Apr 7, 2026 | NCDCTA BOD Meeting - Virtual

Attendees: Helen Ingersoll Amy Brumbach Anita Quinn Jordan McKenzie-Solis Ellie Balakrishnan Heather Boyer Charlotte Meli Katherine Thornton Mandi Martyn Sarah Bookner Will Barrus Amanda Clodfelter Haven Salzwedel Lisa Conklin. Absent: Shannon Stone

President, Helen Ingersoll, called the meeting to order at 7:06pm

Helen read the NCDCTA Charter.

NCDCTA BOARD TEAM CHARTER:

• We the board of the NCDCTA hold the following values as guiding principles to carry out the mission of our organization.
• To educate, promote camaraderie and recognize achievement in dressage and eventing.
• Respect, Humility, Patience, Self Awareness, Supportiveness, Accountability, Listening, Generosity, and Helpfulness
• Communication that is: Clear, Flexible, Ongoing, Supportive, Constructive and Safe while celebrating brave efforts to question and disagree.
• Decision making that is shared. Roles that can be flexible and board members that are engaged, present, and share appreciation for and with one another, freely.

Reports:

President Report: Helen Ingersoll

Spent the past month getting organized with new members

Plan to have individual meetings with board members

Jennifer Swanson asking for testimonials via link that Helen will send

Vice President Report: Amy Brumbach

April 7, 26 / April 8, 25

Jr/YR: 78 / 96

AA: 322 / 306

Open: 100 / 108

Total: 500 / 510

Horses

Paid: 217 / 282

Volunteer Card: 53 / 68

Total: 270 / 350

Horse numbers may be decreased due to difficulty finding horse registration. Will to work with Sarah on social media promotion

Noticed that some members went straight to USDF instead of via NCDCTA

Nationwide, GMOs are experiencing decreased memberships

Also noticed decreased participation in national dressage competitions

Treasurer Report: Anita Quinn

Checking account: $44,102.30

Savings: $1,595.98

Horse Show: $1,000 (consider closing this account)

Paypal:$ 2,598.21

Total balance: $49,296.49

Owe USDF $2000 for membership (Helen will mail checks)

All balances will be available in Google Drive

Access to accounts with Helen (I.e. Edward Jones)

Volunteer Report: Charlotte Meli

Compensation for volunteers: jackets, socks

The USEA is requiring 4 hours of volunteering in order to qualify for year end awards

Plan to announce volunteer opportunities further in advance

Will to meet with Sarah, Haven, and Charlotte to discuss volunteer program

Sponsorship Report: Heather Boyer

Shoutout to Haven for her help organizing sponsorship formatting

Asks for any additional events coming that require sponsorship

Please send sponsor ideas as events are being planned

Gala Report: Ellie Balakrishnan

Gala survey results: 52 responses

Food cold/improvement

Location recommendations: Winston-Salem, Raleigh, Asheville

Consider all things required for non-hotel options (i.e catering, liquor license)

Request sunday AM buffet

Difficult hearing in back of the room

Plan to be transparent about survey results and reassure that the plan is to address them

Plans to complete a “heat map” for active member locations

New website has ability to do polls (for future locations, etc)

2027 Gala planned for January 23, 2027 at Grandover resort

Contract due back by 4/20/26 to secure block rooms and date

We have a few left over awards that we can use for other things

Communication Report: Sarah Bookner, Haven Salzwedel

Met with Will to discuss website and improvements

Meeting with Arianne Rogers for newsletter role

Plan for Q1 newsletter by end of April

Social media report

No posts in February, few metrics to report

Membership enjoys seeing successes

Plan to increase posts and have posts planned weeks out

Plan to post HOY rules with focus on transparency (i.e. why certain venues aren’t recognized by NCDCTA)

Competition Report: Amy Brumbach

Prizelist pending from FlightLine

There has been a lot of interest in the level 1 show

Hold on judge at B/E, however no funding and don’t want to intimidate participants

Plan for 60 rides with 1 day and 1 ring

Website is updated

Hired event planner for this years NCDCTA shows

Eventing Report: Katherine Thornton

Plan to enhance page on new website

Plan to get communications out around HOY, championships, articles about CTs, out of state forms

Recommend affiliate membership with USEA at $125

Good feedback on HOY, awards, and gala

Rules changes:

Qualifications for HOY

Schooling and recognized, 3 results over 2 venues

Lost venues this year

Voted on below

Recognized horse show organizers and other organizers must be NCDCTA members

Education Report: Shannon Stone

Plan to connect with Dr. Peters wife in the next week or so to further plan clinic in August

Jr/Yr Report: Mandi Martyn

Plan to discuss mobile dog grooming promotion (Tommy partner) via vendor opportunities

Proposal to sponsor youth team to go to FUNdation Show (schooling show)

Total cost is $1160 for up to 4 riders

Include stall, registration fees, pizza party

Voted on below

Membership Secretary Report: Will Barrus

Discuss 50 mile rule: cannot be another competition of same discipline within 50 miles on the same day

Voted on below

Western Dressage: Amanda Clodfelter, Lisa Conklin

Plan to discuss Western dressage championships at the same time as dressage championships

New Business:

Motion to suspend 2 venue rule for eventing HOY for schooling and recognized shows for 2026. Moved by Katherine Thornton. Sarah Bookner seconded the motion. The motion carried with all in favour and none opposed.

Motion to sponsor up to 4 junior riders at the FUNdation show for up to $1160 total including pizza party for 2026. Moved by Mandi Martyn. Heather Boyer seconded the motion. The motion carried with all in favour and none opposed.

Motion: the 50 mile rule will be maintained between two or more venues within either National or Schooling show tracts. However, if two shows are of different tracts (National and schooling) and within a 50 mile radius, the NCDCTA will recognize scores from both shows. Moved by Mandi Martyn. Sarah Bookner seconded the motion. The motion carried with all in favour and none opposed.

Next meeting: May 5, 2026 @ 7pm - Virtual

Helen adjourned the meeting at 9:26pm

Minutes respectfully submitted by Jordan McKenzie-Solis, Recording Secretary.

Minutes passed by majority Board vote.

Helen read the NCDCTA Charter.

NCDCTA BOARD TEAM CHARTER:

• We the board of the NCDCTA hold the following values as guiding principles to carry out the mission of our organization.
• To educate, promote camaraderie and recognize achievement in dressage and eventing.
• Respect, Humility, Patience, Self Awareness, Supportiveness, Accountability, Listening, Generosity, and Helpfulness
• Communication that is: Clear, Flexible, Ongoing, Supportive, Constructive and Safe while celebrating brave efforts to question and disagree.
• Decision making that is shared. Roles that can be flexible and board members that are engaged, present, and share appreciation for and with one another, freely.

Reports:

President Report: Helen Ingersoll

Jennifer Swanson has offered to be our official NCDCTA Team and Leadership Coach

Vice President Report: Amy Brumbach

Membership Numbers for March 3, 2026.

Junior/Young Rider: 74

Adult Amateur: 283

Open: 91

TOTAL: 448

Horses (Paid): 157

Horses (Volunteer Card): 40

TOTAL HORSES: 197TAL HORS 197

Volunteer Report: Charlotte Meli

In touch with NC State Eventing and Dressage Teams will have the Harvest Moon and Autumn Leaves competitions on their calendars for volunteering.

Sponsorship Report: Heather Boyer

101 Lemieux jackets are now embroidered and ready for whatever we need

GGT Footing saddle pads are AP and Katherine will be put in touch with the GGT rep to figure out how to use the saddle pads

Gala Report: Ellie Balakrishnan

Looks like a loss of $500

Will get the shipping form done and posted asap

Communication Report: Sarah Bookner

Committee: Haven Salzwedel - socials, Kara Clissold - newsletter, Sarah - Website

Competition Report: Amy Brumbach

July 22nd, 2026 - First in Flight Dressage @ GaitWay Stables (7206 Schley Rd Hillsborough, NC)

Sept 11-13, 2026 - NCDCTA Harvest Moon / CBLM Championships @ Carolina Horse Park

Oct 16-18, 2026 - Autumn Leaves Dressage / NCDCTA Dressage Championships @ Caroline Horse Park

Eventing Report: Katherine Thornton

Very positive feedback on including the CT division in the NCDCTA Eventing Championship

Started the Combined Training Leadership Team- hoping to improve outreach

Dressage Report: Shannon Albano

Excited to be involved and to get new and exciting dressage education

Jr/Yr Report: Mandi Martyn

Will get the proposal for sending a team of Jr/Yr to the

Will work on getting Jr/YR scholarship information up on the website

Western Dressage Report: Amanda Clodfelter and Lisa Conklin

Excited about expanding outreach about western dressage.

Next meeting: April 7 @ 7pm - Virtual

Helen adjourned the meeting at 8:02pm

Minutes respectfully submitted by Jordan McKenzie-Solis, Recording Secretary.

Minutes passed by majority Board vote.

Feb 3, 2026 | NCDCTA BOD Meeting - Virtual

Attendees: Helen Ingersoll Amy Brumbach Heather Turner Jordan McKenzie-Solis Ellie Balakrishnan Heather Boyer Charlotte Meli Ali LaTorre Mandi Martyn Absent: Katherine Thornton Lisa Chisholm Will Barrus

President, Helen Ingersoll, called the meeting to order at 7:05

Helen read the NCDCTA Charter.

NCDCTA BOARD TEAM CHARTER:

• We the board of the NCDCTA hold the following values as guiding principles to carry out the mission of our organization.
• To educate, promote camaraderie and recognize achievement in dressage and eventing.
• Respect, Humility, Patience, Self Awareness, Supportiveness, Accountability, Listening, Generosity, and Helpfulness
• Communication that is: Clear, Flexible, Ongoing, Supportive, Constructive and Safe while celebrating brave efforts to question and disagree.
• Decision making that is shared. Roles that can be flexible and board members that are engaged, present, and share appreciation for and with one another, freely.

Reports:

President Report: Helen Ingersoll

Organizing the gala rescheduling

Working with incoming Communication chairs on forward initiatives

Planning with Education and Western Dressage chairs on plans for the year

Introduced the new board members

Looking forward to the initiatives coming up in 2026!

Vice President Report: Amy Brumbach

Membership numbers as of 2/3/26:

Family +1 Bundle: 34

Family +2 Bundle: 12

Junior Individual: 49

Lifetime: 6

Senior Individual: 317

Total Membership: 418

Junior Young/Rider: 63

Adult Amateur: 268

Open: 87

Total Membership: 418

Horse Registration - Paid: 125

Horse Registration - Volunteer Card: 36

Total Horse Registrations: 161

Treasurer Report: Heather Turner

Balance $73,752.47 (up from ~$48k)

Gala bill to come: last year was around $40k

Payments through website working well

Getting payments and refunds for gala

Getting registration for horses and brain/body symposium

Working on 2025 taxes

Prepared to handover to new person

Volunteer Report: Charlotte Meli

Created blurb for annual report

Getting dates together to begin recruiting volunteers

Sponsorship Report: Heather Boyer

GGT Footing sponsorship arrived

Gave 10 AP saddle pads (equal to $250), planning to present them at show (maybe eventing championships)

Will apply towards vendor spot

Cabin Branch sponsorship arrived

Gave shoutout for Heart Horse level sponsorship with Your Expert Saddle Fitter and Famous Saddlery

There are requirements to earn a free saddle, must enter name after completing 2026 NCDCTA events

LeMieux jackets to be given to gala chair

Gala Report: Ellie Balakrishnan

Meeting at Gala:

Send out annual/year end report via email and then have meeting after cocktail hour (questions, vote on board, etc)

Offer to take questions in advance, will answer via email and at the gala

Ellie will cancel Grandover meeting room

360 registered

Processing refunds (around 40 so far)

Planning for about $3k loss

JJ Tate unable to attend reschedule date, will play recording key note speech

Competition Report: Amy Brumbach and Helen Ingersoll

Met with FlightLine about NCDCTA Level 1 recognized show on 7/22/26

NCDCTA responsible for cost of facility, plan to have at Gaitway Stables (will need dressage court, Heather Boyer offered; will also need judges booth)

NCDCTA will have to provide either $1k or $1.5k sponsorship (depending on level of judge), after this is received - will go on calendar

FlightLine manages show (ribbons, prizes, schedule, etc) and takes all profit

Will plan for intro level through FEI

Considering including fundraising (tack sale, bake sale, etc)

Met with HorseShowOffice who is planning to manage BLMs (Sept 11-13, 2026) and potentially NCDCTA championships (October 16-18, 2026)

Prizelist for BLMs to be done this spring

Considering having both C and E judges at the NCDCTA shows

Dressage Report: Ali LaTorre

L program: will end at 5 on 2/28 so can attend Gala, will celebrate the fact that they’re at the halfway point at the gala

Board to promote L program auditing

Next meeting: March 3, 2026 @ 7pm - virtual

Helen adjourned the meeting at 8:23pm

Minutes respectfully submitted by Jordan McKenzie-Solis, Recording Secretary.

Minutes passed by majority Board vote.

Jan 6, 2026 | NCDCTA BOD Meeting - Virtual

Attendees:Helen Ingersoll Amy Brumbach Heather Turner Jordan McKenzie-Solis Ellie Balakrishnan Charlotte Meli Heather Boyer Ali LaTorre Katherine Thornton Mandi Martyn Lisa Chisholm Absent: Will Barrus

Helen called the meeting to order at 7:03

Helen read the NCDCTA Charter.

NCDCTA BOARD TEAM CHARTER:

• We the board of the NCDCTA hold the following values as guiding principles to carry out the mission of our organization.
• To educate, promote camaraderie and recognize achievement in dressage and eventing.
• Respect, Humility, Patience, Self Awareness, Supportiveness, Accountability, Listening, Generosity, and Helpfulness
• Communication that is: Clear, Flexible, Ongoing, Supportive, Constructive and Safe while celebrating brave efforts to question and disagree.
• Decision making that is shared. Roles that can be flexible and board members that are engaged, present, and share appreciation for and with one another, freely.

Reports:

President Report: Helen Ingersoll

Amy and Helen to connect on Thursday (1/8/26) regarding 2026 competitions

Amy will reach out to Portofino

Incoming education chairs (we will be allowing two individuals for both positions) and/or Katherine will touch base with FENCE for Level 1 show in July

Incoming chairs for 2026 have been chosen; meetings will be held prior to gala to keep everyone up to speed

Heather T, is there anything you need from us to support you for the annual report you will provide?

Heather: not yet, may have questions but for right now we are good

Vice President Report: Amy Brumbach

Membership numbers:

Membership

50 Junior/Young Rider

219 Adult Amateur

67 Open

336 Total (224 on 1/6/2025)

Horse Registration

56 Paid

15 Volunteer Card

71 Total (126 on 1/6/2025)

Membership numbers are higher than last year by over 100 at this point in the year

Horse registrations are down due to changes in how they are handled and a late December rollout of the process

Will and Amy have been getting people on Facebook page struggling to renew, so people seem to be getting stuck. Once they get to the right place, things turn out easier

Treasurer Report: Heather Turner

Balance as of 1/6/2026:

Checking $42,975.73

Savings $1,595.94

Show Acct $1,000.00

PayPal $2,772.13

TOTAL $48,343.80

Showing a balance of $48,343.80 in our accounts (up from $44,728.88 last month)

Now receiving payments through the website!

Payments coming in for gala tickets, Memberships and horse registrations

Prizes and ribbons for Gala are paid

Preparing for 1099s (due 1/31/26)

Preparing for 2025 taxes and handover for new treasurer

Volunteer Report: Charlotte Meli

We made a donation to both the eventing and dressage team at NC State, so they will be more than happy to help us out with volunteering this coming year

Sponsorship Report: Heather Boyer

2025 Super Horse Award

This award celebrates horses who not only master their level but also serve as true ambassadors for their sport – growing our community through their presence, quality, perseverance, and unique personalities.

The Super Horse Award is designed to honor equine excellence in four categories:

Traditional Dressage

Western Dressage

Horse Trials

Combined Tests

Eligibility:

Dressage/Western Dressage: 5 scores from NCDCTA events

Horse Trials/Combined Tests: 3 scores from NCDCTA events

Minimum average score: 67% (inverse scoring for Horse Trials/Combined Tests)

Nominators will answer 5 short questions explaining why their horse shines in and out of the arena. These responses will be graded on a point scale.

Asked sponsors for Winter Solstice whether or not they wanted their sponsorships forwarded or built upon for 2026.

Heather getting positive feedback on the naming of her sponsorship tiers - yay!

Two modifications: Heart Horse level provides 4 tickets each (2 slots), and the level below has three tickets (3 slots), with the goal of these slots totalling two tables if all sponsors attend. If all sponsorships get maxed out and filled, we would be responsible for 3 tables at the gala (with 25 seats).

Tasida’s in kind donation would be a form of a raffle at the following HOY gala for a brand new saddle!!

Sponsorship email sent out to 78 people; naming big names drew in more people to the table.

Gala Report: Ellie Balakrishnan

Projected to take a loss on this year’s gala primarily due to repurposing of the awards for Winter Solstice towards the gala prizes (and those prizes were pricey)

If I remove the cost of the 72 prizes ordered initially for the show, we show net profit of $1,000

For reference, total prize costs are almost $10k, where last year this was about $5k.

Adding fourth place prizes was a minimal cost difference (totaled about $200 including shipping).

Can show budget if needed but the projected loss with current revenue is: -$3,900 (including a $3,500 miscellaneous budget for printing needs, JJ accomodations/travel, and flowers/certificate holders/etc., board/sponsor/awardee ticket meal costs).

No President’s Award

MC for the evening: Helen will start, plan to let someone take over for awards portion

Updates on which lifetime achievements are coming to the gala so I can plan the gift bags.

Beth McCashin/TTC

Bridget Gibbons

Raffle prize spreadsheet in process

General updates:

Asking Michelle if she can put together some small gifts for us with remaining in-kind sponsorship money (for JJ, volunteer of the year, lifetime achievement, etc.)

Gabriella Hulsey will be receiving volunteer of the year

Volunteered at the Equine Festival

Helped me at the gala last year with setup and tear down

Will be helping me again at this year’s gala, and helped me with prize sourcing (which will be utilized for future gala’s, too)

Stacy Quarenta (spelling?) will receive volunteer of the year award for L Program

Shoutout Ali for completing the program; Will and I will review prior to sending for printing

Will is doing certificates

Will be printing sticky nametags, the stuffing/status quo process is just time consuming and tedious

Heather looked into if we have tax exemptions on service costs and it appears not

Current registration count: 247

Plan to give Mandi ornaments for 5-8th place

We now have a sewing file (.DST) on a thumbdrive from Marsha. I will add to drive, but this digitalization cost us $70 so we should leverage this in the future if possible.

Communication Report: Lisa Chisholm

"2026 kickoff" newsletter for our members ahead of the NCDCTA Gala signup deadline

Opportunity to educate on the new website, membership signup process, calendar, etc. and promote events early in the year - Gala, L program, among others

Functionality on website: got it to minimum viable product for launch

Should we begin social media shoutouts for 2026 sponsors

Eventing Report: Katherine Thornton

Learned a lot this year and thought a lot about what we can do better for the eventing community in 2026.

First goal is communication, which should go hand in hand with the website updates

Need to put pictures of eventing results on our media

Heard from many people who were at eventing championships that they were excited about the possibility of recognizing combined tests as well; it seemed eye opening for a number of people.

Nobody seemed unhappy about not receiving medals this year; figure we will propose to find a more robust way to do championships to replace that program.

Dressage Report: Ali LaTorre

L program: next one is at the end of February. Not a lot of auditor signups, so we should shout out at the Gala.

Plan to continue with EventCreate for L program

We may need to renew month to month until we finish out that program; Amy will look into that

Jr/Yr Report: Mandi Martyn

Junior scholarships given out for 2025 Winter Solstice will be rolled over

Last year, we sponsored a pizza party at a schooling show up in Virginia (2-day show). Got Jennifer to become an NCDCTA member and put their show on our calendar, because we would like to sponsor a team of three to four riders to go to the show. It would be between $645-$860 total. Formal proposal to come following the gala.

Membership Secretary Report: Will Barrus

Website:

Website launch has been a success.

Horse registrations are now online.

Membership renewals have increased by 50% over this time last year.

Each board member can now edit their web pages directly without going through the membership secretary.

POLICY UPDATE: Junior riders under the age of 18 will not be displayed in the online directory.

Ongoing issues: Newsletters need to be added to the website. Historical HOY needs to be added to the website. Online forms need to be refined. Bottom page navigation needs to be expanded. Advertising needs to be discussed and implemented.

Rules and terms to be updated to line up with the new website protocols.

Competition Recognition

The online calendar is up to date

Working with the Eventing Chair to get Windridge and FENCE on the calendar.

HOY

2025 HOY was final as of 12/12/2025.

2026 Competitions have been loaded into the HOY reporting form.

2025 HOY Reporting Form has been renamed "HOY Reporting Form".

2026 HOY will be more stringent in adhering to rules; specifically the 10-day submission rule. A 5-day grace period is anticipated, but anything submitted after 15 days will be rejected. The 10-day self submission needs to be included in every newsletter and HOY-related communication.

Out-of-State Eventing reporting form will be updated to mirror the HOY Reporting Form.

Miscellaneous:

Will work with Communication Chair to put together a January Newsletter focused on HOY/Rules/How To, Membership How To. Website How To.

Develop online brochures for "HOY Rules and How To", and "Membership Benefits & How To".

Next meeting: 1/24/26 @ Gala

Helen adjourned the meeting at 8:25

Minutes respectfully submitted by Jordan McKenzie-Solis, Recording Secretary.

Minutes passed by majority Board vote.

Dec 2, 2025 | NCDCTA BOD Meeting In Person

Attendees:  Helen Ingersoll Heather Turner Jordan McKenzie-Solis Charlotte Meli Ellie Balakrishnan Will Barrus Absent: Ali LaTorre Amy Brumbach Heather Boyer Katherine Thornton Mandi Martyn Lisa Chisholm

President, Helen Ingersoll, called the meeting to order at 6:35pm

Wins for the year:

• Website

• Recomposing seats on board: add western dressage seat, change dressage seat to education seat, communications chair will have social media and website co-chairs 

• Relationships with NC state equestrian teams

• Plan to hire show management person for shows ($25/hr)

Winter Solstice:

• Keep HOY rules as is to keep things fair 

• Donation to NC state dressage and eventing clubs: $500 each for interest in volunteering

• NC state hunt seat team has expressed interest in future volunteer opportunities

Next Year Champs: 

• CHP: Oct 17-18

• Only conflict is Sport of Horses show

Spring shows: 

• Will increase credibility 

• Considering doing 2 level 1 shows 

HOY awards:

• Extend award to 8th place 

• Extend prizing to 4th

• Championship prizes: garment bag (2nd), carry all bag (1st) - make these HOY

• HOY: carry all bag (1st), garment bag (2nd), brushes (3rd), picture (4th) 

• Let the members know what the prizes are 

• Instead of sponsors sponsoring championship prizes, sponsor HOY prizes 

• Maintain that HOY ends 11/30

• JJ Tate will be keynote speaker for a sponsorship 

• • Considering asking JJ to offer NCDCTA code for her program 

• Plan for ~150 ribbons 

• • 67 champions, 39 reserves (as of 12/2 HOY update)

• Presidents award: Jennifer Swanson

• Considering honorable mentions (to include venues)

• In memoriam: Beth with TTC 

• Lifetime achievement: Bridgette Gibbons

• Volunteer of the year: Gabriella Halsey, Stacy with L program

Website:

• 168 renewals as of 12/2 

Events next year:

• L program: February 28-March 1

• L program: May 16-17

• Level 1 show: May 30-31 @ portofino

• Level 1 show: July @ FENCE 

• Jillian Krienbring: Aug 6-10 @ Averette 

• BLMs/Harvest Moon: Sept 12-13 @ CHP

• Autumn Leaves: Oct 17-18 @ CHP

Reports:

• Eventing Report: Katherine Thornton

• Dressage Report: Ali LaTorre 

• • Heard very positive things about the L program

  • The only let down was the Averette lunch. We will go back to the original boxed lunch plan next session

  • Revised cost sheet: we spent $6,130 for this session and made $39,640 so far for the entire program (so far, more auditing tickets will sell)

  • Auditing tickets are set up for sessions B and C on eventcreate so we can keep advertising those!

• Jr/Yr Report: Mandi Martyn

• • Two Jr riders were awarded scholarships for Winter Solstice. Since it has been canceled, I propose we honor these for one of our shows next year. 

  • All Jr riders under the age of 18 years are not listed in the members directory. 

  • The supplies for ornaments were purchased already and my husband had already started printing them so I propose we still make them and either provide them to HOY gala attendees or save for our champ show in Nov 2026.

Next meeting: January 6, 2026 @ 7pm - Virtual

Helen adjourned the meeting at 8:30pm

Minutes respectfully submitted by Jordan McKenzie-Solis, Recording Secretary.

Minutes passed by majority Board vote.

Nov 11, 2025 | NCDCTA BOD Meeting - Virtual

Attendees: Helen Ingersoll Amy Brumbach Heather Turner Jordan McKenzie-Solis Charlotte Meli Ellie Balakrishnan Heather Boyer Katherine Thornton Mandi Martyn Lisa Chisholm Will Barrus Absent: Ali LaTorre

President, Helen Ingersoll, called the meeting to order at 7:00pm

Helen read the NCDCTA Charter.

NCDCTA BOARD TEAM CHARTER:

• We the board of the NCDCTA hold the following values as guiding principles to carry out the mission of our organization.
• To educate, promote camaraderie and recognize achievement in dressage and eventing.
• Respect, Humility, Patience, Self Awareness, Supportiveness, Accountability, Listening, Generosity, and Helpfulness
• Communication that is: Clear, Flexible, Ongoing, Supportive, Constructive and Safe while celebrating brave efforts to question and disagree.
• Decision making that is shared. Roles that can be flexible and board members that are engaged, present, and share appreciation for and with one another, freely.

Reports:

Membership Secretary Report: Will Barrus & Communication Report: Lisa Chisholm

2025 HOY year will run through Dec 14th. Results must be submitted by 12/18/25. 2026 membership year starts 12/1/25, ends 11/30/26

Website - areas holding us up: accepting payments due to our merchant category code.

Launch Date: 11/25/25-11/28/25

Will showed us a preview of the website.

Lisa will reach out to each chair lead to discuss content creation.

President Report: Helen Ingersoll

Jillian Krienbring/Dr Peters Aug 2026 event will be at Averett University

Winter Solstice: Jordan went over the spreadsheet to organize all the tasks to organize for the show. Amy will turn the spreadsheet into a project tracker.

Deadline for task items is 11/25/25

Meeting with candidates for BOD in coordination with nominating committee

Vice President Report: Amy Brumbach

Current membership numbers for 11/11/2025

Adult Amateur: 373

Jr/YR: 116

Open: 137

Total Members: 626

Paid Horses: 361

Volunteer Card Horses: 92

Total Horses: 453

Other member information of interest

New Members: 141

Renewing Members: 386

Reactivated Members: 99

Dressage Only: 361

Western Dressage: 77

Dressage & Eventing: 193

Eventing Only: 53

Breeding: 31

Lifetime Members: 6

Trainers: 68

Officials: 27

E-News ONLY: 74

Female: 583

Male: 26

Gender Unknown: 17

Other Horse Information of Interest

New Horses: 180

Renewing Horses: 230

Reactivated Horses: 43

Volunteer Card Information

Outstanding Volunteer Cards: 2710

Treasurer Report: Heather Turner

We are showing a balance of $44,728.88 in our accounts

We are receiving funds for 2026 show recognition and participants and auditors for the L-program.

Volunteer Report: Charlotte Meli

Need ~15 people per day for 5 rings

Full day volunteer card is 8hrs of work ($60)

Considering flat fee with possibility of volunteer cards for additional people

Idea for more volunteers: provide exchange (cash and or fleece jacket) to clubs to get volunteers

Donate $60 to club for 8 hours of work, donate $30 for 4 hours

NC state equestrian team

NC state hunt seat team

NC state dressage team

Averette

Considering transitioning to a point system for volunteers vs volunteer cards

Sponsorship Report: Heather Boyer

Sponsorship packet can be shared. Minor edits will be applied through out the year. (Dates of 2026-events)

I have 3 dedicated people that are helping me share posts once made. Their tasks will grow as we move forward into more events next year.

Gala Report: Ellie Balakrishnan

Gala prizes underway! Secret!!

Winter solstice prizes underway

Plans to send spreadsheet with budget for gala

Ribbons squared away

Eventing Report: Katherine Thornton

Eventing championship went very well! Winners very happy with ribbons and prizes

Dressage Report: Ali LaTorre

L-program updates: 28 participants, 23 auditors, current revenue: $36.430, projected expenses; $4000. Session A: Nov 22-23, Session B: end of February 2026, Session C: May 2026

Jr/Yr Report: Mandi Martyn

Emailed War Horse Eventing Scholarship awardee to submit their write up and a pic by next Wednesday. Will put that on the new website! We selected 2 applicants but only one rider participated.

Received 2 scholarship applicants for Winter Solstice. Reviewing this week.

Will finalize wine & cheese and costume class this week and send plan in email

Next meeting: December 2, 2025 @ 5:30pm in person

Helen adjourned the meeting at 8:38pm

Minutes respectfully submitted by Jordan McKenzie-Solis, Recording Secretary.

Minutes passed by majority Board vote.

Oct 7, 2025 | NCDCTA BOD Meeting - Virtual

Attendees:Helen Ingersoll Amy Brumbach Heather Turner Jordan McKenzie-Solis Ellie Balakrishnan Heather Boyer Charlotte Meli Katherine Thornton Mandi Martyn   Absent: Lisa Chisholm Ali LaTorre Will Barrus

President, Helen Ingersoll, called the meeting to order at 7:03

Heather Boyer read the NCDCTA Charter. 

NCDCTA BOARD TEAM CHARTER:

• We the board of the NCDCTA hold the following values as guiding principles to carry out the mission of our organization.
• To educate, promote camaraderie and recognize achievement in dressage and eventing.
• Respect, Humility, Patience, Self Awareness, Supportiveness, Accountability, Listening, Generosity, and Helpfulness
• Communication that is: Clear, Flexible, Ongoing, Supportive, Constructive and Safe while celebrating brave efforts to question and disagree.
• Decision making that is shared. Roles that can be flexible and board members that are engaged, present, and share appreciation for and with one another, freely.

Reports:

• Membership Secretary Report: Will Barrus

• President Report: Helen Ingersoll

• Treasurer Report: Heather Turner

• Vice President Report: Amy Brumbach

• Eventing Report: Katherine Thornton

• Gala Report: Ellie Balakrishnan

• Jr/Yr Report: Mandi Martyn

• Competition Report: 

• Volunteer Report: Charlotte Meli

• Sponsorship Report: Heather Boyer 

• Communication Report: Lisa Chisholm 

• Dressage Report: Ali LaTorre 

Old Business:

• None

New Business:

• War horse sponsorship for 2026, additional venues outside of War Horse 
• Plan to increase quality of prizes for HOY and championship show\
• Consider Tik Maynard as keynote speaker and clinic on same weekend
• Board composition:

• Flightline show management offers one day level 1 show for $250 and entry fees 

• Motion to increase NCDCTA November WHES 2025 championship scholarships from 1 to 2. Moved by Mandi Martyn. Heather Boyer seconded the motion. The motion carried with all in favour and none opposed. 

Next meeting: November 4, 2025 @ 7pm - Virtual 

Helen adjourned the meeting at 8:45pm

Minutes respectfully submitted by Jordan McKenzie-Solis, Recording Secretary.

Minutes passed by majority Board vote.

Action items

• Post that HOY is up to date through 9/29

Sep 2, 2025 | NCDCTA BOD Meeting - Virtual

Attendees: Amy Brumbach Heather Turner Ellie Balakrishnan Heather Boyer Charlotte Meli  Ali LaTorre Katherine Thornton Absent: Jordan McKenzie-Solis  Helen Ingersoll  Amanda Delgado Mandi Martyn Lisa Chisholm Will Barrus

Vice President, Amy Brumbach, called the meeting to order at 7:11pm.

Reports:

• President Report: Helen Ingersoll

• Vice President Report: Amy Brumbach

• Treasurer Report: Heather Turner

• Volunteer Report: Charlotte Meli

• Sponsorship Report: Heather Boyer 

• Gala Report: Ellie Balakrishnan

• Communication Report: Lisa Chisholm 

• Eventing Report: Katherine Thornton

• Dressage Report: Ali LaTorre 

• Jr/Yr Report: Mandi Martyn

• Membership Secretary Report: Will Barrus

Next meeting: October 7, 2025 @ 7pm - virtual 

Amy adjourned the meeting at 8:12pm.

Minutes taken by Ellie Balakrishnan, Member at Large, and submitted by Jordan McKenzie-Solis, Recording secretary. 

**Minutes passed by majority Board vote.

Aug 5, 2025 | NCDCTA BOD Meeting - Virtual

Attendees: Helen Ingersoll Amy Brumbach Heather Turner Jordan McKenzie-Solis  Ellie Balakrishnan  Mandi Martyn  Charlotte Meli Absent: Ali LaTorre Lisa Chisholm Heather Boyer Amanda Delgado Will Barrus Katherine Thornton

President, Helen Ingersoll, called the meeting to order at 7:03

Reports:

• President Report: Helen Ingersoll

• Vice President Report: Amy Brumbach

• Treasurer Report: Heather Turner

• Volunteer Report: Charlotte Meli

• Sponsorship Report: Heather Boyer 

• Gala Report: Ellie Balakrishnan

• Communication Report: Lisa Chisholm 

• Eventing Report: Katherine Thornton

• Dressage Report: Ali LaTorre 

• Jr/Yr Report: Mandi Martyn

• Membership Secretary Report: Will Barrus

Next meeting: September 2, 2025 @7pm - Virtual 

Helen adjourned the meeting at 8:35pm

Minutes respectfully submitted by Jordan McKenzie-Solis, Recording Secretary.

Minutes passed by majority Board vote.

Action items

• ·       Jordan to ask sponsors to be vendors 
• ·       Amy to find out who 2nd judge is to complete the prize list 
• ·       Order more NCDCTA swag 

Jul 1, 2025 | NCDCTA BOD Meeting - Virtual

Attendees:Helen Ingersoll Amy Brumbach Heather Turner Jordan McKenzie-Solis Ellie Balakrishnan Charlotte Meli Ali LaTorre Katherine Thornton  Lisa Chisholm    Absent: Mandi Martyn Heather Boyer Amanda Delgado Will Barrus

President, Helen Ingersoll, called the meeting to order at 7:02

Katherine Thornton read the NCDCTA Charter. 

NCDCTA BOARD TEAM CHARTER:

• We the board of the NCDCTA hold the following values as guiding principles to carry out the mission of our organization.
• To educate, promote camaraderie and recognize achievement in dressage and eventing.
• Respect, Humility, Patience, Self Awareness, Supportiveness, Accountability, Listening, Generosity, and Helpfulness
• Communication that is: Clear, Flexible, Ongoing, Supportive, Constructive and Safe while celebrating brave efforts to question and disagree.
• Decision making that is shared. Roles that can be flexible and board members that are engaged, present, and share appreciation for and with one another, freely.

Reports:

• Presidents and competition Report: Helen Ingersoll

• Vice Presidents Report: Amy Brumbach

• Treasurer Report: Heather Turner

• Gala Report: Ellie Balakrishnan

• Volunteer Report: Charlotte Meli

• Sponsorship Report: Heather Boyer 

• Communications Report: Lisa Chisholm 

• Dressage Report: Ali LaTorre 

• Eventing Report: Katherine Thornton

• Jr/Yr Report: Mandi Martyn

• Membership Secretary Report: Will Barrus

Old Business:

• None

New Business:

• None

Next meeting: August 5 @ 7pm - Virtual 

Helen adjourned the meeting at 8:04

Minutes respectfully submitted by Jordan McKenzie-Solis, Recording Secretary.

Minutes passed by majority Board vote.

Action items

• Helen needs dates for Eventing championships so that she can be present 
• Helen and Katherine to do a group order with Olga on ribbons for Harvest Moon, Eventing championships, schooling show NCDCTA championships, western dressage high score