect Conference – Chicago• 14: Oicer CallAugust 2025 •2: ISBD• 4: Leadership Committee• 11: Oicer Call• 14–16: Mid-States Meeting – Traverse City, MISeptember 2025 • 1: Leadership Committee• 6: IUSD White Coat Ceremony• 8: Oicer Call• 13: Board of Trustees• 24: ODA/IDA Dinner – Columbus• 25: ODA Annual Session – ColumbusOctober 2025 •4: ISBD• 6: Leadership Committee• 13: Oicer Call• 23–25: ADA SmileCon – DC • 25–28: ADA HouseNovember 2025 • 3: Leadership Committee• 10: Oicer CallDecember 2025 • 1: Leadership Committee• 10: Oicer Call4705.2025

Page 51

Page 52

Section 3: Appointed Positions Overview APPOINTED POSITIONS Overview Appointed positions are vital to the operational success and strategic alignment of the IDA. These roles include: • Treasurer• Executive Director• Editor of the JournalAppointed oicers are selected by the Board of Trustees and serve under its guidance. TREASURER Responsibilities • Financial Oversight: Monitor the ﬁnancial health of the association.• Budgeting: Collaborate on budget preparation and oversee expenditures.• Reporting: Present ﬁnancial updates to the Board and House of Delegates.• Investment Management: Work with advisors to monitor Reserve and Relief Funds.• Compliance: Ensure adherence to ﬁnancial policies and legal standards.Time Commitment • Quarterly Finance Committee meetings• Monthly reviews of ﬁnancial statements• Annual audit reviewso Monthly: ~3–5 hours (Financial reviews, committee meetings)o Yearly: ~40–60 hours (Quarterly Finance Committee meetings and auditreviews)4905.2025

Page 53

Page 54

Section 3.1 Appointed Positions Detailed IDA TREASURER Expectations/Responsibilities/Powers and Duties of the appointed IDA Leadership Roles: OVERVIEW: The Treasurer is responsible for overseeing the financial management of the Indiana Dental Association (IDA). This role ensures fiscal accountability, transparency, and alignment of financial practices with the Association's goals and objectives. Specific Duties of the IDA Vice Speaker of the House 1. Financial Oversight:o Manages the IDA’s financial records and ensures compliance with relevant policiesand regulations.o Oversees the preparation and presentation of financial reports, including incomestatements, balance sheets, and budget performance (Source: IDA Constitutionand Bylaws May 2024). 2. Budget Development:o Collaborates with the Executive Director and Finance Committee to develop anannual budget for approval by the Board of Trustees and House of Delegates.o Monitors adherence to the approved budget throughout the fiscal year (Source: IDAConstitution and Bylaws May 2024). 3. Investment Management:o Works with the Finance Committee and investment advisors to manage andmonitor the Association’s reserve and relief funds (Source: IDA Constitution andBylaws May 2024). 4. Audit and Accountability:o Coordinates the annual audit or financial review in collaboration with externalauditors.o Ensures that all financial records are accurate and transparent for reportingpurposes (Source: IDA Constitution and Bylaws May 2024). 5. Advisor to the Board:o Serves as a key financial advisor to the Board of Trustees, providing insights andrecommendations on financial matters.o Participates in strategic planning to ensure alignment of financial strategies with theAssociation’s goals (Source: IDA Officer Duties Document).6. Compliance:o Ensures compliance with the Association’s Constitution, Bylaws, and policiesrelated to financial operations (Source: IDA Constitution and Bylaws May 2024). 7. Policy Implementation:5105.2025

Page 55

o Oversees financial policies and ensures they are implemented effectively across allAssociation activities (Source: IDA Officer Duties Document).Eligibility Requirements: • Must be an Active, Life, or Retired Member in good standing of the IDA.• Strong financial or accounting experience is highly desirable (Source: IDA Constitution andBylaws May 2024). Election and Appointment Process: • The Treasurer is an appointive officer and is appointed by the Board of Trustees, per the IDABylaws (Source: IDA Constitution and Bylaws May 2024). Tenure: • Serves a term as defined by the Board of Trustees and continues until a successor isappointed and qualified (Source: IDA Constitution and Bylaws May 2024). Powers and Authority: 1. Financial Leadership:o Manages the Association’s financial operations, ensuring fiscal health andsustainability (Source: IDA Constitution and Bylaws May 2024). 2. Authorization of Expenditures:o Monitors and authorizes expenditures, ensuring they align with the approved budget(Source: IDA Constitution and Bylaws May 2024). 3. Collaboration:o Works closely with the Executive Director, Finance Committee, and other officers toensure smooth financial operations (Source: IDA Officer Duties Document).4. Investment Oversight:o Manages investment accounts to maximize returns within the bounds of prudentfinancial practices (Source: IDA Constitution and Bylaws May 2024). Time Commitment: • Monthly Commitment:5205.2025

Page 56

o Approximately 8–12 hours per month, including reviewing financial reports,attending meetings, and addressing financial matters (Source: IDA Officer DutiesDocument).• Annual Commitment:o Prepares for and attends Board of Trustees meetings, House of Delegates sessions,and financial reviews or audits (Source: IDA Constitution and Bylaws May 2024). Events Required to Attend: 1. Board of Trustees Meetings:o Presents financial updates and recommendations.o Participates in strategic planning sessions (Source: IDA Officer Duties Document).2. Annual Meetings:o Attends the IDA House of Delegates session (May).o Engages in budget discussions and approval processes at the Midwest DentalAssembly (MDA) (Source: IDA Constitution and Bylaws May 2024). 3. Finance Committee Meetings:o Meets quarterly with the Finance Committee and investment advisors to reviewfinancial performance and investment strategies (Source: IDA Officer DutiesDocument).4. Audit Meetings:o Coordinates with external auditors during the annual financial review (Source: IDAConstitution and Bylaws May 2024). Budget: • Oversight Responsibility:o Collaborates on the creation and management of the annual budget.o Monitors Reserve Fund and Relief Fund investments (Source: IDA Constitution andBylaws May 2024). Additional Considerations: • The Treasurer should possess a strong understanding of accounting principles, financialplanning, and investment strategies.• Must maintain impartiality and prioritize the Association’s financial health over anypersonal or external interests.• Effective communication and collaboration skills are essential for engaging with the Board,Finance Committee, and external advisors (Source: IDA Constitution and Bylaws May2024). 5305.2025

Page 57

IDA EDITOR OF THE JOURNAL Expectations/Responsibilities/Powers and Duties of the Appointed IDA Leadership Roles: OVERVIEW: The Editor of the Journal oversees the publication of the Indiana Dental Association’s (IDA) official journal. This role ensures the journal aligns with the Association's mission, maintains high standards of quality and accuracy, and effectively communicates with members and stakeholders. Specific Duties of the IDA Editor of the Journal 1. Content Oversight:o Ensures the accuracy, relevance, and quality of content published in the journal.o Reviews and approves all articles, editorials, and advertisements for publication(Source: IDA Constitution and Bylaws May 2024). 2. Editorial Leadership:o Develops editorial guidelines and policies in collaboration with the Board ofTrustees and Communications Committee.o Manages the editorial calendar to ensure timely publication of all journal issues(Source: IDA Officer Duties Document).3. Collaboration with Contributors:o Coordinates with authors, reviewers, and contributors to solicit articles and ensureadherence to editorial guidelines.o Provides constructive feedback to authors to maintain high publication standards(Source: IDA Presentation for Training with Chairs Handouts September 2024).4. Strategic Alignment:o Ensures journal content reflects the Association's mission, values, and strategicpriorities, such as promoting professionalism, advancing oral health, andsupporting members (Source: IDA Constitution and Bylaws May 2024). 5. Communication and Member Engagement:o Uses the journal to communicate key updates, policies, and initiatives of the IDA toits members.o Engages with the membership through thought-provoking editorials and relevantarticles (Source: IDA Officer Duties Document).6. Advertising and Revenue Management:o Oversees advertising content to ensure alignment with the Association's standardsand ethical guidelines.o Collaborates with IDA staff to manage advertising revenue generation (Source: IDAConstitution and Bylaws May 2024). Eligibility Requirements: • Must be an Active, Life, or Retired Member in good standing of the IDA.5405.2025

Page 58

• Experience in writing, editing, or publishing is highly desirable (Source: IDA Constitution andBylaws May 2024). Appointment Process: • The Editor of the Journal is an appointive officer, selected and approved by the Board ofTrustees (Source: IDA Constitution and Bylaws May 2024). Tenure: • Serves a term as defined by the Board of Trustees and continues until a successor isappointed and qualified (Source: IDA Constitution and Bylaws May 2024). Powers and Authority: 1. Editorial Authority:o Has final approval over journal content to ensure it aligns with the Association’smission and policies (Source: IDA Constitution and Bylaws May 2024). 2. Advertising Oversight:o Ensures that all advertisements meet ethical and editorial standards and align withthe Association’s image (Source: IDA Constitution and Bylaws May 2024). 3. Collaboration:o Works closely with the Communications Committee, contributors, and staff toensure the journal serves as an effective communication tool (Source: IDA OfficerDuties Document).Time Commitment: • Monthly Commitment:o Approximately 10–12 hours per month, including reviewing submissions,communicating with contributors, and collaborating with staff (Source: IDA OfficerDuties Document).• Annual Commitment:o Ensures the timely production and distribution of all journal issues as scheduled(Source: IDA Constitution and Bylaws May 2024). Key Responsibilities: 1. Publication Schedule:5505.2025

Page 59

o Ensures all journal issues are published and distributed according to the agreedtimeline.o Manages unexpected delays or issues in the production process (Source: IDAConstitution and Bylaws May 2024). 2. Annual Meetings:o Reports on the journal’s performance, updates, and challenges during the AnnualSession of the House of Delegates and Board of Trustees meetings (Source: IDAConstitution and Bylaws May 2024). 3. Content Development:o Identifies emerging topics, trends, and issues relevant to the dental profession toinclude in upcoming issues (Source: IDA Officer Duties Document).Budget: • Oversight Responsibility:o Collaborates with the Finance Committee and IDA staff to manage the journal’sproduction budget.o Works to balance high-quality content delivery with cost-efficiency (Source:Individual Updated IDA Policies and Signature Page 12.2024).Additional Considerations: • The Editor should have strong communication and organizational skills to manage journalproduction and ensure deadlines are met.• A commitment to maintaining impartiality and upholding the IDA’s mission and values isessential.• The Editor should proactively engage with contributors and stakeholders to ensure thejournal remains a valuable resource for members (Source: IDA Constitution and BylawsMay 2024). 5605.2025

Page 60

IDA EXECUTIVE DIRECTOR Expectations/Responsibilities/Powers and Duties of the Appointed IDA Leadership Roles: OVERVIEW: The Executive Director serves as the chief administrative officer of the Indiana Dental Association (IDA), overseeing day-to-day operations and implementing the policies and strategic direction set by the Board of Trustees and House of Delegates. This role ensures the smooth functioning of the Association and acts as a liaison between members, staff, and leadership. Specific Duties of the IDA Editor of the Journal 1. Operational Management:o Oversees the daily operations of the Association, ensuring efficiency and alignmentwith IDA’s mission and strategic goals.o Manages the central office and supervises IDA staff to ensure high levels ofproductivity and professionalism (Source: IDA Constitution and Bylaws May 2024). 2. Policy Implementation:o Executes policies and initiatives established by the Board of Trustees and House ofDelegates.o Ensures compliance with IDA’s Constitution, Bylaws, and all applicable laws andregulations (Source: IDA Constitution and Bylaws May 2024). 3. Financial Oversight:o Collaborates with the Treasurer and Finance Committee to prepare and manage theannual budget.o Monitors financial performance and ensures the Association operates withinapproved budgets (Source: IDA Officer Duties Document).4. Meeting Coordination:o Prepares agendas, materials, and minutes for meetings of the Board of Trustees,House of Delegates, and committees.o Ensures timely communication of meeting outcomes and decisions to relevantstakeholders (Source: IDA Constitution and Bylaws May 2024). 5. Member Services:o Oversees membership recruitment, retention, and engagement efforts to grow theIDA’s membership base.o Implements programs and services to enhance the value of membership for IDAdentists (Source: IDA Officer Duties Document).6. Strategic Planning:o Works closely with the Board of Trustees to develop and execute the Association’sstrategic plan.o Monitors progress on strategic goals and provides regular updates to the Board(Source: IDA Presentation for Training with Chairs Handouts September 2024).7. Communications:o Serves as the primary liaison between IDA leadership and staff, ensuring clear andeffective communication.5705.2025

Page 61

o Represents the Association in communications with external stakeholders,including dental organizations, government agencies, and the public (Source: IDAConstitution and Bylaws May 2024). 8. Event Oversight:o Manages the planning and execution of major IDA events, including the AnnualSession, Midwest Dental Assembly, and Dental Day at the Capitol (Source: IDAOfficer Duties Document).9. Liaison Role:o Acts as Secretary for the Association, maintaining official records andcorrespondence.o Serves as a resource to committees and task forces, ensuring they have the supportneeded to fulfill their responsibilities (Source: IDA Constitution and Bylaws May2024). Eligibility Requirements: • The Executive Director is an appointed position, typically requiring significantadministrative, financial, and leadership experience in association or nonprofitmanagement (Source: IDA Constitution and Bylaws May 2024). Appointment Process: • Appointed by the Board of Trustees following a rigorous selection process.• Serves at the discretion of the Board (Source: IDA Constitution and Bylaws May 2024). Tenure: • Serves an indefinite term, contingent on performance evaluations and the Board’s approval(Source: IDA Constitution and Bylaws May 2024). Powers and Authority: 1. Executive Leadership:o Manages all operational aspects of the Association, ensuring alignment with IDA’smission and goals (Source: IDA Constitution and Bylaws May 2024). 2. Financial Authority:o Ensures sound financial practices, including proper allocation of resources andcompliance with financial policies (Source: IDA Officer Duties Document).3. Decision-Making:o Advises the Board and leadership on operational and strategic matters.5805.2025

Page 62

o Has the authority to act within the scope of approved policies to ensure operationalefficiency (Source: IDA Constitution and Bylaws May 2024). 4. Representation:o Represents IDA in meetings with external organizations, stakeholders, andgovernment agencies to promote the Association’s interests (Source: IDAPresentation for Training with Chairs Handouts September 2024). Time Commitment: • Full-time role with significant time dedicated to the oversight of IDA operations, staff, andprograms.• Requires flexibility to attend events, meetings, and represent IDA on evenings andweekends when necessary (Source: IDA Officer Duties Document).Events Required to Attend: 1. Annual Meetings:o IDA House of Delegates (May).o Midwest Dental Assembly (MDA) (Source: IDA Constitution and Bylaws May 2024). 2. Quarterly and Special Meetings:o Board of Trustees meetings.o Strategic planning sessions and committee meetings as needed (Source: IDAOfficer Duties Document).3. Public and Professional Events:o Represents the IDA at state and national dental association events, such as theADA Annual Meeting and Dental Day at the Capitol (Source: IDA Presentation forTraining with Chairs Handouts September 2024). Budget: • Collaborates with the Treasurer and Finance Committee to prepare and manage theAssociation’s budget.• Responsible for ensuring financial resources are allocated efficiently to support IDAinitiatives and events (Source: IDA Constitution and Bylaws May 2024). Additional Considerations: • The Executive Director must exhibit strong leadership, communication, and organizationalskills to effectively manage the Association.• A commitment to upholding the mission and values of the IDA is essential.• The Executive Director serves as the face of the organization, requiring diplomacy andprofessionalism in interactions with members, staff, and external stakeholders (Source: IDAConstitution and Bylaws May 2024).5905.2025

Page 63

Page 64

ROLES AND RESPONSIBILITIES OF COMMITTEES COMMITTEE MEMBERS APPOINTED TO STANDING COMMITTEES Nominated for appointment by Leadership Committee, Approved for Appointment By the Board of Trustees. Two-year term, with a maximum of 3 terms totaling 6 years. Each new term requires renewal and approval. Terms start and end after the House of Delegates each year. Vacancies after the House of Delegates are appointed by the current IDA President. STANDING COMMITTEE CHAIR Elected by the committee members for a two-year term; eligible for reelection. KEY RESPONSIBILITIES OF STANDING COMMITTEE CHAIRS • Committee Chairs, ensure the committee’s goals and tasks are completed.• Lead and Facilitate Meetings: Oversee and guide the committee’s discussions and decision- making processes.• Establish Subcommittees: Create subcommittees as needed to support the work of theStanding Committee. These subcommittees function as extensions of the Standing Committeeand are formed at the discretion of the Committee Chair. Their purpose is to assist inachieving the goals and tasks assigned to the Standing Committee by the Board of Trustees.• Ensure Goal Completion: Ensure that the committee successfully completes its assigned goalsand tasks.• Budget: Create a budget for the Committee with assistance from Staff. (The budget for eachcurrent year is set in the previous year) Maintain spending within the approved budget forthe committee. Assist Staff with managing and distributing the approved funds in accordancewith the budget for that year.• Complete the Annual Report for the Committee’s activities which is presented to the Board ofTrustees in April of each year and then to the House of Delegates in May of each year.• Oversee the accurate recording of minutes and their approval by the committee at the startof each subsequent meeting that follows.DUTIES OF ALL COMMITTEE AND SUBCOMMITTEE CHAIRS •Lead and oversee committee work.•Plan and organize meetings and activities.•Set goals and objectives aligned with the Association’s mission.•Collaborate with members on initiatives and projects.•Assign tasks to committee members.•Monitor project progress and ensure timely completion.•Report activities and progress to the Board and President.•Serve as a liaison with other Association entities.•Provide guidance and support to members.•Ensure compliance with Association policies.6105.2025

Page 65

VISIONARY Challenge yourself, Staff and Members of your Committee’s to focus on solving the most strategically relevant tasks and issues for the betterment of the profession and the IDA. •Focus on the big picture•Recognize the power of planning•Challenge the status quo•Don’t be brought down by skeptics•Be driven in the direction of the ultimate goal (strategy/mission/vision)ENGAGED Pursue experiences to be energized and inspired by IDA and the opportunities available in your leadership role. •Show up consistently•Actively participate in conversations•Be excited about the work that is being done•Share experiences for others to learn from•Make actions and decisions that further missionJUDICIOUS Seek opportunities to play the devil’s advocate and embrace those sharing the dissenting opinion. •Listen to others•Represent the whole membership and not a market segment•Treat others, especially those with dissenting opinions, with respect•Seek fair resolution•Give opportunities for others to weigh inACCOUNTABLE Hold yourself and others responsible in maintaining momentum and allowing progress to occur without unnecessary delays. •Keep promises•Focus energy on important issues•Make productive use of time•Prepare for meetings beforehand•Respond in a timely manner6205.2025

Page 66

Page 67

Page 68

Page 69

Page 70

Page 71

Page 72

Page 73

Page 74

Page 75

Indiana Dental Political Action Committee (IDPAC) Overview: The Indiana Dental Political Action Committee (IDPAC) is a vital component of the Indiana Dental Association’s advocacy efforts. IDPAC serves as the political arm of the IDA, working to ensure that the voice of organized dentistry is heard in legislative and regulatory matters affecting oral health, dental practices, and patient care in Indiana. Purpose: IDPAC’s primary purpose is to support candidates and policymakers who understand and advocate for the interests of the dental profession and oral health care. By contributing to campaigns and engaging in grassroots advocacy, IDPAC helps shape public policy to benefit dentists, their patients, and the broader community. Activities: • Legislative Advocacy: IDPAC works closely with the IDA Governmental Affairs Committee to monitor legislative developments, recommend positions, and engage with policymakers. • Candidate Support: IDPAC provides financial contributions to candidates who align with the goals of the dental profession and oral health advocacy. • Grassroots Engagement: IDPAC mobilizes IDA members to participate in advocacy efforts, including Dental Day at the Capitol and action alerts. • Education: IDPAC educates members about the importance of political engagement and the impact of legislation on dentistry. Member Contributions: IDPAC relies on contributions from IDA members to fund its activities. Donations to IDPAC are voluntary and separate from IDA membership dues. Members are encouraged to contribute to ensure the dental profession remains a strong and influential voice in Indiana’s political landscape. Governance: IDPAC is overseen by the IDA Board of Trustees and works in collaboration with the Governmental Affairs Committee. Regular updates on IDPAC activities and financial status are provided to the Board and IDA members. Key Events: • Dental Day at the Capitol: An annual event where IDA members meet with • legislators to discuss key issues affecting dentistry and oral health. • Legislative Updates: IDPAC provides members with timely updates on legislative developments and advocacy opportunities. Importance of IDPAC: Through IDPAC, the Indiana Dental Association ensures that the dental profession has a seat at the table in shaping policies that impact oral health care delivery, access to care, and the business of dentistry. Member support of IDPAC is essential to maintaining a strong advocacy presence in Indiana. 7205.2025

Page 76

Page 77

Page 78

Page 79

Page 80

Page 81

Page 82

Page 83

Section: Committee Chair Expectations and Responsibilities Overview: Committee Chairs serve a vital leadership function within the Indiana Dental Association. They ensure that each committee fulﬁlls its mission, remains aligned with strategic goals, and provides actionable recommendations to the Board of Trustees or House of Delegates. Core Responsibilities: 1. Leadership and Facilitation: o Guide the direction and work of the committee. o Facilitate meetings and maintain a focus on deﬁned goals and timelines. o Collaborate with sta liaisons to develop agendas and meeting content. 2. Strategic Alignment: o Ensure the committee’s work aligns with the strategic goals and current priorities of the IDA. o Report outcomes and progress to the Board of Trustees or designated leadership bodies. 3. Meeting Management: o Prepare in advance by reviewing materials and identifying objectives. o Follow parliamentary procedures where applicable. o Ensure meeting minutes and follow-ups are handled in collaboration with sta. 4. Volunteer Engagement: o Foster participation and feedback from all committee members. o Monitor engagement and suggest changes to composition or participation as needed. 5. Policy and Resolution Development: o Work with sta and members to develop policy recommendations and formal resolutions. o Ensure timely submission of proposals, updates, or changes to IDA policies. 6. Annual Reporting: o Assist in developing or reviewing the committee’s annual report for submission to the House of Delegates. o Contribute summaries of meetings or initiatives as required. 8005.2025

Page 84

Page 85

Page 86

Agenda [insert name] Committee Meeting [Month, Day, Year] [Microsoft Teams/Zoom/Location] I.Welcome and Introductiona.Role Call to Establish Quorum - 5 minutesb.Approval of Agenda - 2 minutesc.Approval of Minutes from [Date] - 3 minutesII.Brief Summary of Committee Goalsa.Short term goals - 5 minutesb.Long term goals - 5 minutesIII.Review Action Items from [Date]a.Status Report given by [name] on [insert action item/report on description] - 7 minutesb.Status Report given by [name] on [insert action item/report on description] - 7 minutesc.Committee Chair gives summaries of reports for clarification/understanding of reportand read and action items carried out - 8 minutesIV.Establish next stepsa.Discussion by group on next steps - 10 minutesV.Any Other Businessa.Provide an opportunity for committee members to raise additional topics or concerns -5 minutesb.Address any outstanding issues or questions - 5 minutesVI.Summary of meeting - 3 minutesVII.Assign responsibilities and deadlines for follow-up tasksa.Request Volunteers - 3 minutesb.Chair: Delegate unassigned responsibilities - 2 minutesVIII.Confirmation of next scheduled meetinga.Confirm the date and time for the next Committee meeting - 2 minutesIX.Adjournment - 1 minute8305.2025

Page 87

Agenda [insert name] Committee Meeting [Month, Day, Year] [Microsoft Teams/Zoom/Location] I. Welcome and Introductiona. Role Call to Establish Quorum - 5 minutesb. Approval of Agenda - 2 minutesc. Approval of Minutes from [Date] - 3 minutesII. Brief Summary of Committee Goalsa. Short term goals - 5 minutesb. Long term goals - 5 minutesIII. Review Action Items from [Date]a. Status Report given by [name] on [insert action item/report on description] - 7minutesb. Status Report given by [name] on [insert action item/report on description] - 7minutesc. Committee Chair gives summaries of reports for clarication/understanding ofreport and read and action items carried out - 8 minutesIV. Establish next stepsa. Discussion by group on next steps - 10 minutesV. Any Other Businessa. Provide an opportunity for committee members to raise additional topics orconcerns - 5 minutesb. Address any outstanding issues or questions - 5 minutesVI. Summary of meeting - 3 minutesVII. Assign responsibilities and deadlines for follow-up tasksa. Request Volunteers - 3 minutesb. Chair: Delegate unassigned responsibilities - 2 minutesVIII. Conrmation of next scheduled meetinga. Conrm the date and time for the next Leadership Committee meeting - 2minutesIX. Adjournment - 1 minute8405.2025

Page 88

MAY 2025 ANNUAL REPORT: Leadership Committee MEMBERS: Dr. Lisa Conard, Chair (BH) Dr. Jay Asdell (NC) Dr. Mara Catey-Williams (NC) Dr. NUMBER OF TOTAL MEETINGS HELD: The Committee met times from MAY to APRIL . SUBMITTED BY: Introduction and Overview: Briefly introduce the committee and its purpose. Provide an overview of the report's contents. Mission and Goals: Summarize the committee's mission and objectives for the reporting period. Activities and Accomplishments: Detail the activities undertaken by the committee throughout the year. Highlight any significant accomplishments, initiatives, or projects completed. Include quantitative data or metrics to measure the impact of the committee's work. Challenges and Obstacles: Identify any challenges or obstacles encountered by the committee during the reporting period. Describe how these challenges were addressed or mitigated. Financial Report: Provide a summary of the committee's financial activities, including budget allocations and expenditure. Detail any sources of funding received and how they were utilized. Partnerships and Collaborations: Describe any partnerships or collaborations established by the committee with other organizations or stakeholders. Highlight the benefits and outcomes of these partnerships. Future Plans and Goals: Outline the committee's priorities and goals for the upcoming year. Describe any new initiatives or projects planned. Discuss strategies for addressing ongoing challenges or areas for improvement. Recommendations: HOUSE8505.2025

Page 89

Page 90

[MONTH Year] (Example: SEPTEMBER 2026) BOARD REPORT: [Name of your Committee/Subcommittee Here] Dr. [Name], Chair (Component Initials) Dr. [example] Jane Doe, (IDDS) Dr. Dr. SUBMITTED BY: [insert name] Introduction and Overview: Briefly introduce the committee and its purpose. Provide an overview of the report's contents. Mission and Goals: Summarize the committee's mission and objectives for the reporting period April 2023-April 2024. Activities and Accomplishments: Detail the activities undertaken by the committee throughout the year. Highlight any significant accomplishments, initiatives, or projects completed. Include quantitative data or metrics to measure the impact of the committee's work. Challenges and Obstacles: Identify any challenges or obstacles encountered by the committee during the reporting period. Describe how these challenges were addressed or mitigated. Financial Report: Provide a summary of the committee's financial activities, including budget allocations and expenditures. Detail any sources of funding received and how they were utilized. Partnerships and Collaborations: Describe any partnerships or collaborations established by the committee with other organizations or stakeholders. Highlight the benefits and outcomes of these partnerships. Future Plans and Goals: Outline the committee's priorities and goals for the upcoming year. Describe any new initiatives or projects planned. Discuss strategies for addressing ongoing challenges or areas for improvement. Recommendations: Offer recommendations for the Board of Trustees based on the committee's experiences and insights. List any changes to your subcommittees if changes are necessary. For example, a subcommittee that is no longer active and is no longer a necessary extension of the Committee. Suggest areas for improvement or future opportunities for growth. Conclusion: Summarize the key points of the report. Express gratitude to the Board of Trustees for their support and guidance. BOARD8705.2025

Page 91

Page 92

Page 93

Section: Task force and Task force Member Expectations and Responsibilities Overview: A task force is a time-limited, goal-speciﬁc group formed by the Indiana Dental Association to address an urgent issue, evaluate a speciﬁc concern, or explore a strategic opportunity that falls outside the scope of standing committees. Task forces are established by the House of Delegates, Board of Trustees, or a committee, when rapid response, detailed analysis, or targeted problem-solving is needed. They are responsible to their authorizing body, and they dissolve when they finish their charge.Purpose and Function: • Taskforces focus on speciﬁc deliverables such as drafting a report, developing arecommendation, or proposing a solution.• They are not permanent and are dissolved once the objective is fulﬁlled.• Members are selected based on subject matter expertise, experience, or representationrelevant to the task.Responsibilities: 1. Deﬁned Scope:o Operate within a clearly deﬁned objective or charge provided at the time offormation.o Limit work to the intended focus area, ensuring progress remains on track andwithin timeline.2. Collaboration and Engagement: o Work closely with IDA sta and leadership to gather data, explore options, andevaluate solutions.o Engage stakeholders or outside experts when necessary to informrecommendations.3. Reporting and Outcomes: o Provide interim updates if requested and submit a ﬁnal report or presentation ofﬁndings. o May propose actions for Board of Trustees or House of Delegates approval. 9005.2025

Page 94

Page 95

Page 96

Page 97

Page 98

Page 99

Page 100

Page 101

Page 102

Page 103

Page 104

Page 105

Page 106

Page 107

Page 108

Page 109

Page 110

Page 111

Page 112

Page 113

Page 114

Page 115

Page 116

Page 117

Page 118

Page 119

Page 120

Page 121

Page 122

Leadership Roster 2024-25Immediate Past PresidentTom Blake | Isaac Knapp2409 Fairoak Dr.Fort Wayne, IN 46809-2301tblake5591@aol.com 260-747-5745President-ElectRebecca De La Rosa | IDDS7318 E. US Highway 36 Ste 100Avon, IN 6123-6882RDeLaRosa@indy.rr.com 317-272-7715Speaker of the HouseJenny Neese | Ben Hur675 Pine Meadow Dr.Zionsville, IN 46077-1122jennyneese@gmail.com 317-679-7290Vice PresidentLorraine Celis | North Central2628 E. Jeerson BlvdSouth Bend, IN 46615lorraine@jeersondentalcenter.com 574-233-1187Journal IDA EditorVanchit John | IDDSvjohn@iu.edu317-274-5124President Lisa Conard | Ben Hur1705 Indianapolis Ave.Lebanon, IN 46052b.conard@comcast.net765-482-1060Vice Speaker of the HouseJoe Platt | Isaac Knapp9970 Dupont Circle Drive EastFort Wayne, IN 46825joseph.r.platt@gmail.com 260-432-2813TreasurerNia Bigby | IDDS10711 Crell Ct.Indianapolis, IN 46239-9770nabigby@yahoo.com 315-569-5623Vice President-ElectWill Hine | IDDS505 N. Green StreetBrownsburg, IN 46112drhine@infamilydentistry.com 317-852-599911905.2025

Page 123

Page 124

Page 125

Page 126

INDIANA DENTAL ASSOCIATION Staff Roster Doug Bush | doug@indental.org Executive Director • IDA policies and procedures• Finance and budget• Administration and staff• IDA Board of Trustees and House• IDA subsidiariesJody Cleary | jody@indental.org Director of Membership and Financial Services • Membership dues processing• Membership information/processing• Account management• Finance and budgetShane Springer | shane@indental.org Director of Government Affairs • State and national dental legislation• Governmental Affairs Committee• Coordinator of IDPAC• Regulatory agenciesJay Dziwlik | jay@indental.org Assistant Executive Director • Membership recruitment & retention• Liaison to IU School of Dentistry• Committees on Membership, DentalEducation & Practice• AIR Leadership CommitteeTerri Hayward| terri@indental.org Receptionist/Office Manager • Assist members and general public• IDA Central Office management• IDA staff support• Charitable care inquiriesEd Rosenbaum | edr@indental.org Director of Professional Services • Peer Review Committee• Well Being Committee• IDA Foundation• Dental Benefits Subcommittee• Dental Medicaid• Endorsed products and servicesKathy Walden | kathy@indental.org Director of Communications • Managing Editor for IDA publications• Media relations• Communications Committee• Website managerAshley Snell | ashley@indental.org Director of Insurance • IDA Insurance Services• IDA Trust Board• Liability insurance applications andservicing• Licensed life/health and property/casualty agentWanda Barger | wanda@indental.org Multi-lines Insurance Agent • IDA Trust applications, servicing,billing inquiries• Medicare supplement information andapplications• Licensed life/health and property/casualty agentAndrea New | andrea@indental.org Director of Volunteer Engagement Judy Neuman | judy@indental.org Director of Professional Development • Midwest Dental Assembly• CE development and planning• Professional Development Committee• Advertising and sponsorshipsJonathan Mayo | jonathan@indental.org IDA Health Insurance Trust Executive Director • Licensed life/health and property/casualty agent• Volunteer recruitment and management• Board and House Coordination• ADA Delegation Support• Committees on Leadership, DentalPublic Health, Infant Oral Health, BeWell & Workforce12305.2025

Page 127

Page 128

Page 129

Page 130

TABLE OF CONTENTS I. Composition of the House of Delegates.................................................................... 1 II. Responsibility .......................................................................................................... 1 III. Meetings of the House of Delegates ....................................................................... 1 IV. Recommendations and Resolutions to the House of Delegates .......................... 1-2 V. Rules of the House and Parliamentary Authority ..................................................... 2 VI. Committees of the HouseA. Committee on Credentials .............................................................................. 2 B. Reference Committees ................................................................................... 3 1. Composition and Appointment .................................................................. 3 2. General Proceduresa. Conduct of Hearings .............................................................................. 3 b. Conduct of Executive Meeting ................................................................ 4 c. Reference Committee Reports, Including Minority Reports ..................... 4 C. Constitution and Bylaws Committee .............................................................. 4 VII. Resolutions .......................................................................................................... 4 A. Form of Resolutions ......................................................................................... 5 B. Amendments to Constitution and Bylaws ......................................................... 5 C. Reference Committee Recommendation on Resolutions ................................. 5 1. Approve ...................................................................................................... 5 a. Adopt as introduced ............................................................................... 5 b. Adopt In-Lieu-Of ..................................................................................... 5 2. Disapprove .............................................................................................. 5-6 a. Reject ................................................................................................. 5-6 b. Amend ................................................................................................... 6 c. Substitute ............................................................................................... 6 3. Refer .......................................................................................................... 6 4. Postpone .................................................................................................... 6 a. Postpone to a definite time ..................................................................... 6 b. Postpone indefinitely .............................................................................. 6 VIII. Election of IDA Delegation to ADA HouseA. ADA Delegation Protocol............................................................................ 6-8 B. ADA Delegation Spreadsheet ........................................................................ 8 12705.2025

Page 131

1 PARLIMENTARY STANDING RULES OF THE HOUSE OF DELEGATES 2 3 INDIANA DENTAL ASSOCIATION 4 5 6 I. COMPOSITION OF THE HOUSE OF DELEGATES:7 8 The House of Delegates is composed of officially certified delegates (i.e., each component society 9 selects one (1) delegate per each fifty (50) members or fraction thereof as of December 31 of the 10 preceding year) and one student delegate representing the Indiana Chapter of the American 11 Student Dental Association). The Officers, Trustees, and Past Presidents are ex-officio members 12 of the House without voting authority (unless duly elected as a delegate) except that the President 13 may vote in case of a tie. 14 15 Official credentials are sent to each delegate and alternate delegate prior to the session which shall 16 be presented to the Committee on Credentials for registration and admission to the sessions. In 17 the event of a contest over credentials of any delegate or alternate delegate, the Committee on 18 Credentials shall hold a hearing and report its findings and recommendations to the House of 19 Delegates for final action. 20 21 Access to the floor of the House of Delegates is limited to members and ex-officio members of the 22 House, individuals making reports, members of the Central Office staff and component Executive 23 Directors. Alternate delegates not serving as delegates and other members of the Association are 24 invited to sit in the visitor section. 25 26 II. RESPONSIBILITY:27 28 Delegates have the responsibility to vote on the basis of what they deem best for the Association 29 and the best interests of the profession, sharing their perspective and that of their component. The 30 House meets only once a year, making it obvious that many important problems must be 31 considered and decided. The volume and complexity of the issues placed before the House make 32 it necessary to have a well-established routine for the conduct of business that requires the close 33 cooperation of the Delegates, Alternates, Trustees, chairs of Committees and Subcommittees, 34 Officers, and the Central Office Staff. 35 36 III. MEETINGS OF THE HOUSE OF DELEGATES:37 38 The House of Delegates convenes during the Annual Session of the Indiana Dental Association. 39 Its first meeting, formative in nature, usually consists of: (1) introduction of guests; (2) an 40 address by the President; (3) annual reports filed with House; (4) nominations and (5) 41 miscellaneous and new business. The House is in recess following the first meeting to provide 42 time for the Reference Committees to transact business. The House reconvenes for its second 43 meeting following publication of the Reference Committee reports. The second meeting includes 44 an address from the President Elect. 45 46 Special sessions may be called by the President upon a three-fourths vote of the Board of 47 Trustees or upon written request of one-fifth of the delegates who comprised the last House of 48 Delegates. 49 50 IV. RECOMMENDATIONS AND RESOLUTIONS TO THE HOUSE OF DELEGATES:51 12805.2025

Page 132

52 Recommendations and resolutions involving Association policy come to the House of Delegates 53 from several different sources: officers, trustees, committees and subcommittees, component 54 societies, related organizations, and members. 55 56 All resolutions introduced to the IDA House of Delegates (other than those generated by a 57 Reference Committee or the Board of Trustees) must be submitted to the IDA Central Office at 58 least thirty (30) days prior to the first meeting of the House of Delegates. Resolutions not meeting 59 this deadline require a majority consent of the delegates present at the time of introduction to be 60 considered as "New Business" at the first meeting of the House of Delegates. No new business 61 shall be introduced at the last meeting of the House of Delegates except when such new business 62 is submitted by a trustee district and is permitted to be introduced by a two-thirds (2/3) affirmative 63 vote of the delegates present and voting. The motion introducing new business shall not be 64 debatable. Reference committee recommendations and resultant resolutions shall not be 65 considered new business. Constitution or Bylaws amendments may not be introduced as new 66 business at the last meeting of the House of Delegates. 67 68 The Bylaws require committees to file all annual reports including recommendations or resolutions 69 with the Executive Director thirty (30) days prior to the first meeting of the House of Delegates. 70 Officers are asked to do likewise. The Executive Director prepares copies of these reports and 71 sends them to all delegates, alternate delegates, officers and trustees eighteen (18) days prior to 72 the Annual Session. Additional material may be provided to the delegates when they register with 73 the Committee on Credentials. 74 75 It is requested that all recommendations calling for action by the House of Delegates be in the 76 form of written resolutions. (See Section VII, pg. 4) 77 78 V. RULES OF THE HOUSE AND PARLIAMENTARY AUTHORITY:79 80 The Bylaws provide for the House of Delegates in Chapter V1, Sections 10 - 100. AIP Standard 81 Code of Parliamentary Procedure shall govern the deliberations of the House in all cases in which 82 they are applicable and not in conflict with these Rules or the Bylaws. (See Chapter XIX.) 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 A. Reports are not read in the House of Delegates unless they contain a recommendation foraction by the House, and then only information needed to supplement that request for actionis read. This does not limit any Delegate’s right to question any chair for additional clarificationof their report.B. Annual reports which are received too late for inclusion in the mailing may only be introducedas new business.C. The Necrology Report is read in its entirety.D. The " Parliamentary Standing Rules of the House of Delegates" as approved by the Houseof Delegates is the official guide for the deliberations of the House of Delegates.E. The Reference Committee business assignments are included in the mailing of Reports tothe House of Delegates.F. Committees are expected to place proposed actions in the form of resolutions that areincluded in their Annual Report to the House of Delegates.102 12905.2025

Page 133

103 G. The President and President-Elect are urged to present verbal reports to the House of104 Delegates along with their written report. Any resolutions contained in the reports of these105 officers should be in the Annual Reports issued to the delegates.106 107 H. A second is not required following the proper making of a motion in the House of Delegates.108 109 VI. COMMITTEES OF THE HOUSE:110 111 112 113 A. Committee on Credentials:114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 B. Reference Committees:1. Composition and Appointment: The President appoints an adequate number of ReferenceCommittees made up of officially certified delegates or alternate delegates to handle thebusiness of the House. The President selects the chair and the committee selects anyother officers it needs. The President may also assign consultants as appropriate. Note:Recommendations or resolutions proposing an appropriation of funds must bereferred to the Board of Trustees for consideration and reported back to the House at thesame or later meeting of the House relative to the availability of funds.2. General Procedures: The principle duty of a Reference Committee is to recommend to theHouse of Delegates an appropriate course of action on matters that have been placedbefore it. This duty can best be discharged by evaluating all recommendations orresolutions referred to it by the Speaker of the House, by basing its recommendations onthe best information, advice and testimony available and by making its decision in the bestinterest of the public, the Association and the dental profession.It is not the responsibility of the Reference Committees to prevent the House from takingaction on any matter before it, and it is not the committee’s duty to accept automatically,without deliberation the opinions of its own members or the opinions of those who havetestified. The Reference Committee fulfills its duty when it takes into consideration all ofthese factors and advises the House to adopt, amend, postpone, refer, or reject arecommendation or resolution which has been placed before it.The Reference Committee may propose its own recommendations or resolutions. It maynot "pigeon hole" any item, but must report it back to the House for final disposition. TheReference Committee may call upon Officers, Trustees, members of committees andmembers of the Central Office staff if it desires to gain information. It may make anexplanation of the Committee’s decisions before recommending to the House that arecommendation or resolution be adopted rejected, amended, referred, postponed, orreplaced by a substitute resolution.152 1.Appointed by the President - three or more officially certified delegates or alternate del-gates. It makes recommendations relative to eligibility of Delegates and AlternateDelegates, registers members of the House, maintains the roll call, determines thepresence of a quorum, issues recommendations on contests over the certification ofdelegates/alternates, and counts votes on resolutions when requested by the Speaker.13005.2025

Page 134

153 3. Conduct of Hearings: Opinions of all interested members are received during the open154 hearings which are conducted by the Reference Committee and later evaluated in an155 executive meeting at which the Committee’s decisions are made.156 157 a. The chair of the Reference Committee should preside both at the hearings and at the158 executive meeting. He or she should carry out the usual duties of a chair in maintaining159 order, facilitating the transaction of business, and in ruling on the length and relevancy160 of discussion.161 162 The chair should not permit the making of motions or the taking of formal votes at an163 open hearing, since the object of the hearing is to receive information and opinions, and164 not to make any decisions which would bind the Reference Committee in its subsequent165 deliberations.166 167 The chair should ensure that all who want to be heard are heard, but he or she should168 be watchful against prolonged holding of the floor by one or more persons at the169 expense of others who may wish to counsel with the committee. The chair, with the170 consent of his or her committee, may place reasonable limitations on discussions and171 debate. All members of the Indiana Dental Association have the right to attend172 Reference Committee hearings and participate in the discussion, whether or not they173 are members of the House of Delegates. Non-members may attend and participate in174 the hearing only at the invitation of a majority of the Reference Committee.175 176 b. Conduct of Executive Meeting: After evidence and information have been received at177 the open hearing, the Reference Committee should retire to an executive meeting at178 which only the members and a staff secretary may be present. The Committee may,179 however, invite any Officer, Trustee, consultant, or Central Office staff member for180 further information or advice if it wishes. At this meeting, the committee reaches its181 decisions and prepares its report.182 183 c. Reference Committee Reports, including Minority Reports: The Reference Committee184 prepares a report of its recommendations. The chair of each component society185 delegation is provided a copy for each member of their delegates and alternates186 following the day of the Reference Committee meetings.187 188 The members of the Reference Committees should attempt to reach unanimous189 agreement, insofar as is possible. Each member of a Reference Committee has the190 right to make a minority report. If a minority report is to be made, the chair shall make it191 clear to the House of Delegates that there was an irreconcilable disagreement within192 the Committee and that the differing positions will be reported for consideration.193 194 The majority report is read first, then the minority report is read by a dissenting member195 of the Reference Committee. After both the majority and minority reports have been196 read, the action suggested in the majority report is made as the main motion. The197 minority may then propose to alter that action with their resolution.198 199 C. Constitution and Bylaws Committee:200 201 The Speaker and Vice Speaker act as a consultant to Reference Committees on resolutions202 affecting the Constitution and Bylaws during the Annual Session of the House of Delegates.13105.2025

Page 135

203 The Committee shall consider all proposed amendments and report its recommendations to 204 the House of Delegates. 205 206 VII. RESOLUTIONS207 208 A. Form of resolution shall be uniform and contain:209 210 1. A short title211 212 2. The name and title of the person, committee or component society proposing the213 resolution.214 215 3. A background statement, as brief as possible, setting forth the reasons for the resolution.216 This is preferred in lieu of whereas clauses.217 218 4. The resolving clause(s) stating a single proposition only. (If more than one proposal is219 offered, they should be stated in separate resolutions.)220 221 5. Estimation of the cost and the source of the funding, if necessary.222 223 6. Lines numbered sequentially in the left margin.224 225 B.Amendments to the Constitution and Bylaws should be cleared with the Speaker and Vice226 Speaker relative to proper wording to accomplish the proposed change. If the resolution227 involves amendments(s) to the Bylaws and the Reference Committee chair should report on228 the Committee’s recommendations before making the motion for action on the resolution to229 amend the Bylaws.230 231 232 C. Reference Committee Recommendation on Resolutions: The committee report should make233 reference to the page number where the original resolution appeared in the annual reports or234 supplements. The most common Reference Committee recommendations are listed below,235 along with suggested wording to accomplish the recommendation:236 237 1. Approve238 239 a.Adopt as introduced240 The Reference Committee may wish to recommend a resolution be approved as241 introduced. The chair would state the following: "The chair moves the resolution with242 the recommendation to adopt."243 244 b. Adopt In-Lieu-Of245 The Reference Committee may wish to recommend a resolution be approved instead246 of one or more similar introduced resolutions. The chair would state the following:247 “The chair moves resolution # in-lieu-of resolution(s)# with the 248 recommendation to adopt. 249 250 2. Disapprove251 252 a. Reject13205.2025

Page 136

253 The Reference Committee may believe an item of business does not warrant adoption 254 in any form by the IDA. The chair would state the following: "The chair moves the 255 resolution with the recommendation to NOT adopt." 256 257 b. Amend258 The Reference Committee may concur with most of a resolution but wish to change259 minor details. The chair would state the following: "The chair moves to amend260 resolution # by the addition/deletion of the following language, (specifying the 261 location of he insertion/deletion followed by the specific wording)." 262 263 i. Following a positive vote on the amendment, "The chair moves the amended264 resolution."265 266 c. Substitute267 The Reference Committee may concur with the concept of a resolution but wish to268 change major parts. The committee would prepare a replacement resolution (labeled269 with an RC to designate a Reference Committee resolution) to be distributed to the270 House. The chair would state the following: "The chair moves to substitute resolution271 # RC for resolution #272 273 i. Following a positive vote on the amendment by substitution, "The chair moves274 the Substitute resolution."275 276 3. Refer277 278 a.The Reference Committee may believe additional study is needed before action by279 the House of Delegates. The chair would state the following: "The chair moves to280 refer resolution # to the [Council on/Committee on/Board of Trustees] for study281 and report back to the next House of Delegates."282 283 4. Postpone284 285 a.Definitely: The Reference Committee may wish to obtain additional information or to286 provide an opportunity for additional discussion on a resolution. The chair would state287 the following: "The chair moves to postpone resolution # until [date and possibly 288 time]. (Stating the reasons why postponement is warranted)" 289 290 b.Indefinitely: The Reference Committee may wish to dispose of a resolution without a291 direct vote on the resolution. The chair would state the following: “The chair moves to292 table resolution # .293 294 295 VIII. ELECTION OF IDA DELEGATION TO ADA HOUSE296 297 A. ADA Delegation Protocol298 299 1.Candidates for the ADA Delegation shall submit a Campaign Statement to the IDA no300 less than thirty days prior to the start of the IDA House of Delegates (HOD).301 302 a. Up to two (2) candidates will be allowed per component303 13305.2025

Page 137

b. The Campaign Statement shall consist of:i. A single pageii. Background/personal information of 50 words or lessiii. List of leadership positions that will contribute to being on the delegationin no more than 100 wordsiv. Description of why they will be an asset and/or how they will contribute tothe delegation in no more than 100 wordsv. A photograph of the candidate (headshot)c. The Campaign Statements will be sent to members of the IDA HOD at the sametime as the HOD Manual.d. During the 1st HOD meeting, if the number of candidates for the ADA delegation isless than the number of vacancies available plus an additional two (2) names,nominations from the floor will be accepted.e. If there are floor nominations, each component will be allowed to nominate one (1)candidate.f. A final list of nominees will be included in the Reference Committee Report.Prior to the close of the IDA 1st HOD session, each ADA delegation candidate will be allowed to address the House. They will be allowed a strictly enforced time allotment of no more than three minutes. Election of the ADA delegation will take place prior to the 2nd meeting of the IDA HOD. The votes will be counted by the Credentialing Committee and presented to the Speaker and/or Vice Speaker of the House who will announce the results. a. In the event of a tie for the last delegation position, a runoff election between thoseinvolved in the tie will take place in the IDA HOD.b. In the event of a tie for runners-up, the ADA Delegation will meet following theconclusion of the 2nd meeting of the IDA HOD and the order of the runners-up will bedetermined by the newly elected ADA Delegation members.All elected Delegation members will serve a two (2) year term; a runner-up that will fill in a position will serve a one (1) year term. The ADA Delegation members will determine which members will serve as Delegates and who will serve as Alternate Delegates. The IDA President will serve as a Delegate by virtue of their office; IDA President-Elect, IDA Vice President and the IDA Immediate Past-President will serve as delegation members by virtue of their office. The IDA Immediate Past-President has the option of not serving on the delegation; this should be announced no later than the first meeting of the IDA HOD, prior to floor nominations. Vice-President Elect will not automatically receive a position on the Delegation. 304 305 306 307 308 309 310 311 312 313 314 315 316 317 318 319 320 321 322 323 324 325 326 327 328 329 330 2. 331 332 333 334 3. 335 336 337 338 339 340 341 342 343 344 345 4. 346 347 348 5. 349 350 351 352 353 354 13405.2025

Page 138

355 356 6. The names of the ADA delegation members along with runners-up (in order) will be357 entered into an official document (spreadsheet) by the Speaker or Vice Speaker of the358 House and given to the Secretary of the House (IDA Executive Director). This will be359 saved in the HOD Official Minutes and available on the IDA website.360 361 a. In the event a member of the ADA Delegation cannot fulfill their term:362 363 i. The first member that drops off the Delegation will be replaced by the first364 runner-up of the year that member was elected to the Delegation. If a365 second Delegation member drops off, they will be replaced by the second366 runner-up of the year they were elected and so on.367 368 ii. If there are no runners-up from the year the drop off person was elected,369 the process shifts to the other election year for that Delegation.370 371 iii. If there are no additional runners-up, the Delegation shall consist of less372 than the full quota allowed by the ADA.373 374 7. ADA Delegation Spreadsheet375 376 a.The current excel spreadsheet can be viewed on our website at www.indental.org and377 in our Official HOD Minutes.13505.2025

Page 139

Page 140

Indiana Dental Association House of Delegates Motion Guide Updated April 2025 Table 1: Motions, listed in order of precedence. Motions are in order only if no motion higher on the list is pending. If a motion is debatable or amendable, only debate or amendments germane to that speciﬁc motion are in order. I want to: I say: Can I Interrupt? Debatable? Amendable? Vote Required? End the meeting I move that we adjourn No No Yes Majority Take a break I move to recess for No No Yes Majority Register complaint [e.g. microphone is not working, can’t hear] I rise to a question of personal privilege [or question of privilege aecting the assembly] Yes No No None required – typically handled directly by the Speaker Kill motion without debate or formal yes/no vote I move that the motion be tabled. No No No 2/3 Close debate/call the question I move to close debate and vote immediately. No No Yes 2/3 Limit or extend debate I move to limit/extend debate to… No No Yes 2/3 Postpone to a certain time I move to postpone the motion until… No Yes Yes Majority Require more study before taking action I move to refer the motion to [specify whom] with instructions to [do what] No Yes Yes Majority Modify the motion I move to amend by [striking, inserting, or striking and inserting]… No Yes Yes Majority Bring business before the assembly (a main motion) I move… No Yes Yes Majority 13705.2025

Page 141

Table 2: Common Speciﬁc Main Motions. These are main motions, and as such are lowest in precedence (see Table 1). I want to: I say: Can I Interrupt? Debatable? Amendable? Vote Required? Adopt a resolution in place of one or many others I move Resolution yy/### in-lieu-of Resolutions… No Yes Yes Majority Cancel previous action I move to rescind… No Yes No Same as original Amend a previous action I move to amend the motion previously adopted… No Yes Yes Same as original Reconsider I move to reconsider… No Yes No Majority Incidental Motions. These motions have no order of precedence and arise in the moment. Many of these motions are handled immediately by decision of the Speaker. I want to: I say: Can I Interrupt? Debatable? Amendable? Vote Required? Challenge decision of the Speaker. I appeal the decision of the chair. Yes Yes No Majority or tie sustains Suspend the rules I move to suspend the rule… No No No 2/3 Enforce the rules Point of order! Yes No No None Understand how to do something I rise to a parliamentary inquiry. Yes No No None Request to withdraw my motion I withdraw my motion. Yes No No Majority Split up a multi-part question I request that the motion be divided [how]… No No No None Demand card vote Division! Yes No No None The.IDA.House.of.Delegates.uses.the.most.recent.version.of.the.American.Institute.of.Parliamentarians.Standard.Code .of.Parliamentary.Procedure?.as.determined.by.the.Bylaws.of.the.Association¡ A.second.is.not.require d.in.the.IDA.House.of.Delegates?. a ccording.to.its.Standing.Rules¡ 13805.2025

Page 142

Page 143

PROLOGUE – April 3, 2025 A comprehensive review of the Digest of Policies has been conducted since the House last met in 2024. We particularly wish to draw attention to several policies included in last year’s Digest that have in fact sunset due to Bylaws VI.50(E). These policies are listed below and in the Digest with strikethroughs and explanations of the conditions surrounding their sunset. Red font indicates situations where the will of the House was less clear. Action by the House at its 2025 Annual Meeting is required to re-establish any of these policies which have sunset. Absent House action, all policies listed herein with strikethroughs shall be removed from the Digest at the conclusion of the 2025 House of Delegates. One policy was recommended for reaffirmation in 2020 (a virtual meeting) and a resolution was presented, but the House referred the resolution to the Governmental Affairs Committee for further study. The action to refer rather than to adopt resulted in sunset of: - 15/104: Mid-Level Provider PolicyAnother policy was recommended for reaffirmation in 2020. However, no reaffirming resolution was introduced. This resulted in sunset of: - 15/201: ADA Council Member ResponsibilitiesThree policies did not receive recommendations in the annual report to the House in the year of their sunset, lacking the usual visibility of resolutions about to sunset. No resolutions were introduced, resulting in sunset of: - 18/109: Best Management Practices- 18/207: Meeting Planning Checklist- 19/110: Oral Health Policy Statement (Already noted in 8/12/2024 distribution of Digest)Four policies were recommended for sunset in the appropriate year and no reaffirming resolutions were introduced. These policies have been struck through but kept in standard black font as their inclusion in past Digests appears to be an editorial oversight: - 18/212: Line Item Budget- 15/102: Dental Laboratory Material Disclosure Form- 15/106: Voluntary Use of Amalgam Separators- 15/105: Unfunded MandateThese findings were verified with reports, resolution summaries, and minutes of House proceedings. These documents are available at the IDA office upon request. Additional editorial changes have been made to the Digest to ease searchability and visibility of resolutions scheduled for sunset the following year. We welcome any questions you may have regarding this document. Jenny Neese, Speaker of the House Joseph Platt, Vice Speaker of the House 14005.2025

Page 144

IDA DIGEST OF POLICIES - April 2025 TABLE OF CONTENTS Section 1 HOUSE OF DELEGATES .................................................................................. 3 - 4 **20/108 Web-site Availability of IDA Digest of Policies** **20/109 IDA Vision Statement** **20/111 Guiding Principles of the Indiana Dental Association** 21/105 Invocation and Pledge of Allegiance 21/106 Sunset of IDA Policies 24/201 IDA Mission Statement 15/201 18/212 ADA Council member Responsibilities Line Item Budget Section 2 BOARD OF TRUSTEES .......................................................................................... 4 23/107 Annual Membership Surveys Section 3 COMMITTEES ........................................................................................................ 4 18/207 Meeting Planning Checklist Section 4 INDIANA STATE BOARD OF DENTISTRY ....................................................... 5 - 6 **20/107 Coalition for Modernizing Dental Licensure** 22/108RC Compliance Fund 23/115 Opposing Additional Requirements for License Renewal 18/109 Best Management Practices 15/102 Dental Laboratory Material Disclosure Form 15/104 Mid-Level Provider Policy Section 5 INDIANA STATE DEPARTMENT OF HEALTH ...................................................... 6 24/204 Dental Radiology Safety Section 6 INDIANA UNIVERSITY SCHOOL OF DENTISTRY - DENTAL EDUCATION .......... 6 23/109 Support for the IDA Foundation for Dental Health Section 7 PUBLIC HEALTH ............................................................................................... 6 - 7 23/105 Community Water Fluoridation 23/108 Smoke Free Indiana Policy 23/116 IDA Policy on Opioid Prescribing 24/202 Community Dental Health Coordinator (CDHC) Section 8 PUBLIC RELATIONS, ADVERTISING ................................................................... 7 Section 9 THIRD PARTY, ALTERNATE DELIVERY SYSTEMS, DIRECT REIMBURSEMENT, AND MEDICAID…………………………………………………………………………….7 23/104 Any Willing Provider 23/106 Reaffirm Fee for Service Delivery System 23/114 Assignment of Benefits Policy Section 10 MISCELLANEOUS .......................................................................................... 7 - 10 19/110 Oral Health Policy Statement 15/105 Unfunded Mandate 15/106 Voluntary use of Amalgam Separators ***Please see prologue on page 1 for discussion regarding policies that have sunset.*** Exhibits noted for the various resolutions are available at the IDA Office. **Resolutions Scheduled for Sunset in 2025 are Double-Starred in the index above.**14105.2025

Page 145

Section 1 HOUSE OF DELEGATES WEB-SITE AVAILABILITY OF IDA DIGEST OF POLICIES 20/108 RESOLVED, that the most recent issue of the IDA Digest of Policies be placed in the “Members Only” section of the IDA Web site so that a member in good standing would have ready access to our association’s policies and positions. IDA VISION STATEMENT 20/109 RESOLVED, that the Vision statement of the Indiana Dental Association become, “The number one resource for advocacy, services, information and planning for the profession’s future.” GUIDING PRICIPLES OF THE INDIANA DENTAL ASSOCIATION 20/111 RESOLVED, that the following Guiding Principles of the Indiana Dental Association be adopted: Guiding Principles of the Indiana Dental Association 1. The Indiana Dental Association believes that optimal oral health is essential to quality of life and an integral part of overall health. 2. The Indiana Dental Association believes that the strength of the dental profession is linked to the improvement of the public oral health. 3. The Indiana Dental Association believes that the integrity of the doctor-patient relationship is crucial to positive health care outcomes. 4. The Indiana Dental Association believes that good oral health care is based on scientific principles and good clinical judgment. 5. The Indiana Dental Association believes that the cornerstones of oral health are prevention and hygiene education. 6. The Indiana Dental Association believes that optimal oral health care is maximized by a coordinated team led by a dentist. 7. The Indiana Dental Association believes that excellence in dental education and the process of lifelong learning is paramount to the future of the profession. 8. The Indiana Dental Association believes that the principles of ethics established by the ADA are hallmarks to professionalism in dentistry and dental practice in Indiana. 9. The Indiana Dental Association believes that a strong and stable membership is critical to the success of the organization and its effectiveness. 10. The Indiana Dental Association strongly supports the tripartite relationships and vitally strives to achieve mutual goals. 11. The Indiana Dental Association embraces membership diversity and is enthusiastically open to diverse leadership development. 12. The Indiana Dental Association aspires to attract, employ, retain and recognize skillful and dedicated staff whose principles, values and beliefs compliment those of its members. 13. The Indiana Dental Association believes that membership offers a foundation for a successful practitioner, reflecting the value and benefits of participation and epitomizes the fundamental success of the Association as a whole. INVOCATION AND PLEDGE OF ALLEGIANCE 21/105 RESOLVED, that it is the policy of the Indiana Dental Association that each and every meeting of the House of Delegates begins with a nonsectarian Invocation. Be it further RESOLVED that it is the policy of the Indiana Dental Association that each and e very meeting of the House of Delegates begins with the Pledge of Allegiance. 14205.2025

Page 146

SUNSET OF IDA POLICIES 21/106 RESOLVED, that the Executive Director provide an annual report to the House of Delegates on policies that have reached their fourth year of existence in order to alert the House as to policies that are scheduled to expire unless action is taken to extend or amend them as the following year’s House of Delegates. IDA MISSION STATEMENT 24/201 RESOLVED, that the IDA adopt the following revised Mission Statement: “The mission of the Indiana Dental Association is to support dentists, to promote professionalism, and to improve oral health.” ADA COUNCIL MEMBER RESPONSIBILITIES 15/201 RESOLVED, that IDA members appointed to ADA Seventh District leadership positions have the following responsibilities: 1. They will attend IDA caucus and Seventh District pre-caucus meetings. 2. They will attend and present reports to the IDA Board of Trustees at least twice per year. 3. They will attend the IDA House of Delegates. 4. Upon invitation, they will attend ODA leadership meetings at least once per year. 5. They will provide semi-annual written reports on ADA activities to the IDA Central Office, for dissemination to IDA officers, board members, local component society officers, the IDA delegation to the ADA, and to the ODA Central Office. Be it further RESOLVED, that unless IDA Seventh District leaders are already being reimbursed as an IDA officer or as a member of the delegation to the ADA House, these Seventh District representatives will be reimbursed mileage for travel to the above cited meetings, with the exception of the ADA Annual Session, for which they will be paid a $100 per diem. LINE ITEM BUDGET 18/212 RESOLVED, that the entire line item budget be included in all House of Delegates packets. Section 2 BOARD OF TRUSTEES ANNUAL MEMBERSHIP SURVEYS 23/107 RESOLVED, that the IDA coordinate any survey on pertinent issues affecting dentistry through the Council on Communications. Section 3 COMMITTEES MEETING PLANNING CHECKLIST 18/207 RESOLVED, that the IDA adopt the Meeting Planning Checklist as its official meeting plan guide and strongly encourage its use by all IDA councils and committees. 14305.2025

Page 147

Section 4 INDIANA STATE BOARD OF DENTISTRY COALITION FOR MODERNIZING DENTAL LICENSURE 20/107 RESOLVED that the IDA will join the Coalition for Modernizing Dental Licensure as a Coalition Member. MID-LEVEL PROVIDER POLICY 15/104 RESOLVED, the Indiana Dental Association policy on non dental providers be; “The Indiana Dental Association is opposed to the establishment of a non dental provider or dental therapist who may diagnosis or provide irreversible surgical procedures of Dentistry”. And be it further RESOLVED, the Indiana Dental Association pursue the needed legislation or regulatory changes to strengthen the Indiana Dental Practice Act and the related regulations of Dentistry, pursuant to the preventing of the establishment of a mid-level provider or individual capable of diagnosis or the performances of irreversible surgical dental procedures, with the exception of those duties currently assigned under the Indiana Dental Practice act RESOLVED, the Indiana Dental Association recognizes the need to improve access to the underserved population of Indiana and believes that implementation of the CDHC program of the American Dental Association would address the problems of access, prevention and education to improve the oral health of the underserved. COMPLIANCE FUND AND LICENSURE FEES 22/108RC RESOLVED, that the Indiana Dental Association affirm its position that compliance fund monies be used exclusively for the originally stated purpose of assisting the Indiana State Board of Dentistry and Indiana Office of the Attorney General for investigation and enforcement activities that are specifically delineated in a memorandum of understanding between the two entities. Be if further RESOLVED, that it is the IDA’s position that dental and dental hygienist compliance fund licensing fees should be terminated. Be it further RESOLVED, that the IDA President direct the proper IDA committee to pursue legislative or administrative change required to terminate the compliance fund licensing fee, and to report back to the Board of Trustees. RESOLVED, that the IDA President direct the proper IDA Representative to report quarterly to the Board of Trustees with the current balance and activity of the compliance fund. OPPOSING ADDITIONAL REQUIREMENTS FOR LICENSE RENEWAL 23/115 RESOLVED, that the IDA strongly opposes any legislative and/or rule attempts to increase the licensure renewal requirements (e.g., in the form of an enforcement mechanism) beyond the current scope without the approval of the IDA Board of Trustees. BEST MANAGEMENT PRACTICES 18/109 RESOLVED, that “Best Management Practices for Delegable Dental Team Duties” be adopted as policy of the Indiana Dental Association. Be it further RESOLVED, that through inclusion in the Indiana Dentist or other appropriate medium, the “Best Management Practices for Delegable Dental Team Duties” be communicated to all dentists in the State of Indiana. Be it further 14405.2025

Page 148

RESOLVED, that the IDA commends the members and staff of the Indiana State Board of Dentistry for their spirit of cooperation and compromise in working with the IDA to address the issue of proper education and training for all dental team members. DENTAL LABORATORY MATERIALS DISCLOSURE FORM 15/102 RESOLVED that the IDA endorse the use of the Dental Laboratory Disclosure Form (attachment A) and encourage its use by dental laboratories. Be it further RESOLVED, that the IDA work with the Association of Indiana Dental Laboratories to encourage its members to adopt this form as Best Management Practices for dental laboratories for dental prostheses. Section 5 INDIANA STATE DEPARTMENT OF HEALTH DENTAL RADIOLOGY SAFETY 24/204 RESOLVED, that the Indiana Dental Association supports the new evidence-based ADA recommendations regarding the appropriate, justified use of dental X-rays. Be it further RESOLVED, that the IDA President assign to the appropriate Committee instructions to take these new recommendations and work with the state agencies as needed (State Board of Dentistry, School of Dentistry, and/or Indiana Legislature) to help adopt and formalize changes in the state guidelines used by dentists and their teams. Section 6 IU SCHOOL OF DENTISTRY - DENTAL EDUCATION SUPPORT FOR THE IDA FOUNDATION FOR DENTAL HEALTH 23/109 RESOLVED, the IDA and its House of Delegates strongly support the activation and growth of the IDA Foundation for Dental Health in fulfilling its vision of providing financial assistance for programs that promote dental health and education throughout the state of Indiana. Section 7 PUBLIC HEALTH COMMUNITY WATER FLUORIDATION 23/105 RESOLVED, the policy of the Indiana Dental Association is to support community water fluoridation as a safe, cost effective and efficacious method of reducing dental disease in the general population. SMOKE FREE INDIANA POLICY 23/108 RESOLVED, that the IDA serves as a primary resource for legislative leaders and local governments for information on the adverse oral health effects of tobacco use. IDA POLICY ON OPIOD PRESCRIBING 23/116 RESOLVED that the IDA supports continuing education in prescribing opioids and other controlled substances. Be it further RESOLVED that the IDA supports statutory limits on opioid dosage and duration of not more than seven days for the treatment of acute pain, consistent with the Centers for Disease Control and Prevention evidence-based guidelines. Be it further RESOLVED that the IDA supports integration of the INSPECT Prescription Drug Monitoring Program into dentists’ electronic health records across the state of Indiana to promote the appropriate use of opioids and deter misuse and abuse. 14505.2025

Page 149

COMMUNITY DENTAL HEALTH COORDINATOR (CDHC) 24/202 RESOLVED, that the IDA supports the Community Dental Health Coordinator (CDHC) concept within the current limits of Indiana Statute and Rule. Section 8 PUBLIC RELATIONS ADVERTISING Section 9 THIRD PARTIES, MEDICAID, OTHER DELIVERY SYSTEMS ANY WILLING PROVIDER 23/104 RESOLVED, that the IDA advocate maintaining the right of all health care providers to have equal access to participating as providers of care in all health benefit plans. FEE FOR SERVICE DELIVERY SYSTEM 23/106 RESOLVED, that the IDA hereby reaffirms its support for the proven fee-for-service method of delivery of dental care as the most cost effective mechanism for providing high quality, comprehensive dental services to the public while still allowing freedom of the public to select their dentist. ASSIGNMENT OF BENEFITS POLICY 23/114 RESOLVED, that the IDA advocate for the patient’s right to assign benefits to non-network providers, and be it further RESOLVED, that the IDA supports pursuing legislation on Assignment of Benefits to non-network providers. Section 10 MISCELLANEOUS ORAL HEALTH POLICY STATEMENT 19/110 RESOLVED that the IDA adopt the following Oral Health Policy positions: THE OPIOID EPIDEMIC • Support limited prescription of opioid medications to situations where it is deemed clinically necessary for pain relief. • Educate patients and the public as to causes and effects of opioid addiction and provide non- opioid alternatives to acute pain. • Promote safe disposal of unused opioids and other medications. As ethical providers of healthcare, dentists have an obligation to have frank discussions with patients or parents of patients about how to identify possible abuse and find help. The IDA has created a resource guide on proper prescribing to its members and their patients. Through collaborative efforts to inform and promote common sense regulation, Indiana dentists are part of the solution. SMOKE-FREE INITIATIVES • Support efforts to reduce smoking rates in Indiana, including electronic cigarettes and smokeless tobacco products. WATER FLUORIDATION • Support the continued fluoridation of community water supplies as safe, effective and necessary in preventing tooth decay. • Fluoridation has long been regarded as a safe, beneficial, cost-effective and socially equitable public health measure for preventing dental caries in 14605.2025

Page 150

children and adults. Indiana has been recognized as highly successful for its public water fluoridation policies. MEDICAID • Support continuation of dental Medicaid benefits for as many vulnerable citizens of Indiana as possible. • Promote a sustainable program that establishes an adequate network of providers through easing unnecessary administrative burdens and reasonable reimbursement for services rendered. • Inform and discuss with the administration of the impact of policies on dentists and their patients. • Communicate information regarding new policies to members. COORDINATION OF CARE • Integrate Dental and Medical education: IDA supports efforts to educate others regarding the benefits of a healthy mouth. Good oral health is integral for overall health. Inclusion helps recognize oral cavity and associated structures as part of the whole body for purposes of diagnosing, treating and preventing disease. • Medically-Associated Dental Care: IDA supports requiring medical insurers to cover (and act as the primary payer for) dental treatment associated with a diagnosed medical disease or condition. • Coordination of Medical/Dental Benefits: IDA supports requiring medical and dental insurers to coordinate primary dental and secondary medical benefits (or vice versa) in a way that is seamless for both the patient and treating dentist. • Joint Disorders: IDA encourages medical and dental insurers, to both offer coverage for the diagnosis and treatment of temporomandibular joint disorders and cranio-mandibular disorders. ANTI-COMPETITVE PRACTICES • Support federal legislation promoted by the ADA that would protect consumers and anti- competitive market practices that can make health insurance less affordable, such as cooperative rate-making and joint underwriting. NON-COVERED SERVICES • Support legislation that permits the provider to charge his or her usual and customary fee when a service is not covered under the patient's insurance policy. • Prohibit dental insurers from interfering when a contracted dentist agrees to furnish a non-plan service privately to a patient who knows the service is not covered by his or her plan. NETWORK LEASING • Support legislation prohibiting preferred provider organizations from leasing, such practice may result in fee disputes, patient confusion and may adversely affect credentialing and quality issues. LOAN FORGIVENESS • Support efforts to provide and maintain loan forgiveness programs: In order to encourage dental graduates to practice in rural communities or 14705.2025

Page 151

underserved areas in Indiana. FUNDING HIGHER EDUCATION • Encourage legislators to commit more state funding to state colleges and universities. • Dentists just starting a practice today are saddled with an average of $250,000 of student loan debt. This debt impacts their practice decisions, including whether to work in research, dental education or in underserved areas. It also affects their ability to provide charitable care or pursue post-doctoral education. PROVIDER TAX • Oppose any tax that merely shifts the burden of paying for care onto the providers of that care. There are more appropriate avenues to fund expanded coverage that do not further restrict access to care by placing additional burden on the provider. SODA TAX • Promote a tax on sodas and sugary drinks: Sugary drinks adversely impact oral health. The resulting cost associated with addressing tooth decay, obesity, and other health concerns place a strain on limited funding devoted to efforts to improve oral health and expand access to care. Many states and localities have adopted a tax on sugary drinks to address this problem. In Indiana, such tax proceeds could be earmarked to increase reimbursement rates for Medicaid providers in order to expand access to care. PROFESSIONAL SERVICE TAX • Oppose a professional services tax on dental services • Dental benefits, which provide only a limited amount of annual coverage often result in significant remaining expense to patients. Taxing dental care could result in patients foregoing needed treatment or waiting until the problem must be addressed at the emergency department. PRECEPTOR TAX INITIATIVE • Support legislation to create a preceptor tax incentive program: Preceptors are experienced practicing clinicians who are not always compensated for time spent supervising medical, dental, physical therapy or other health careers students on clinical rotations in community settings. A tax incentive would lift the financial burden for providers. It would help increase access to care in underserved areas of Indiana and provide valuable training for a new generation of providers. UNFUNDED MANDATE 15/105 RESOLVED, that the IDA considers funding mechanism with all proposed legislative initiatives that have a budgetary impact. VOLUNTARY USE OF AMALGAM SEPARATORS 15/106 RESOLVED, that the IDA support ADA’s newly enacted “best management practices,” on amalgam waste handling and disposal practices that include bulk mercury collection programs, using chair side traps, amalgam separators compliant with ISO 11143 and vacuum collection, inspecting and cleaning traps, and recycling or using a commercial waste disposal service to dispose of the amalgam collected. Be it further RESOLVED, that the IDA take, and the component dental societies be urged to take, immediate steps to increase universal awareness and use of best management practices by 14805.2025

Page 152

Page 153

Page 154

CONSTITUTION 1 of the 2 INDIANA DENTAL ASSOCIATION 3 4 ARTICLE I -- NAME 5 6 The name of this organization shall be the Indiana Dental Association, hereinafter referred to as “the 7 Association” or “this Association.” 8 9 ARTICLE II -- OBJECT 10 11 The object of this Association shall be to encourage the improvement of the health of the public and to 12 promote the art, science and profession of dentistry. 13 14 ARTICLE III -- ORGANIZATION 15 16 SECTION 10. INCORPORATION. This Association is a non-profit corporation organized under the laws 17 of the State of Indiana. 18 19 SECTION 15. DISSOLUTION. If this corporation shall be dissolved at any time, no part of its funds or 20 property shall be distributed to or among its members; but after payment of all indebtedness of the 21 corporation, its surplus funds and properties shall be used for dental education and dental research in 22 such manner as the then governing body of the Association may determine. 23 24 SECTION 20. CENTRAL OFFICE. A Central Office shall be located in Indianapolis, Marion County, 25 Indiana, by the Board of Trustees, by direction of the House of Delegates. 26 27 SECTION 30. MEMBERSHIP. The membership of this Association shall consist of dentists and other 28 persons whose qualifications and classifications shall be established in Chapter I of the Bylaws. 29 30 SECTION 40. COMPONENT SOCIETIES. Component societies of this Association shall be those dental 31 societies chartered as such in conformity with Chapter IV of the Bylaws. 32 33 SECTION 50. TRUSTEE DISTRICTS. The number of trustee districts and their jurisdiction shall be 34 established by the House of Delegates within the limits of the Articles of Incorporation of this 35 Association. 36 37 ARTICLE IV -- GOVERNMENT 38 39 SECTION 10. LEGISLATIVE BODY. The legislative and governing body of this Association shall be a 40 House of Delegates, which shall be referred to as “the House” or “this House” as provided in Chapter VI 41 of the Bylaws. 42 43 SECTION 20. ADMINISTRATIVE BODY. The Administrative body of this Association shall be a Board 44 of Trustees, which may be referred to as “the Board” or “this Board” as provided in Chapter XII of the 45 Bylaws. 46 47 ARTICLE V -- OFFICERS 48 49 SECTION 10. ELECTIVE OFFICERS. The elective officers of this Association shall be a President, a 50 President- Elect, a Vice-President, a Vice President Elect, an Immediate Past-President, a Speaker of 51 the House, and a Vice-Speaker of the House, each of whom shall be elected by the House of Delegates 52 as provided in Chapter XIV of the Bylaws. 53 54 15105.2025

Page 155

SECTION 20. APPOINTIVE OFFICERS. The appointive officers of this Association shall be a Treasurer, 55 an Executive Director, and an Editor of the Journal, all of whom shall be appointed by the Board of 56 Trustees as provided in Chapter X of the Bylaws. The Executive Director shall be the Secretary of the 57 Association. 58 59 ARTICLE VI -- SESSIONS 60 61 SECTION 10. SCIENTIFIC SESSIONS. Scientific sessions of this Association shall be conducted by the 62 members of the Association as provided in Chapter VII of the Bylaws. 63 64 SECTION 20. BUSINESS SESSIONS. Business sessions of this Association shall be conducted by the 65 House of Delegates as provided in Chapter VI of the Bylaws. 66 67 ARTICLE VII -- PRINCIPLES OF ETHICS 68 69 The Principles of Ethics of the American Dental Association shall be the Principles of Ethics of this 70 Association. 71 72 Further regulations and penalties may be enacted by the Indiana Dental Association or by its component 73 societies, provided that such action does not conflict with the Principles of Ethics of the American Dental 74 Association or of the Indiana Dental Association in its relationship with its components. 75 76 ARTICLE VIII -- AMENDMENTS 77 78 SECTION 10. IN TWO SESSIONS. This Constitution may be amended by a two-thirds (2/3) vote of the 79 House of Delegates present at any regular business meeting, provided the proposed amendment shall 80 have been presented in writing to the House of Delegates at the previous annual or special session. 81 82 SECTION 20. IN ONE SESSION. This Constitution also may be amended at any session of the House 83 of Delegates by a unanimous vote, provided the proposed amendment shall have been presented in 84 writing at a previous meeting of the same session. 85 15205.2025

Page 156

BYLAWS 1 of the 2 INDIANA DENTAL ASSOCIATION 3 4 5 CHAPTER I -- MEMBERSHIP 6 7 SECTION 10. CLASSIFICATIONS. The members of this Association shall be classified as follows: 8 9 Active Members 10 Life Members 11 Retired Members 12 Student Members 13 Honorary Members 14 Affiliate Members 15 Non-Practicing Dentist Members 16 17 SECTION 20. QUALIFICATIONS. 18 19 (A) Active Member. An Active Member is a dentist who resides or practices in the State of Indiana and20 who has made application to become a member of a component society chartered by this 21 Association and of the American Dental Association, ADA. An active member must maintain 22 membership through a component society where the member practices or in the component in 23 which the member resides. For the purpose of district delegate count, the active member’s primary 24 practice will be counted in the district where the primary practice is located. 25 26 (B) Life Member. A life member shall be a member in good standing who has been an active and/or27 retired member in good standing for thirty (30) consecutive years or a total of forty (40) years of 28 active and/or retired membership. Life membership shall be effective the calendar year following 29 the year in which the requirements are fulfilled. Maintenance of membership in good standing in 30 the component society of the life member’s choice shall be a requisite for continuance of life 31 membership in this Association. 32 33 The Association will give notification to members who are eligible for life membership. To qualify 34 for retired life membership status, the member shall submit an affidavit attesting to the member's 35 qualifications for retired life membership through said component society, and said component shall 36 submit a certificate verifying such qualification. 37 38 A dentist who was an active member, but subsequently became a student member, shall be entitled 39 to have the year or years of such subsequent membership counted as active membership for the 40 sole purpose of establishing possible later eligibility for life membership. 41 42 (C) Retired Member. An active member in good standing who is now a retired member of a component43 society, if such exists, and no longer earning income from the performance of service as a member 44 of the faculty of a dental school, as a dental administrator or consultant, or as a practitioner of any 45 activity for which a license to practice dentistry or dental hygiene is required by the state may be 46 classified as a retired member upon application to the Executive Director and upon proof of 47 qualification. To qualify for retired membership status, the active member shall submit an affidavit 48 attesting to the member's retirement through said component society and said component society 49 shall submit a certificate verifying such retirement. Maintenance of active or retired membership in 50 good standing in the member's component society entitling such member to all the privileges of an 51 active member, shall be requisite for entitlement to and continuance of retired membership in this 52 Association. A retired member who re-enters the practice of dentistry or dental hygiene must return 53 to active member status. 54 55 (D) Student Member.56 15305.2025

Page 157

(1) A student enrolled in the Indiana University School of Dentistry who is in pursuit of a Doctor 57 of Dental Surgery degree. 58 (2) Any dentist who is engaged full time in an advanced training course of not less than one 59 academic year’s duration in a school or residency program accredited by the Commission 60 on Dental Accreditation, and is eligible for licensure may by written request, be granted a 61 student membership in the Indiana Dental Association. 62 63 (E) Honorary Member. An individual who has made outstanding contributions to the advancement of 64 the art and science of dentistry, upon election by the House of Delegates, shall be classified as an 65 Honorary Member of this Association. 66 67 (F) Affiliate Member. An ethical dentist who is a member in good standing of the American Dental 68 Association, not eligible for active membership in this Association, or an ethical dentist practicing in 69 any country other than the United States who is a member of a recognized dental organization in 70 such country, and has made application to the Executive Director, shall be classified as an affiliate 71 member of this Association. 72 73 (G) Non-Practicing Dentist Member. A non-practicing dentist member who is ineligible for any other 74 classification of membership and meets all of the following: 75 (1) has a dental degree from any country; 76 (2) is a resident of Indiana 77 (3) does not hold a dental license in the United States nor has a revoked US dental license, 78 79 SECTION 30. DEFINITION OF “IN GOOD STANDING”. A member of this Association whose dues 80 for the current year have been paid shall be in good standing; provided, however, that a member in 81 good standing who is under disciplinary sentence of suspension shall be designated as a "member in 82 good standing temporarily under suspension until the member's disciplinary sentence has terminated 83 and provided further that a member, to remain in good standing, may be required, under the Bylaws 84 of the member's component society, to pay special assessments, cooperate with peer review bodies 85 or committees on ethics, or attend, if a newly admitted active member, a stated number of membership 86 meetings between the date of admission and the completion of the first calendar year of active 87 membership. 88 89 A member of this Association receiving assistance from the Indiana Dental Association Relief Fund 90 shall be exempt from payment of dues and shall be in good standing during the period of such 91 assistance. 92 93 A member of this Association who is totally disabled for a period of one year and who is unable to 94 engage in the duties of the dental profession and who was a member in good standing at the time total 95 disability was incurred, shall be exempt from the payment of dues and shall be in good standing during 96 the period of total disability. A totally disabled member, in order to receive entitlement to dues 97 exemption, shall submit through the member's component society to this Association a medical 98 certificate attesting total disability and a certificate from said component society attesting this total 99 disability. During the period of exemption from dues, further such certificates shall be presented on 100 request of this Association. 101 102 A dentist who dies while a member in good standing of this Association shall be considered a member 103 in good standing through December 31 of the year of death. 104 105 CHAPTER II -- PRIVILEGES OF MEMBERS 106 107 SECTION 10. ACTIVE, LIFE OR RETIRED MEMBERS. An Active, Life or Retired Member in good 108 standing shall be entitled to all privileges granted by the ADA and to similar services of this Association 109 except that a Life Member who no longer pays dues to this Association shall not receive the publications 110 of this Association except by subscription. Active, Life and Retired Members shall be eligible for election 111 15405.2025

Page 158

or appointment as a representative or delegate to any board, council, committee or official position of 112 the Association, except as otherwise herein provided. 113 114 SECTION 20. STUDENT MEMBERS. A Student Member is privileged to attend the clinical and 115 scientific meetings of the Association. 116 117 SECTION 30. HONORARY MEMBERS. Honorary Members shall be privileged to attend the Scientific 118 Sessions and shall be exempt from payment of dues. They shall have such other privileges as are 119 authorized by the Board of Trustees. Active Members who become Honorary Members shall retain all 120 the privileges of Chapter V Active Membership, except that official publications are available only on a 121 subscription basis. 122 123 SECTION 40. AFFILIATE MEMBERS. An Affiliate Member shall be privileged to attend any scientific 124 session of this Association and shall receive a subscription to the official publication of the Association, 125 the price of which shall be included in annual dues. 126 127 SECTION 50. NON-PRACTICING DENTIST. A Non-Practicing Dentist Member in good standing 128 shall be entitled to the following privileges: 129 (1) A membership card.130 (2) Eligibility for official publications on a subscription basis.131 (3) Eligibility for election to any council, committee or task force.132 (4) Eligibility for appointment as an additional member to any council or committee, provided133 the council or committee requests such additional non-practicing membership134 representation and the Board of Trustees approves the committee’s request. Such135 members shall be appointed by the Board of Trustees. The tenure of an additional136 committee member shall be limited pursuant to Chapter XIII of these Bylaws.137 (5) A non-practicing dentist member under a disciplinary sentence of suspension shall not be138 privileged to serve as a member on any council or committee.139 140 SECTION 60. PRIVILEGE OF VOICE. Any member of this Association desiring to bring any matter of 141 business before the House of Delegates shall do so in writing to the Executive Director prior to the 142 opening session of the House of Delegates and may appear before Reference Committees to advocate 143 any such measures. 144 145 SECTION 70. SUSPENDED MEMBER. A suspended member shall have no membership privileges 146 except continued entitlement to coverages under insurance programs. 147 148 SECTION 80. LOSS OF MEMBERSHIP. 149 150 (A) An Active, Active Life, Retired, Student, Affiliate or Associate member whose dues have not been151 paid by January 31st of the current year shall cease to be a member of this Association. 152 Reinstatement of membership may be secured by payment of the appropriate dues in accordance 153 with Chapter XVI and re-application for membership in accordance with the Constitution and 154 Bylaws of the component society. 155 156 (B) Any member whose license to practice dentistry has been suspended shall be suspended from157 membership in this Association and component society for the duration of the suspension of 158 license. Any member whose license to practice dentistry has been revoked shall be expelled from 159 membership in this Association and component society. In such instances the disciplinary penalty 160 shall be imposed by this Association without a hearing if the member waives the right to a hearing. 161 Otherwise, hearings relative to suspension or revocation of license will be conducted by this 162 Association's Board of Trustees. If a member's license has been suspended or revoked for failure 163 to comply with the State continuing education requirement for licensure, neither suspension nor 164 expulsion from membership will be imposed. Any member who is charged with violating these 165 Bylaws, the Principles of Ethics of this Association or the Principles of Ethics of the component 166 society, shall have the right to a hearing in the component society in which he or she is a member. 167 15505.2025

Page 159

Disciplinary proceedings will be conducted in accordance with Chapter XII. Section 20.C. of the 168 American Dental Association Bylaws. 169 170 SECTION 90. RIGHT OF APPEAL. An Accused member shall have the right to appeal a decision of 171 the member's component society to this Association by filing an appeal in affidavit form with the chair 172 of the Board of Trustees of this Association. Any further appeal by the member or component society 173 may be made to the American Dental Association in conformance with its Bylaws. 174 175 An appeal from any decision shall not be valid unless filed within thirty (30) days after such decision 176 has been rendered and notice thereof sent by registered mail to the parties concerned. No decision 177 shall become final while an appeal therefrom is pending. 178 179 CHAPTER III -- CONSTITUENT SOCIETIES 180 181 This Association is a constituent society of the ADA. Its organization, powers and duties are set forth 182 in the Bylaws of the ADA. 183 184 The fully privileged membership in this Association shall be limited to dentists practicing in the State of 185 Indiana who are members in good standing in a component society of the Association and also active 186 members of this Association. A dentist not in actual practice but who is engaged in activities furthering 187 the objects of this Association may be considered as practicing dentistry within the meaning of this 188 article. Dental students who have membership by virtue of the Indiana Student Dental Society are also 189 considered fully-privileged student members, except as otherwise set forth in these Bylaws. 190 191 CHAPTER IV -- COMPONENT SOCIETIES 192 193 SECTION 10. ORGANIZATION. 194 195 (A) A component society may be organized and chartered, subject to approval of the House of196 Delegates, upon application of at least twenty-five (25) practicing dentists in the State of Indiana 197 who are active members of this Association. 198 199 (B) No charter shall be granted in any district in which a component society is already chartered by this200 Association, except by a majority vote of the affected society. 201 202 (C) The members of this Association in any county may, by a majority vote of the members of the203 county, petition the House of Delegates for withdrawal from the jurisdiction of a component society 204 to allow affiliation of that county with another component society adjacent to the county affected, 205 provided that the component society they wish to join is agreeable to such affiliation. 206 207 (D) Each component society shall adopt and maintain a constitution and bylaws which shall not be in208 conflict with the Constitution and Bylaws of this Association or those of the ADA. A copy of such 209 rules and amendments thereto shall be filed with the Executive Director of this Association. 210 211 (E) Each component society shall be privileged to select its own name.212 213 (F) A member in good standing of his/her component society and maintains that standing may apply214 for affiliate membership in another component society as long as the member meets the society's 215 affiliate membership requirements. 216 217 SECTION 20. DUTIES AND POWERS. 218 219 (A) A component society shall elect its own members, who shall be entitled to become members of this220 Association and the ADA. 221 222 15605.2025

Page 160

(B) It may adopt Standing Rules not in conflict with its Constitution and Bylaws or with those of this 223 Association or the ADA. 224 225 (C) It shall adopt Principles of Ethics, not in conflict with those of the ADA, to govern the professional 226 conduct of its members. 227 228 (D) It shall have the power to discipline any of its members by censure, probation, suspension or 229 expulsion for having been found guilty of: 230 (1) felony; 231 (2) violation of the dental practice act of a state, district, territory or dependency; 232 (3) violation of these Bylaws or the Principles of Ethics of this Association, subject to 233 provisions established in Chapter II, Sections 70, 80 and 90 of these Bylaws. 234 235 SECTION 30. CHARTERED COMPONENT SOCIETIES. The following component societies are 236 hereby chartered as component societies of this Association: 237 238 First District Dental Society, composed of the following counties: Spencer, Warrick, Vanderburg, Posey, 239 Gibson, Knox, Dubois, Pike, Perry, and Daviess, excepting the towns of Elnora and Odon. 240 241 Indianapolis District Dental Society Incorporated, composed of the following counties: Marion, 242 Hendricks, Hamilton, Johnson, Hancock, Morgan, Tipton, and Shelby. 243 244 West Central Dental Society, composed of the following counties: Tippecanoe, Clinton, Carroll, Benton, 245 White, Newton, Warren, Attica in Fountain, the west half of Pulaski and the southern portion of Jasper 246 County (south of Indiana Highway 14). 247 248 Northwest Indiana Dental Society, Incorporated, composed of the following counties: Lake, Porter, 249 Jasper except the southern portion of Jasper County (south of Indiana Highway 14), LaPorte, and North 250 Judson in Starke County. 251 252 North Central Dental Society, composed of the following counties: Miami, Wabash, Cass, Grant 253 Howard, Elkhart, Kosciusko, St. Joseph, Marshall, Fulton, and Starke, excepting the city of North 254 Judson and the east half of Pulaski. The city of Ligonier of Noble County shall be in the North Central 255 Dental Society. 256 257 Western Indiana Dental Society, Incorporated, composed of the following counties: Vigo, Parke, 258 Vermillion, Clay, Sullivan excepting Dugger and the west half of Putnam County. 259 260 Isaac Knapp District Dental Society, composed of the following counties: Allen, Adams, Jay except for 261 the city of Dunkirk, Wells, Noble except for the city of Ligonier, Steuben, LaGrange, DeKalb, Huntington 262 and Whitley. 263 264 Greene District Dental Society, composed of the following counties: Greene, Owen, Martin, Clay City 265 in Clay County, Dugger in Sullivan County, and Elnora and Odon in Daviess County. 266 267 Eastern Indiana Dental Society, composed of the following counties: Wayne, Fayette, Union, Rush, 268 Franklin and the city of Lynn in Randolph. 269 270 East Central Dental Society, composed of the following counties: Blackford, Madison, Henry, Delaware, 271 the city of Dunkirk in Jay and Randolph except for the city of Lynn. 272 273 Ben Hur Dental Society, composed of the following counties: Boone, Fountain excepting Attica, 274 Montgomery, and the east half of Putnam County. 275 276 South Central Dental Society, composed of the following counties: Monroe, Lawrence, Brown, 277 Bartholomew, Jackson, Orange, Crawford, Floyd, Washington, and Harrison. 278 15705.2025

Page 161

279 Southeastern Indiana Dental Society, composed of the following counties: Decatur, Dearborn, Ohio, 280 Ripley, Switzerland, Clark, Scott, Jennings and Jefferson. 281 282 Indiana Student Dental Society, composed of students at the Indiana University School of Dentistry 283 who are in pursuit of a Doctor of Dental Surgery degree and dentists who are engaged full time in an 284 advanced training course of not less than one academic year’s duration in a school or residency 285 program accredited by the Commission on Dental Accreditation. 286 287 CHAPTER V -- TRUSTEE DISTRICTS 288 289 SECTION 10. DISTRICTS. The State of Indiana shall be divided into one trustee district for each 290 component society and numbered as follows: 291 292 District 1 Indianapolis District Dental Society, Incorporated 293 District 2 Northwest Indiana Dental Society, Incorporated 294 District 3 North Central Dental Society 295 District 4 Western Indiana Dental Society, Incorporated 296 District 5 South Central Dental Society 297 District 6 First District Dental Society 298 District 7 Isaac Knapp District Dental Society 299 District 8 West Central Dental Society 300 District 9 Ben Hur Dental Society 301 District 10 Eastern Indiana Dental Society 302 District 11 Greene District Dental Society 303 District 12 Southeastern Indiana Dental Society 304 District 13 East Central Dental Society 305 District 14 Indiana Student Dental Society 306 307 SECTION 20. PURPOSE. The purpose of trustee districts is to provide representation of the members 308 of the Association on the Board of Trustees. 309 310 SECTION 30. REPRESENTATION. 311 312 (A) Each trustee district shall be represented on the Board of Trustees by one (1) trustee elected by 313 that district for a term of three (3) years. Trustees may be elected to additional terms but are limited 314 to a maximum of three (3) consecutive full three-year terms. Partial terms served when a Trustee 315 assumes an unexpired term do not count in the term limit calculation. 316 317 (B) The Indiana Student Dental Society shall be represented on the Board of Trustees by one (1) 318 trustee elected by that district for a term of one (1) year. 319 320 (C) The Indiana Student Dental Society trustee shall be a non-voting member of the Board of Trustees. 321 322 SECTION 40. QUALIFICATIONS. A trustee shall be an Active, Life. Student or Retired Member of this 323 Association and a member of the district he/she is chosen to represent. 324 325 CHAPTER VI -- HOUSE OF DELEGATES 326 327 SECTION 10. COMPOSITION OF. 328 329 (A) The House of Delegates shall be composed of the officially certified delegates from each 330 component society. 331 332 (B) The members of the Board of Trustees and Past Presidents of this Association shall serve in an 333 advisory capacity to the House of Delegates. 334 15805.2025

Page 162

335 SECTION 20. ELECTION OF DELEGATES AND ALTERNATES. The Indiana Student Dental Society 336 shall elect one (1) delegate and four (4) alternates classified as members in good standing. All other 337 component societies shall elect their delegate(s) and alternate(s) from the component societies using 338 the following formula: 339 340 (A) One (1) delegate and one (1) alternate for one (1) through fifty (50) members classified as members341 in good standing; and 342 343 (B) One (1) additional delegate and one (1) additional alternate for each additional fifty (50) such344 members or fraction thereof, as of December 31 of the preceding year. 345 346 SECTION 30. CERTIFICATION OF DELEGATES AND ALTERNATES. 347 348 (A) The secretary of each component society shall file with the Executive Director of this Association349 at least sixty (60) days prior to the first day of the Annual Session of the House of Delegates, the 350 names of the delegate(s) and alternate(s) duly elected by their societies. 351 352 (B) The Executive Director of this Association shall provide such delegates and alternates with proper353 credentials which shall be presented to the Committee on Credentials of the House for registration 354 and admission to the meetings of the session. 355 356 (C) The term of office for delegates and alternates shall be one year with said term commencing on357 March 1 of the year that they are certified and ending on the last day of February of the following 358 calendar year. The component society shall determine the number of terms that an individual may 359 serve as a delegate or alternate. 360 361 (D) In the event of a contest over the credentials of any delegate or alternate, the Committee on362 Credentials shall hold a hearing and report its findings and recommendations to the House for final 363 action prior to the conduct of any other business of the session. 364 365 SECTION 40. POWERS. The House of Delegates shall: 366 367 (A) be the supreme governing and policy-making body of this Association;368 369 (B) possess the legislative powers of the Association;370 371 (C) determine the policies which shall govern this Association in all its activities;372 373 (D) have the power to enact and amend the Constitution and Bylaws of the Association;374 375 (E) have the power to adopt and amend the Principles of Ethics for governing professional conduct376 of members of this Association; 377 378 (F) have the power to grant, amend or revoke charters of component societies;379 380 (G) have the power to elect Honorary members of this Association;381 382 (H) have the power to create special committees of this Association;383 384 (I) have the power to approve all memorials, resolutions or opinions in the name of the Association;385 386 (J) have the power, by a two-thirds (2/3) vote of its membership, to levy an assessment upon the387 members of this Association, pending a 60-day notification to membership by letter to component 388 presidents. 389 390 15905.2025

Page 163

SECTION 50. DUTIES. It shall be the duty of the House of Delegates to: 391 392 (A) elect the elective officers; 393 394 (B) elect members of the delegation to the ADA House of Delegates as described elsewhere in these 395 Bylaws except the student delegate shall not vote; 396 397 (C) select a nominee to be submitted to Indiana's ADA Delegates and presented to the ADA 7th District 398 Caucus, when a vacancy exists or is about to exist in the office of 7th District Trustee to the ADA. 399 Such nominations shall not be in conflict with Chapter VII of the ADA Bylaws and its appropriate 400 sub-sections. 401 402 (D) review and make recommended changes to the annual budget. 403 404 (E) conduct an annual review of policies that have been in existence for four years. If no action is taken 405 to extend or amend the policies, they will automatically sunset at the close of the following year’s 406 House of Delegates. 407 408 SECTION 60. TRANSFER OF POWERS AND DUTIES. 409 410 (A) The powers and duties of the House of Delegates referred to in sections 40 and 50 of this Chapter, 411 except the power to amend the Constitution and Bylaws and the duty of electing officers, may be 412 transferred to or assumed by the Board of Trustees in time of extraordinary emergencies. 413 414 (B) Powers and duties shall be transferred by the House of Delegates or assumed by the Board for ad 415 interim periods between Annual Sessions only. 416 417 (C) The existence of a time of extraordinary emergency may be determined by unanimous vote of the 418 members of the Board present and voting at a regular or special session. 419 420 (D) Such extraordinary emergency may also be determined by a mail vote of the House of Delegates, 421 upon recommendation of at least three (3) officers of the Association. 422 423 (E) A mail vote shall consist of ballots received from not less than one-fourth (1/4) of the members of 424 the House. 425 426 (F) A majority of the votes cast within thirty (30) days after the posting of the ballots shall determine the 427 result of the vote. 428 429 SECTION 70. REGULAR AND SPECIAL SESSIONS. 430 431 (A) The House of Delegates shall convene annually in regular session, at such time and place as 432 determined by the Board of Trustees. The Executive Director shall notify each delegate and 433 alternate in writing, not less than thirty (30) days before the opening of such session. 434 435 (B) Special sessions may be called by the President upon a two-thirds (2/3) vote of the Board of 436 Trustees or on written request of one fifth (1/5) of the officially certified delegates who comprised 437 the last House of Delegates. 438 439 (C) The time and place of any special session of the House shall be determined by the President 440 provided, however, that the time selected shall not be more than ninety (90) days after the date the 441 vote was taken, or the request received. Special sessions shall be limited to such business as is 442 listed in the call. 443 444 SECTION 80. 445 446 16005.2025

Page 164

(A) Annual Session. The Executive Director of the Association shall send an official notice of the time447 and place of the Annual Session to each delegate and alternate together with his or her official448 credentials, not less than thirty (30) days before the opening of the session.449 450 (B) Special Session. The Executive Director of the Association shall send an official written notice of451 the time and place of each special session and a statement of the business to be considered to 452 each officially-certified delegate and alternate of the last House of Delegates, not less than fifteen 453 (15) days before the opening of the session.454 455 SECTION 90. QUORUM. Two-thirds (2/3) of the certified voting members of the House shall constitute 456 a quorum for the transaction of business at any meeting of the session. 457 458 SECTION 100. OFFICERS. The Elective Officers, the Secretary and the Treasurer of the Association 459 shall serve as officers of the House of Delegates and perform the usual duties of their respective offices. 460 461 CHAPTER VII -- SCIENTIFIC SESSIONS 462 463 SECTION 10. OBJECT. The scientific session of this Association is established to foster the 464 presentation and discussion of subjects pertaining to the science and art of dentistry. 465 466 SECTION 20. TIME AND PLACE. 467 468 The scientific sessions of this Association shall be held annually at a time and place approved by the 469 Board of Trustees. 470 471 SECTION 30. MANAGEMENT AND GENERAL ARRANGEMENTS OF SCIENTIFIC SESSIONS. The 472 Board of Trustees shall provide for the management of, and make all arrangements for, each scientific 473 session not otherwise provided for in these Bylaws. 474 475 SECTION 40. TRADE AND LABORATORY EXHIBITS. Products of the dental trade and laboratories 476 and other products supplying the needs of dentists may be exhibited at each scientific session under 477 the direction of the Board of Trustees and in accordance with rules and regulations established by that 478 body. 479 480 SECTION 50. ADMISSION TO SCIENTIFIC SESSIONS. Admission to meetings of the scientific 481 sessions shall be limited to members of the Association who are in good standing and to others invited 482 in accordance with rules and regulations established by the Board. 483 484 CHAPTER VIII -- ELECTIVE OFFICERS 485 486 SECTION 10. TITLE. The elective officers of this Association shall be a President, a President-Elect, 487 a Vice-President, a Vice President Elect, an Immediate Past-President, a Speaker of the House and a 488 Vice-Speaker of the House. 489 490 SECTION 20. ELIGIBILITY. Only an Active, Life or Retired Member in good standing of this Association 491 shall be eligible to an elective office. 492 493 SECTION 30. NOMINATIONS. Nominations for Vice President Elect, Speaker of The House, Vice 494 Speaker of the House and officers as required by Section 70 below shall be made at the opening 495 meeting of the Annual Session of the House of Delegates. Nominees may speak to the House of 496 Delegates for a maximum of three (3) minutes at that time. 497 498 SECTION 40. ELECTIONS. The election of officers shall be conducted as outlined in Chapter XIV of 499 these Bylaws. 500 501 16105.2025

Page 165

SECTION 50. TENURE. The elective officers shall serve for a term of one (1) year and/or until their502 successors are elected and qualified. 503 504 SECTION 60. INSTALLATION. Elective officers shall be installed at the close of the Annual session 505 of the House of Delegates. 506 507 SECTION 70. VACANCIES. 508 509 (A) In the event the office of President becomes vacant, the President-Elect shall automatically510 become President for the unexpired portion of that term and the subsequent term. The Vice 511 President shall automatically become President-Elect for the unexpired portion of that term and 512 the subsequent term. The Vice President Elect shall automatically become Vice President for the 513 remainder of that term and the subsequent term. 514 515 (B) In the event the office of President-Elect becomes vacant for any reason other than a vacancy in516 the office of President, the Vice President shall automatically become President-Elect for the 517 unexpired portion of that term and advance to the office of President in the subsequent term. The 518 Vice President Elect shall automatically become Vice President for the remainder of that term and 519 shall advance to the office of President-Elect the subsequent term. At the next annual session of 520 the House of Delegates, a Vice President in addition to a Vice President Elect shall be elected 521 and installed at the same session. 522 523 (C) In the event the office of Vice President becomes vacant for any reason other than a vacancy in524 the offices of President or President-Elect, the Vice President Elect shall automatically become 525 Vice President until for the remainder of that term and shall advance to the office of President-526 Elect the subsequent term. At the next annual session of the House of Delegates, a Vice 527 President in addition to a Vice President Elect shall be elected and installed at the same session. 528 529 (D) In the event the office of Vice President Elect becomes vacant for any reason, the office shall530 remain vacant for the remainder of that term. At the next annual session of the house of 531 delegates, a Vice President in addition to a Vice President Elect shall be elected and installed at 532 the same session. 533 534 (E) In the event the office of Immediate Past President becomes vacant for any reason, the office535 shall remain vacant until filled by ordinary succession. 536 537 (F) In the event of multiple vacancies in elective office in the same term, the Board of Trustees shall538 appoint interim officers as required to assume the duties of the remaining elective officer 539 vacancies. At the next annual session of the House of Delegates, all elective officers (President, 540 President-Elect, Vice President, Vice President Elect, Speaker of the House, and Vice Speaker of 541 the House) will be nominated, elected, and installed at the same session in accordance with 542 sections 30 and 40 of this chapter. Interim officers may be considered for nomination and 543 election as elective officers. Interim officers shall not serve past the term in which vacancy 544 required their appointment and become ordinary elective officers without being duly elected and 545 installed by the House of Delegates. 546 547 (G) In the event the office of the Speaker of the House shall become vacant, the Vice-Speaker of the548 House shall become the Speaker of the House for the unexpired term. 549 550 (H) In the event the office of the Vice-Speaker of the House shall become vacant, the President shall551 appoint a qualified member to serve the remainder of the term. 552 553 CHAPTER IX -- DUTIES OF ELECTIVE OFFICERS 554 16205.2025

Page 166

555 SECTION 10. PRESIDENT. It shall be the duty of the President to: 556 557 (A) Preside at all meetings of the Board of Trustees.558 559 (B) Serve as President of the House, presiding at meetings of the House of Delegates in the absence560 of both the Speaker of the House and the Vice-Speaker. 561 562 (C) Serve as an official representative of this Association in contacts with governmental agencies, civic563 organizations, and professional organizations for the purpose of advancing the objectives and 564 policies of this Association. 565 566 (D) Serve as Immediate Past President upon the conclusion of their term as President.567 568 (E) Serve as a delegate to the ADA.569 570 SECTION 20. PRESIDENT-ELECT. It shall be the duty of the President-Elect to: 571 572 (A) Assist the President as requested.573 574 (B) Serve in an advisory capacity to the Board of Trustees.575 576 (C) Serve in an advisory capacity to the House of Delegates.577 578 (D) Serve in an advisory capacity to all committees.579 580 (E) Present to the Board, at its meeting preceding the Annual Session, his or her request for budgetary581 items for any project he or she has in mind during his or her term as President of the Association. 582 583 (F) Succeed to the office of President at the close of the Annual Session of the House at which he or584 she served as President-Elect or as required by Chapter VIII Section 70 of these bylaws. 585 586 (G) Serve as a member of the delegation to the ADA.587 588 SECTION 30. VICE-PRESIDENT. It shall be the duty of the Vice-President to: 589 590 (A) Assist the President as requested.591 592 (B) Serve in an advisory capacity to the Board of Trustees.593 594 (C) Serve in an advisory capacity to the House of Delegates.595 596 (D) Serve in an advisory capacity to all committees.597 598 (E) Succeed to the Office of President-Elect at the close of the Annual Session of the House at which599 he or she served as Vice President or as required by Chapter VII Section 70 of these bylaws. 600 601 (F) Serve as a member of the delegation to the ADA. 602 603 (G) Represent the IDA by attending, or if unavailable, appointing another elective officer to attend all604 public meetings of the Indiana State Board of Dentistry (ISBD) and report back to the Board of 605 Trustees. 606 607 SECTION 40. VICE PRESIDENT ELECT. It shall be the duty of the Vice President Elect to: 608 609 16305.2025

Page 167

(A) Succeed to the office of Vice President at the close of the Annual Session of the House at which 610 they served as Vice President Elect or as required by Chapter VIII Section 70 of these bylaws. 611 612 (B) Continue in their existing roles within the organization. If a newly elected Vice President Elect is613 serving as a Trustee or in any other position within the Indiana Dental Association, they may 614 continue to do so if their term of service in that role has not expired. At their succession to the 615 office of Vice President, their duties elsewhere within the organization must be relinquished. 616 617 (C) Prepare to serve as a member of the delegation to the ADA upon their succession to the office of618 Vice President. 619 620 SECTION 50. IMMEDIATE PAST PRESIDENT. It shall be the duty of the Immediate Past President 621 to: 622 623 (A) Assist the President as requested.624 625 (B) Serve in an advisory capacity to the Board of Trustees.626 627 (C) Fill a vacancy as described in Chapter VIII Section 70.628 629 (D) Serve as a member of the delegation to the ADA. The Immediate Past President shall have the630 prerogative to decline serving in the delegation. This decision must be made and announced no 631 later than the first session of the House of Delegates prior to floor nominations for the ADA 632 delegation. 633 634 SECTION 60. SPEAKER OF THE HOUSE. It shall be the duty of the Speaker of the House to: 635 636 (A) Preside over all meetings of the House of Delegates.637 638 (B) Serve in an advisory capacity to the Board of Trustees.639 640 SECTION 70. VICE SPEAKER OF THE HOUSE. It shall be the duty of the Vice-Speaker of the 641 House to: 642 643 (A) Preside over meetings of the House of Delegates in the absence of the Speaker of the House.644 645 (B) Perform Routine duties of the Speaker in the absence or inability of that officer to serve.646 647 (C) Serve in an advisory capacity to the Board of Trustees.648 649 CHAPTER X -- APPOINTIVE OFFICERS 650 651 SECTION 10. NUMBER AND TITLES. The appointive officers of this Association shall be a Treasurer, 652 an Executive Director who serves as Secretary, and an Editor of the Journal as provided in Article V of 653 the Constitution. 654 655 SECTION 20. NOMINATIONS AND APPOINTMENTS. A voting member of the Board of Trustees may 656 nominate any active member in good standing of this Association for any of the appointive offices listed 657 in Section 10 of this article, or in the case of Executive Director, a qualified candidate, and a majority 658 vote of the Board of Trustees shall constitute an appointment. 659 660 SECTION 30. TENURE OF OFFICE AND SALARY. The Board of Trustees shall determine the tenure 661 of office and the salary of each appointive officer, but the term of any such officer shall not exceed three 662 (3) years.663 16405.2025

Page 168

664 CHAPTER XI -- DUTIES OF APPOINTIVE OFFICERS 665 666 SECTION 10. EXECUTIVE DIRECTOR. 667 668 The Executive Director shall be the executive head of the Headquarters Office and all its branches. 669 The Executive Director shall engage, supervise and direct all employees except as otherwise provided 670 in these Bylaws. The Executive Director shall supervise, administer and coordinate the activities of the 671 staff assigned to committees and assist the Board of Trustees in supervising, monitoring and providing 672 guidance on the activities of all committees in regard to their specific assignments and systematize the 673 preparation of their reports. The Executive Director shall carry out such other duties and directives as 674 determined by the Board of Trustees. 675 676 SECTION 20. TREASURER. It shall be the duty of the Treasurer to: 677 678 (A) Serve as custodian of all moneys, securities and deeds belonging to the Association which may679 come into his or her possession, and he or she shall hold, invest and disburse the same subject to 680 discretion of the Board of Trustees. 681 682 (B) Make an annual report to the House of Delegates and to the Board of Trustees.683 684 (C) Assist the President as requested.685 686 (D) Serve in an advisory capacity to all committees.687 688 SECTION 30. EDITOR OF THE JOURNAL. It shall be the duty of the Editor of the Journal to supervise 689 the publication of the Journal as advised by the Communications Committee. 690 691 CHAPTER XII -- BOARD OF TRUSTEES 692 693 SECTION 10. COMPOSITION. There shall be a Board of Trustees composed of one (1) Trustee from 694 each Trustee District, one (1) at-large new dentist Trustee who has been in the practice of dentistry 695 for ten (10) years or less when selected., and one Student Trustee serving as a non-voting member. 696 With the exception of the Student Trustee, such Trustees shall constitute the voting membership of 697 the Board. The President of the Indiana Dental Association shall preside at all meetings of the Board 698 and may vote in the case of a tie. The remaining officers shall serve in an advisory capacity. 699 Members and guests may attend providing the Board has no objection. 700 701 SECTION 20. QUALIFICATIONS. 702 703 (A) A Trustee shall be an Active, Life, Student or Retired member in good standing of this Association.704 705 (B) Should the status of any Trustee change in regard to his or her qualifications, the position shall be706 declared vacant and such vacancy shall be filled by appointment made by an ad interim committee 707 of the Trustee District. The term of such appointment shall be until the next election in that Trustee 708 District. 709 710 SECTION 30. TENURE. The term for the Indiana Student Dental Society Trustee shall be one year. 711 The term for the at-large new dentist Trustee shall be two (2) years. The term for all other Trustees 712 shall be three (3) years. Trustees may be elected to additional terms but are limited to a maximum of 713 three (3) consecutive full three-year terms. Partial terms served when a Trustee assumes an 714 unexpired term do not count in the term limit calculation. Terms begin following the final meeting of 715 the Board at each Annual Session. 716 717 SECTION 40. ELECTION OF TRUSTEES. 718 719 16505.2025

Page 169

(A) Each Trustee district shall elect its Trustee to the Board. 720 721 (B) One new dentist Trustee will be appointed by the Membership Committee.722 723 SECTION 50. POWERS. The Board of Trustees shall be the managing body of the Association vested 724 with full power to conduct all business of the Association subject to the laws of the State of Indiana, the 725 Articles of Incorporation, the Constitution and Bylaws, and the mandates of the House of 726 Delegates. It shall have the power to: 727 728 (A) Establish rules and regulations consistent with these Bylaws, to govern its procedure and conduct.729 730 (B) Direct the President to call a special session of the House as provided in Chapter VI of these731 Bylaws. 732 733 (C) Nominate to the House, candidates for Honorary Membership.734 735 (D) Cause to be published in, or omitted from, any official publication of the Association, any article in736 whole or in part. 737 738 (E) Establish ad interim policies when the House is not in session and when such policies are essential739 to the management of the Association provided, however, that all policies shall be presented for 740 ratification at the next session of the House. 741 742 (F) Establish a Central Office.743 744 SECTION 60. DUTIES. It shall be the duty of the Board of Trustees to: 745 746 (A) Provide for maintenance and supervision of all property or offices owned or operated by this747 Association. 748 749 (B) Employ an Executive Director and appoint a Treasurer and an Editor of the Journal.750 751 (C) Cause to be bonded by a reliable surety company any appointive officer or employee of the752 Association entrusted with Association funds, for the amount deemed necessary. 753 754 (D) No less than every other year, engage a reputable auditor to audit all accounts of this Association755 and report to the Board of Trustees. 756 757 (E) Prepare for House consideration a draft budget, and after receiving House input, adopt a budget758 for carrying on the activities of the Association for each ensuing year. 759 760 (F) Provide for the publication and distribution of all official publications of the Association.761 762 (G) Appoint all members to committees of this Association except as provided in these Bylaws.763 764 (H) If a vacancy occurs in the Indiana State Board of Dentistry, the Trustee(s) of that State Board of765 Dentistry district shall nominate a minimum of one (1) and up to three (3) qualified members to the 766 IDA Board of Trustees, who will approve the nominees by a majority vote. Approved nominees 767 will be presented to the Governor by the Board of Trustees for consideration. 768 769 (I) To review the annual written reports of all committees of the Association and make770 recommendations concerning same to the House of Delegates. 771 772 (J) To review and monitor the Association’s Strategic Plan.773 774 16605.2025

Page 170

(K) To provide for evaluating the effectiveness of each committee every three (3) years and775 recommending to the House of Delegates the discontinuation of any determined to have become776 ineffective or obsolete.777 778 (L) To submit an annual report to the House of Delegates concerning its activities.779 780 (M) To recommend to the House of Delegates nominees for Honorary Memberships.781 782 (N) To perform such other duties as are prescribed by these Bylaws.783 784 (O) Submit to the House of Delegates at the opening meeting of the annual session one or more785 nominations for ADA Trustee when appropriate. 786 787 (P) Establish and oversee Programs of the Board and appoint, as needed, volunteers to manage said788 programs. 789 790 (Q) Serve as trustees of the IDA Relief Fund with responsibility for Relief Fund trustee duties791 previously assigned to the IDA Council on Insurance, Retirement and Relief. 792 793 794 SECTION 70. REGULAR SESSIONS. Regular sessions of the Board shall be held at least four (4) 795 times each year as follows: 796 797 (A) The time and place for the sessions shall be determined by the President.798 799 (B) Notice of the date and place of all regular sessions of the Board shall be mailed to each member of800 the Board at least thirty (30) days prior to the date of the meeting. 801 802 SECTION 80. SPECIAL SESSIONS. 803 804 (A) Special sessions of the Board may be called at any time either by the President or at the request805 of five voting members of the Board, provided each member receives notice of such special session 806 at least two (2) days in advance thereof. 807 808 SECTION 90. QUORUM. A majority of the voting members of the Board shall constitute a quorum for 809 the transaction of business in any meeting of a session. 810 811 CHAPTER XIII –COMMITTEES 812 813 SECTION 10. NAMES. The Committees of this Association shall be the: 814 815 Professional Development Committee, charged with enhancing the professional development of IDA 816 members and their dental teams through continuing education, networking opportunities and 817 conducting IDA related event programming. 818 819 Dental Practice Committee, charged with helping dentists and dental practices succeed. 820 821 Dental Public Health Committee, charged with improving the oral health of Hoosiers. 822 823 Communications Committee, charged with keeping members and the public informed of issues 824 affecting dentistry and oral health. 825 826 Governmental Affairs Committee, charged with making the IDA the state’s most influential voice on oral 827 health public policy issues. 828 829 Membership Committee, charged with recruiting and retaining members. 830 16705.2025

Page 171

831 Leadership Committee, charged with recruiting members for IDA and ADA positions and developing 832 future association leaders. 833 834 Finance Committee, charged with oversight of IDA’s financial resources. 835 836 Member Insurance Committee, charged with choosing and monitoring the insurance programs that 837 benefit IDA members. 838 839 SECTION 20. ELIGIBILITY. 840 841 (A) Each committee shall be comprised of seven (7) Active, Life or Retired Members in good standing842 with at least one (1) member being a new dentist, defined as a dentist who has been in the practice 843 of dentistry for ten (10) years of less when selected. 844 845 (B) Consultants may be brought in for their particular expertise and/or experience to advise a committee846 as needed by the direction of the committee chair, and do not have voting rights within the 847 committee. 848 849 SECTION 30. APPOINTMENT AND TERM OF OFFICE. 850 851 (A) Members of committees will be appointed by the Board of Trustees.852 853 (B) The term of office for members of committees shall be two (2) years. Members are eligible for854 appointment to two (2) additional two (2) year terms but may not serve on the same Committee for 855 more than a total of six (6) consecutive years. An exception will be made for members serving on 856 an ADA council or committee with duties functionally similar to those of the IDA committee or 857 subcommittee in question (a “Corresponding ADA Council or Committee”). Such members may, if 858 appointed, serve on an IDA committee or subcommittee for more than six (6) consecutive years 859 until their Corresponding ADA Council or Committee term expires. 860 861 (C) Committee members may be considered for reappointment to the same committee after being off862 of the committee for one (1) full term. Committee members may be appointed to a different 863 committee immediately, with no waiting period. 864 865 (D) Committee chairs will be elected by the committee and shall serve for a (2) two year term. Chairs866 shall be eligible for reelection at the discretion of the committee. 867 868 (E) Each chair may establish subcommittees to assist in fulfilling the committee’s assigned duties. The869 establishing committee shall evaluate its subcommittees each year for continuation. Subcommittee 870 members are appointed by the establishing committee chair, may or may not also be members of 871 the committee and shall adhere to the same term limits as committee members. Subcommittee 872 members shall elect their chair from among their members. Subcommittees are to be comprised 873 of no less than three (3) members. Consultants for subcommittees shall follow the same guidelines 874 as consultants for committees. 875 876 SECTION 40. VACANCIES. 877 878 (A) In the event of a vacancy in membership of any committee or subcommittee, the President shall879 appoint a qualified member to serve the remainder of the term. 880 881 (B) In the event such vacancy involves the chair of a committee or subcommittee the President shall882 have the power to appoint an ad interim chair. 883 884 SECTION 50. QUORUM. The presence of fifty (50) percent of voting members of any committee or 885 subcommittee shall constitute a quorum for the transaction of business. 886 16805.2025

Page 172

887 SECTION 60. EXPENSES. 888 889 (A) The Association shall pay the expenses of each committee, provided such expenses are incurred890 in conformity with the rules and regulations established by the Board of Trustees and provided 891 further that the committee budget as approved by the House of Delegates is sufficient to cover the 892 payment of such expenses. 893 894 SECTION 70. DUTIES OF ALL COMMITTEES. 895 896 (A) The Board of Trustees shall assign goals and tasks to each committee. Each committee chair may897 appoint one or more subcommittees to assist with the committee’s assigned duties. 898 899 (B) Each committee shall submit in writing to the Board of Trustees a proposed itemized budget of900 anticipated expenditures for the coming fiscal year. Such budget shall be submitted upon request 901 of the Treasurer chair. 902 903 (C) Each committee shall submit in writing to the Board of Trustees minutes and attendance records of904 each meeting. 905 906 (D) Each committee shall submit to the Board of Trustees a written report of its activities at least thirty907 (30) days prior to the first meeting of each Annual Session.908 909 CHAPTER XIV -- ELECTIONS 910 911 SECTION 10. PROCEDURE. 912 913 (A) IDA Elective officers, ADA trustees, and the ADA delegation shall be elected by the House of914 Delegates, except as otherwise provided in these Bylaws. 915 916 (B) Voting shall be by ballot, and the Executive Director shall provide facilities for voting.917 918 (C) A majority vote shall constitute an election, except for election of the ADA delegation as provided919 in Chapter XV. 920 921 (D) In the event no one receives a majority vote on the first ballot, the two receiving the highest number922 of votes shall be voted upon again. 923 924 (E) In the event there is but one (1) nominee for an elective position, the Secretary shall be instructed925 to cast the elective ballot for the House. 926 927 (F) Elections for members of the ADA delegation will be held one year prior to the beginning of their928 term. This is to allow the IDA to communicate the members of its ADA delegation to the ADA in a 929 more timely manner. 930 931 CHAPTER XV -- DELEGATES, ALTERNATES, TRUSTEE AND OTHER ELECTED OFFICERS TO 932 THE AMERICAN DENTAL ASSOCIATION 933 934 SECTION 10. COMPOSITION. There shall be a delegation to the American Dental Association 935 compromised of delegates and alternate delegates as described by the Constitution and Bylaws of the 936 ADA. The number of Delegates and Alternates to the ADA shall be determined by the formula of that 937 Association. 938 939 SECTION 20. NOMINATIONS: DELEGATES AND ALTERNATES. 940 941 16905.2025

Page 173

(A) Due to ADA Bylaws that limit ADA delegate and alternate delegate eligibility to “active, life and942 retired members,” the Indiana Student Dental Society is not eligible to nominate members for943 election to the ADA delegation.944 945 (B) Each eligible component society may nominate two (2) of its fully privileged members for election946 as a member of the delegation to the ADA. Each eligible component society shall send the 947 campaign statements of its nominees to the Executive Director of this Association, at least thirty 948 (30) days prior to the annual meeting of the House of Delegates.949 950 (C) The Executive Director shall send a copy of all campaign statements received within the deadline951 to each Delegate and Alternate to the IDA along with the House of Delegates Manual. 952 953 (D) If the total number of nominations submitted by eligible component societies fails to meet the954 number of positions available plus two (2), additional nominations may be made from the floor of 955 the House of delegates and each component shall have no more than one (1) nominee from the 956 floor. 957 958 SECTION 30. ELECTION OF DELEGATES AND ALTERNATE DELEGATES. 959 960 (A) The President shall be a delegate to the ADA by virtue of their office. The President-elect, Vice961 President and Immediate Past President shall be members of the delegation by virtue of their office. 962 The Immediate Past President shall have the prerogative to decline serving in the delegation if they 963 so choose. 964 965 (B) On even years, the Membership Committee shall select one (1) dentist that has been in practice966 less than ten (10) years to serve on the ADA Delegation for a period of two (2) years. This shall be 967 a one-time appointment with the same rights, rules, privileges and obligations as all other 968 Delegation members. 969 970 (C) The remainder of the ADA Delegation shall be elected by a plurality vote of this Association's House971 of Delegates. 972 973 (D) Each year the IDA House of Delegates shall elect a sufficient number to fill the required quota of974 the ADA Delegation. 975 976 (E) All elected members of the ADA Delegation shall serve for a term of two (2) years.977 978 (F) The position of Delegate or Alternate Delegate shall be determined by the Delegation prior to the979 ADA House of Delegates. 980 981 (G) For a ballot to be valid, it must contain votes equal to the number of positions to be filled.982 983 (H) The members of the Delegation to the ADA House of Delegates have the power, by a simple984 majority vote, to alter the personnel of the Delegation when and if circumstances necessitate. The 985 voting members shall consist of the ADA Delegation of the year in which the alteration shall affect 986 the Delegation. 987 988 (I) Any member added to the ADA Delegation shall be for a one (1) year term.989 990 SECTION 40. NOMINATION AND SELECTION OF ADA TRUSTEE AND ADA ELECTED OFFICER 991 CANDIDATES. The Board of Trustees shall present one or more nominations to the House of 992 Delegates. Additional nominations may be made from the floor of the House by any member of the 993 House of Delegates of this Association. The House will then select the nominee. 994 995 CHAPTER XVI -- DUES 996 997 17005.2025

Page 174

SECTION 10. TIME OF PAYMENT.998 999 (A) Dues are due and payable at the time of application and on January 1 of each subsequent year. A1000 member whose dues have not been paid by March 31 of the current year shall cease to be a 1001 member of this Association, except for a member who is in full compliance with the optional IDA 1002 monthly dues collection program. 1003 1004 (B) One who has forfeited membership for non-payment of dues may be reinstated by paying all1005 required dues and assessments. 1006 1007 SECTION 20. METHOD OF PAYMENT. 1008 1009 (A) Component societies of the Indiana Dental Association shall bill, collect and process all annual dues1010 or may request the IDA Central Office to assume this responsibility. 1011 1012 (B) Component societies requesting the IDA to collect annual dues shall so advise the IDA Central1013 office by placing on file a written notice to this effect and such shall remain in effect until further 1014 notice. 1015 1016 (C) All annual dues for the Alliance to the IDA, which are payable only on an annual basis and due1017 January 1, shall be remitted to the Alliance Treasurer no later than sixty (60) days after receipt of 1018 dues. 1019 1020 (D) All IDPAC/ADPAC annual dues shall be remitted to the respective PAC in accord with federal and1021 state election laws. 1022 1023 SECTION 30. ACTIVE MEMBERS. 1024 1025 (A) The annual dues for an active member of this Association shall be six hundred dollars ($600.00)1026 per annum, in addition to such dues as levied by the American Dental Association and the 1027 component dental society, except as provided in subsections B, C, D, and SECTIONS 100, 110 1028 and 120. An eligible dentist transferring from another constituent society in which he or she was in 1029 good standing is exempt from dues for the balance of the year of transfer. 1030 1031 (B) New Graduate: On a one-time basis, the dentist, when awarded a D.D.S. or D.M.D. degree shall1032 be exempt from the payment of active member dues for the remaining period of that year and the 1033 following first full calendar year and shall pay 50% of active member dues for the second calendar 1034 year following the year in which the degree was awarded 100% in the third year and thereafter. 1035 1036 (C) Advance Training Graduate: For the dentist who enters an accredited advance training or residency1037 program of not less than one year's duration within one year of the award of a D.D.S. or D.M.D. 1038 degree, the foregoing reduction of dues in subsection (B) shall be suspended and deferred until 1039 completion of the advance training or residency. Upon completing the program, the dentist shall 1040 pay dues for whatever portion of reduced dues had not been applied prior to entering the advance 1041 training. 1042 1043 (D) Partial Year: Persons elected to active membership in this Association for the first time or whose1044 membership will be reinstated after a lapse of one full year or more, and who are elected or 1045 reinstated after July 1, shall pay one-half of the normal annual active member dues; and if elected 1046 or reinstated after October 1, shall pay one-quarter of the normal active member dues except in the 1047 case of recent graduates who shall pay no dues as is addressed in Subsection B. 1048 1049 SECTION 40. LIFE MEMBERS. 1050 1051 (A) Active Life Members: Regardless of a member's previous classification of membership, dues for1052 life members who are earning income from the performance of service as a member of the faculty 1053 17105.2025

Page 175

of a dental school, as a dental administrator or consultant, or as a practitioner of any activity for 1054 which a license to practice dentistry. 1055 1056 (B) Retired Life Members: Life members who are no longer earning any income from the performance1057 of service as a member of the faculty of a dental school, as a dental administrator or consultant, or 1058 as a practitioner of any activity for which a license to practice dentistry is required shall be exempt 1059 from payment of dues. 1060 1061 SECTION 50. RETIRED MEMBERS. A Retired Member shall be exempt from dues in this Association. 1062 1063 SECTION 60. STUDENT MEMBERS. The dues of a Student Member, whether undergraduate or 1064 graduate, shall be five dollars ($5.00) per annum. 1065 1066 SECTION 70. HONORARY MEMBERS. Honorary Members shall pay no dues. 1067 1068 SECTION 80. AFFILIATE MEMBERS. Affiliate Members shall pay one hundred dollars ($100.00) per 1069 year. 1070 1071 SECTION 90. DISABILITIES. A member of this Association who is totally disabled for a period of one 1072 year and who is unable to engage in the duties of the dental profession and who was a member in good 1073 standing at the time total disability was incurred, shall be exempt from the payment of dues and shall 1074 be in good standing during the period of total disability, upon approval by the Board of Trustees. A 1075 totally disabled member, in order to receive entitlement to dues exemption, shall submit through the 1076 member's component society, a medical certificate attesting total disability and a certificate from said 1077 component society attesting this total disability. During the period of exemption from dues, further such 1078 certificates shall be presented on request to this Association. Continued exemption from active 1079 member dues for reason of disability may be granted to a member residing outside Indiana, should the 1080 disability preclude eligibility for membership in the constituent society of the dentist's residence. 1081 1082 SECTION 100. SERVICE IN ARMED SERVICE. The dues of an active member in good standing, who 1083 has entered the Armed Services, may be waived during the required period of such service provided 1084 such member is in good standing in the component society and in the American Dental Association 1085 during the period of such service. 1086 1087 SECTION 110. DUES OF MEMBERS WHO SUFFER FINANCIAL HARDSHIP. Those members who 1088 have suffered a significant financial hardship that prohibits them from payment of their full dues may 1089 be excused from the payment of fifty (50%), seventy-five percent (75%) or all of the current year's dues 1090 as determined by the Board of Trustees. The component society shall certify the reason for the waiver, 1091 and the component society shall provide the same proportionate waiver of their dues as that provided 1092 by this Association. 1093 1094 SECTION 120. PERCENTAGE DUES. In establishing the dollar rate of dues in this chapter expressed 1095 as a percentage of active member dues, computations resulting in fractions of a dollar shall be rounded 1096 up to the next highest dollar. 1097 1098 SECTION 130, NON-PRACTICING DENTIST, a non-practicing dentist member shall be fifty percent 1099 (50%) of the dues of active members. 1100 1101 CHAPTER XVII -- INDEMNIFICATION 1102 1103 SECTION 10. INDEMNIFICATION BY THE ASSOCIATION. To the extent not inconsistent with 1104 applicable law, every Eligible Person shall be indemnified by the Association against all Liability and 1105 reasonable Expense that may be incurred by him or her in connection with or resulting from any Claim: 1106 1107 (A) If such Eligible Person is Wholly Successful with respect to the Claim, or1108 1109 17205.2025

Page 176

(B) If not Wholly Successful, then if such Eligible Person: 1110 (1) Is determined, as provided in Section 30 of this Chapter XVII, to have acted in good faith, in1111 what he or she reasonably believed to be the best interests of the Association (or, in any case1112 not involving the person's official capacity with the Association, in what he or she reasonably1113 believed to be not opposed to the best interests of the Association) and,1114 (2) With respect to any criminal Claim, is determined to have had reasonable cause to believe that1115 the conduct was lawful (or had no reasonable cause to believe that the conduct was unlawful).1116 1117 The termination of any Claim, by judgment, order, settlement (whether with or without court 1118 approval), or conviction or upon a plea of guilty or of nolo contendere, or its equivalent, shall not 1119 create a presumption that an Eligible Person did not meet the standards of conduct set forth in this 1120 Chapter XVII. 1121 1122 SECTION 20. DEFINITIONS. As used in this Chapter XVII: 1123 1124 (A) The term "Claim" shall include any threatened, pending, or completed claim, action, suit, or1125 proceeding and all appeals thereof (whether brought by or in the right of this Association, any other 1126 corporation or otherwise), civil, criminal, administrative, or investigative, whether formal or informal, 1127 in which an Eligible Person may become involved, as a party or otherwise: 1128 (1) By reason of his or her being or having been an Eligible Person, or1129 (2) By reason of any action taken or not taken by him or her in his or her capacity as an Eligible1130 Person, whether or not he or she continues in such capacity at the time such Liability or Expense1131 shall have been incurred.1132 1133 (B) The term "Eligible Person" shall mean every person (and the estate, heirs and personal1134 representatives of such person) who is or was a Board member, officer, delegate, employee, 1135 Committee member, or agent of the Association or is or was serving at the request of the 1136 Association as a Board member, officer, delegate, employee, Committee member, agent, or 1137 fiduciary of another foreign or domestic corporation, partnership, joint venture, trust, employee 1138 benefit plan or other organization or entity, whether for profit or not. 1139 1140 (C) The terms "Liability" and "Expense" shall include, but shall not be limited to, counsel fees,1141 reasonable expenses and disbursements, and amounts of judgments, fines, or penalties against, 1142 and amounts paid in settlement by or on behalf of, an Eligible Person. 1143 1144 (D) The term "Wholly Successful" shall mean:1145 (1) Termination of any Claim against the Eligible Person in question without any finding of1146 liability or guilt against him or her,1147 (2) Approval by a court or agency, with knowledge of the indemnity herein provided, of a1148 settlement of any Claim, or1149 (3) The expiration of a reasonable period of time after the making of any Claim or threat of any1150 Claim without the institution of such claim and without any payment or promise made to induce1151 a settlement.1152 1153 SECTION 30. ENTITLEMENT TO INDEMNIFICATION. Every Eligible Person claiming indemnification 1154 hereunder (other than one who has been Wholly Successful with respect to any Claim) shall be entitled 1155 to indemnification if: 1156 1157 (A) special independent legal counsel (the "Referee"), shall deliver to the Association a written finding1158 that such Eligible Person has met the standards of conduct set forth in the preceding Section 10 of 1159 this Chapter XVII; and 1160 1161 (B) the Board of Trustees, acting upon such written finding, so determines. If the Board of Trustees1162 makes such determination, it shall also determine the reasonableness of the Eligible Person's 1163 Expenses. 1164 1165 17305.2025

Page 177

The Referee may be regular counsel of the Association or other disinterested person or persons and 1166 shall be selected by the Board of Trustees, whether or not a disinterested quorum exists. 1167 1168 The Eligible Person claiming indemnification shall, if requested, appear before the Referee and answer 1169 questions that the Referee deems relevant and shall be given ample opportunity to present to the 1170 Referee evidence upon which he or she relies for indemnification. The Association shall, at the request 1171 of the Referee, make available facts, opinions or other evidence in any way relevant to the Referee's 1172 findings which are within the possession or control of the Association. 1173 1174 SECTION 40. RELATIONSHIP TO OTHER RIGHTS. The rights of the indemnification provided in this 1175 Chapter XVII shall be in addition to any rights to which any Eligible Person may otherwise be entitled. 1176 1177 SECTION 50. ADDITIONAL INDEMNIFICATION. Irrespective of the provisions of this Chapter XVII, 1178 the Board of Trustees may, at any time and from time to time, approve indemnification of any Eligible 1179 Person to the fullest extent permitted by applicable law, or, if not expressly permitted, then to any extent 1180 not prohibited by such law, whether on account of past or future transactions. 1181 1182 SECTION 60. ADVANCEMENT OF EXPENSES. Expenses incurred with respect to any Claim may be 1183 advanced by the Association (by action of the Board of Trustees whether or not a disinterested quorum 1184 exists) prior to the final disposition thereof upon receipt of an undertaking by or on behalf of the Eligible 1185 Person to repay such amount unless he or she is entitled to indemnification. 1186 1187 SECTION 70. PURCHASE OF INSURANCE. The Board of Trustees is authorized and empowered to 1188 purchase insurance covering the Association’s liabilities and obligations under this Chapter XVII and 1189 insurance protecting the Association’s Eligible Persons. 1190 1191 SECTION 80. SCOPE OF COVERAGE. The provisions of this Chapter XVII shall be applicable to 1192 Claims made or commenced after the adoption hereof, whether arising from acts or omissions to act 1193 occurring before or after the adoption hereof. 1194 1195 CHAPTER XVIII -- PARLIAMENTARY AUTHORITY 1196 1197 The most current edition of the American Dental Association approved parliamentary authority shall 1198 govern this Association in all cases in which they are applicable. Any Special Rules of this Association 1199 will supersede any policies specified in the currently approved American Dental Association 1200 parliamentary authority. 1201 1202 CHAPTER XIX -- AMENDMENTS 1203 1204 SECTION 10. DUES. An amendment to these Bylaws affecting an increase or decrease in dues may 1205 be acted upon at any meeting of the House of Delegates upon a two-thirds vote of the House. 1206 1207 SECTION 20. OTHER. With the exception specified in Section 10 above, these Bylaws may be 1208 amended at any session of the House of Delegates, by a two-thirds (2/3) vote of the voting members 1209 present and voting, provided the proposed amendment shall have been presented in writing at a 1210 previous meeting of the same session. 1211 17405.2025

Page 178

Page 179

Page 180

Section 1: Welcome 1.1 Structure of the Indiana Dental Association 1.2 IDA Employee Handbook 1.3 Staff Mission and Values Section 2: Office Procedures 2.1 Orientation Period 2.2 Working Hours/Message Board 2.3 Hybrid and Remote Working Arrangements 2.4 Security and IUPUI Police 2.5 Weather Alert System 2.6 Personal Appearance 2.7 Smoking 2.8 Telephones 2.9 Electronic Technology, Services and Communications 2.10 Travel Expenses/Credit Cards 2.11 Cooperation with Investigations 2.12 Contracts 2.13 Employee Parking Section 3: Pay Practices 3.1 Employee Classifications 3.2 Non-Exempt Employees - Overtime 3.3 Exempt Employees – Safe Harbor 3.4 Exempt Employees – Compensating Time Off (CTO) 3.5 Pay Rates 3.6 Attendance Reports 3.7 Payroll 3.8 Confidentiality Section 4: Benefits 4.1 An Overview 4.2 Medical/Hospital Insurance 4.3 Out-of-pocket Medical, Dental, Vision & Prescription Reimbursement 4.4 Life Insurance 4.5 Long-Term Disability Insurance 4.6 Workers’ Compensation 4.7 Pension Plan 4.8 Holidays 4.9 Personal Time Off 4.10 Jury Duty 4.11 Funeral Leave 17705.2025

Page 181

Page 182

SECTION 1: WELCOME Founded in 1858 with 15 charter members, the Indiana Dental Association’s mission is “to support dentists, to promote professionalism, and to improve oral health.” Achieving this objective involves the IDA in education, communication, legislation and many other activities. 1.1 Structure of the Indiana Dental Association All IDA members are also members of the American Dental Association and one of 14 local component dental societies, including the Indiana Student Dental Society. While each of these organizations is separate and autonomous, membership at all three levels (local, state, and national) is required. The decision-making body of the IDA is the House of Delegates, a group of approximately 60 members, elected by their component societies, who meet at the IDA Annual Session each spring to review and establish IDA policies and programs. The number of members in the society determines the number of representatives it has at the House The managerial body of the IDA is the Board of Trustees, which includes 10 officers and 15 trustees. Trustees are elected to three-year terms by their component societies. Officers elected to one-year terms by the House are: President, President-Elect, Vice President, Vice President Elect, Immediate Past President, Speaker of the House and Vice Speaker. The Treasurer, Editor and Executive Director are appointed by the Board and may serve terms of up to three years. Day-to-day management and administration of IDA are the responsibility of the Executive Director. The activities and programs of the IDA are carried out through Committees and Subcommittees. Appointed by the Board, each Committee has at least one IDA staff member assigned to assist with the various administrative matters. 1.2 IDA Employee Handbook This employee handbook will provide you information about working for the IDA and its subsidiary organizations (IDEA, IDPAC, IDAIS, IDAF, etc.) It covers all employees except the Executive Director. Provisions in this handbook are subject to change. Any questions regarding the programs, benefits or policies should be directed to the Executive Director. This is not an employment contract. All employees are employees “at will" unless they have a written contract signed by the Executive Director specifying length and term of employment. 1.3 Staff Mission and Values Staff Mission: “The Indiana Dental Association staff serves as a concierge to members’ success by organizing the profession, problem solving and promoting the profession’s image.” Values: 17905.2025

Page 183

• “We are the membership department” – members are not interruptions to our work, theyare the work; we work for members and contribute to and convey value to them. Wepreview association value to nonmembers and encourage them to membership.• We are professionals – we actively listen and seek understanding; we interact in amutually respectful, ethical manner; we demonstrate high quality work with integrity.• We are trustworthy and trusting – we are reliable, we do what we say and faithfully followthrough. We assume the best of others.• We are innovative – we creatively approach work; we positively impact the future of theassociation.• We are productive – we do worthwhile work in a efficient and responsive manner, whilehaving fun.SECTION 2: OFFICE PROCEDURES 2.1 Orientation Period The first six months of employment represent an “orientation period.” This is a get-acquainted period for you to familiarize yourself with your job responsibilities and surroundings and to get to know your fellow employees. It also serves as an opportunity for the Association to get to know you. During these six months, your work habits, performance and attendance records will be reviewed by the Executive Director. Every employee undergoes an orientation period as part of the selection process. Their continued employment depends, in part, on a sustained level of satisfactory performance. 2.2 Working Hours/Message Board The regular official hours of the Association are 8:00 a.m. to 4:30 p.m. Monday through Friday. Some employees may be assigned differing office hours by the Executive Director, but all employees are expected to work a minimum for 7.5 hours per day, including a one-hour lunch break. Non-exempt employees may work as much as 8.0 hours per day without special permission. Exceeding a 40-hour work week triggers overtime and all overtime hours must be preapproved by the Executive Director. During office hours, the offices and telephone lines of the IDA are open to the membership and the public. Lunch breaks should be arranged in cooperation with other employees so that phone coverage is provided at all times. A Staff Message Board is to be used for communicating when you are out of the office and the expected date/time of your return. 2.3 Hybrid and Remote Working Arrangements Generally speaking, employees should be at the IDA Central Office during regular office hours, unless they are engaged in IDA business off site. Hybrid or Remote working may be allowed in 18005.2025

Page 184

certain limited circumstances. In appropriate circumstances, IDA will allow eligible employees to work remotely on a regular basis from their homes for part of the workweek. This policy is to establish shared expectations for employees regarding IDA’s hybrid work program and each worker’s obligations. Eligibility for Hybrid Work Arrangements Employees must obtain Executive Director approval for hybrid work arrangements, which involve authorization to work from home for a portion of each workweek. Because of the importance of regular personal interaction in maintaining strong working relationships and communication, IDA does not offer full remote arrangements. For tax and legal reasons, hybrid work arrangements require that work done remotely be done within the state of Indiana, other than very occasional work performed during out-of-state travel. IDA recognizes that remote work is a viable, flexible option when both the employee and the job are suited to such an arrangement. Hybrid work arrangements are appropriate for some employees and jobs but not for others. IDA will evaluate requests for hybrid work arrangements on an individual basis with consideration of factors including the nature of the job, available technology, the employee’s prior job performance (if the request is made during employment), and the requested schedule. Occasional Remote Work Employees who are not on approved hybrid work schedules may request approval to work remotely, for half days or full days, on an occasional basis for personal needs such as monitoring a sick household member or waiting for a home repair. Requests for approval should be by email to the Executive Director with as much advance notice as possible, including the following information: • The basic reason for the request (without disclosing personal and confidentialinformation, such as medical information);• What work will be done remotely; and• The time period requested for remote work.Employees may be asked to provide confirmation of work performed remotely. For both Hybrid and Occasional remote work, requests are appropriate only when circumstances allow the same focus and effort as onsite work. Otherwise, the request should be for time off using PTO or CTO time. Hybrid Worker Schedule and Travel Expectations Hybrid work arrangements are not the same as flexible schedule arrangements. Hybrid workers must maintain regular work schedules that have been approved in writing, in advance, by the Executive Director, with remote workdays designated in advance and schedules the same as onsite workday schedules. Departures from scheduled remote work time require Executive Director approval. To ensure compliance with applicable wage laws, non-exempt remote workers must follow all IDA time reporting requirements. The Executive Director will establish reasonable means of verifying remote working time and the usage of that time, such as periodic check-in communications (scheduled or unscheduled) and task or project reporting. Employees working 18105.2025

Page 185

remotely must be as responsive as if they were working onsite, and schedule and report time off in the same manner as onsite workers. Employees who are approved for hybrid work arrangements may be needed to work onsite and/or travel for business from time to time and must be available to do so, with management being mindful of providing advance notice of such needs to the extent practicable. Employees will not be reimbursed for travel costs to and from the IDA office for training, meetings, or scheduled onsite workdays. Travel to offsite meetings and events will be reimbursed for hybrid workers following the same guidelines as for onsite workers, except that mileage will be measured from the office to the event or meeting site rather than from the employee’s residence to the site if the distance from the residence is significantly greater. Workspaces, Equipment and Supplies Employees requesting hybrid work arrangements must have appropriate home workspaces suitable for effective and productive performance of job duties in a safe and professional manner. The workspace must have reliable cellular phone and internet service. Employees requesting hybrid work arrangements will not receive reimbursement for the cost of home office space, furnishings, or internet service. IDA will provide each hybrid worker a laptop computer for both onsite and remote use and basic peripheral equipment for the computer as needed. Any equipment provided by IDA remains the property of IDA. The employee is responsible for the condition of the equipment except for normal wear, and for damage caused by any unauthorized use of such equipment. Use of IDA-provided equipment, including a laptop computer, must be in accordance with standard IDA policies on use of its systems and equipment. Hybrid workers must promptly report any issues with equipment or services needed to perform work remotely. IDA may provide temporary equipment, direct the employee how to perform job duties until the problem is corrected or the equipment replaced, and/or require the employee to work onsite until the issue is resolved. An unreasonable delay in reporting an equipment or systems problem that results in a loss of productivity may result in disciplinary action. IDA will provide office supplies needed for remote work. IDA will not reimburse for supplies purchased without prior, written authorization. Equipment, including laptop computers, software, supplies and other property provided by IDA, is for business or work-related purposes. These items may not be used by any person not employed by IDA. IDA may request the return of its property at any time. Upon request or termination of employment, the employee must promptly return all IDA property, documents, information, etc. to IDA along with any codes or passwords required to access IDA-related information. Confidential and Proprietary Information Both Hybrid and occasional Remote workers may have in their remote workspaces confidential and proprietary information of IDA. As with all employees, remote workers must maintain all IDA 18205.2025

Page 186

confidential information in strictest confidence and may not, directly or indirectly, disclose or make available to any person or entity other than IDA any such Information. Hybrid and Occasional remote workers must take precautions necessary to secure and prevent unauthorized access to any such information or to any company system. Hybrid Worker Job Duties A hybrid worker’s work status, job duties, and responsibilities will not change simply because the employee is telecommuting for part of the workweek, except that IDA may require additional progress reports, communications, and periodic trips to IDA for meetings and training. The remote worker must abide by all Company rules, policies, practices, and procedures except when modified in writing. Hybrid Worker Compensation and Benefits Hybrid workers will receive compensation and be eligible for benefits on the same or similar terms as on-site employees. Dependent Care and Personal Responsibilities Remote work is not an alternative to dependent care or a means to accommodate personal or other business endeavors. Potential distractions and conflicting obligations must be resolved as a condition of remote work approval. The presence of other household members or pets during remote working time must not interfere with the employee’s work obligations and safe working conditions. For Hybrid workers, a caregiver other than the remote worker must be present to provide primary care during employee work hours if a dependent will be present in the remote worker’s household during those hours. Safety The employee must keep the remote workspace free of safety hazards. Work related injuries must be reported within 24 hours of the injury. It may be necessary for IDA or its designated representative to visit the remote workspace to investigate an injury report. IDA assumes no liability for injuries to the employee that occur outside of the designated workspace or outside of working hours or for injuries to other persons in the remote workspace. Term and Conditions of the Hybrid Work Arrangement This policy does not guarantee a hybrid work arrangement for any specific length of time. A hybrid work arrangement can be modified or discontinued based on new staffing needs, altered job responsibilities, job performance, changes in cost structure or business needs, or other factors of concern to IDA. IDA may terminate the hybrid arrangement at any time for any reason, without guarantee of any reimbursement for relocation expenses to the area of the designated IDA worksite or of continued employment, although in situations of satisfactory job performance and a continued need to fill the role, IDA will try to provide a reasonable notice period for the transition to a different working arrangement. 18305.2025

Page 187

A hybrid work arrangement is not an entitlement. It does not change terms and conditions of employment with IDA except as specifically provided in this policy and does not change the at-will nature of employment. 2.4 Security and Campus Police Each employee is issued an entrance fob, security system access code, and in some cases, keys. Fobs and, if applicable, keys, should be safeguarded. If lost, notify the Executive Director. Security codes are confidential and should not be shared with anyone. During office hours, staff should assist in monitoring the front entrance to the IDA, especially while the front desk is vacated. Campus Police are available to assist any time an employee observes unauthorized entrance into IDA or Sigma space, or should the employee feel threatened in any other way. Police are also available upon request to escort staff or visitors to their cars. Campus Police may be contacted at 317.274.7911. This does not preclude contacting other emergency services by dialing 911. 2.5 Weather Alerts The decision to close or delay the opening of the office due to extreme weather conditions such as snow or ice will be made by the Executive Director. In the event of inclement weather, employees should check text mail before traveling to work. Notifications of office closure will be made by 7:00 a.m. If unsafe weather conditions prevent you from arriving at work on time you should notify theoffice of the situation. When weather-related closures can be anticipated, employees areencouraged to plan accordingly. In some cases, working from home will be approved by theExecutive Director.2.6 Personal Appearance and Dress Code Every staff member represents the IDA to the public, the membership and guests. Whether IDA employees serve as ambassadors at the IDA Central Office or in the community, they should be appropriately attired and well groomed. Business or Business Casual attire is required during regular office hours. Business casual attire includes: dress slacks, Dockers, well-kept and tailored jeans, collared shirts, skirts and dresses, turtlenecks, sweaters, loafers, and walking shoes. Specific attire that is unacceptable includes: • T-shirts• Sweatpants, loungewear, or spandex or other workout attire• Tank tops• Shorts• Leggings• Revealing attire including: halter tops, sheer clothing, mini-skirts or dresses, bare midriffs,low cut or off-shoulder tops• Baggy or saggy pants.• Faded, ripped or ragged jeans or sweatshirts.2.7 Smoking 18405.2025

Page 188

Sigma and the IDA Central Office are smoke-free zones. 2.8 Telephones Personal telephone calls during office hours may be used with moderation. Employees must act responsibly and not abuse the privilege. This includes the personal use of cell phones. Cell phone ringers should be used set at their lowest setting or set to “silent mode.” Long-distance personal calls should be avoided. The toll-free 800 line should not be used for incoming personal calls. 2.9 Electronic Technology, Services and Communications Electronic technology and services, such as telephones, computers, internet and e-mail, are for IDA business use. It is understood that there may be occasional or incidental use of these systems for non-business purposes. This is acceptable as long as it does not interfere with work duties. As in the case with personal telephone calls, employees must act responsibly. Social Media (Facebook, Twitter/X, LinkedIn, YouTube, etc.) have potential for blurring personal/professional roles. It is a preferred mode of communication for some dentists and students and is, therefore, incorporated into IDA’s member communication strategy. However, it is important to understand that social media posts intended for family and friends may be viewed by members or perspective members. Staff should remain cognizant of the importance of presenting themselves in a positive, professional manner at all times. Posts that are disparaging of IDA, its officers, staff or members are prohibited. Staff may not post any IDA-related material that IDA considers confidential or proprietary, or that is not intended for the general public. Personal social media posts should be avoided during regular business hours. Regarding use of IDA computers, phones, voicemail and other electronic technology: 1. IDA’s computer systems, including the equipment, all data and messages created, sent,received or stored on the system, internet facilities, facilities and services of any IDAwebsite, and e-mail accounts and account names, remain at all times property of IDA.2. Email messages and documents that are sent or received are not private and may be readby others at IDA or outside of the Association. Any documents you create on email orother IDA technological resources belong to and remain the property of IDA.3. Be aware that even though you delete email or voice mail messages you send or receive, arecord of it may remain on the computer system either on data backups or in other ways.4. Since these are IDA owned business systems, no employee has a right to privacy as to anyinformation or files maintained in or on IDA property or transmitted or stored throughIDA computer systems, voice mail, email or other technological resources.5. Your assigned email address should not be used for transacting personal business, formaking personal purchases, or for subscribing to non-business related lists servs or otheron-line publications.18505.2025

Page 189

6. In the course of conducting IDA business, personal cell phones, computers, or tablets maysometimes be used by staff. Confidential information, including member records, bankaccount or credit card information, or HIPAA protected health information should never bedownloaded to or maintained on a personal technology device.2.10 Credit Cards and Incidental Expenses At the discretion of the Executive Director, employees may be issued a company credit card. These cards are for approved business use only. IDA’s “Expensify” reporting service should be used for promptly attaching receipts and documenting the budget code and business purpose for each expense. Personal use of company credit cards will result in discharge. Employees who use their own vehicle to travel for the Association will be reimbursed the federally accepted rate of reimbursement. Other reasonable out-of-pocket travel expenses, including economy airfare, meals, lodging, tips and registration fees are to be submitted via the Expensify service. 2.11 Cooperation with Investigations Should problems arise including such things as theft, dishonesty, destruction of property, or alcohol/drug use, the IDA may require your full cooperation in an investigation. All employees requested to cooperate in such an investigation are expected, as a condition of employment, to cooperate fully. Failure to cooperate in an investigation will result in discharge. Such cooperation may include submitting to searches of your personal property and IDA property and reasonable controlled substance testing. This rule is for the protection of employees and members. 2.12 Contracts All contracts must be reviewed and executed by the Executive Director. No employee is authorized to obligate the IDA or its subsidiaries to any oral or written contract with any third party. Any questions regarding this policy should be directed to the Executive Director. 2.13 Employee Parking IDA may provide or assist in providing parking for IDA staff. IDA is not responsible for lost or stolen articles or damage to vehicles. Employees are encouraged to secure vehicles and not leave valuables in cars. SECTION 3: PAY PRACTICES 3.1 Employee Classifications For purposes of salary and benefits administration employees are classified according to the following definitions: A full-time employee works a standard 37.5 hours per week in an established position. During the first six months, the employee is in an orientation status: A part-time employee works less than a standard 37.5 hours per week in an established position. During the first six months, the employee is in an orientation status; 18605.2025

Page 190

A temporary employee is a full-time or part-time employee who has been hired to work for a limited time (usually less than a year) on a specific assignment. If additional assignments are made, the length of employment may be extended. In addition, all Association employees are further classified as either: Exempt: Employees who are employed in an executive, administrative, or professional capacity and who are not covered by the federal minimum wage and maximum hours laws; or Non-Exempt: Employees who are not employed in an executive, administrative, or professional capacity and who are covered by the minimum wage and maximum hours law; according to the statutes of the Fair Labor Standards Act, a federal law administered by the US Department of Labor. Determination of exempt or non-exempt status is based on the requirements outlined in the Act and in all cases is subject to legal interpretation and review. 3.2 Non-Exempt Employees – Overtime The Association tries to accomplish its business during the regular workday; however, there are occasions when employees will be asked to work beyond their regularly scheduled hours. Non-exempt employees receive 1.5 times their regular hourly rate for all hours worked in excess of 40 hours per week. Example 1: A non-exempt employee who works 45 hours in a week would receive 5 hours of overtime pay in addition to their standard pay. Example 2: A non-exempt employee who works four ten-hour days following a Monday holiday would receive their standard pay. 3.3 Exempt Employees – Safe Harbor Deductions from salary may occur in the following circumstances: 1. Full-day absences for personal reasons, other than sickness or disability in accordance withIDA policies;2. Full-day absences due to the employee’s own sickness or injury. Such deductions will bemade in accordance with IDA’s paid time off plans and state worker’s compensation lawsand regulations;3. A penalty imposed for infraction of a safety rule of major significance;Salaried exempt employees work as many hours as necessary to get the job done. For this reason, and subject to the exceptions below, a salaried exempt employee’s predetermined compensation for any partial-day absence (other than intermittent or reduced schedule FMLA leave); any partial-week absence occasioned by IDA or its operating requirements, including holidays and partial-week shutdowns; or because of variations in the quality of work performed. 18705.2025

Page 191

4. Full-day absences for unpaid disciplinary suspensions; and5. When no work is performed in a work week.IDA’s attendance and disciplinary action policies are applicable to an absence even though the absence may not be one for which a deduction from salary will be taken. IDA may require an employee to utilize paid time off benefits for partial-day absences for personal reasons or the employee’s own illness or injury. Exempt employees who believe their salary has been improperly reduced should report the problem in writing to the Executive Director and/or Finance Manager. IDA is committed to complying with this policy and not to make improper deductions from salary. IDA will reimburse an employee for any improper deduction. 3. 4 Exempt Employees – Compensating Time Off (CTO)Exempt employees earn Compensating Time Off (CTO) when they are required to participate in an evening, weekend, or holiday business-related meeting or convention. Earned CTO equals the amount of time spent in the after-hours meeting, rounded to the nearest hour. CTO must be used during the fiscal year in which it is earned. Unused CTO is forfeited. All earned and used CTO should be self-reported on the Employee Time Off Excel spreadsheet found on the shared drive under “Attendance.” 3.5 Pay Rates IDA does not utilize a formal salary schedule in establishing compensation but utilizes various resources in determining pay for comparable positions. These form the foundation for setting individual compensation levels. Salary and other personnel information is confidential and should not be shared without the approval of the Executive Director. Any member inquiries regarding salary or personnel information should be referred to the Executive Director. 3.6 Timesheets and Attendance Reports All non-exempt and temporary staff should record and maintain Timesheets documenting their attendance and hours worked on a bi-weekly Timesheet spreadsheet. These reports document regular and overtime hours, PTO and emergency leave. Non-exempt and temporary staff should submit Timesheets for each two-week pay period to the Executive Director no later than 10:00 a.m. on the Monday prior to each payday. All staff should use HUB-based Staff Attendance Sheets reports to document use of PTO and, in the case of exempt staff, earned and used CTO. 3.7 Payroll 18805.2025

Page 192

Employees are paid bi-weekly, every other Wednesday, via “Onpay,” IDA’s payroll service. The use of direct deposit is strongly encouraged. Other arrangements will be made for those who choose not to participate in direct deposit. Direct deposit participants will be given online access to view and print their paystubs and W-2 Forms, and make adjustments to bank accounts. The IDA is required by law to deduct various amounts, including federal, state, county and Social Security taxes, from every employee’s earnings. Deductions not required by law can be made by the employee via the Onpay employee portal. The amount withheld for mandatory deductions is determined by rates established by the government. The amounts vary according to the staff member’s salary and number of dependents claimed. The IDA maintains these records and the Executive Director should be contacted for information on the withholding process. Further information is also available via Onpay. At the end of the year every employee will receive a W-2 via the Onpay employee portal. The statement reports earnings and the amounts withheld for that year. This information is needed to complete federal and state income tax returns. The amount withheld for Social Security (FICA) tax is based on earnings. The Association matches the employee’s contribution to Social Security. The amount withheld may change with revisions in the Social Security law. Other deductions may be made from paychecks at the request of the employee. Such deductions must be approval by the Executive Director and made through the payroll service. 3.8 Confidentiality Employees may, in connection with their job responsibilities, be authorized to access or required to handle confidential information. This includes: 1. Health information regarding participants or perspective participants in IDA-sponsoredinsurance programs.2. Substance abuse or other sensitive information regarding the IDA Well Being Program.3. Treatment records or other sensitive information regarding the IDA Peer Review Program.4. Credit card or banking account information for IDA or IDA members.5. Personnel records, including salary information, regarding current or former IDAemployees.Employees who handle or have access to information which is confidential or proprietary are to keep all such information confidential and not to use it other than in the course of their employment with the IDA. Employees who are exposed to sensitive information while fulfilling their job duties are responsible for safeguarding confidentiality. This includes keeping records secure and reporting any confidentiality breaches to the Executive Director. Employees should not access, or attempt to access, confidential information that does not directly relate to their job duties. Failure to keep such information confidential or improper use of it, will result in 18905.2025

Page 193

disciplinary action that may include termination and any other legal action deemed appropriate based on the specific breach of confidentiality. SECTION 4: BENEFITS 4.1 An Overview The Association provides its employees a broad range of employee benefits in addition to “Paid Time Off (PTO).” Most benefits are provided at no cost to eligible employees. New employees receive specific information about these benefits and are invited to make inquiries to the Executive Director if the information is not clear. The following is an overview of the benefits. It does not supersede the details outlined in any Plan Documents and may not include all of the changes that may have been made to specific benefits. 4.2 Medical/Hospital Insurance Full-time employees are eligible for health coverage under the Association’s group plan. Employee coverage is provided by the Association. Health insurance coverage may extend to spouses of employees, provided the coverage does not duplicate similar benefits through their employers. The employee is responsible for the spouse portion of the premium, which will be funded via payroll deduction. Coverage may be extended to dependent children of employees, provided the coverage does not duplicate similar benefits through another source and children are under age 26. The employee is responsible for the dependent portion of the premium, which will be funded via payroll deduction. Coverage for a new employee will begin on the first day of the month following 30 days of employment. The IDA will provide eligible employees with a Summary Plan Description of the Medical/Hospital Insurance that describes the terms of the plan in detail. Applications for the IDA plan are also available, upon request. 4.3 Health Savings Account Each employee is invited to participate in a Health Savings Account to assist with out-of-pocket medical and dental expenses. On the first pay period following 30 days of service the Association begins making a $38.46 contribution each pay period to each employee’s HSA ($1,000 per year). 4.4 Life Insurance Full-time employees are eligible to apply for coverage in this plan, subject to insurability and plan limitations. The life insurance is based on a sum equal to one time the insured’s annual salary. The maximum amount any employee can be insured for is $150,000. The IDA will provide eligible employees with a Summary Plan Description of the life insurance plan, which reflects the terms of the plan in detail, including the vesting schedule. Benefits may be reduced when an employee turns age 65 due to group insurance plan limitations. 4.5 Long-Term Disability Insurance 19005.2025

Page 194

The Association provides long-term disability insurance, subject to insurability and plan limitations. Full-time employees are eligible to apply for enrollment in this plan. In the event of total disability and after a three-month waiting period, this plan provides monthly benefits equal to 60 percent of the employee’s base monthly salary at the time the disability began, up to a maximum payment of $3,500 per month. The IDA will provide eligible employees with a Summary Plan Description of the long-term disability plan, which reflects the terms of the plan in detail. 4.6 Workers’ Compensation All IDA employees are covered by Workers’ Compensation insurance, which provides payment for medical care and income replacement if an employee is disabled due to on-the-job injury. 4.7 Pension Plan Eligible employees may participate in the Indiana Dental Association Employee’s Pension Plan, a 401(k) plan. Employees will be eligible for the plan on January 1 or July 1 following or coinciding with his/her date of employment. The IDA will provide eligible employees with a Summary Plan Description of the pension plan that reflects the terms of the plan in detail, including the vesting schedule. 4.8 Holidays The IDA Central Office is closed and full-time employees receive time off with pay for the following 10 1/2 days: Martin Luther King Day, Good Friday afternoon, Memorial Day, July 4th, Labor Day, Thanksgiving and the Friday following, Christmas Eve, Christmas Day, New Year’s Day, and the first workday following the IDA Annual Session. In the event one of these holidays falls on a Saturday, the office will be closed on the preceding Friday. If the holiday falls on a Sunday, the office will be closed on the following Monday. 4.9 Paid Time Off (PTO) In addition to paid holidays, IDA combines vacation and sick days into Paid Time Off (PTO). PTO allows employees flexible paid time off for vacation, personal or family illness, doctor appointments, volunteer time, and other personal needs. Each full-time employee will accrue PTO in hourly increments based on length of service as defined below. Years 1-5 A maximum of 18 days per calendar year (144 hours). Years 6-15 A maximum of 23 days per calendar year (184 hours). Years 16+ A maximum of 28 days per calendar year (224 hours). PTO is added to each full-time employee’s PTO bank bi-weekly. Full days off are assessed eight hours of PTO and half days four hours of PTO. PTO taken for less than four hours will be assessed based on actual one-hour increments. PTO should be used when the employee is outside of the 19105.2025

Page 195

office for personal reasons during scheduled office hours, except for lunch breaks, CTO, other leave, or remote working that has been preapproved by the Executive Director. PTO requests should be made via the IDA Onpay payroll portal. Whenever possible, PTO requests should be made in advance, especially around holidays and peak vacation times. On occasion the Executive Director may deny or suggest rescheduling PTO to assure the Central Office is adequately staffed. PTO balances may be viewed on the Onpay portal. While PTO may carry over into a subsequent year, it will cease to accrue once the maximum calendar year allowance is achieved. Therefore, it is to the employee’s advantage to use PTO during the year it is earned. 4.10 Jury Duty The Association recognizes the importance of jury service and encourages employees to exercise this civic responsibility. Full-time employees who have completed their orientation period and are called for jury service must present the summons to the Executive Director the day following receipt. The Association will pay the difference between the employee’s regular salary and jury pay for up to 15 working days. Employees will receive regular pay during jury service and must endorse the jury duty check over to the Association when received. Reimbursement to the employee will be arranged for any travel expense reimbursements included in the jury pay. 4.11 Funeral Leave At the discretion of the Executive Director, full-time employees may be granted leave to arrange and/or attend the funeral of members of their immediate families. Authorized leave will depend on the travel time required and the employee’s responsibilities for the arrangements. SECTION 5: OTHER LEAVES OF ABSENCE Employees may be granted a reasonable leave of absence upon written request to the Executive Director for the reasons stated below. During the leave, you will maintain your seniority. However, you will not accrue PTO or other benefits, and you will be required to pay the full cost of your insurance (unless applicable law requires otherwise). 5.1 Medical Leave If you are, or become, unable to work because of a medical condition, you will be placed on an unpaid leave of absence after you have used any earned sick leave, compensating time off, and paid vacation. The medical leave will be for an initial period up to forty-five (45) days, renewable for periods up to a maximum of one hundred thirty-five (135) days, at which time your employment will be terminated unless to do otherwise would be a reasonable accommodation the Association is required by law to make. To apply for a medical leave or a renewal of leave, you must provide the Executive Director a physician’s certificate stating that you are medically unable to work, the estimated length of the incapacity, and if and when any surgical or other medical procedure will be required. The 19205.2025

Page 196

Association reserves the right to: 1. Inquire of you as to the status of any incapacity;2. Require that you provide medical evidence from your physician, or from a physician of theAssociation’s choice, concerning any incapacity;3. Deny a request for medical leave if it determines from the medical evidence that you areable to perform your work; and4. Place or continue you on medical leave if the Association determines from the medicalevidence that you are not able to perform your work.At the conclusion of a medical leave, you will be considered for return to work on the basis of your qualifications, prior performance, and our then current business and personnel needs. If you return to work after a medical leave, you will resume employment on the same terms and conditions applicable to other employees generally without having to satisfy any benefit plan waiting periods applicable to new employees, unless coverage charges were not paid by you during the leave, resulting in termination of the coverage. Group insurance benefits continue for the period of time specified in the benefit plan. You may also continue coverage by paying the cost of the premiums. Contact the Executive Director for details. 5.2 Unpaid Personal Leave A full-time staff member may occasionally need time off to handle a personal situation. Full-time employees with at least six months of service may request an unpaid leave of absence up to one month. A written request outlining the reason for the leave and the length of time required must be submitted to and is subject to approval by the Executive Director prior to leave. While on unpaid personal leave, benefit coverage terminates on the last day of the month in which the personal leave begins. The employee may arrange to have his or her medical benefits continued through payments to the Association. If an IDA employee accepts other employment during such unpaid personal leave or fails to return as scheduled, the individual will be deemed to have voluntarily resigned. 5.3 Military Leave An employee will be granted a military leave of absence in conformance with state and federal law. Please notify the Executive Director should you require a leave for military duty. Full-time employees with at least six months of service may use any accrued but unused vacation time in order to receive pay while on military leave. 19305.2025

Page 197

SECTION 6: ASSOCIATION POLICIES 6.1 Equal Employment Opportunity Policy It is the IDA’s policy that, as required by law, equal employment opportunities be available to all persons without regard to race, sex, age, color, religion, national origin, disability, citizenship status, sexual orientation, gender identity, genetic information, military status, or any other category protected by law. This policy applies to employees and applicants and to all phases of employment including hiring, promotion, demotion, treatment during employment, rates of pay or other forms of compensation, and termination of employment. The IDA will take appropriate steps as required by law to provide reasonable accommodations upon request to qualified individuals with disabilities, for pregnancy, childbirth, and related conditions, and for religious beliefs and practices, so long as doing so does not cause an undue hardship. To request accommodation, employees should contact the Executive Director. 6.2 Anti-Harassment Policy IDA is further committed to providing a workplace free of harassment of or inappropriate conduct towards any employee because of the employee's race, sex, religion, age, national origin, disability, sexual orientation, gender identity, genetic information, military status, or any other category protected by law. Harassing or inappropriate conduct may include, among other things, (1) epithets, slurs, stereotyping, or threatening, intimidating, or hostile acts that relate to the protected categories; and (2) written or graphic material that denigrates or shows hostility or aversion toward an individualor group because of one of the protected categories. IDA is committed to protecting employeesfrom such harassment or inappropriate conduct whether from other employees or non-employeessuch as vendors, contractors, or members.Specifically included in this policy is a commitment to provide a workplace free of sexual harassment and inappropriate conduct of a sexual nature. Sexual harassing or inappropriate conduct may include, among other things: 1. Unsolicited and unwelcome comments or conduct of a sexual nature or that aredemeaning to women or men as a group (for example, offensive or vulgar jokes, name-calling, comments about one's body or sex life, stereotyping based on a person's sex,touching, leering, ogling, patting, pinching, indecent exposure, physical gestures, ordisplaying sexually explicit photographs or objects that might interfere with areasonable person's work);2. Unsolicited and unwelcome demands or requests for sexual favors or social or sexualencounters;3. An explicit or implicit promise of preferential treatment with regard to a person'semployment in exchange for sexual favors or sexual activity; and19405.2025

Page 198

4. The use of an employee's or applicant's submission to or rejection of sexual conduct asthe basis for making, influencing, or affecting an employment decision that has animpact upon the terms and conditions of the individual's employment (for example,hiring, firing, promotion, demotion, compensation, benefits, or working conditions).Given the nature of this type of conduct and the serious effects such conduct can have on the complainant and the accused, IDA treats alleged violations of this policy seriously and, to the extent possible, confidentially. IDA expects all individuals to treat alleged violations in the same responsible manner. If you believe you or any other employee is being subjected to conduct or comments that violate this policy, you are encouraged to and have a responsibility to immediately report these matters to the Executive Director or the IDA President. Supervisors who become aware of any potential violation of this policy must report the potential violation to the Executive director or the IDA President. Failure to report potential violations will result in appropriate discipline, up to and including discharge. No action will be taken against any employee because he or she reports behavior believed to violate this policy. All employees are assured that action will be taken to investigate and resolve complaints and that the IDA is firm in its commitment to maintain an environment free of discrimination, inappropriate conduct, and harassment. Violations of this policy will not be tolerated and will result in appropriate discipline action up to and including discharge. Please help us maintain a comfortable work environment free from discrimination, inappropriate conduct, and harassment. 6.3 Conflicts of Interest Policy It is the policy of the Board of Trustees of The Indiana Dental Association (“IDA”), that IDA’s trustees, officers, and employees carry out their respective roles with IDA in a fashion that avoids actual, potential, or perceived conflicts of interest. IDA’s trustees, officers, and employees shall have the continuing, affirmative duty to report any personal ownership, interest, or other relationship that might affect their ability to exercise impartial, ethical, and business-based judgments in fulfilling their responsibilities to IDA. This policy shall be further subject to the following principles: 1. Trustees, officers, and employees of IDA shall conduct their responsibilities with respect tocontractors, suppliers, agencies, funders, members, and other persons transacting orseeking to transact business with IDA in a completely impartial manner, without favor orpreference based upon any consideration other than the best interests of IDA.2. Trustees, officers, and employees of IDA shall not seek or accept for themselves or anyrelatives (including spouses, ancestors, and descendants, whether by whole or half blood),from any person or business entity that transacts or seeks to transact business with IDA,any gifts, entertainment, or other favors relating to their positions with IDA that exceedcommon courtesies consistent with ethical and accepted business practices.19505.2025

Page 199

3. If a trustee, or a trustee’s relative, directly or indirectly owns a significant financial interestin, or is employed by, any business entity that transacts or seeks to transact business withIDA, the trustee shall disclose that interest or position and shall refrain from voting on anyissue pertaining to the transaction.4. Officers and employees of IDA shall not conduct business on behalf of IDA with a relativeor a business entity in which the officer, employee, or his or her relative owns a significantfinancial interest or by which such officer, employee, or relative is employed, except wheresuch dealings have been disclosed to, and specifically approved and authorized by, theBoard of Trustees of IDA.5. Trustees, officers, or employees of IDA shall complete annually a disclosure statement, in aform prescribed by the Board of Trustees, regarding any actual or potential conflict ofinterest described in this policy. The disclosure statement shall include informationregarding a person’s significant financial ownership in any business entity or his or herparticipation as a director, trustee, officer, or employee of any other nonprofit organization.The Board of Trustees shall be responsible for oversight of, and action regarding, alldisclosures and/or failures to disclose.6.4 Whistleblower and Anti-Retaliation Policy In a continuing effort to build upon the strong corporate governance standard of the Indiana Dental Association (IDA), the Board of Trustees has established procedures for the IDA’s employees to convey complaints or to identify concerns (a “complaint”) regarding claims of violation of legal and/or regulatory requirements. Such complaints may include, but are not limited to, claims regarding financial reporting and disclosure requirements, preparation of financial statements, accounting practices, internal accounting controls, financial audit matters, matters concerning fraud against IDA, inappropriate use of IDA resource, or other violations of any Code of Ethics established by IDA (collectively, “Disclosure Matters”). IDA also respects its employees’ legal right to report actual or suspected unlawful activity directly to government agencies or management, as well as management’s responsibility to ensure that IDA employees feel comfortable reporting actual or suspected unlawful activity to government agencies or management. To the extent that IDA employees wish to make an internal complaint with respect to the Disclosure Matters, such employees may follow the policies and procedures outlines below to submit a complaint. Submitting a Complaint A Complaint regarding questionable treatment or alleged violation with respect to the Disclosure Matters may be submitted in the following manner to the extent that an employee does not feel comfortable reporting the matter through IDA’s current organizational structure (or “chain of command”). 1. A Complaint may be submitted in writing, confidentially and anonymously, throughinternal or regular mail or may be delivered in person to the IDA President (the“President”). The name and address of the President is located on the IDA’s Web site.19605.2025

Page 200

2. If an employee desires to discuss the matter in person with the President, he or she shouldsubmit a written request and include a telephone number at which he or she may becontacted.3. To the extent possible, any Complaint should be factual and should contain as muchspecific information as possible setting forth all of the information about which theemployee has knowledge. Handling Complaints 1. Upon receipt of a Complaint, the President, or his or her designee, will investigate theComplaint. In conducting the investigation, the President, or his or her designee, mayretain outside legal or accounting expertise. To the extent possible, all Complaint will behandled in a confidential manner.2. The President will report to the Board of Trustees, or a committee designated by the Boardof Trustees (the “Committee”), all Complaints submitted to him or her since the President’slast report, including his or her determination regarding each Complaint and the results, ifany, of any investigations.3. If the Board of Trustees or the Committee determines that a reasonable basis exists forinitiating a further investigation into the Complaint, the Board or Committee will appointone of its members to lead such investigation. In conducting such an investigation, theBoard or Committee may retain outside legal or accounting expertise. The President willoversee the investigations.4. The Board of Trustees of the Committee, together with input from IDA’s management, ifrequested, will determine any appropriate action. It is the responsibility of the Board orCommittee to report to IDA any noncompliance with IDA policies and legal and or/regulatory requirements, and to ensure that IDA management takes the appropriate actionas directed by the Board or Committee. No Retaliation Neither IDA nor its employees, officers, contractors or agents may retaliate or discriminate against any employee who (a) provides information to governmental authorities or to IDA regarding any conduct that the employee reasonably believes constitutes unlawful activity or a violation of IDA’s policies or (b) participates in or otherwise assists with an administrative proceeding, judicial proceeding, or investigation by government agencies, IDA, or the Board of Trustees or the Committee (collectively, “Proceeding”). Specifically, IDA will not discharge, demote, suspend, threaten, harass, or in any other manner discriminate against any employee in the terms or conditions of his or her employment because the employee (a) reported what the employee reasonably believes constitutes unlawful activity or a violation of IDA’s policies or (b) participated in any Proceedings. IDA also respects its employees’ legal right to refuse to engage in unlawful activities and will not take any type of disciplinary action against employees who refuse to engage in unlawful activities. Any employee of IDA who retaliated against another employee in violation of this policy, or encourages another to so retaliate, will be subject to appropriate discipline, up to and including discharge. 19705.2025

Page 201

6.5 IDA Policy on Record Retention The IDA will retain written and/or electronic records of documents based on the following retention policy: Period of Recommended Type of Document Retention (in years) American Dental Association – Seventh 4 years District Caucus Materials Constitution and Bylaws (one copy of each operative Permanent set, past and present)* Code of Ethics* Permanent Articles of Incorporation* Permanent American Dental Association Bylaws, Permanent Principle of Ethics (one copy of each operative set, past and present)* Journals and Newsletters (at least one copy of each) Permanent Advertising Contracts* 6 years from date of publication Membership Applications* Permanent Personnel Records of Applications Permanent and Terminations* Other Personnel Reports, such as Garnishments, Permanent Attendance Records and Insurance Records *Legal DocumentsSECTION 7: TERMINATING EMPLOYMENT Employment is at will. This means that both the employee and the IDA reserve the right to terminate the employee’s services without cause. 7.1 Resignation Employees who wish to resign are required to provide the Executive Director with a written notice at least two weeks in advance of the effective date. 19805.2025

Page 202

Page 203

Page 204

Page 205

2. Accommodations Policy The Association is committed to complying with its obligation to accommodate applicants or employees who are disabled, pregnant, nursing an infant child or have sincerely held religious beliefs. If you need to request an accommodation, please contact the Executive Director. i. Disability Accommodation: To assist our employees who are or become disabledand those employees who suffer on-the-job injuries, we will make reasonableaccommodations to enable them to continue performing the essential functions oftheir jobs unless doing so would create an undue hardship for the Association.Employees are expected to notify their supervisor or Human Resources of any suchneed for accommodation. While a request for an accommodation can be made orally,we encourage employees to make their request in writing and to include relevantinformation, such as a description of the requested accommodation, the reason it isneeded, and how it will help the employee perform the essential functions of their job. After receiving a request, we will engage in an interactive dialogue with the employeeto determine the precise limitations of the employee’s disability and explore potentialreasonable accommodations that could overcome those limitations. As part of thatprocess, the Association may require an employee to submit supporting medicaldocumentation showing that the employee has a disability, and that disabilitynecessitates a reasonable accommodation. A failure to cooperate in the interactiveprocess may cause an employee’s request to be denied. Determinations aboutreasonable accommodations will be made on a case-by-case basis consideringvarious factors and based on an individualized assessment in each situation.ii. Pregnancy Accommodation: The Association will not discriminate against anemployee or applicant because of pregnancy; will engage in a timely, good faith, andmeaningful exchange with employees affected by pregnancy, childbirth, or relatedconditions; and will endeavor to provide a reasonable accommodation unless doingso will impose an undue hardship on the ordinary operation of the Association’sbusiness and consistent with applicable law. Reasonable accommodations mayinclude modifications or adjustments to the work environment or circumstancesunder which the employee's position is customarily performed, including morefrequent or longer bathroom, water intake, or rest breaks; seating accommodationsor acquisition or modification of equipment; assistance with manual labor, light duty,or a temporary transfer to a less strenuous or non-hazardous position; jobrestructuring or a part-time or modified work schedule; appropriate adjustment ormodifications of examinations or training materials; assignment to a vacant position;or providing leave.iii. Accommodations for Nursing Mothers: The Association will provide reasonableunpaid break time, or permit an employee to use paid break time, mealtime, or bothto express breast milk for the employee’s nursing child in accordance with applicable

Page 206

Page 207

3. Anti-Harassment Policy IDA is further committed to providing a workplace free of harassment of or inappropriate conduct towards any employee because of the employee's race, sex, religion, age, national origin, disability, sexual orientation, gender identity, genetic information, military status, or any other category protected by law. Harassing or inappropriate conduct may include, among other things, (1) epithets, slurs, stereotyping, or threatening, intimidating, or hostile acts that relate to the protected categories; and (2) written or graphic material that denigrates or shows hostility or aversion toward an individual or group because of one of the protected categories. IDA is committed to protecting employees from such harassment or inappropriate conduct whether from other employees or non-employees such as vendors, contractors, or members. This policy applies to the workplace and work environments extending beyond the employee’s regular work site or location. Conduct prohibited by this policy is unacceptable in the workplace and in any work-related setting outside the workplace, such as during business trips, business meetings and business-related social events. Specifically included in this policy is a commitment to provide a workplace free of sexual harassment and inappropriate conduct of a sexual nature. Sexual harassing or inappropriate conduct may include, among other things: 1. Unsolicited and unwelcome comments or conduct of a sexual nature or thatare demeaning to women or men as a group (for example, offensive or vulgarjokes, name-calling, comments about one's body or sex life, stereotypingbased on a person's sex, touching, leering, ogling, patting, pinching,indecent exposure, physical gestures, or displaying sexually explicitphotographs or objects that might interfere with a reasonable person'swork);2. Unsolicited and unwelcome demands or requests for sexual favors or socialor sexual encounters;3. An explicit or implicit promise of preferential treatment with regard to aperson's employment in exchange for sexual favors or sexual activity; and4. The use of an employee's or applicant's submission to or rejection of sexualconduct as the basis for making, influencing, or affecting an employmentdecision that has an impact upon the terms and conditions of theindividual's employment (for example, hiring, firing, promotion, demotion,compensation, benefits, or working conditions).

Page 208

Given the nature of this type of conduct and the serious effects such conduct can have on the complainant and the accused, IDA treats alleged violations of this policy seriously and, to the extent possible, confidentially. IDA expects all individuals to treat alleged violations in the same responsible manner. If you believe you or any other employee is being subjected to conduct or comments that violate this policy, you are encouraged to and have a responsibility to immediately report these matters to the Executive Director or the IDA President. A complaint should be as detailed as possible, including the names of all individuals involved and any witnesses. Supervisors who become aware of any potential violation of this policy are required, as a condition of employment, to report the potential violation to the Executive director or the IDA President. Failure to report potential violations will result in appropriate discipline, up to and including discharge. No action will be taken against any employee because he or she reports behavior believed to violate this policy, or participates in an investigation of such reports, or helped others exercise their right to complain about harassment. All employees are assured that action will be taken to investigate and resolve complaints and that the IDA is firm in its commitment to maintain an environment free of discrimination, inappropriate conduct, and harassment. Violations of this policy will not be tolerated and will result in appropriate discipline action up to and including discharge. Please help us maintain a comfortable work environment free from discrimination, inappropriate conduct, and harassment. Initials

Page 209

4. Conflicts of Interest PolicyIt is the policy of the Board of Trustees of The Indiana Dental Association (“IDA”), that IDA’s trustees, officers, and employees carry out their respective roles with IDA in a fashion that avoids actual, potential, or perceived conflicts of interest. IDA’s trustees, officers, and employees shall have the continuing, affirmative duty to report any personal ownership, interest, or other relationship that might affect their ability to exercise impartial, ethical, and business-based judgments in fulfilling their responsibilities to IDA. This policy shall be further subject to the following principles: 1. Trustees, officers, and employees of IDA shall conduct their responsibilities withrespect to contractors, suppliers, agencies, funders, members, and otherpersons transacting or seeking to transact business with IDA in a completelyimpartial manner, without favor or preference based upon any considerationother than the best interests of IDA.2. Trustees, officers, and employees of IDA shall not seek or accept for themselvesor any relatives (including spouses, ancestors, and descendants, whether bywhole or half blood), from any person or business entity that transacts or seeksto transact business with IDA, any gifts, entertainment, or other favors relating totheir positions with IDA that exceed common courtesies consistent with ethicaland accepted business practices.3. If a trustee, or a trustee’s relative, directly or indirectly owns a significantfinancial interest in, or is employed by, any business entity that transacts orseeks to transact business with IDA, the trustee shall disclose that interest orposition and shall refrain from voting on any issue pertaining to the transaction.4. Officers and employees of IDA shall not conduct business on behalf of IDA with arelative or a business entity in which the officer, employee, or his or her relativeowns a significant financial interest or by which such officer, employee, orrelative is employed, except where such dealings have been disclosed to, andspecifically approved and authorized by, the Board of Trustees of IDA.5. Trustees, officers, or employees of IDA shall complete annually a disclosurestatement, in a form prescribed by the Board of Trustees, regarding any actual orpotential conflict of interest described in this policy. The disclosure statementshall include information regarding a person’s significant financial ownership inany business entity or his or her participation as a director, trustee, officer, oremployee of any other nonprofit organization. The Board of Trustees shall beresponsible for oversight of, and action regarding, all disclosures and/or failuresto disclose.Initials

Page 210

5. Whistleblower and Anti-Retaliation PolicyIn a continuing effort to build upon the strong corporate governance standard of the Indiana Dental Association (IDA), the Board of Trustees has established procedures for the IDA’s employees to convey complaints or to identify concerns (a “complaint”) regarding claims of violation of legal and/or regulatory requirements. Such complaints may include, but are not limited to, claims regarding financial reporting and disclosure requirements, preparation of financial statements, accounting practices, internal accounting controls, financial audit matters, matters concerning fraud against IDA, inappropriate use of IDA resources, or other violations of any Code of Ethics established by IDA (collectively, “Disclosure Matters”). IDA also respects its employees’ legal right to report actual or suspected unlawful activity directly to government agencies or management, as well as management’s responsibility to ensure that IDA employees feel comfortable reporting actual or suspected unlawful activity to government agencies or management. To the extent that IDA employees wish to make an internal complaint with respect to the Disclosure Matters, such employees may follow the policies and procedures outlined below to submit a complaint. Submitting a Complaint A Complaint regarding questionable treatment or alleged violation with respect to the Disclosure Matters may be submitted in the following manner to the extent that an employee does not feel comfortable reporting the matter through IDA’s current organizational structure (or “chain of command”). 1. A Complaint may be submitted in writing, confidentially and anonymously,through internal or regular mail or may be delivered in person to the IDAPresident (the “President”). The name and address of the President is located onthe IDA’s Web site.2. If an employee desires to discuss the matter in person with the President, he orshe should submit a written request and include a telephone number at which heor she may be contacted.3. To the extent possible, any Complaint should be factual and should contain asmuch specific information as possible setting forth all of the information aboutwhich the employee has knowledge.Handling Complaints 1. Upon receipt of a Complaint, the President, or his or her designee, willinvestigate the Complaint. In conducting the investigation, the President, or his

Page 211

or her designee, may retain outside legal or accounting expertise. To the extent possible, all Complaints will be handled in a confidential manner. 2. The President will report to the Board of Trustees, or a committee designated bythe Board of Trustees (the “Committee”), all Complaints submitted to him or hersince the President’s last report, including his or her determination regardingeach Complaint and the results, if any, of any investigations.3. If the Board of Trustees or the Committee determines that a reasonable basisexists for initiating a further investigation into the Complaint, the Board orCommittee will appoint one of its members to lead such investigation. Inconducting such an investigation, the Board or Committee may retain outsidelegal or accounting expertise. The President will oversee the investigations.4. The Board of Trustees of the Committee, together with input from IDA’smanagement, if requested, will determine any appropriate action. It is theresponsibility of the Board or Committee to report to IDA any noncompliancewith IDA policies and legal and or/ regulatory requirements, and to ensure thatIDA management takes the appropriate action as directed by the Board orCommittee.No Retaliation Neither IDA nor its employees, officers, contractors or agents may retaliate or discriminate against any employee who (a) provides information to governmental authorities or to IDA regarding any conduct that the employee reasonably believes constitutes unlawful activity or a violation of IDA’s policies or (b) participates in or otherwise assists with an administrative proceeding, judicial proceeding, or investigation by government agencies, IDA, or the Board of Trustees or the Committee (collectively, “Proceeding”). Specifically, IDA will not discharge, demote, suspend, threaten, harass, or in any other manner discriminate against any employee in the terms or conditions of his or her employment because the employee (a) reported what the employee reasonably believes constitutes unlawful activity or a violation of IDA’s policies or (b) participated in any Proceedings. IDA also respects its employees’ legal right to refuse to engage in unlawful activities and will not take any type of disciplinary action against employees who refuse to engage in unlawful activities. Any employee of IDA who retaliated against another employee in violation of this policy, or encourages another to so retaliate, will be subject to appropriate discipline, up to and including discharge. Initials

Page 212

Page 213

DatePrinted Full Name of SignerSignature of Signer7. Recording of IDA MeetingsIDA leadership group meetings (IDA House, Board, Committees and Subcommittees, task forces and subsidiary boards) may be electronically recorded by IDA staff to assist in the preparation of meeting minutes. Staff or the presiding chair should notify attendees that the meeting is being recorded at the onset of the meeting. Following the preparation of minutes of a meeting and the approval of such minutes (including the approval of any corrections to such minutes) by the leadership group, the recordings, transcripts and notes of each meeting shall be destroyed or erased, unless the IDA executive director or an elected IDA officer has declared a “litigation hold” on recorded or written records of a meeting, in which case all recordings, transcripts, and notes related to such meeting shall be maintained pursuant to the terms of such “litigation hold.” Prior to any permissible destruction or erasure of any recording, transcript, or notes of a meeting of a leadership group, no individual other than (i) a member of such leadership group or (ii) a staff member present during such meeting shall be permitted to review such recording, transcript, or notes without obtaining the prior written approval of an elected IDA officer. Notwithstanding the foregoing, sessions of the IDA House, Board, task forces, and subsidiary boards containing privileged attorney-client communications shall not be electronically recorded, nor shall such proceedings be included in meeting minutes. Instead, the non-privileged minutes of the meeting at which the attorney-client session takes place shall state that an attorney-client session was held and shall identify the beginning and end times of such session. Other electronic recordings of leadership group meetings or portions thereof, unless authorized by the IDA President or Executive Director, are not permitted. If staff or the presiding chair of the meeting is aware that another participate is recording the meeting without prior authorization, the participate should be asked to discontinue recording in order for the meeting to proceed.InitialsBy signing below, I acknowledge that I have received and reviewed a copy of the Indiana Dental Association’s policies on: Equal Employment Opportunity, Accommodations, Anti-Harassment, Conflicts of Interest, Whistleblower and Anti-Retaliation, Record Retention and Recording of IDA Meetings.I understand that these policies apply to me in my capacity as an employee, chairperson, officer, or trustee of the Association. I agree to comply with these policies in support of the Association’s mission and ethical standards.

Page 214

Section: IDA Delegates to the ADA and IDA House of Delegates Overview: Delegates serve a representative and voting role within the governance structure of the Indiana Dental Association and the American Dental Association. Whether representing IDA at the ADA House of Delegates or serving within IDA’s own House of Delegates, Delegates are responsible for advancing organized dentistry by shaping policy, reviewing resolutions, and contributing to strategic discussions. ADA House of Delegates (ADA HOD) Role and Expectations: • Represent Indiana as part of the 7th District Delegation (alongside Ohio). • Attend all sessions of the ADA House of Delegates, typically held in October. • Participate in reference committee hearings and ﬂoor debates. • Vote on policy proposals and governance matters aecting the national dental landscape. Preparation: • Review all ADA House materials and resolutions prior to the meeting. • Participate in 7th District Delegation calls/meetings in advance of the ADA HOD. • Collaborate with fellow Indiana Delegates to discuss strategy and collective priorities. Time Commitment: • Travel to the ADA House of Delegates location for several days of in-person meetings. • Approximately 20–30 hours of preparation and attendance. Additional Notes: • Delegates are expected to report back on outcomes and share key takeaways with IDA leadership and members. IDA House of Delegates (IDA HOD) Role and Expectations: • Serve as the legislative body for the Indiana Dental Association.