FSAE Foundation 2014 Annual Report

Investing in Professional Development & Education

2014 ANNUAL REPORT FSAE FOUNDATION

Mission: To support education, research, professional development, publications, and public relations efforts for the association management professional.

Forward Thinking for a Brighter Tomorrow The FSAE Foundation Annual Report printed by

Greetings FSAE Members, Over 250 years ago Benjamin Franklin authored “The Way to Wealth” – our country’s first book of financial advice. It was one of his most famous writings and endures still today. He understood the correlation between education and its significant return on investment. In fact, one of his most famous quotes came from that book: “An investment in knowledge pays the best dividend.” That quote would be an appropriate sub-title for this 2014 Annual Report of the FSAE Foundation –our members made the investment in our association and the Return on Investment has been exceptional for our future. This annual report not only provides a summary of the Foundation’s accomplishments in 2014, it also allows us to recognize and thank our investors for their generosity and encourages all members, executive and associate alike, to make investing in the FSAE Foundation an annual practice.

The mission of the FSAE Foundation is to support education, research, professional development, publications, and public relations efforts for the association management professional. But the Foundation is so much more than its mission statement. The Foundation allows us, as association professionals, to give back to our profession and support the development of the next generation of association leaders and ensure the continual improvement of the association management profession.

Since 2002, the Foundation has provided $192,700 for educational programming for association executives, $121,440 in grants to 205 association management professionals and provided $237,000 to implement Foundation initiatives. The Foundation is only able to accomplish its goals of quality education, scholarships/grants for professional development and industry research because of our generous investors. In 2014 our investors did not let us down. In fact, we realized an incredible 73% increase in dollars and a 17% increase in our number of investors. Thank you so much for your belief and support of the Foundation.

Please enjoy and take pride in the 2014 FSAE Foundation Annual Report.

Deborah Boza-Valedor, CIPS, CRB, CRS 2014-15 Foundation Chair COO & Chief Marketing Officer, Miami Assn of Realtors

FSAE Foundation Board of Trustees 2014 - 2015 OFFICERS Deborah Marie Boza-Valledor, CIPS, CRB, CRS Chair

Total Cash Donations:

$17,120

Foundation Donors:

145

Jaime Caldwell, ACHE Chair-Elect Jim Ayotte, CAE Immediate Past Chair

Donna Son Treasurer TRUSTEES Kathy Anderson, CAE, CRMA Meg Caldwell, CMP

Total Auction Proceeds:

$28,293 on-site auction

$12,992 online auction

Grand Total:

$41,285

Gayle Carson, CSP, CMC, EdD

Total Auction Donors:

166

Pam Fields, CHME

Fran Gilbert, CAE

Marsha Kiner Chip Minick

Al Pasini, CAE Janegale Boyd FSAE Chair

Total Auction Patrons:

92

most patrons purchased multiple items

2014 by the Numbers “Receiving an FSAE Foundation Grant to attend the 2014 Conference was incredibly beneficial! Without the grant I would not have had the opportunity to meet and network with so many amazing colleagues and industry leaders.

Additionally, the education has enabled me to successfully use new tools to grow our membership already! I am so grateful for the investment in our future and am even more committed to FSAE!”

Board of Trustees 2013 - 2014 OFFICERS Jim Ayotte, CAE Chair

Deborah Marie Boza-Valledor, CIPS, CRB, CRS Chair-Elect

Suzanne Neve

Executive Director, Florida Festivals and Events Association

Professional Development Grants Awarded:

15

Timothy Bell Immediate Past Chair

Grant Funding Awarded:

$9,450

Jaime Caldwell, ACHE Treasurer TRUSTEES Kathy Anderson, CAE, CRMA

Gayle Carson, CSP, CMC, EdD

Contribution to FSAE Educational Programming:

$20,000

Erin Daly

Carolyn Raffa Fazio, ECAM Sue Fern

Marsha Kiner Chip Minick

Al Pasini, CAE

Foundation Event Attendees:

167

Eleanor Warmack, CAE, CPRP FSAE Chair

Foundation Investors Received January 1 - December 31, 2014 Visionary: $1,001+

Peggy Brogan

Deborah Boza-Valledor, CIPS,CRB

Gregory Brooks

Al Pasini, CAE

Audrey Brown

Frank H. Rudd, CMP, CAE

Debra Minor Brown

Eleanor J. Warmack, CAE

Beth Brunner, MBA, CAE Johanna G. Byrd, ACSW

Benefactor: $751 - $1,000

Dominic M. Calabro Gayle N. Carson, CSP, CMC, EdD

Steward: $501 - $750

Michael Carter

Bennett E. Napier, II, CAE

Morgan Caywood Lisa B. Chamberlain, CMP

Champion: $251 - $500

Anjie Cheatham, CMP

Jim Ayotte, CAE

Kimberly Chorniewy

Janegale M. Boyd

Kelly Clark

Eric Szymanski

Alina Cooper Richard Curran

Altruist: $101 - $250

Barbara L. Denmark, CAE

Margo S. Adams

Jeff Eacker

Kathy B. Anderson, CAE, IOM

Andrew Eason, CAE

Jaime Caldwell, ACHE

Carolyn R. Fazio, ECAM

Joshua Desha

Andrew Floyd

Michael J. McQuone, RPh, MS, CPh

Karen France, CAE

Chip Minick

Marlinda Fulton

Stephanie Noa

Denise Gaines

Rusty Payton, CAE

Vivian Garcia

Donna H. Ross, CAE Retired

Janet Gay, CFP, CTP, CFSA Frances M. Gilbert, CAE

Investor: up to $100

Steve Glass, CAE, CMP

Jenny Anderson

Lisa Greene

Melissa Baniak

John Grenon

Stan Barnes, CFP, CLU

Debbie Hall

Celia Bass

Wanda Hall

Paula Baumgardner

John F. Harkness, Jr.

Alan Beaubien, CHA

Joe Anne Hart

Timothy A. Bell

Mary Hartney

Barney T. Bishop, III

Tyrone A. Haskett

Rebecca Bittle

Kari B. Hebrank

Ian H. Black

Darin G. Henry

Kathryn L. Bradley, CAE

Lynn Hepner

Linda Bridges

Brecht Heuchan

Colleen Briley

Carolyn D. Hinson, CGMP

Investors Continued Betty Homan-Bolick

Zana Raybon

Michael Howland, CAE

John Read

Sharon Hoydich

Bob Renka

Bill D. Hunter, APRP, CAE

Mayelin Reytor-Jacobson

Lynn Hupp

Noelle Ricciardi

Amy Issersohn

Rich Robleto, CAE

Belton E. Jennings, III, RCE, CAE, APR, CIPS

Sam Rogers, Jr., CPCU

Robert P. Jones

Kimberlie Ryals

Nadia Kamal

Julie L. Ryczak

Staci Kaplan

Christy Saunders

Kenneth Kent

Marianne Short

Carole Kindred

Gail Siminovsky, CAE

Marsha Kiner

Rosalie Small

Deidra Kring, CMP, CAE

Donna M. Son

Sarah Langley

Kurt Spitzer

Michelle Winn Larson, CAE, CMP

Barry A. Stafford, CAE

Paul A. Ledford, CAE, CHA, DPL

Susan Stafford

Betty Ann Lewis

Shawn Stewart, CPA, CAE

Steven Louchheim, CAE

Crissy Tallman, CMP, CAE

Lance Lozano, CAE

Amelia Tillman

Cathi C. Lundgren, CAE

Stephen B. Trickey, CAE

Rachel Luoma, MS, CAE

Carla Trine

Lisette Mariner

Jim Warren

Gwendolyn Marshall, CMP

Kim Wetzel

Corey G. Mathews, CAE

Michael Whalen

Gail Matillo

Stephanie White

Tondra Matthews, CMP

Kathleen Wilson, CAE

Kevin M. Mayeux, CAE

Lance Wilson

Kathryn McCalb

Jason Winn, Esq.

Carrie Millar, MBA, CAE

Leisa Wiseman, APR

Marina Mitusova, CMP

Gina Worobel

Patrick Mobley

Don Yaeger

Bill Moore

Jim Zaniello

Charles H. Rosenberg

Get involved with the FSAE Foundation in 2015. Visit www.fsae.org/foundation to learn more.

Sandy Nicotra Debra S. Nolan, CAE, IOM Matt C. Pave Melody Pleasant Jeffery Porter Laura Pridgeon Colleen Pruitt

Thank You!

Foundation Volunteers 2013-14 Committees

2014-15 Committees

Finance & Audit Committee

Finance & Audit Committee

Chair: Jaime Caldwell Committee Members: Jim Ayotte Carolyn Fazio Al Pasini

Deborah Boza-Valldor Mary Malone

Nominating Committee

Chair: Donna Son Committee Members: Kathy Anderson Jaime Caldwell Jim Zaniello

Nominating Committee

Chair: Deborah Boza-Valldor

Chair: Jaime Caldwell

Committee Members: Jim Ayotte Carolyn Fazio

Committee Members: Jim Ayotte Marsha Kiner Al Pasini

Timothy A. Bell

Grants Committee

Deborah Boza-Valledor Carolyn Fazio

Deborah Boza-Valledor Chip Minick

Chair: Timothy Bell

Grants Committee

Committee Members: Melinda Bailey Jillian Heddaeus

Co-Chairs: Timothy Bell and Chip Minick Fran Gilbert Steven Louchheim

Silent Auction Committee Co-Chairs: Meg Caldwell Adrienne Bryant Committee Members: Peggy Brogan Erin Daly Betty Homan-Bolick Kyle Lourie Kimball Mathews Kathryn McCaleb Marina Mitusova Noelle Ricciardi Linda Urban

Elaine M. Carpenter Pam Fields Lynn Hupp Marsha Kiner Tondra Matthews Kristin McWhorter Al Pasini Crissy Tallman Nealy Wheat

Committee Members: Deborah Boza-Valledor William Deutsch Steven Louchheim Deborah Mandel Vicki Sumagpang

Auction Committee Co-Chairs: Elaine Carpenter and Kimball Mathews Vice-Chair: Crissy Tallman Committee Members: David Bennett Peggy Brogan Amber Bulloch Chris Capozzi Anthony Fabrizio Betty Ann Lewis Carrie Millar Wanda Minick Terry Natwick

Deborah Boza-Valledor Adrienne Bryant Meg Caldwell Keyna Cory Betty Homan-Bolick Tondra Matthews Lisa Miller Marina Mitusova Linn Wheeling

Supporting Education Executive Series Luncheons The Foundation’s Executive Series Luncheon is a sponsored luncheon exclusively for association executives. The luncheons are held in Tallahassee, several times each year with a new luncheon in Central Florida added this year.

Luncheon speakers are selected for their insight on topical issues regarding Florida government such as finance, regulatory and social reform, etc. All FSAE executive members are invited to attend and the luncheons are free thanks to our generous sponsors!

January 2014 Navigating the Affordable Health Care Act Speakers: Bart Gunter, Associate and John Howard, Associate; Rogers, Gunter Vaughn Insurance Sponsored by Sanibel Harbor Marriott and Hutchinson Island Marriott

April 2014 - Central FL Health Care “Reform:” a discussion on the Affordable Care Act Speaker: W. Thomas Haynes, Founder and Relationship Development Manager, National General Benefit Solutions Sponsored by National General Benefit Solutions and BB&T Insurance Services

May 2014 Looking at the Political Landscape

October 2014 What Every Employer Should Know

Speaker: Marian Johnson, SVP, Political Strategy, FL Chamber of Commerce

Speaker: Michael Spellman, Shareholder, Sniffen & Spellman, P.A.

Sponsored by South Seas Island Resort

Sponsored by Ocala/Marion County CVB

Professional Development Grant Descriptions CAE or CMP Grant: These grants are designed to assist an association professional in gaining the American Society of Association Executive (ASAE) designation of Certified Association Executive (CAE) or the Convention Industry Council’s (CIC) designation of Certified Meeting Professional (CMP). The FSAE Foundation provides financial awards to help recipients cover the costs of the application fee, study class registration, and the standard CAE or CMP study materials.

Hyatt Hotels in Florida Grant This grant assists an association professional in gaining professional development through education at the ASAE or FSAE Annual Conference, or other approved Association Management Program or for training to earn the CAE or CMP. These awards are offered to assist recipients cover the costs of the fees associated with the professional development.

Marriott International Hotels & Resorts of Florida Grant This grant is designed to assist an association professional in gaining professional development through education or training at the FSAE Annual Conference. This award is offered to assist recipients to cover the costs of the registration fee, study materials, or travel expenses for attendance at the FSAE Annual Conference.

Funding Professional Development 2014 Grant Recipients Hyatt Hotels in Florida Grant Recipients: Lisa Kamper, Chief Staff Executive, Partners In Association Management Kathy M. Keiffer, CMP, Meetings Coordinator, The FL Bar Mark Landreth, CAE, Executive Director, Florida Association of Professional Lobbyists Deborah Mandel, Program Manager, Partners In Association Management Lisa Stanley, CEO, Oscre International

Marriott International Grant Recipients: Valeria Anderson, Director of Operations, Center for Fine Arts Education Keyna Cory, Executive Director, Florida Recycling Partnership Julie Dross, Sr. Director of Meetings and Conventions, Kautter Wenhold Management Group Amy Holmes, CAE, President, Amy Holmes Communications Tondra Matthews, CMP, Director, Fiscal & Member Services, FL Trust for Historic Preservation Crissy Tallman, CAE, CMP, Director of Conventions & Continuing Education, Florida Dental Association

FSAE Foundation CAE & CMP Grant Recipients: Paul Brawner, CEO, NAIFA-Florida Adrienne Bryant, CAE, Member Information and Database Manager, Association of Florida Colleges

FSAE Associate Member Grant Recipient: Sam Pollack, Sales Manager, Westin Lake Mary

FSAE Foundation Grant Recipient: Suzanne Neve, Executive Director, Florida Festivals & Events Association

“I am incredibly grateful to have received the Hyatt Hotels in Florida Grant, as it allowed me to attend my first FSAE Annual Conference. It was an amazing opportunity, where I was able to meet new people and learn more about association management.

Without this grant I may not have been able to attend and have had such a great experience. Thank you again!

Deborah M. Mandel | Program Manager Partners in Association Management, Inc.

“Receiving a professional development grant from the FSAE Foundation has been instrumental in helping me to achieve my professional educational goals quickly. I am looking forward to earning my next designation, the Certified Meeting Professional (CMP), in May of 2015. Thank you for making it possible for me to do what I love – learn, and improve myself both professionally and personally.”

Adrienne Bryant, CAE | Member Information and Database Manager, Association of Florida Colleges

Grant Descriptions Continued

Associate Member Grant This grant is designed to assist an FSAE Associate/Supplier Member in gaining professional development through education or training at the FSAE Annual Conference. These awards are offered to assist recipients to cover the costs of the registration fee or travel expenses for attendance at the FSAE Annual Conference.

Institute for Organization Management (IOM) Tuition Grant FSAE is proud to partner with Institute for Organization Management, the U.S. Chamber of Commerce Foundation professional development program for non-profit executives, and offer two $500 partial tuition grants to one of Institute’s 2015 sites. The two

scholarships, available to any of FSAE members, will be awarded to students attending Institute for the first time to assist with enrollment fees and cannot be combined with any other Institute scholarships.

Apply for a 2015 Professional Development Grant in February 2015. Applications due April 15, 2015. Visit www.fsae.org/grants to learn more.

Corporate Grant Partners Many of our grants are possible because of our corporate partners. Hyatt Hotels in Florida and Marriott International Hotels & Resorts of Florida have supported members’ professional development for numerous years through their generous donations to the Foundation. Thank you!

“Hyatt Hotels & Resorts in Florida appreciates our long-term relationship with Florida’s association community.

We want to continue to be a great partner by supporting association professional development. Since 1984, through Hyatt Hotels in Florida, we have contributed nearly $100,000 to benefit the professional development of association executives.”

Bob Harris, CAE, Association Representative Hyatt Hotels in Florida Representatives

“Marriott International Hotels & Resorts of Florida value our great relationships with all the association members and we are looking forward to continuing our partnership. We are honored to be able to work with and give back to such a great group of friends and professionals.”

Chip Minick Sr. Account Executive, Marriott International Inc. Marriott Hotel Representatives

2014 Online & Silent Auction

Online Auction: May 30 - June 5 | Silent Auction: July 9 - 10

Total Raised:

Big Ticket Donors:

$41,285 Donations Received:

218 Big Tickets Sold:

481 1,500

Wine & Liquor Toss:

rings tossed

$1,574 raised Onsite Auction Volunteers:

30

Top Sellers: 103 Al Pasini

33 Val Anderson 32 Adrienne Bryant

Big Ticket Winners: Lissette Zuknick Elaine Carpenter Keyna Cory Glenn East

2014 Auction Donors Al Pasini, CAE Avenue A Banyan Tree Investment Group Beaches of Fort Myers and Sanibel

Executive Women’s Golf Assn

Holiday Inn & Suites Across from Universal Orlando

Melia Orlando Suite Hotel

Experience Kissimmee

Holiday Inn and Suites Clearwater Beach

Miami Marriott Biscayne Bay

Holiday Inn Express - Tampa

Minor League Baseball Naples Bay Resort

Expo Convention Contractors, Inc. Fazio International, Ltd.

Betty Homan-Bolick

FL Dental Assn

Holiday Inn In the Walt Disney World Resort

Boca Raton Resort & Club

FL Hotel & Conference Center

Holiday Inn Pensacola Beach

FL Society of Association Executives

Holiday Inn Resort Grand Cayman

Florida Everblades

Hotel Indigo Fort Myers

Fort Lauderdale Marriott Pompano Beach Resort & Spa

Hotel Indigo Miami Lakes

Four Points by Sheraton Punta Gorda Harborside

Hyatt Place Sarasota Airport

Gaylord Palms Resort & Convention Center

Hyatt Regency Clearwater Beach Resort & Spa

Crowne Plaza Fort Myers

GEMS: Gilbert Exposition Management Services

Hyatt Regency Coconut Point Resort & Spa

Crowne Plaza Ft. Myers at Bell Tower

Grand Hotel Marriott Resort, Golf Club & Spa

Hyatt Regency Grand Cypress

Crowne Plaza Tampa Westshore

Grande Lakes Orlando, JW Marriott and Ritz-Carlton

Hyatt Regency Orlando

David Bennett, CAE

Greater Fort Lauderdale Convention & Visitors Bureau AND The Westin Diplomat Resort & Spa

Innisbrook Resort & Golf Club

Bonaventure Resort & Spa Brazilian Court Hotel Brooklyn Water Bagels Canoe Outpost - Peace River, Inc. Caribe Royal All-Suite Hotel & Convention Center Carla Cowles Charge Card Systems Inc. Court of Two Sisters Crissy Tallman, CMP

Daytona Beach Resort & Conf. Center DiamondHead Beach Resort & Spa Disney Destinations DoubleTree by Hilton at the Entrance to Universal DoubleTree by Hilton Orlando at SeaWorld DoubleTree Orlando Airport Hotel Edison & Ford Winter Estates Effective Database Management, LLC Elaine Mann Carpenter, CAE Eleanor Warmack, CAE Elite Island Resorts Embassy Suites Orlando Lake Buena Vista South

Greater Miami Convention Bureau Hard Rock International Hawks Cay Resort and Marina Hester Ndoja, Rodan + Fields Dermatologists Hilton Clearwater Beach Resort

Hutchinson Island Marriott Resort

Hyatt Regency Sarasota

InterContinental at Doral Miami InterContinental Hotels Group Janegale Boyd Jason Carroll Jekyll Island Authority Joel Blackwell, The Grass Roots Guy Jupiter Beach Resort & Spa

Hilton Cocoa Beach Oceanfront

Just Too Cute Monogramming

Hilton Fort Lauderdale Marina

Keynotes Piano Store

Hilton Garden Inn Atlanta North Point Hilton Miami Downtown Hilton Nashville Downtown Hilton Sandestin Beach Golf Resort and Spa

Lee County Sports Development

MemberClicks

Naples Marco Island Everglades CVB Nataliya Filippova National Poultry & Food Distributors Assn Ocean Reef Club Omni Orlando Champions Gate Online Community Results Orlando Marriott Lake Mary Orlando World Center Marriott Partners in Association Management Plaza Ocean Club, Mayan Inn, Acapulco Hotel PRP Wine International Public Affairs Consultants Public Affairs Consultants Renaissance FortLauderdale-Plantation Renaissance Orlando at SeaWorld Renaissance Vinoy Resort & Golf Club Renaissance World Golf Village Residence Inn Gainesville Rosen Shingle Creek Saddlebrook Resort Safety Harbor Resort & Spa Salamander Hotels & Resorts Sanibel Harbour Marriott Resort & Spa

Marriott Coral Springs

Sara Melvin

Marriott Harbor Beach Resort and Spa

Sawgrass Marriott Sea Glass Fine Art

Marriott Orlando Airport

SeaWorld Orlando/ Aquatica SeaWorld Parks & Entert

MediaTracking.com

Auction Patrons

Auction Donors Continued SeaWorld Parks & Entertainment Sheraton Boston Sheraton Nashville Downtown

The auction’s success would not be possible without our donors and the generous patrons who purchase the incredible items available. Thank you!

Andrea L Balogh

Debra Govaker

Wendy Parker

Paula Baumgardner

Paige Graham

Rusty Payton, CAE

Marty Bear

John Grenon

Sam Pollack

Gail Beitelman

Sherri Harris

Lonny Powell

Beth Ziesenis

Michele Bemis

Carol Hawk

Deborah Probst

KiKi I’Italien

Peter Berry

Betty Homan-Bolick

Dustin Rivest

Sirata Beach Resort & Conference Center

Rebecca Bittle

Eileen Johnson

Becky Robinson

Janegale Boyd

Alex Kaptzan

Charles Rosenberg

Site Search, Inc.

Mary Kay Brickey

Kathy Keiffer

Donna Ross

Sleuths Mystery Dinner Shows

Gregory Brooks

Tisha Keller

Sarah Rossio

Jaime Caldwell

Marsha Kiner

Frank Rudd, CAE, CMP

South Seas Island Resort

Sherrie Caldwell

Curtis Lavarello

Kathleen Sanz

Meg Caldwell, CMP

Vicki Long

Lois Schoenbrun

Elaine Carpenter, CAE

Cathi Lundgren

Fred Segal, CAE

Jason Carroll

Rachel Luoma, CAE

Gail Siminovsky

Susan Clary

Becky Macaluso, CAE

Lisa Stanley

Craig Cochran

Dawn Mages

Pam Swensen

Ian Cordes

Deborah Mandel

Amber Thomas

Keyna Cory

Lisette Mariner

Kelsey M. Tidler

The Breakers

Jennifer L. Coto

Richard Mariner

Ryan Tucholski, CAE

The Peppermill Resort Spa & Casino

Deborah Cox-Roush

Kristin Marshall

Maureen Turner

Steve Crist

Kimball Mathews

Tina Turner

The Ritz-Carlton, Amelia Island

Rebecca DeLorenzo

Tondra Matthews, CMP

Pamela Vargas

Sean Doherty

Celeta McClamma

Eleanor Warmack, CAE

William Glenn East, CAE

Kristin McWhorter, CAE

Madelyn Williams

Sue Fern

Deanna Menesses, CAE

Michelle Wilson

Jayne Fifer

Lauren Millard

Lissette Zuknick

Mark Fontaine, CAE

Marina Mitusova, CMP

Jeannette Gabay

Maurice Moulton

Pamela Gadol

Paula Musgrove

Kathleen Gardner

Bennett Napier, CAE

Josh Gold

Hester Ndoja, CAE

Visit Tampa Bay

WaterColor Inn & Resort

Resort at Bonnet Creek

Waldorf Astoria Naples

Westin Imagine Orlando

Wyndham Vacation Rentals

Universal Orlando Resort

Walt Disney World Swan & Dolphin Resort

Wines for Humanity

Yacht StarShip

Visit Norfolk

WonderWorks Orlando

Walton County TDC

Wyndham Grand Orlando

ZumbaMamis! ~ Zumba with Lorinne

Sheri Jacobs, CAE, FASAE Maddie Grant and Jamie Notter

Spa Savvy St. Petersburg Marriott Clearwater Sundial Beach Resort & Spa Susan Spinicelli Tallahassee Society of Association Executives Tampa Airport Marriott

The Ritz-Carlton, Key Biscayne The Ritz-Carlton, Naples The Ritz-Carlton, Sarasota The Shores Resort & Spa The Villas of Grand Cypress The Westin Cape Coral Resort at Marina Village Tondra Mathews, CMP TPC Tampa Bay TradeWinds Island Grand Beach Resort Turnberry Isle Miami Tween Waters Inn Twisted Sister Designs

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