Page 1

MAR. 2017

Giving Guide: Supporting Arizona Gives Day, April 4

n o i tc

s e s s e n i s B u ke Ta


f o e c n ty a t r o p i l i m I b i s g n in o s p a s e e r c R n l I a i e c Th ate So r o p r Co

Avoid Costly

Flu Season Death of the

Performance Appraisal? Arizona Trade Goes South

THIS ISSUE National Association of Women Business Owners – Phoenix Arizona Small Business Association


Fleet Intelligence For Your Business

VEHICLE & ASSET TRACKING SOLUTIONS GPS Insight works with Arizona businesses that have fleets of vehicles and other mobile assets to solve your unique business challenges through increased revenue, reduced costs, and reduced risk.


Top 50 Private Businesses

#2 Best Place to Work in AZ

Innovator of the Year

YOUR GOALS MATTER. That’s why our in-depth knowledge and expertise can be your advantage. We are relationship-focused and highly responsive, bringing you deep local roots, expert bankers, access to decision makers, flexible solutions and a real commitment to superior service. All part of Western Alliance Bancorporation, one of the country’s top-performing banking companies.

Your business matters.

Alliance Bank of Arizona, a division of Western Alliance Bank. Member FDIC.


MARCH 2017



Businesses Take Action: The Increasing Importance of Corporate Social Responsibility

The philosophy sustaining corporate social responsibility (CSR) manifests differently from business to business. Hear from businesses in our community how they live the philosophy and help others in their own endeavors.


Death of the Performance Appraisal?

Bob Kelleher discusses why and how to replace a look in the “rearview mirror” with a more relevant process. DEPARTMENTS

PARTNER SECTIONS Celebrating 30 years of serving the women business owners of Phoenix

Message from the President So far, this year has been full of forming new partnerships and creating lasting relationships with our community partners, such as ASBA, ASU Sparxx, Arizona Hispanic Chamber of Commerce, e-Women Network and Athena Valley of the Sun, to name just a few. We are looking for more community alliances to partner with on a monthly basis so that members and those interested in membership may come together for a happy hour at the Omni Montelucia. I am thrilled to be a part of this growing organization and witnessing first-hand the impact it has on our membership! The power of our national organization is getting even stronger. National NAWBO started a new countrywide program designed specifically for our Premier members who own businesses that exceed $1 million in annual revenue. It is appropriately named The Circle, and our very own Lynda Bishop is the program director. This is an exciting time to be a NAWBO member, and this new program will fill a need by offering deeper support by providing members peer and business connections, access, and learning opportunities above and beyond their actual membership. This will come in the form of mastermind groups, two-day retreats each year, a speaker’s bureau and much more. The most exciting news is here in Phoenix, because we are offering a program to fulfill the need of women business owners who are passionate about breaking the $1 million mark through the Million Dollar Break-Through Program. This special program will be led by Susan Brooks, founder of Cookies from Home and a founding member of the NAWBO Phoenix Chapter 33 years ago. Although women own 9.1 million businesses across the U.S., only 3 percent reach $1 million in annual revenue. Resources, guidance and support to serve women business owners in the $250,000+ category who are ready to go to the next level are limited and hard to find. It’s why we are thrilled that Susan chose NAWBO to partner with, and we are currently looking for participants and sponsors, so please visit our website to learn more. Finally, we know that no one succeeds alone … and NAWBO offers the means for women business owners to contribute to the success of others. Won’t you join us? You’ll be surrounded by some of the most ambitious, collaborative women business owners in the Valley who will inspire you every day to reach your fullest potential. Please visit our website or contact our office for more details!

Phaedra Earhart 2016-2017 President NAWBO Phoenix Chapter Farmers Insurance 1425 S. Higley Road, Suite 107 Gilbert, AZ 85296 480-289-5768


Phaedra Earhart NAWBO Phoenix President, 2016 – 2017


To learn more about The Circle, visit

We host networking and education events throughout the valley each month, open to both members and guests. Check out our calendar at and join us! Take advantage of this great networking opportunity by bringing business cards and making connections.

For more information, please visit

Phoenix Metropolitan Chapter of the National Association of Women Business Owners 7949 E Acoma Dr., #207, Scottsdale, Arizona 85260 480-289-5768 •




National Association of Women Business Owners – Phoenix

The Arizona Small Business Association (ASBA) is the success engine small business owners depend on to deliver statewide education, mentoring, networking and advocacy that provides forward-thinking entrepreneurs with the resources necessary to grow and evolve in an ever-changing marketplace. By bringing thousands of small businesses together, ASBA has created greater value for all members and is proof positive that our mission of supporting small businesses through an active and

New Year, New ASBA!

connected community is working. Join ASBA. Be amAZed®

by Arizona Small Business Association

In This Issue

With exciting additions to staff, the launch of several new programs and a rebrand in the works, ASBA is taking the expression, “new year, new me,” to a whole other level! ASBA is excited to announce that Jack Lunsford, after serving as “Interim” for five

Federal Law Alert:

months, has officially been appointed President and CEO. “Jack is a visionary thought

New I-9 Form Released

leader and change agent,” says Jason Trujillo, ASBA’s 2017 board chair. “There’s no question that Jack’s record as a well-known business, public policy and community leader

There Is Always a Solution

throughout the Valley and state will greatly benefit through his outstanding leadership.” Lunsford is in good company as ASBA has also welcomed Angelia Hill, vice president of

Safeguarding Your Company from

Marketing & Business Solutions; Genesis Garcia, administrative coordinator; and Ashley

Cyber Tax Crimes – Take Action Now!

Vizzerra, Member Support & Programs manager, to the team. Title promotions have been awarded to the following staff as well:

In-Network vs. Out-of-Network: What it Means for Your Dental Coverage

Melanie Isaacs, Jason Moore and Nicola Winkel respond to In Business Magazine’s burning business question of the month.



• Debbie Hann — Chief Operating Officer • Carol Mangen — Vice President Partnerships & Programs • Robin Duncan — Senior Director Business Development

The First Thing to Remember when

• Nicci Latino — Events & Communications Manager

Working with Family

• Jeanne Quinn Lowing — Member Services Coordinator (Southern AZ)

Central Arizona

The team has been hard at work developing and implementing new programs that

4600 E. Washington St., Suite 340

provide relevant, dynamic and innovative opportunities in education, mentoring and

Phoenix, AZ 85034

networking. ASBA recently launched Mindshare: Coaching from the Classroom, which

p. 602.306.4000

seeks to provide small-business owners the opportunity to learn from experts in a variety of areas pertaining to business and personal development. Next to come will be Protégé:

Southern Arizona 3444 N. Country Club Rd. Suite 118 Tucson, AZ 85716

Smart Business Mentoring, a series in collaboration with Kolbe Corp. ASBA has been undergoing a major transformation, the results of which should prove very exciting for members of the small-business community. More to come on the rebrand

p. 520.327.0222

soon; stay tuned!

© 2016 ASBA. A publication of the Arizona Small Business Association. For more information or to join ASBA, please contact us at Section designed by the Arizona Small Business Association.

For more information regarding ASBA, please visit or call (602) 306-4000.



Arizona Small Business Association


Giving Guide ARIZONA


Connecting business with our community




“Engineering Change,” “AI for FinTech Talent,” “Hiring by Video,” “Charge!” “Class A for Airport & Tempe,” “Desert Ridge Marketplace Renovation,” “Camelback Corridor Office/ Hotel Development” and “New Initiative to Support Native American Entrepreneurship”

About Us

2 3 4 6 7

Guest Editor

Years in Business: 6 Joined NAWBO: 2011

Looking forward to your success,

NAWBO® prides itself on being a global beacon for influence, ingenuity and action and is uniquely positioned to provide incisive commentary on issues of importance to women business owners. NAWBO Phoenix propels women entrepreneurs into economic, social and political spheres of power.


Brian E. Mueller, chairman and CEO of Grand Canyon University, introduces the “Corporate Social Responsibility” issue.

Spring 2017 •

2017 Giving Guide


By the Numbers

The current business climate prompts In Business Magazine to explore Mexico-Arizona trade.



“Tech and Healthcare Intersect to Relieve Stress,” “Homes Are Getting Wired Up,” “Personal Tech Training” and “Simple Storage Innovates”



“Avoid a Costly Flu Season,” “Advanced Illness Management” and “Stand Up for Work”


From the Top

Phoenix Analysis & Design Technologies co-founder Eric Miller is helping expand 3-D technology to a wide variety of industries.



New releases give fresh insights on business thinking.



Communication strategies during the quiet phase of a campaign are actually robust.



2017 Camaro ZL1 Plus: Top Valley locations for an off-site meeting or retreat


Power Lunch

Cornish Pasty Company Plus: Cheer-on St. Paddy’s Day



Gordon Leidner shares ‘The Leadership Secrets of Hamilton and the Founding Fathers.’




6th Annual Power of the Purse — Arizona Hispanic Chamber of Commerce Fast Pitch — Social Venture Partners Arizona



Business events throughout the Valley


Giving Guide: Supporting

Arizona Gives Day, April 4

s Busineesse Tak


nce of ing Importa The IncreasSocial Responsibility Corporate


Costly Flu Season




Arizona Gives Day raised $2.84 million in 2016. Seventy percent of donors stated Arizona Gives Day prompted them to give a gift they wouldn’t have otherwise given.



Attorneys explain how businesses can use National Labor Relations Board case decisions as guidance for dealing with employees’ social media posts.





MAR. 20 1 7


MAR. 2017



National Business Association of Women Owners – Phoenix Arizona Small Business Association

Performa of the nce Appraisal? Arizona Trade Goes South



Get a year of In Business Magazine Subscribe now at

IMPROVING THE COMMUNITY TOGETHER Arizona is our home as much as it is yours, and we want to see it grow and thrive. That’s why in 2016 National Bank of Arizona® gave more than $2 million to local nonprofits in the form of donations and sponsorships. Let us help you reach your financial goals, so your nonprofit can reach its goals.

Pamela Keefe, Vice President Nonprofit Relationship Manager 602.212.5634

• Work with a bank that has more than ten years of experience supporting nonprofits • Access financial solutions created specifically for nonprofits • Utilize our resources, connections and advice

Susan Samlaska Nonprofit Relationship Manager 602.212.5635

NBAZ.COM | A division of ZB, N.A. Member FDIC © 2017 ZB, N.A.

March 2017 In Business Magazine is a collaboration of many business organizations and entities throughout the metropolitan Phoenix area and Arizona. Our mission is to inform and energize business in this community by communicating content that will build business and enrich the economic picture for all of us vested in commerce.

PARTNER ORGANIZATIONS Kristen Merrifield, CEO Alliance of Arizona Nonprofits (602) 279-2966 Jack Lunsford, President & CEO Arizona Small Business Association Central Office (602) 306-4000 Southern Arizona (520) 327-0222 Steven G. Zylstra, President & CEO Arizona Technology Council One Renaissance Square (602) 343-8324 Doug Bruhnke, Founder & President Global ChamberÂŽ (480) 595-5000 Phaedra Earhart, President NAWBO Phoenix Metro Chapter (480) 289-5768 Anne Gill, President & CEO Tempe Chamber of Commerce (480) 967-7891 Our Partner Organizations are vested business organizations focused on building and improving business in the Valley or throughout Arizona. As Partners, each will receive three insert publications each year to showcase all that they are doing for business and businesspeople within our community. We encourage you to join these and other organizations to better your business opportunities. The members of these and other Associate Partner Organizations receive a subscription to In Business Magazine each month. For more information on becoming an Associate Partner, please contact our publisher at

ASSOCIATE PARTNERS Ahwatukee Foothills Chamber of Commerce Arizona Chamber of Commerce & Industry Arizona Hispanic Chamber of Commerce The Black Chamber of Arizona Chandler Chamber of Commerce Economic Club of Phoenix Glendale Chamber of Commerce Greater Phoenix Chamber of Commerce Greater Phoenix Gay & Lesbian Chamber of Commerce Mesa Chamber of Commerce North Phoenix Chamber of Commerce Peoria Chamber of Commerce Phoenix Metro Chamber of Commerce Scottsdale Area Chamber of Commerce Surprise Regional Chamber of Commerce WESTMARC


MAR. 2017


WE PUT SOME OF THE VALLEY’S TOP BUSINESS EXPERTS IN ONE PLACE. Business Resource Center. You need timely, relevant information to help you manage your business. But finding it can be a hassle. That’s why SRP has partnered with local business organizations to bring you professional insights on everything from marketing and human resources to financing and forecasting. All in one place. All from experts in their fields. SRP is happy to provide this free service, because what’s good for business is good for all of us. Learn more at

March 2017

VOL. 8, NO. 3

Read conference calls in real time.

Publisher Rick McCartney

Editor RaeAnne Marsh

Art Director Benjamin Little

Contributing Writers Tophas Anderson IV

Mike Baize Linda Capcara Tamara Cook Stacey Hershauer Mike Hunter Bob Kelleher David Racich

Now, Deaf and hard of hearing participants can be actively involved in multi-party calls. Relay Conference Captioning (RCC) is free to Arizonans, streaming live text to any Internet-connected computer, tablet or mobile device worldwide.

Richard Tollefson ADVERTISING

Operations Louise Ferrari

Business Development Louise Ferrari

Maria Mabek Kelly Richards Cami Shore


Agency: LAVIDGE • Job: 16-AZRELAY-0031 • Client: AZ Relay • Contact: Publication: In Business Magazine • Size: 4.875” x 4.875” • 4color

Events Amy Corben

More: Visit your one-stop resource for everything business at For a full monthly calendar of business-related events, please visit our website. Inform Us: Send press releases and your editorial ideas to

President & CEO Rick McCartney

Editorial Director RaeAnne Marsh

Senior Art Director Benjamin Little

Financial Manager Donna C. Mitchell, CPA

Office Manager Brittany Longfield

Accounting Manager Todd Juhl Corporate Offices 4455 E. Camelback Road Building C, Suite 135 Phoenix, AZ 85018 T: (480) 588-9505 F: (480) 584-3751 Vol. 8, No. 3. In Business Magazine is published 12 times per year by InMedia Company. POSTMASTER: Send address changes to InMedia Company, 4455 E. Camelback Road, Building C, Suite 135, Phoenix, AZ 85018. To subscribe to In Business Magazine, please send check or money order for one-year subscription of $24.95 to InMedia Company, 4455 E. Camelback Road, Building C, Suite 135, Phoenix, AZ 85018 or visit We appreciate your editorial submissions, news and photos for review by our editorial staff. You June send to or mail to the address above. All letters sent to In Business Magazine will be treated as unconditionally assigned for publication, copyright purposes and use in any publication, website or brochure. InMedia accepts no responsibility for unsolicited manuscripts, photographs or other artwork. Submissions will not be returned unless accompanied by a self-addressed, stamped envelope. InMedia Company, LLC reserves the right to refuse certain advertising and is not liable for advertisers’ claims and/or errors. The opinions expressed herein are exclusively those of the writers and do not necessarily reflect the position of InMedia. InMedia Company considers its sources reliable and verifies as much data as possible, although reporting inaccuracies can occur; consequently, readers using this information do so at their own risk. Each business opportunity and/or investment inherently contains certain risks, and it is suggested that the prospective investors consult their attorney and/ or financial professional. © 2017 InMedia Company, LLC. All rights reserved. No part of this magazine June be reproduced or transmitted in any form or by any means without written permission by the publisher.


MAR. 2017



Business Beyond Business

Brian Mueller joined Grand Canyon University in July 2008 to usher in a new era for the institution — from an entrepreneurial venture to a market-supported private university. He has transformed GCU from a financially troubled university into a nearly $3 billion institution that has become a driving force in higher education today. As the university’s president and CEO, Mueller is progressive and anticipatory in an industry that is slow in adapting to change. Mueller’s vision for Christian education draws from his own experiences as a student, teacher and coach in Christian schools. His passion is also seen in his inspiring Chapel service addresses, which draw standing-room only crowds at GCU Arena. Mueller began his higher education career as a professor at Concordia University, where he earned his Master of Arts in Education and a Bachelor of Arts in Education.

Corporate social responsibility is rooted in a basic biblical and societal principle — to love our neighbor as ourselves. But before there can be charity, there must be prosperity. Free-market principles have brought more people out of poverty than any other economic idea in history. It creates the opportunity to form companies that generate jobs that can turn deteriorating inner cities into thriving communities. At Grand Canyon University, serving the community has been part of our DNA since 1949, and it remains a cornerstone of our mission today. It emanates from our Christian heritage and is carried out because our staff, faculty and students share a common belief: that by working together, we can lift up our neighbors in ways that we cannot do alone. That means using business as a force for good (we call it conscious capitalism) and forming partnerships with like-minded organizations. Together, we have increased home values in our neighborhood 30 percent in the past year in part because of our partnership with Habitat for Humanity; we have seen a 30 percent decrease in crime as a result of a partnership with Phoenix Police; and students from more than 50 inner-city K-12 schools are taking advantage of free tutoring and mentoring from a team of more than 1,200 GCU students. Corporate social responsibility manifests in a multitude of ways. In this month’s cover story, you will meet leaders who have made corporate social responsibility an integral part of their business operations. With practices that range from charitable contributions to mentoring startups, their work undoubtedly will offer inspiration to help you advance your firm’s CSR programs. As the Internet shrinks our world, global commerce has been expanding for businesses of every size. With a lot of attention focused lately on cross-border trade with Mexico, this issue’s By the Numbers feature looks at the metrics associated with such trade and our state’s economy. An HR feature examines limitations of the traditional annual performance review and explores a trending new approach. Leadership is the topic for this issue’s Roundtable feature, with tips culled from the examples of some of our nation’s most revered leaders — the Founding Fathers — and set into an historical context that adds to understanding the person and the time as well as the specific leadership trait. And with flu season upon us, businesses will find useful suggestions for minimizing flu’s impact on their workforce in the article on this issue’s Healthcare page. The annual Arizona Gives Day, a concerted fundraising push in support of nonprofits statewide, will be April 4th. As businesses and individuals marshal their efforts to effect change in the Valley and beyond, In Business Magazine provides a list of all participating organizations in its annual Giving Guide in partnership with Alliance of Arizona Nonprofits. As an organization for which giving back is a top priority, I am pleased to help bring you this “Corporate Social Responsibility” issue of In Business Magazine. I hope you enjoy its instructive and relevant content. Sincerely, Brian Mueller President and CEO Grand Canyon University

CONNECT WITH US: Story Ideas/PR: editor@

Community Responsibility Giving back is here to stay, but companies that incorporate

We want to thank Brian Mueller, a true pioneer in this regard, for his

giving and social responsibility with their mission and way of

work with us on this “corporate social responsibility” issue. He is certainly

doing business are seeing a ripple effect that exponentially

leading by example with Grand Canyon University’s successful program and

improves the community around them, employee morale

initiatives in this realm. They are impressive and just one organization’s

and, in many cases, profitability. The words “corporate social

examples of impact. Companies of all sizes are seeing the benefits, from

responsibility” are more than buzz words for doing great.

giving back through enriching programs to redesigning business methods

There are actual enrichment programs, mentoring systems

that improve the quality of community. This is an important issue and we

and innovations that are empowering business owners to see

thank all involved who tell their stories of impact and what it means to be

the benefits of impacting the community around them.

socially responsible.


Arizona Gives Day, April 4

MAR. 2017


Giving Guide: Supporting


s Busineesse Tak


nce of ing Importa The IncreasSocial Responsibility Corporate



Costly Flu Season





National Business Association of Women Owners – Phoenix Arizona Small Business Association

Performa of the nce Appraisal? Arizona Trade Goes South



Get a year of In Business Magazine Subscribe now at

—Rick McCartney, Publisher

Let us know what you think of this issue of In Business Magazine. Email our publisher at

Business Events/ Connections: businessevents@ Marketing/Exposure: advertise@ Visit us online at


MAR. 20 1 7



Q: What difference has mentoring made for you in building your business?

FEEDBACK QUESTION: Let us know what you want to know from the Valley’s top business leaders.

For all past Feedbacks go online to and see what Valley executives think on various business topics.

MAR. 20 1 7






Founder and Chief Inclusion Officer PAL Experiences Sector: Social Enterprise Nonprofit

Executive Director NorthBridge College Success Program Sector: Social Enterprise Nonprofit

Program Consultant/Project Director Arizona Coalition for Military Families Sector: Social Enterprise Nonprofit

I left a job of relative stability for the life of an entrepreneur — and have never looked back. Not that it is easy. It’s not. In fact, it is an addicting rollercoaster of wins and confidence balanced with hard lessons and deep breathes. Mentors have been my anti-vertigo drug. People who calm me down and listen when I need to hear things out loud. People who show me the road that got blurry and ask the hard questions that need to be addressed. Some mentors have been in my life for ages, supporting me when I needed it most. Others popped in, miraculously, at just the right time, providing some feedback, honesty or an ear that I desperately needed at that moment. Starting a business is a wonderful roller-coaster. Mentors make the highs better and the lows doable. Without PAL’s team of dedicated and diverse mentors we simply would not be where we are today.

The subtle suggestion, the relatable story, and the purposeful guidance I’ve received over the years have allowed me to become a nonprofit professional and leader. I still remember, my first principal saying, “keep speaking up in faculty meetings,” and years later, a board member telling me about the Monkeys and Ladder Experiment - true or not. While neither individual became a “mentor” their wisdom and actions, contributed to my growth. Through me, they added value to the organizations I worked for and currently lead. In the last few years, I’ve benefited from several intentional mentoring relationships. By talking through key decisions, having my preconceptions challenged, and confirming the dynamics of different situations, I’m better able to lead, and execute NorthBridge’s mission. Most recently, the mentoring of two Social Venture Partners has helped me articulate the need and benefits of a key new program, which will help more community college students succeed. While I’m responsible for NorthBridge, its success is due in part, to those who gave me their time, insights, and expertise.

Mentoring currently plays a very important role in growing my organization, the Arizona Coalition for Military Families. As a semi-finalist in Social Venture Partner Arizona’s Fast Pitch competition, I have two volunteer mentors helping me hone my organization message and strengthen my delivery. Their support is invaluable and I think of this as Mentoring with a capital “M.” It’s a focused relationship with specific goals and parameters. More broadly, mentoring plays an important role in my organization’s growth on a continual basis. I think of this as mentoring with a small “m” in that it’s less structured and more fluid. By continually asking what I can learn from other people and what I can share to help someone else, I constantly have opportunities to be mentored and to mentor others. This is especially important when it comes to growing our team and offering professional development opportunities to our dedicated staff. Through this approach, we’ve collectively made a broad and deep impact as we build support for Arizona’s 600,000 service members, veterans and their families.

NorthBridge College Success Program

Nicola Winkel is Project Director for the Arizona Coalition for Military Families, a nationally recognized statewide public/private partnership. Winkel has a background in nonprofit program development, implementation and innovation and holds a Master’s Degree in Public Administration. She has briefed at national and international conferences and consults on statewide and national initiatives for the military and veteran population.

PAL Experiences Melanie Isaacs studied Zoology at the University of Wisconsin–Madison and Marine Biology at Western Illinois University. After working in the zoo and aquaria industry, she saw the opportunity venues had to be more inclusive for guests with autism and related disabilities. Isaacs founded PAL Experiences to achieve this next level of accessibility, partnering with entertainment venues and other facilities to build communities where everyone gets to go and to empower individuals with autism and related disabilities.

Jason Moore is executive director of NorthBridge College Success Program, which specializes in helping youth who learn differently to transition and succeed in college. Moore has spent 25 years working on behalf of youth as an educator and nonprofit leader. Since 2012, his focus has been on increasing college completion rates and is involved in many of the Valley’s initiatives focused on this challenge.

Arizona Coalition for Military Families

Sign up for the monthly In Business Magazine eNewsletter at Look for survey questions and other research on our business community.



by Mike Hunter

AI for FinTech Talent Untapt is a talent marketplace that uses proprietary artificial intelligence to connect leading global FinTech and financial services firms with highly-skilled engineers and technology professionals. The company’s powerful data-driven platform uses complete candidate and hiring-side data sets to create precise connections between tech talent and open positions. CEO and cofounder Ed Donner had previously served as a managing director on JPMorgan’s global technology team, in which role he had been responsible for hiring technology talent to grow his team, and it was the challenges he’d encountered to both finding and hiring talented, highcaliber developers that inspired him to create a platform that would give the FinTech industry a better system to

Southland Engineering launched recently from its parent Southland Industries, one of the nation’s largest MEP (mechanical, electrical and plumbing) building systems experts, with a vision to bring an integrated approach to a discipline that traditionally operates in siloes. By looking at all the elements of project — from efficiency in the construction process by designing for the construction as well as the final function, to operational cost management of long-term use and maintenance — Southland Engineering’s goal is “connected solutions” to serve building owners in all aspects of their building’s lifecycle. And by designing for the construction as well as the final function, it adds efficiency to the construction process. “We’re not just starting an engineering firm; we are re-engineering the profession as a whole,” explains Michael McLaughlin, executive vice president. “Owners should expect engineers to create solutions that not only solve the technical challenges but also contribute to solving the cost, construction, operation and maintenance challenges simultaneously.” According to the Lean Construction Institute, only 30 percent of capital projects meet building owner expectations on budget and delivery date when using a traditional engineering firm model. McLaughlin notes that, although a project may start with a set target budget, influence of other parties induces changes that add to the cost and require redesign — and all that impacts the construction schedule, which further affects the cost. “Our engineering teams are equipped to tackle these

Giving Guide: Supporting


Arizona Gives Day, April 4

MAR. 2017



s Busineesse Tak


nce of ing Importa The IncreasSocial Responsibility Corporate


Costly Flu Season




Photo courtesy of Southland Engineering

Engineering Change


National Business Association of Women Owners – Phoenix Arizona Small Business Association

Performa of the nce Appraisal? Arizona Trade Goes South



recruit the right type of professionals from a pool of the top echelon of candidates.

issues and enhance the building process from start to finish.” To illustrate the concept, McLaughlin shares examples of completed projects. An NFL stadium needed a way to cool the air temperature for the attending crowd. Whereas computation fluid dynamics would typically suggest the solution be 12-foot-diameter ductwork, installed across the field and 300 feet above field level, Southland Engineering proposed using a ring-style construction above the seating. “It saved them millions of dollars, and improved the job safety for those doing the installation,” McLaughlin says. For a manufacturing project, the temperature of the tools was a factor and chillers were being used to manage the temperature. “But that temperature was close to what we could do by evaporative cooling,” McLaughlin relates. “That decision saved $35 million in construction costs and eight months’ time.” In another case, laying out the systems to get water where it needed to be, McLaughlin says they discussed the project with the team in the fabrication shop, who designed it with standardized pieces and created it off-site of the building project “so it was ready when it was needed.” Southland Engineering’s lobby — which won a design award — expresses the firm’s collaborative nature in its openness and circular design. And while the building houses the different disciplines in their own space, they can easily come together for projects at hand. —RaeAnne Marsh Southland Engineering

Get a year of In Business Magazine Subscribe now at

Hiring by Video Recruit is a one-stop-shop career platform where candidates and employers alike can share their qualifications and be matched to opportunity and talented candidates via their portal. Through its video feature, employers can avoid the need to invest time and money in having their first interaction with a potential candidate be a “blind,” face-to-face interview. Candidate skills videos provide an upfront and multidimensional view into the candidates’ experience, skills and personality for the employer to review before any interaction is made. Business office environment videos provide a similar service to potential employees by enabling employers to convey their own corporate culture and showcase their company. And video interviews offer the same real-time interaction as faceto-face interviews, with the added benefits of easily inviting co-workers to join the interview, overcoming geographic and weather-related obstacles, and providing the option to record the session to review again later as well as share with a peer.

Charge! Yatra has created an exceptionally durable and rugged phone cable, the 2in1 Super Cable. Made to work with any lightning or micro USB charger, the Super Cable fits iPhone and Android devices. The data and power wire core is housed in aluminum shielding that, in turn is wrapped with a woven steel inner braid and finally an outer jacket of braided nylon, giving it its durable and rugged reputation that the company backs with a three-year warranty. Users can choose between an aluminum or PVC end to complete their cable. This cable is guaranteed to charge and sync with Apple devices for the next five years.

According to the Lean Construction Institute, only 30 percent of capital projects meet building owner expectations on budget and delivery date when using a traditional engineering firm model.


MAR. 20 1 7




by Mike Hunter

Class A for Airport & Tempe Park Garden and Park Bridge at Fountainhead — 127,226 square feet and 164,785 square feet, respectively — is a recently renovated, two-building Class A office campus positioned to meet high demand for the Sky Harbor Airport and Tempe markets, but at a fraction of nearby rental rates. On-site amenities include Lucy’s Fountainhead Café and an extensive park-like campus with serenity areas, ponds, waterfalls and fountains. The buildings at Fountainhead offer numerous points of ingress and egress, and are within minutes of downtown Phoenix, downtown Tempe, Arizona State University, Arizona Mills Mall and Sky Harbor International Airport.

Desert Ridge Marketplace Renovation Phoenix-based Vestar has commenced the renovation of its shopping center Desert Ridge Marketplace in north Phoenix, which, opened in 2001, served as the cornerstone in generating the Desert Ridge master plan. The $15-million overhaul will include new furnishings and fixtures, an artistic landscape design, a new brand look and feel and a robust calendar of events. Vestar plans to bring in additional tenants to complement the existing merchandise mix, including various chef-driven restaurant concepts, local boutiques and specialty retailers, along with a range of festivals and events held on the property.

Camelback Corridor Office/Hotel Development Located on Camelback Road between 28th and 29th Streets, in the heart of Phoenix’s Biltmore Financial District, Camelback Collective will be comprised of a 120,000-square-foot, Class A mid-rise office building, a 160-room AC by Marriott hotel, and surface and subterranean parking. Graycor Construction Company will lead the design-build construction for Las Vegasbased developer LaPour Partners. The office building is designed to achieve U.S. Green Building Council’s LEED Certification. The project broke ground in February 2017 and is set to deliver Winter of 2018.

MAR. 20 1 7



New Initiative to Support Native American Entrepreneurship The American Indian Policy Institute at Arizona State University, in collaboration with ASU’s Entrepreneurship + Innovation, The Department co-working space, Maricopa County Small Business Development Center and The Visionary Business Magazine, launched the Inno-NATIONS Tribal Business Collision Community — an inter-tribal initiative championing tribal entrepreneurship and economic development across Arizona — this past January. “This community we are building is really needed in Arizona and in the country. There are no other spaces like it,” says Traci Morris, Ph.D., AIPI director and Inno-NATIONS founder. “In fact, there are few tribal incubators in the country. We see the need, and the Phoenix Valley has a very large urban Indian population with a strong commitment to tribal business owners and is surrounded by tribes with tribal enterprises. Now is the time and this is the place.” By spearheading innovative partnerships and leveraging resources from ASU, tribes and community organizations, game-changers at Inno-NATIONS hope the “collision community” will cause a ripple effect of change in tribal communities. The goal is to support up-andcoming Native American entrepreneurs and ignite enterprises to fuel sustainable tribal economies by rejuvenating and modernizing traditional trade networks.

“In the past 12 months, Phoenix has ranked second in the nation — behind only Chicago — for total office space absorption,” says JLL Managing Director John Bonnell.

“One of our biggest priorities at ASU is to help diverse entrepreneurs succeed through culturally relevant programming,” says Ji Mi Choi, ASU associate vice president for strategic partnerships and programs. “InnoNATIONS will support Native entrepreneurs to foster solutions that meet the needs of their communities and create economic impact.” The inaugural Inno-NATIONS cohort will be housed at startup co-working hot spot The Department in downtown Phoenix early this month, with the three-day pilot cohort starting in June. “This is such an exciting and unique endeavor for Indian Country,” says Nathan Pryor, chair of the AIPI Advisory Board. “Native people have always been entrepreneurs; InnoNATIONS will provide the means to grow more formalized tribal businesses through dynamic and contemporary means. We are overwhelmed from the positive support that Inno-NATIONS has received from ASU as we launch this new economic opportunity.” Within a year after launch, plans are in place to expand and relocate the “collision community” to a culturally relevant space housing several anchor tribal businesses, a “maker” space, business incubator and coworking space. —Arizona State University Inno-NATIONS


How Much of Arizona’s Economy Goes South? Mexico-Arizona trade in the current business climate by RaeAnne Marsh

Trade with Mexico has been a hot topic for the past few years. That currently still holds true, but the tenor of that discussion has changed. Given the differing attitudes emanating from the various national and state policy makers, In Business Magazine is taking a look at cross-border trade’s place in Arizona’s economy. WalletHub recently conducted a study to gauge the impact on individual states of economic fallout with Mexico, noting, “The border between the U.S. and Mexico may soon expand into a 40-foot-high, 1,000-mile-long concrete barrier separating us from them. On Jan. 25, President Donald Trump issued an executive order to immediately begin erecting a border wall. But the million-dollar question or, more accurately, the $15 to $25 billion question is: Who will pay for it? “During his presidential campaign, Trump suggested that Mexico itself should fork over the cash to keep its own citizens out of American soil. And when our southern neighbor refused, Trump instead proposed taxing all Mexican imports by 20 percent to finance the wall’s construction. In brief, the so-called “border-adjusted tax” would be imposed on U.S. corporations and discourage them from offshoring business. “If and when the president’s plan comes to fruition, experts predict it will trigger a trade war between our two nations. But the impact of the economic fallout will be different for every state. WalletHub’s data analysts therefore compared the 50 states and the District of Columbia across five key indicators gauging the effects of the possible trade battle.” Eller College of Management at Arizona University has been studying economic impacts of our state’s trade with Mexico for several years, and its research shows the dollar value of

Arizona merchandise exports to Mexico has risen substantially over the past five years, from $6.0 billion in 2011 to $8.3 billion last year. Noting this is a 37.7 percent increase during the past five years, George W. Hammond, Ph.D., director and research professor at Eller, puts it into further context when he explains the dollar value of Arizona’s exports to Mexico fell by 9.2 percent last year, “driven in part by the massive appreciation of the U.S. dollar versus the Mexican peso since mid-2014. The U.S. dollar is up by 57.8 percent versus the Peso since mid2014.” Citing figures for tourism, which is separate from trade data, Dr. Hammond adds, “Mexican visitors are estimated to have spent $2.3 billion in Arizona in 2013.” Arizona will also feel an impact of change in other states’ trade with Mexico. Says Dr. Hammond, “All U.S. states send exports to — and receive imports from — Mexico through our Border Ports of Entry. In 2016, the total value of merchandise flowing through our border ports with Mexico totaled $30.1 billion.” Looking separately at employment figures, and explaining that employment-related data is not tracked by U.S. federal statistical agencies, Dr. Hammond says the numbers we hear about are guesstimated by researchers, but Eller’s Economic and Business Research Center does not create those estimates. “While I can’t vouch for the number, it is commonly stated that there are about 100,000 Arizona jobs associated with exports.” Eller College of Management WalletHub

Exports to Mexico as % of Total State Exports

Imports from Mexico as % of Total State Imports

% of Jobs Supported by Trade with Mexico

Exports to Mexico as % of State GDP

Imports from Mexico as % of State GDP






T-1: Arizona

T-1: Kentucky

T-1: Arizona

T-1: Arizona

T-1: District of Columbia

T-1: Texas

T-1: Michigan

T-1: New Mexico

T-1: Michigan

T-1: Hawaii

T-1: Texas

T-1: New Mexico

3: New York

4: Michigan

4: Arizona

4: South Dakota

T-1: Texas

4: Mississippi

5: New Mexico

5: Tennessee

5: Michigan

T-1: Utah

5: Massachusetts

3: Louisiana

T-1: Texas






47: Montana

46: Maine

47: Washington

46: Montana

47: Idaho

48: Wyoming

47: Wyoming

48: Oregon

47: Maine

48: Texas

49: Alaska

48: Vermont

49: District of Columbia

48: Alaska

49: Arizona

50: D  istrict of Columbia

49: Alaska

50: Alaska

49: Vermont

50: Wyoming

51: Hawaii

51: Hawaii

50: District of Columbia

51: Oklahoma


Arizona Gives Day, April 4

MAR. 2017


Giving Guide: Supporting


s Busineesse Tak


nce of ing Importa The IncreasSocial Responsibility Corporate



Costly Flu Season





National Business Association of Women Owners – Phoenix Arizona Small Business Association

Performa of the nce Appraisal? Arizona Trade Goes South



Get a year of In Business Magazine Subscribe now at

50: District of Columbia Source:

A cost analysis of a Mexico-U.S. border wall is explored in an article prepared for Sanford C. Bernstein & Co.

According to George W. Hammond, director and research professor at Arizona University’s Eller College of Management, Arizona’s largest merchandise export sectors in 2016 were computers and electronic products,transportation equipment (autos, parts, aerospace), minerals and ores (copper) and electrical equipment. In addition, huge amounts of fresh produce flow from Mexico to the U.S. through Arizona’s border ports of entry this time of year, creating Arizona jobs in warehousing, distribution and other sectors. Additionally, he notes, the state tourism sector benefits greatly from Mexican visitors.


MAR. 20 1 7




by Mike Hunter

Personal Tech Training GroovyTek, an education-based company providing hour-long, in-home, personal technology training sessions, recently announced the launch of its services to the Valley of the Sun. The company, which is headquartered and has an established customer base in Denver, was created to serve clients and to help navigate the roads of technology independently. GroovyTek is committed to working one-on-one with customers to overcome technological obstacles that may arise while also empowering them to learn more. Says Matt Munro, co-founder of GroovyTek, “Everyone deserves to stay connected and understand the technology that’s available to them. We take a personalized approach to helping our customers become confident navigating their devices in a patient and respectful way.” The company’s trainers assist customers with their smartphones, tablets, computers and other devices covering a wide array of services and topics from security to social media.

Tech and Healthcare Intersect to Relieve Stress Buzzies is a new wearable technology that can reduce a person’s stress in as few as 30 seconds. Created by neuropsychologist Amy Serin, Ph.D., and launched last December by her Phoenix-based company The Touchpoint Solution, these non-invasive devices use patentpending neuroscience technology to not only relieve stress and anxiety but improve focus and performance, reduce cravings, manage anger, reduce sensory overload and better enable sleep. The enabling technology is BLAST (Bilateral Alternating Stimulation Tactile), which interferes with the body’s Fight, Flight or Freeze (F3) response to stress and anxiety. The F3 system depletes the body of energy, mental strength and overall quality of life. When the F3 system is activated, all non-essential functions in the body — such as logic and reason — shut down. BLAST technology helps bring the body into a calmer state. Buzzies are worn simultaneously on the right and left sides of the body, but do not need to be touching skin to work. Wearers use the Buzzies

App to turn on the vibrating units and choose one of the six pre-sets for sleep, focus, cravings, calm, performance or anger. Individual settings can also be easily customized. Although Buzzies have been shown to be beneficial for autistic children, gifted children, children with ADHD, working professionals, first responders and parents who want a costeffective solution to help diminish stress in real-time, the technology is designed to work for anyone. —Mike Hunter The Touchpoint Solution

Homes Are Getting Wired Up Simple Storage Innovates Last year’s launch by Kat Nouri of her Stasher Bag was innovation that cut right through the commonly accepted green choice “plastic or paper.” Plastic containers, from storage bags to food containers, are ubiquitous in our lives, but plastic is petroleum-based. Nouri was worried about the effects of petroleumbased plastics on her family plus considered the cumulative impact of the disposables. Already experienced with developing products made of silicone, she created Stasher out of 100 percent pure platinum silicone. As the world’s first — and only — self-sealing, airtight, non-plastic bag, it has won awards that include the prestigious global innovation award and the design industry’s red dot award. Dishwasher-safe, the product is reusable — making it a green alternative to plastic — and is also free of BPA, BPS, phthalates, vinyl, petroleum and other problematic chemicals found in plastic, so is safe to cook in (either sous vide or in the microwave) and eat out of as well as use for general storage convenience.

MAR. 20 1 7



Due to the type of progressive technologies out there, there is no limit to a “smart” home. Smart technology can now be added anywhere without ripping open a wall or ceiling. The technology that enables this has to do with not only how the user communicates with the it, but, more importantly, how the pieces of technology communicate with one another. Years ago, this type of technology was invasive in that it required cutting into walls, adding ugly antennas, running and extending power, and selling one’s first born. Now, there is technology that utilizes low-powered wireless communication such as Zigbee Pro with Green Power, allowing integrators such as WiredUp Installation to accomplish a full-home smart technology deployment. This new technology is powered off motion, light and vibration to stay connected and perform the smart technology tasks, from the simplest to the most complex. Phoenix is leading the country in this area, for many reasons. Forbes named Arizona a “Clear Rising Star” in technology- and information-based jobs. Arizona ranks No. 2 in space and defense systems manufacturing employment, No. 4 in semiconductor manufacturing employment

In the area of tech manufacturing, Arizona ranks second nationwide for aerospace and defense manufacturing employment, and fourth for semiconductor employment.

and No. 5 in tech manufacturing employment. President Obama named ASU an Academic Leader in science, technology, engineering and math. In April 2016, Google selected Arizona as one of only four locations in the U.S. to test its self-driving cars, following an executive order from Governor Ducey in 2015 to pave the way for this new technology in our state. Arizona has emerged as one of the fastestgrowing technology hubs in the United States. The companies and employees they attract are, in part, why we see so much technology being adopted in homes and businesses. —David Racich, CEO of Fountain Hills-based commercial wiring and smart home integrator WiredUp Installation (



by Mike Hunter

Advanced Illness Management Hospice of the West, a leading community-based hospice and palliative care organization in Maricopa County, points to the importance of Advanced

Avoid a Costly Flu Season When it comes to flu season, both employees and employers are at risk. According to the National Foundation for the Centers for Disease Control and Prevention, up to 20 percent of the U.S. population suffers with the flu each year. The loss of employee earnings is estimated at $16.3 billion annually and the overall economic burden is roughly $87 billion. Given that the flu can have severe health impacts for those affected, in addition to the heavy economic price, there are several ways companies can limit the consequences of the flu. According to the Centers for Disease Control and Prevention, receiving a flu shot every year is the best way to help employees steer clear of the dreaded virus. However, there are some strategies an organization can incorporate into its company culture that can help fight flu season. Below are some tips:


Some employees may be unaware of how dangerous the flu can be or the steps they can take to help avoid becoming ill. Both the NFCDC and the CDC websites are updated frequently with useful and free information. Employee email blasts, pamphlets and posters are also a great way to spread the word. Lunch-and-learn seminars or Q&A sessions are other options.


Even in offices that are well prepared for flu season, infections can still cause problems. Some companies might decide to craft a flu plan and/or an emergency communications plan for the organization to prepare for widespread outbreaks.


One strategy that will aid in preventing a major office flu disruption is to simply keep the disease


Arizona Gives Day, April 4

MAR. 2017


Giving Guide: Supporting


s Busineesse Tak


nce of ing Importa The IncreasSocial Responsibility Corporate



Costly Flu Season





National Business Association of Women Owners – Phoenix Arizona Small Business Association

Performa of the nce Appraisal? Arizona Trade Goes South



Get a year of In Business Magazine Subscribe now at

Illness Management for health plan members with serious illnesses, effectively improving care quality, addressing financial consequences, and coordinating access to care. To further advance satisfaction with care and health plan participation, AIM utilizes a unique Palliative Illness Management™ solution, powered by Turn-Key Health, to deliver a range of services that are highly valued, but may have been

out of the office. This means employees should be encouraged to stay home if they believe they have contracted the flu, or any other illness for that matter. For those who think they might be getting sick but have deadlines to meet, make telecommuting an option. But also encourage them to get some much-needed rest.

management, nutritional counseling, health system navigation, coordination with physicians, access to care, spiritual support and more. Armed with a greater understanding of their illness and prognosis, many individuals can opt against expensive, high tech or intensive treatments that may be unwanted and often result in hospitalizations.


“This advanced care planning reduces economic

Make sure employees have full access to flufighting products. A healthy supply of handsfree soap dispensers, sanitizers, tissues and disinfectants will go a long way when fighting the spread of germs.


While some workers may choose to avoid vaccination for health reasons or for personal reasons, many don’t get a flu shot because they simply don’t have the time. Collaborating with a local healthcare provider and making vaccinations available onsite can significantly decrease the chances of a devastating flu outbreak in the office. Obviously, there are costs associated with promoting workplace wellness. However, these investments can be minimal when compared to the high price paid by employers and employees alike when their business operations are impacted by an illness such as the flu. A little prevention now can prevent serious consequences later. —Mike Baize, manager of HR Services for Insperity, which, for more than 30 years, has been providing America’s best businesses an array of human resources and business solutions designed to help improve business performance. Insperity

missing in traditional models of care: symptom

burdens by avoiding out-of-pocket co-pays for hospitalizations, re-admissions, ICU and ER visits,” says Dr. Ashish Sachdeva, associate physician with HOW. •

Stand Up for Work Standing desks are gaining attention as a way to promote health and wellness in the workplace. The peer-reviewed British Journal of Sports Medicine recommends office employees work their way up to standing for four hours per day. One key reason, aside from workers being more alert and focused, is that standing burns more calories than sitting, according to the U.S. National Library of Medicine. Despite having less than 5 percent of the world’s population, the U.S. has more than 40 percent of the world’s economic costs related to sedentary work and lifestyles. Type 2 diabetes — of which inactivity is a prime cause — is the costliest health condition, accounting for 70 percent of healthcare costs, according to a study published in The Lancet. BackPainHelp, which has a range of devices developed in coordination with the London Spine Clinic, offers a standing desk that fits atop all standard-sized desks; has room for two monitors, a full-sized keyboard and mouse; and works in limited spaces and small cubicles; among other features.

The little flu “bug” wreaks havoc on the economy to the tune of approximately $87 billion annually.


MAR. 20 1 7



Eric Miller: Riding the Wave of 3-D Printing And blending partner strengths to forge a strong company by Linda Capcara

PADT MATTERS • Eric Miller was a mechanical engineer at Allied Signal (now Honeywell) for more than eight years before cofounding PADT. • PADT currently has offices in five states: Arizona, California, Colorado, New Mexico and Utah. • PADT has invested more than $1.5 million in lab and prototyping equipment and currently has 14 3-D printers in-house. • PADT now serves as the largest reseller of Stratasys 3-D printers and ANSYS numerical simulation software in the Southwest and helps hundreds of companies bring their innovations to market through its product engineering services. • Miller serves on the board of directors at the Arizona Technology Council, the BioAccel Advisory Council, the President’s STEM Advisory Board for Grand Canyon University, and the screening committee of Arizona Technology Investors.

MAR. 20 1 7



Flash back to 1994, and you could probably fit everyone outside of the aerospace sector in Phoenix who knew about numerical simulation and 3-D printers around one dining room table. While the technology has now entered the mainstream, that wasn’t the case back when Eric Miller and his partners were launching PADT (Phoenix Analysis & Design Technologies) 23 years ago. The team had the skills to design, simulate and prototype turbomachinery and wanted to apply that experience to a wider variety of industries. That business model has allowed the firm to grow into one of the top engineering firms in the Valley — but Miller hasn’t done it alone. Tight partnerships and a strong culture have helped PADT consistently grow, and it now has a staff of more than 80 people working across the Southwest. Along with Miller are two other partners who have equal ownership and shared responsibilities in the company. “It’s worked for 23 years,” Miller says. “I’ve had fantastic partners in Rey Chu and Ward Rand and, before he, sadly, passed in 2014, Mark Johnson. We are still feeling Mark’s loss. Each of us brought unique skills and relationships to the table.” But running a business as a partnership isn’t without its challenges, Miller says. “It requires listening to each other and understanding each other’s point of view,” he explains. “If we don’t all agree to do something, we don’t do it, but we don’t get mad, either. If you get bent out of shape, turn it into a competition or get adversarial, it won’t work.” The key, Miller says, is to be honest about your weaknesses and let the other partners play to their strengths. That sort of attitude affects the whole company culture in a positive way and the relationship with customers. “We don’t view culture as being able to bring your dog to work or having an espresso machine,” Miller says. “We’ve worked hard to create an environment where people are empowered and work together without forcing it. The goal was to have a place where smart engineers would want come to work each morning, and, because we achieved that, we have very low turnover.” That low turnover leads to a level of expertise at PADT that is hard to approach the world over. As an example, 3-D printing

technology has evolved over the past few decades and many PADT employees have helped lead that evolution. Of course, it wasn’t always that way. “When we bought our first 3-D printer, nobody except large aerospace companies knew what it was, but over the years, that has changed a lot,” Miller explains. “It has gone way beyond being a specialty tool.” One of the biggest changes in 3-D printing over the past five years has been the introduction of better materials, including a large range of plastics along with metal. “We’re really excited about the future of 3-D printing, which is also known as Additive Manufacturing. The change we’re expecting is greater value to users — better, faster and more accurate,” Miller says. While PADT continues to grow across the Southwest, its roots remain deeply planted in Phoenix. The business relationships Miller and the team have developed over the past two-plus decades have ingrained the company in the business community, and now it’s taking the opportunity to give back. The company has created PADT StartUpLabs at the Center for Entrepreneurial Innovation, where it offers free advice and mentoring, along with affordable 3-D printing, simulation and product development for startups that are in an incubator program. “One of our passions at PADT is working with the startup community that are making physical products,” Miller says. “We enjoy sitting down with people and helping them figure out how to get their idea into something they eventually manufacture. We’re unique because we can apply not just design, but we’re also experts in simulation and manufacturing.” Miller is also excited about the future of technology in Arizona. “We have seen a community of tech companies large and small come together to create something really special here in the state. Smart people doing smart things in smart ways. As I travel, I just don’t see the same thing. Arizona’s tech community is on the verge of becoming something special.” Phoenix Analysis & Design Technologies

PADT bought its first 3-D printer for $250,000 in 1994, and it was the first non-aerospace additive manufacturing machine in the state at a small company. The latest 3-D printer PADT purchased has three times the capability of that early model and cost $50,000.

Ready to save up to 90% on lighting upgrades? APS has a rebate for that. Energy-saving upgrades are a great way to help reduce your operating costs, and thanks to our energy efficiency program, they’ve never been more affordable. Express Solutions rebates cover up to 90% of the cost of lighting and refrigeration upgrades—and many projects pay for themselves in as little as one year.

Find rebates for energy-saving upgrades today at or call (866) 333-4735. Program funded by APS customers and approved by the Arizona Corporation Commission.


Employers vs Employees on Social Media Posts

National Labor Relations Board issues guidance for dealing with employees’ social media posts by Tophas Anderson IV and Tamara Cook

Tamara Cook is an equity shareholder of Renaud Cook Drury Mesaros, where she has been practicing law since 1994. Over her 25-year career, Cook’s diverse law practice has included employment law, commercial transportation, regulatory audit support and compliance and tort litigation. She is a seasoned and successful trial lawyer in both Arizona federal and state courts.

In Chipotle Services LLC dba Chipotle Mexican Grill, the NLRB analyzed Chipotle’s employee social media code of conduct, which stated, “You may not make disparaging, false, misleading, harassing or discriminatory statements about or relating to Chipotle, our employees, suppliers, customers, competition, or investors. You alone are personally responsible for your online activity.” A Chipotle crewmember tweeted several times on Twitter. One tweet included a news article concerning hourly workers having to work on snow days when certain other workers were off and public transportation was shut down. He also tweeted the communications director for Chipotle requesting a “snow day for top performers.” In other tweets, the employee responded to customers. Outside of the social media context, the employee had also been involved in talking to other employees, soliciting their signatures for petitions to provide a positive workplace, and discussing the length of breaks with Chipotle management. Following the Twitter posting, Chipotle informed the employee he had violated company policy and he was terminated. The NLRB found the termination unlawful. In addition, the Board found the provisions of the social media policy could not prohibit employee activity that was protected under the NLRA. The policy was unlawfully applied to restrict the employee’s exercise of his rights. The difference between concerted employee activity and a lone wolf engaging in disparaging comments can be nuanced. A strong social media code of conduct may be a helpful tool to set expectations, but can, itself, run afoul of the NLRA. Meticulously investigating and considering all the specific facts and circumstances and then comparing them to the test cases above can help keep a company from being the next NLRB test case. But it is important that employers recognize there are no easy answers when an employee posts something questionable on a social media platform.


Giving Guide: Supporting

Arizona Gives Day, April 4

s Busineesse Tak


nce of ing Importa The IncreasSocial Responsibility Corporate


Costly Flu Season




Disgruntled employees often turn to social media to share their work frustrations. To handle that, businesses can build their strategies based on recent National Labor Relations Board rulings.






In Hispanics United of Buffalo, Inc., the NLRB addressed a case involving a co-worker who complained about his working conditions by writing a Facebook post in response to another employee’s earlier social media complaint. The NLRB gave consideration to the portion of the National Labor Relations Act that allows employees to speak about improving workplace conditions. While the Act does not necessarily protect individual action, it does protect “concerted activities.” Concerted activities may be defined as those activities “engaged in with or on the authority of other employees, and not solely by and on behalf of the employee himself.” Clearly, the subject employee was not the only employee posting about work conditions. In addition, his co-worker had invited the discussion of workplace conditions through the earlier post. The NLRB found this constituted concerted activities or group action on behalf of the employees and the employees were protected under the NLRA. It was unlawful to terminate the employees who had engaged in the Facebook discussion. In the case of JT’s Porch Saloon & Eatery, the NLRB dealt with a related situation in which a bartender complained about his working conditions and the bar’s customers in a Facebook post to his stepsister. JT’s dismissed the bartender after learning of the social media posting. The NLRB found JT’s decision to terminate the bartender was lawful because he was acting “solely by and on behalf of himself” rather than in concert “with or on the authority of other employees,” and his stepsister was not a co-worker.

In the case of Three D, LLC (Triple Play Sports Bar & Grille), a former employee of Triple Play posted on Facebook, “Maybe someone should do the owners of Triple Play a favor and buy it from them. They can’t even do the tax paperwork correctly! Now I OWE money.” Another employee saw the Facebook post, and clicked “like.” A third employee stated, “I owe too. Such an [expletive].” The NLRB found all of these social media interactions were protected and were part of an “ongoing dialogue among employees about tax withholding.” The Facebook activity in this case was “concerted” because it involved several current employees and was “part of an ongoing sequence of discussions that began in the workplace about Triple Play’s calculation of employees’ tax withholding.”


MAR. 20 1 7



MAR. 2017

Tophas Anderson is known for his dedication and commitment to clients. An attorney with Renaud Cook Drury Mesaros, he has defended clients across numerous industries in matters ranging from employment law, healthcare litigation, personal injury litigation, and medical malpractice. He works closely with clients to help them avoid legal pitfalls, and, when needed, defends clients in trial.

Social media is increasingly ubiquitous in the corporate world. From marketing campaigns to talent acquisition, today there is at least some social media component in almost everything a successful company does. Yet, despite the prominent role social media plays in modern business, it retains something of its origins among college students and garage bands. The professionalism and safeguards of the now “old-fashioned” written work are increasingly elusive. Employees frequently make personal social media posts about their co-workers or their working conditions. Even when employees see this as nothing more than blowing off steam, they can significantly harm a company’s reputation. Sometimes disciplinary action, up to and including termination, is an appropriate response to an employee’s ill-conceived social media post. Other times, however, employers can, themselves, violate the law by taking adverse employment action in response to a social media post. Recently, the National Labor Relations Board issued several rulings addressing common situations encountered by employers dealing with employee social media posts.


National Business Association of Women Owners – Phoenix Arizona Small Business Association

Performa of the nce Appraisal? Arizona Trade Goes South



Get a year of In Business Magazine Subscribe now at



Get up to

What does your business need to succeed? More manpower? Better equipment? Debt consolidation for a fresh start? Having cash on hand to meet your short-term needs is a key component of capturing opportunities in a competitive market. Whether you own a small business or a larger commercial enterprise, Desert Schools offers a wide range of products and services to help you grow your business.

Call, click or visit a branch 602-335-6317 |


cash back1

• $10,000 to $100,000 loans • No annual or upfront fees

1 Credit Union will pay 1% cash back (“Bonus”) on a single Express Business term loan of $10,000 or more. Maximum Bonus amount is $1,000. Bonus will be deposited into the Business Membership Savings account within one business day of the funding of the advance. Borrowers are solely responsible for all applicable taxes arising from Bonus. Bonus offer for limited time only. All loans subject to credit approval and credit union membership eligibility, including establishing a Business Membership Savings account. Other restrictions apply. Federally insured by NCUA | Equal Housing Lender

Join us for this 5th annual event WHY ATTEND: As business owners and managers, we are always looking for new ways to better our companies. Learn more on:

Saving Money • Improving Employee Culture Building a Healthy Workplace • The Latest Compliance

Don’t miss this important event!

Friday, May 5, 2017 11:00 a.m. EXPO & Registration 11:50 a.m. – 1:30 p.m. Lunch & Panels Omni Scottsdale Resort & Spa at Montelucia

Individual Lunch: $65 Sponsor Table of 10: $1,000 Corporate Sponsorships Available

Register today at

s u B

e s s e in

e k a T s

of e c n a t r ity o l i p b si im n g o in rsh p a s s M a re e l r nne c a A i e n c i Ra o e y s h b T ate r o p cor


n o i tc T

here’s been a growing movement of Conscious Capitalism and, in Arizona, the passage of a benefit corporation law. It’s all part of the increased attention to corporate social responsibility. Business extends into every aspect of people’s lives and touches every point on our planet. Many businesses have come to take on a responsibility to forces outside their individual workplaces or corporate offices. The philosophy sustaining corporate social responsibility (CSR) manifests differently from business to business. Hear from businesses in our community how they live the philosophy and help others in their own endeavors.

Tyler Butler

CEO 11Eleven Consulting, LLC

What does “corporate social responsibility” mean to your company? As a consultation and a corporate social responsibility practitioner and expert, I define CSR as how a company responsibly contributes to the betterment of society. Because each company has a different business focus, the way they give back is based on the services or products they produce — so CSR can come in many forms. It is within this huge arena that the strategic component of a truly worldclass CSR program comes into play, as only those who are deliberate and dedicated reap the true benefits that CSR can bring to their business. How is this different from philanthropy (or is philanthropy part of it)? Philanthropy is absolutely a component of CSR as companies need to be of service to the organizations that make our communities a better place and many times these come in the form of charities. However, CSR, as an overarching umbrella has many components. CSR involves operating using sustainable practices, educating and activating employees to be of service, engaging customers, creating programs to enhance corporate culture such as employee resources groups, as well as, raising funds through campaigns, contributing money and in-kind resources and finally elevating a company’s brand through larger-reaching cause-marketing opportunities. How does your company incorporate corporate social responsibility into its business model? At 11Eleven Consulting, we aid businesses to find the best ways they can specifically make a positive impact. We also give back by donating a percentage of proceeds to causes we care about.

Matthew P. Feeney Chairman Snell & Wilmer


MAR. 2017

What does CSR mean to your company? Snell & Wilmer’s commitment to corporate social responsibility dates back to the founding of our firm by Frank Snell and Mark Wilmer in 1938, and is deeply embedded in our culture. Our firm credo, which has been widely embraced by attorneys and staff in each of our nine offices, includes three core values: • For our clients, we will work hard, provide superior legal services on a timely, effective and efficient basis, and maintain the highest standards of professional integrity. • For our firm, we will foster an enjoyable working environment, based on open communication and mutual respect, and will encourage initiative, innovation, teamwork and loyalty. • For our community, we will continue our long tradition of service and leadership.

Our partners have given back in a variety of ways, each one relating to what they do as a business. Through a “round up for charity” program in which customers can donate spare change to positively impact like-minded organizations and by also donating a portion of proceeds to worthy water-minded causes, Xtreme Canteen is leveraging its reach to aid those less fortunate. In a completely different arena, Universal Technical Institute and its TechForce Foundation has launched an education-based campaign along with Advanced Auto Parts, Shell, Nissan and many more to dispel the misperception that automotive tech jobs are a trade rather than the engineering-focused, technical roles that they are today. So, CSR can come in many forms but, ultimately, it is about companies leveraging any resources they have to make the world a better place. What do you feel are the most significant outcomes to your company — or to the companies you work with — of incorporating corporate social responsibility? The results of a strategic, sustainable, effective CSR program can be significant. Companies that truly invest in having an authentic, wide-reaching program can aid all parts of their business. It can improve the company’s public image, increase media coverage, boost employee engagement, attract and retain investors and top talent, and create a competitive advantage for its brand. According to the Cone Communications Global CSR Study, 84 percent of consumers consider CSR when deciding what to buy or where to shop, 82 percent which products and services to recommend to others, 84 percent which companies they want to see doing business in their communities, and 79 percent where to work. Ultimately, CSR can make or break a brand, depending on its level of commitment and the authenticity of its programs.

Those core values emerged as the consensus of our partners after discussions with our founders, attorneys and staff; they were not established by management fiat. As a firm, we embrace a broad definition of corporate social responsibility. In addition to what is expressed in our core values, we, as professional problem-solvers, also feel a responsibility — both as a firm and as individual lawyers — to proactively identify and address issues that adversely affect the people and communities around us. How is this different from philanthropy? Philanthropy is an important element of Snell & Wilmer’s broader commitment to corporate social responsibility. For example, we established the Snell & Wilmer Charitable Foundation in 2002 to have a positive and direct impact on the lives of children in the communities we serve by


supporting and enhancing their early education through monetary grants. In addition to the Foundation’s good work, the firm and our individual attorneys and staff contribute millions of dollars to charitable organizations — and devote thousands of volunteer hours to philanthropic pursuits — every year. How does your company practice CSR? Snell & Wilmer has a long history of taking on issues and working collaboratively with other community leaders and stakeholders to tackle them. In 1963, the firm helped shape Arizona history by representing the State of Arizona in Arizona v. California, in which rights to water from the Colorado River were allocated by the U.S. Supreme Court to the lower basin states, including Arizona. In the late 1980s, Snell & Wilmer developed a formal pro bono policy, which both reflected and encouraged the firm’s long-standing commitment to providing pro bono services. Perhaps most significantly, under the policy, firm attorneys receive hour-for-hour credit toward their annual billable goals for pro bono legal work performed on behalf of clients who cannot afford to purchase legal services. Snell & Wilmer was one of the first firms in the country to adopt such a policy. In 2016, our attorneys provided more than 15,000 hours of pro bono services, with a value of more than $6 million. More recently, Snell & Wilmer has showcased the firm’s commitment to corporate social responsibility through our work with veterans, both those who work within the firm and outside in the community. For eight consecutive years, for instance, Snell & Wilmer has played a vital role in supporting the “Arizona StandDown,” an annual two-day event that is held at the Veterans Memorial Coliseum and provides a wide array of services to at-risk veterans, including a legal clinic. Most significant outcomes: One of our first partners, Bud Jacobson, who was a leading contributor to the Phoenix arts and cultural scene for decades, said it best when younger attorneys would ask him whether becoming involved in the community was a good “business development strategy.” He replied that it was not. He encouraged our young lawyers to get involved in the community because it was the right thing to do. He also said that it was good for Snell & Wilmer’s clients to see that their lawyers were interested in bettering the community. “People want to be proud of their lawyers,” he would say. He would add that legal work always finds good lawyers who are good people. Our commitments have also helped Snell & Wilmer attract and retain talented lawyers and staff — and they promote a culture of engagement, productivity and pride within the firm. In that regard, we are proud to have been recognized in several national surveys for our working environment. In both 2015 and 2016, Chambers Associate Guide ranked Snell & Wilmer in the top 10 law firms nationally in its “The Happiest Law Firms” survey, which involves a rigorous interview process. Late last year, Snell & Wilmer received a perfect score of 100 percent on the 2017 Corporate Equality Index, a national benchmarking survey and report on corporate policies and


practices related to LGBTQ workplace equality, administered by the Human Rights Campaign Foundation. To highlight one initiative of which we are particularly proud: Nearly a decade ago, Snell & Wilmer recognized that our recruiting efforts to diversify our law firm were not yielding the results we were seeking. As a result, in 2009 we launched the “Snell & Wilmer Pre-Law Program” to improve the pipeline of diverse candidates by focusing on self-identified diverse undergraduate students, with the ultimate goal of improving diversity in all law firms. Subsequently, we expanded the program to create the Fellowship for Advancement and Resources (FAR) Program. FAR is a holistic pipeline initiative demonstrating Snell & Wilmer’s commitment to matters concerning diversity and inclusion in the workplace and legal profession. The fellowship was designed to assist deserving candidates (Fellows) with broad resources to assist their efforts to become successful lawyers. More than a dozen law schools have partnered with Snell & Wilmer and waive application fees. Since its introduction, the firm has named eight FAR Fellows of diverse backgrounds across the country. Mentoring attorneys maintain contact with the FAR Fellows while the students are in law school. Also: What are legal considerations that make “corporate social responsibility” its own distinct practice specialty? My practice is concentrated in corporate governance matters, and I particularly enjoy advising corporate boards and board committees, so there are several dimensions to my interest in corporate social responsibility. The study of business ethics goes back decades, but events like Enron’s collapse, the passage of Sarbanes-Oxley and Dodd-Frank, and, most recently, the advent of “benefit corporations” in Arizona have all contributed to — and, in some cases, altered the course of — the discussion over the past 20 years or so. From a strictly legal standpoint, the key principle in my mind is something we refer to as the “business judgment rule.” In other words, each company’s board should have the ability to exercise its business judgment in determining all aspects of what “corporate social responsibility” means for that company — including whether it is important for the company in the first place, how it should be prioritized relative to other business objectives, and how any related initiatives should be implemented. I have my own views, which are informed by my experiences as a partner and leader of Snell & Wilmer — but there is no “one size fits all” approach to these issues, and other business leaders ought to have the flexibility to determine what is right for them. In the midst of all the rhetoric about Wall Street and corporate greed, I think it is important for people to realize that many companies — public and private, large and small — are doing lots of good things in and for our communities. Snell & Wilmer is very proud not just to serve many of those companies, but also to be one of them. For more insight on Snell & Wilmer’s extensive and significant endeavors, visit and read the full response online.

MAR. 2017


Adam Goodman

President Goodmans Interior Structures

What does CSR mean to your company? Corporate social responsibility isn’t a phrase we use at Goodmans because it infers that social responsibility is an adjunct to the company’s purpose instead of being core to the company’s purpose. The phrase itself implies that the company has some other, more important responsibility that takes primacy over social responsibility. Usually, that primary purpose is enriching shareholders. Creating value for shareholders is, of course, essential. But it is not the reason for our existence. At Goodmans, we exist to serve our communities and to make them better. John Mackay, the co-CEO of Whole Foods, puts it this way, “My body cannot function unless it produces red blood cells. But that’s not the purpose of my life. Similarly, a business cannot exist unless it produces a profit . . . but that’s not the only reason it exists.” How is this different from philanthropy? To fulfill our purpose, we challenge ourselves to deploy our assets, resources and talent for the benefit of the community. We have office space, warehouses, trucks, talented designers, cool furniture . . . all kinds of assets, resources and talent that we can leverage to help fill a community need. This is how we became a foster clothing bank, a source for free furniture for nonprofits, a start-up incubator for purpose-based businesses, and much more.

What does CSR mean to your company? Corporate social responsibility means a business operates not just to make money, but to have a positive impact on the community. It means business owners focus on triple bottom line (people, planet and profit) and take into consideration how their operations affect their employees, customers and the environment, while still turning a profit.

Kimber Lanning

Founder and Executive Director Local First Arizona


MAR. 2017

How is this different from philanthropy? Philanthropy is part of it, but CSR is bigger than donating money to charity. For example, a business that is sourcing goods and services from local, startup, mission-based business is providing opportunity for that business grow; a business that is recycling is helping divert items from the landfill and reducing the amount of raw materials that need to be pulled from the earth; a business that is offering employee perks such as paid sick time or profit sharing is creating high-quality jobs that are highly sought after; a business that advocates for things that are important to its industry or community inspires others to help make positive change; a business that offers grants, funds or donates a percentage of its profits to causes that are important to it helps impact change. Operating a business with CSR in mind means that the business is continually thinking about its impact on the community in many different areas, rather than occasional donations.

How does your company practice CSR? The purpose of Goodmans is to serve our communities. Every single day we are doing something creative to support a need in the community. Sometimes they are big projects, like starting a foster clothing bank from scratch that serves 150 families each month. Sometimes they are small, like mentoring a local small business by surrounding it with expertise in sales, finance, operations, human resources, marketing and strategy. Sometimes they are expensive, like dedicating manpower and warehouse space to a free furniture repurposing program for nonprofits. Sometimes the costs are marginal, like offering free office space and support to inspiring, ambitious purpose-based businesses. Most significant outcomes: Like everyone else on planet Earth, I want to have a purpose in my life; a sense of contributing to something greater than myself. By working at Goodmans, our employees are connected to our purpose of serving the community. Their efforts are contributing to something bigger and more fulfilling than simply chasing a profit. Even while they are engaged in unglamorous, day-to-day tasks that are fundamental to doing business, our employees know that they are making a difference. And that is worth getting out of bed for.

How does your company practice CSR? It is easiest to incorporate CSR initiatives into a business from the start, but businesses can work on this at any time. They can start small by engaging their employees to help set goals, which gives the workers a sense of accomplishment in doing something good and that their input matters. Local First Arizona offers the Quick Impact Assessment through its partnership with B Lab, an organization that certifies businesses based on CSR. This is a great way for a business to gauge its strengths and which areas to improve upon. Business owners can spend a lifetime working on CSR, so it’s important to keep in mind that small steps can make big impacts. Most significant outcomes: Many businesses that operate with CSR in mind say that one of the biggest benefits is, their employees have a pride in their workplace and they attract employees who want to work for a company that appreciates them. There also tends to be a higher sense of loyalty from customers who are proud to support businesses that are doing good for their community, and a high level of collaboration between business owners who are like-minded.


Terri Wogan Calderón

Executive Director and Partner Social Venture Partners Arizona arizona

The 2017 Fast Pitch Showcase will be held March 28. See the calendar listing on page 31 for more information. MAR


What does CSR mean to your company? For Social Venture Partners Arizona, corporate social responsibility is an opportunity for organizations to provide financial support, time and talent to the communities where employees live and play. For SVPAZ specifically, companies seeking to add or expand their social responsibility is an opportunity for us to partner. Each year, our Fast Pitch program engages Valley nonprofit leaders, students and social entrepreneurs who are creating real and lasting impact in Maricopa County. The program trains leaders to powerfully communicate their story, and connects them with influential business and community leaders who can help them achieve their goals. We vet applicants to find the most innovative nonprofit and social entrepreneurs in our community, and award them with grant money and support. Our Partners invest their time, talent and dollars with our Investees (our SVP Innovator award winners) to help shape their impact in our community. So, the Partnership has the opportunity to create real change. There’s a demand for more than just money from organizations. We’re seeing an increased desire from the workforce to contribute more through active engagement within the workplace. These organizations and employees have significant resources and experience, and are no longer interested in “check philanthropy” (though the dollars help!). We also provide philanthropic education to our Partnership, equipping the Partners to go back to their companies and implement best practices in how to engage with nonprofits and why it is important to do so. How is this different from philanthropy? I would suggest philanthropy is a part of social corporate responsibility — but there’s a far more active role expected of organizations (by its employees) to help shape communities in a deeper and more meaningful way. This is where SVPAZ becomes highly relevant. We invest in collaborative solutions by building powerful relationships to tackle local social challenges. How does your company practice CSR? Our mission is to build stronger philanthropists as we strengthen Valley nonprofits to deeply impact our community.

Lois J. Zachary, Ph.D.

President Leadership Development Services, LLC


What does CSR mean to your company? Mentoring has all the employee advantages, plus it creates and strengthens networks, facilitates alignment of the organizational culture, accelerates employee transition, promotes employee engagement and productivity, supports and expands diversity and advances inclusion, enhances career development, manages knowledge within the organization, increases commitment, trust and collaboration, promotes job retention and is a powerful tool for attracting and recruiting new talent.

Our capacity building work is critical — our efforts to address board governance, finances, time and volunteer hours cannot be underestimated. While our Partners are volunteers, they are vitally important to the health and well-being of Social Venture Partners Arizona and all the nonprofits we touch. Since its inception in Phoenix, SVPAZ has donated more than $4.3 million to 120-plus ventures and schools. Our 350 Partners (both former and current) have volunteered more than 25,000 hours to strengthen nonprofits. And Fast Pitch is a great introduction to that work. Most significant outcomes: Fast Pitch brings together 20 nonprofit organizations, three social entrepreneurs, three ASU students, more than 60 mentors comprised of business and community leaders, eight judges comprised of leaders from positions of influence, sponsors from all industries, and 650-plus business influencers to one event. The Fast Pitch competition is a high-energy, rapid-fire presentation event during which nine finalists share the mission, vision and impact of their organization with the audience and judges — in just three minutes — and compete for more than $50,000 in funding. It’s this exposure that makes a lasting difference — regardless of the final outcome. This year, one of our previous ASU student innovators is back, competing as a nonprofit. We have other organizations returning with different leaders. And one of our favorite stories of impact is a relationship forged between the Delta Dental Foundation and Phoenix Community Toolbank. Jana Smith of the Phoenix Community Toolbank was a finalist a few years ago. While she didn’t win grant money, Sandi Perez from Delta Dental approached her during the networking portion of the night to create a partnership that remains strong and vibrant today. Delta Dental contributes dental equipment to the Phoenix Toolbank for nonprofits to rent. It’s this synergy and impact that drives us to continue to grow and expand. We added a social entrepreneur category this year. We’re seeing trends in the marketplace where more for-profit organizations with social missions are helping solve our social problems. So, we are testing this category to recognize those companies leading the revolution in the Valley.

How does your company practice CSR? The mission of the Center for Mentoring Excellence™ is to elevate individual and organizational mentoring excellence by providing mentoring training, coaching, consultation and program evaluation services. Most significant outcomes: Mentoring training helps create a mentoring mindset and skill that can be applied at work, at home and in the betterment of one’s community.

MAR. 2017



Death of the Performance Appraisal? Replace a look in the ‘rearview mirror’ with a more relevant process by Bob Kelleher

A growing body of data suggests that the traditional annual or twice-yearly performance appraisal may have outlived its usefulness. Today, information is both transparent and instantaneous, goals are mutable, and organizations of all kinds are ditching the paper trail. The problems with performance appraisals are wideranging. Not only do they frame the conversation in a way that underscores the power differential, they place the burden of “policing” the process on managers. They have also been more focused on the past than on potential; a yearly or twice-yearly conversation is always dependent on trailing indicators. Perhaps more tellingly, goals set in January are subject to change as new organizational priorities emerge. In a best-case scenario, what often happens is the manager must give the employee he or she is reviewing a “mulligan” of sorts, because the goals are dated. Then, the goals are either abandoned or simply pushed into the next review period with little revision. So how can we evolve toward a more efficient and relevant process? Bob Kelleher is a bestselling author, keynote speaker, and consultant. He travels the globe sharing his insights on employee engagement, leadership and workforce trends. Kelleher is the author of the bestselling book Louder Than Words: 10 Practical Employee Engagement Steps That Drive Results; Creativeship: An Engagement and Leadership Fable; Employee Engagement for Dummies; and the just-released I-Engage, Your Personal Engagement Roadmap. Kelleher is also the founder and president of The Employee Engagement Group, a global survey, products and consulting firm working with leadership teams to enhance their leadership and employee engagement effectiveness.

MAR. 20 1 7




The problems with performance appraisals are wide-ranging — and widely acknowledged. Historically, both managers and employees dislike them. The process itself is structured to emphasize the relative level of power of the participants, plus, as stated above, they place the burden of “policing” the process on managers (and on upper management and HR, who “police” managers by chasing down delinquent forms). They have also been more “rearview mirror” (focused on the past) rather than “windshield” (focused on plans to develop employees’ skills and engagement). But leaving aside the fact that many organizations’ annual review processes are perceived as cumbersome at best and a waste of time at worst, do they have real value in driving performance? Over the past several years, the answer seems to have become “no.” If we acknowledge that the dynamic nature of today’s workplace has rendered performance appraisals ineffective, how can we evolve toward a more applicable and less onerous process? One answer may lie with the work preferences of the workplace’s younger generation.


It’s been frequently noted that millennial workers thrive in environments that offer frequent, broad feedback, rather than the usual yearly “deep dive.” While it may be tempting to characterize this preference as a generational quirk, it’s important to bear in mind that, while older cohorts might expect a traditional performance appraisal, that doesn’t necessarily mean they wouldn’t also benefit from more frequent and less formal touch points throughout the year. In addition to frequency, brevity seems to be attractive to both managers and employees burned out by the same old lengthy, bureaucratic forms.

According to Gallup, a whopping 70 percent of an employee’s engagement is dependent on satisfaction with his or her manager.

Key to this shift is a renewed focus on the critical relationship between managers and employees. According to Gallup, a whopping 70 percent of an employee’s engagement is dependent on satisfaction with his or her manager. Now more than ever before, “people managers” who exhibit empathy and truly get to know their employees are in high demand. In fact, a Kenexa global study reports that the No. 1 driver of organizationwide employee engagement is caring about the well-being of employees. Strengthening communication between managers and employees has never been more important. It is a necessary step in demonstrating empathy — something the once-a-year performance appraisal simply doesn’t accomplish. In this new model, frequent, brief, high-quality communication is at a premium. So how might performance appraisals be deconstructed to support this goal?


How can companies replace their annual performance reviews with a less formal, vastly simplified framework? There are many large, well-known and resource-rich organizations that are in the process of overhauling their performance appraisal systems (including Adobe, Gap, Accenture and Deloitte) — but how do smaller companies take the plunge? Below, we offer examples that have worked for smaller organizations, including Sanborn Head and Associates, a New Hampshire-based consulting engineering firm, and Beacon Communities, a Boston-based property development and management firm. These two firms have been trailblazers in this new landscape, and have implemented the quarterly check-in process below in lieu of traditional performance appraisals. First Quarter: Check in on the work preferences of the employees (30-45 minutes). Businesses must look at how well they know their employees? Who works best together, and why? Is there a handful of morning people and a smattering of night owls? Who likes public recognition, and who might be embarrassed by it? Who is quick with an opinion, and who is more contemplative? Preferences like these may change over time, but they have a real impact on individuals’ performance and engagement in their jobs. Many in-depth assessments are available, but these can be costly and time-consuming to implement. There are quicker, more direct approaches, such as our Engagement Accelerator (, a 13-question online assessment that

BETTERING YOUR BUSINESS provides a snapshot of these preferences along with talking points for managers. A bonus with this type of assessment is, the employer can simply revisit these preferences the following year to learn what, if anything, has changed. Second Quarter: Check in on alignment (30 minutes). An engaged employee is aligned in three areas: how much they like the job, how good at the position they are, and whether the job function is valued or needed by the organization. Using a simple Venn diagram like those depicted below, where each of these areas is represented by a circle, employees can be asked to literally illustrate their perceived degree of alignment. This is a friendly, non-threatening way to broach the topic of job fit. They have the opportunity to explain and note strengths, weaknesses and opportunities. This simply but effectively offers an opportunity to adjust one’s responsibilities to better leverage strengths and desires.

The Top Ten Ways to Be a Great Leader This is the sequel from Hans Finzel, Ph.D., to his popular book The Top Ten Mistakes Leaders Make. That book is about what to avoid; this one is about what to master. In this book, he outlines the positive traits and skills every new leader should master. He shows readers the two most important words in a leader’s vocabulary, the skills a leader needs to communicate effectively, why today’s effective leaders lead with vulnerability, the contrast between servant leadership and slave leadership, how to lead with both passion and humility, and the difference between making a mark and leaving a legacy. In this eminently practical book, new leaders in business, education, ministry, and the church will discover how to lead well and love what they do. The Top Ten Ways to Be a Great Leader Author: Hans Finzel

Pages: 224

Publisher: David C. Cook I’m not doing what I really like to do; I’m not sure I’m even good at doing what I’m asked to do.

I like some of what I’m doing, but doing a lot of things I don’t particularly like; I’m not really leveraging my skills.

I like most aspects of my job; I believe I’m really skilled in most of what I’m being asked to do.

I really like what I do, and believe I’m really good at my job; it maximizes my skills.

I love what I do. My skills are a perfect match for this position.

Third Quarter: Conduct a “stay interview” (30 minutes). Exit interviews are common. But, like performance appraisals themselves, they rely on trailing indicators. A “stay interview,” on the other hand, provides the opportunity to make changes to an individual’s job before he becomes a flight risk. Senior leadership might provide a list of five questions they want all managers to ask, or they might ask managers to choose the most applicable questions from a lengthier list. Typical stayinterview questions include “What is one thing you most enjoy about your job?” and “What might make you consider leaving?” Fourth Quarter: Check in on development goals and overall engagement (30 minutes). The fourth-quarter check-in should focus on the employee’s three main accomplishments from the past year. If goals have been set during prior conversations, it’s important to remember that these should remain fluid. They may well need to be reassessed in the light of shifting priorities. Managers may choose to use this meeting to set additional development goals — like cross-training, mentoring or completing a degree — but these, too, should be considered works in progress, to be re-evaluated as necessary.

“Mark’s strategies show how even business[es] in the most dire of times still have a set of responsibilities, a path and processes that they can follow that will optimize their chance of turnaround and long-term success.” —Stephen R. Covey, author of The 7 Habits of Highly Effective People and The Leader in Me. Leading corporate strategist Mark Faust proves that one’s business can see growth with the application of action plans like assessing pressures and trends and defining the culture of the company. For businesspeople from millennial managers to seasoned business owners to fledgling entrepreneurs, this is a must-read guide that is sure to boost economic performance. High-Growth Levers: How the Turnaround Mindset Propels Your Company Authors: Mark Faust and Rob Vickery Publisher: Pelican Publishing Company, Inc.

Pages: 224 Available: 4/3/17


Stadium Status Business as usual is ancient history. Large corporations, small businesses, entrepreneurs, even CEOs and politicians must make the move from simply selling a product or service to delivering a mind-blowing customer experience. They have to learn to play at the level athletes and entertainers call “stadium status.” Stadium status is that elusive place every coach, athlete, entertainer and performer strives to reach. It’s moving from being an opening act to the headliner, from performing on a small stage to the greatest stage in the largest venue possible: a sold-out stadium. Everything starts from humble beginnings; talent and work ethic might get you in the game, but stadium status takes strategy — and that starts with a vision. Stadium Status: Taking Your Business to the Big Time Author: John Brubaker Publisher: Routledge

Giving Guide: Supporting


Arizona Gives Day, April 4

MAR. 2017



s Busineesse Tak


nce of ing Importa The IncreasSocial Responsibility Corporate


Costly Flu Season




A Kenexa global study reports that the No. 1 driver of organization-wide employee engagement is management caring about the well-being of employees.


High-Growth Levers


One of the primary benefits of a comprehensive overhaul of the performance evaluation is that it removes many of the arbitrary strictures that make the process so arduous for managers and HR alike. Moving away from the traditional performance appraisal model means that managers are no longer collecting data for a massive file on every individual. Instead, the new model should keep documentation light — and digital. A series of more frequent, less time-consuming and more targeted meetings fosters clear dialogue among teams. It recognizes that engagement is not a fixed state, and “performance” is not a series of boxes to check. It’s time for organizations to graduate from the “tried-butnot-really-true” to a new and more effective paradigm.

Available: 4/1/17


National Business Association of Women Owners – Phoenix Arizona Small Business Association

Performa of the nce Appraisal? Arizona Trade Goes South



Pages: 172 Available: 4/4/17

Get a year of In Business Magazine Subscribe now at




Quiet Does Not Mean Silent

Communication strategies during the quiet phase of a campaign are actually robust by Richard Tollefson APR

UP NEXT MONTH Life after a Campaign

QUIET TALK How can organizations communicate campaign milestones, recognize donors and refer to fundraising priorities if the campaign is still in the quiet phase? • Internal celebrations are always appropriate. • Gift announcements* reinforce the mission, vision, strategic plan, and priority focus areas. • Constituent-relations events feature topics and speakers who reinforce campaign priorities and messages. • Media placements* of stories illustrate campaign priority focus areas. • Multimedia storytelling* in print, social media and videos raises awareness of campaign priority focus areas. *These announcements in the quiet phase should not be described as part of the campaign but as part of the strategic plan.

Richard Tollefson is founder and president of The Phoenix Philanthropy Group, an Arizona-based international consulting firm serving nonprofit organizations as well as institutional and individual philanthropists.

MAR. 20 1 7



Today’s comprehensive fundraising campaigns often include a quiet phase before going public. But what does quiet really mean to executives who sit on nonprofit boards? “The quiet phase is really about growing your circle of influence every quarter and progressively amplifying what you are doing to achieve your strategic plan,” says Lori Bachand, Sacramento State’s associate vice president for advancement communications and stewardship. Her institution’s eight-year campaign launched in July of 2015. “It’s definitely not silent or secret. It’s like turning the stereo volume up and up instead of off for silent and on for public.” It is critical, in fact, to begin that “drum beat” of campaign progress without shouting from the rooftops that the campaign is in full public mode. But why? For starters, early gifts provide seed funding for the campaign, which can be motivational to other prospective donors, ensuring greater potential campaign success. This phase also offers a period of adjustment and preparation for internal constituents and friends of the institution who might never have participated in a campaign. During the quiet phase, nonprofits: • Sharpen institutional vision and priorities, • Enhance visibility and reputation with existing donors and new potential supporters, • Build awareness and pride in the forward momentum of the institution, • Unify the institution around ambitious fundraising and a strong culture of philanthropy, and • Establish a new level of ongoing support. “Quiet,” says Bachand, “means we are not in a full-force, branded, ask-everyone-for-gifts campaign mode. It’s more interpersonal and conversational, and is about relationshipbuilding with those who will be in lock step with us during the campaign process, but also who will be leaders — whether making leadership gifts, being ambassadors for the university or making donor introductions.” Those lock-step partners, naturally, include board members. Jeff Swanson, senior vice president for philanthropy at Orange County United Way, says his organization’s quiet-phase communications strategies have been internal and boardfocused. At a summer retreat “quiet launch,” board members brainstormed ways to provide visibility for the campaign and engage others in building awareness and excitement for United Way’s four strategic community initiatives in health, education, housing and financial stability. He also formed a bi-monthly board task force, which provided training on personal storytelling. “As a result, our board is now equipped to share personal messages about our fundraising goals with prospective donors and out in the community,” says Swanson. Both Swanson and Bachand agree that the quiet phase

offers campaign flexibility. “There is no textbook approach to having a comprehensive campaign; it’s about what’s right for the institution and tweaking along the way,” says Bachand. For example, Sacramento State made the decision to roll out branding concepts during the quiet phase, a strategy that will provide the development team and board with tools to more appropriately make asks. “At the 18- to 24-month mark of our campaign, it was the right thing to do for us — especially since we haven’t had a comprehensive campaign in 20-plus years. We didn’t want to be meek about announcing this exciting campaign and the positive changes it will bring.” For Swanson, the quiet phase has provided a different kind of flexibility. “We have used bits and pieces of our campaign messaging, testing it,” he says. “It’s causing us to change the way we’ve been trumpeting certain taglines before we go public, and, in some cases, we’ve adjusted the way we will educate and engage future donors.” As they work to secure gifts behind the scene, both nonprofits are sharing only the necessary details to create buy-in and enthusiasm. Sacramento State is stating its goal to “double fundraising efforts” rather than sharing a campaign goal amount. Both organizations are developing incremental, smaller fundraising initiatives as part of the overall campaign, referring to them as components of their strategic plans. Using words like “initiative,” “proposed project” or “directive vs. campaign,” they’re able to celebrate the completion of those initiatives, so that when the public is invited to participate — no matter the size of the gift — success is just steps away. Says Swanson, “This strategy helps educate our audiences so that when we do go public, they will say, ‘Oh, of course! This is what the United Way should be doing to help the community. We want to help, too.’”

Donors solicited at the start of a campaign who can offer only a small gift might feel their modest contributions will not make a difference toward initial aggressive goals. Solicit these individuals at campaign end when fewer dollars are needed to meet the target.


MARCH 2017


Upcoming and notable ATHENA Leadership Awards Krysten Aldridge (right), founder of ONeTRUeLOVe, won this Sustainability Award as well as the top prize — the $25,000 SVP Arizona Award — at the 2016 Fast Pitch

Arizona Hispanic Chamber of Commerce

6th Annual Power of the Purse Thurs., March 16 | 4:30p – 8:00p Power of the Purse is hosted by the AZHCC Latina Business Enterprises Group, as this event is about celebrating women in business. The purpose is to unite the 500-plus guests to learn about the economic impact of woman-owned enterprises. This year, the theme is “Empowering STEM Businesses and Workforce.” The program will highlight the importance of focusing attention on the business opportunities available to women in the STEM fields — Science, Technology, Engineering and Math. Keynote speaker will be television producer and author Nely Galán. A nationally renowned media dynamo and women’s empowerment advocate, Galan will share her role in igniting “the SELF MADE movement, uniting all women on a quest for an economic future they control.” She will also be available for book signing. The program includes a panel discussion. Expert panelists participating will be Prof. Erika Camacho, mathematician and professor at Arizona State University; MaryAnn Guerra, CEO and co-founder of BioAccel; Chevy Humphrey, The Hazel A. Hare President and CEO of Arizona Science Center; Mi-Ai Parrish, publisher of the Arizona Republic; and Marnee M. Spierer, M.D., of Cancer Treatment Centers of America®. There will be a mini-expo prior to the program. And Power of the Purse will also highlight the work of Arizona Women’s Education and Employment. Members: $30; non-members: $40 Arizona Science Center 600 E. Washington St., Phoenix

Social Venture Partners Arizona

2017 Fast Pitch Showcase Tues., March 28 | 5:00p – 9:00p At this live and lively event, the culmination of a two-month social impact program, nonprofit leaders compete for more than $50,000 in funding. Now in its seventh year, Fast Pitch — affectionately known in the business and philanthropic communities as “American Idol with a soul” — asks local nonprofit leaders to answer one question in just three minutes: How can you change the world? In the two months leading up to the live competition, 20 nonprofit semifinalists, three students from Arizona State University and three for-profit leaders are mentored by local business leaders on honing their pitch, sharpening their social impact, and communicating with power and purpose. Seven nonprofits, one student and one for-profit have advanced to this final stage of the competition, and will use their training to contend for $52,000 in grants from SVPAZ and other community donors. “Everyone has a story, but many of us struggle to tell those stories effectively. This is a critical skill set in the nonprofit world, as funding and awareness hinge on it,” said SVPAZ Executive Director Terri Wogan Calderón. “Through the Fast Pitch program, nonprofits are exposed to some of the Valley’s most prominent business and community leaders, who guide them through the pitching process. It’s truly an invaluable experience.” Participants will be judged by a panel of eight community leaders: Todd Christy, vice president of airlines operations technology for American Airlines; Elisa De La Vara, chief community officer of Arizona Community Foundation; Megan Finnerty, founder of Arizona Storytellers Project; Mark Hiegel, president and CEO of Scottsdale Area Chamber of Commerce; Laura Mitchell, executive director of Bob & Renee Parsons Foundation; Jenny Poon, founder of Co+Hoots collaborative co-working space; Lawrence Robinson, executive director of the Center for Civic Participation at the Maricopa County Community Colleges; and Roberto Yanez, vice president and general manager of Univision Arizona. $75; day of: $85 Scottsdale Center for Performing Arts

MARCH 2017 S M T W T F S 1 2 3 4

7380 E. 2nd St., Scottsdale

5 6 7 8 9 10 11 12





















Sun., March 12 — Daylight Savings Begins Fri., March 17 — St. Patrick’s Day


Tues., April 4


The new ATHENA Valley of the Sun chapter will honor American Ambassador Barbara Barrett and other outstanding women business leaders. Eighth Annual Golf Tournament Apr.

Thurs., April 6


Gilbert Chamber of Commerce presents its 8th Annual Golf Tournament. 15th Annual George Rozsa Classic Apr.

Sat., April 8


Chandler Chamber of Commerce’s golf tournament celebrates the spirit of volunteerism that moves so many people to give of their time, talent and treasure in support of excellent caregiving and human kindness. 13th Annual Laughter is the Best Medicine Fundraising Gala Apr.

Sat., April 8


5:00p – 10:00p

Chandler Chamber of Commerce’s event is known for crazy themes, fun times and much laughter, supporting Dignity Health medical centers, urgent care centers and community programs in the East Valley.


MARCH 2017 Fri., March 3

Tues., March 21

8:30a – 10:30a

State of the District: A Federal Update with Congresswoman Kyrsten Sinema

Tempe Chamber of Commerce

Tempe Chamber of Commerce

Conference Center @ Rio Salado College

This Networking Mixer is open to the public and provides an informal atmosphere for businesspeople to meet and network with fellow members of the business community. Participants will each have the opportunity to showcase themselves and their businesses with a 30-second commercial. A complimentary light breakfast will be provided. 

2323 W. 14th St., Tempe

Members: free; general public: $10

Escalante Community Center – Escalante Community Garden

At this brunch meeting, Congresswoman Kyrsten Sinema will provide an update on federal issues affecting our district, state and country. Advance registration is required; once the event has sold out, no additional guests can be accommodated. No walk-ins will be permitted to enter the event. Members: $55; non-members: $65

Wed., March 1

Wed., March 8

11:30a – 1:30p

Build Your Audience and Boost Your Sales with Facebook Live

7:30a – 9:00a

Chandler Chamber of Commerce Network with other businesses. Bring your business cards and brochures, and a door prize to promote your business. Registration admission is non-refundable.

By 2018, more than 80 percent of online content will be video. Camera Confidence Coach Molly Mahoney delivers clear steps that allow business owners to step into their spotlight so they can build their audience and boost their sales with clarity, confidence and joy. Members: $38; non-members: $48

Members: $5 in advance, $10 at the door; general admission: $15

Hilton Garden Inn

Shoppers Supply

4000 N. Central Ave., Phoenix

2880 S. Alma School Rd., Chandler


2 5:30p – 7:30p

2150 E. Orange St., Tempe

Wake-Up Chandler

eWomenNetwork Phoenix

Wed. March 1

3 Tues., March 14




Arizona State University’s Biomedical Initiatives

Networking For Professionals

Rick Naimark, ASU’s associate vice president for program development planning, will be the speaker. He will discuss ASU’s biomedical advancements and share information about the university’s projects, progress and partnerships.

$15 7000 E. Mayo Blvd., Phoenix

Arizona Association for Economic Development

Members: $40; non-members: $55 Phoenix Country Club

2901 N. 7th St., Phoenix

Thurs., March 2

Thurs., March 16

Glendale Chamber of Commerce

Hot Topics and Lunch

The Honorable Mayor Jerry Weiers presents his State of the City Address at the annual dinner. In addition to the Mayor’s State of the City Address, the 2016 Chairman of the Board Jeff Blake, of the Blake Group, will recap the year as we welcome in 2017 Chair of the Board Jean Higginbotham, of Blue Cross Blue Shield of Arizona.

Tempe Chamber of Commerce

$90 Renaissance Glendale Hotel & Spa

Members: $25 in advance, $30 day of; general public: $35

9495 W. Coyotes Blvd., Glendale

Location: TBA


Giving Guide: Supporting

Arizona Gives Day, April 4


nce of ing Importa The IncreasSocial Responsibility Corporate


Costly Flu Season





National Business Association of Women Owners – Phoenix Arizona Small Business Association

11:30a – 1:00p

Maricopa County Attorney General Bill Montgomery will share his insights on critical legal issues in our state and county at this informative special edition of Hot Topics and Lunch.

s Busineesse Tak


Please confirm, as dates and times are subject to change.


For more events, visit “Business Events” at



66th State of the City and Annual Dinner



5:30p – 9:00p


MAR. 20 1 7

MAR. 2017

Business networking mixer. All industries are welcome. Free appetizers; Happy Hour drink prices.


11:30a – 1:15p

Shakers & Stirrers Networking Mixer

Bourbon Jacks

7:30a – 8:30a

Business Before Hours

Performa of the nce Appraisal? Arizona Trade Goes South



Get a year of In Business Magazine Subscribe now at

Wed., March 29

Wed., March 29

7:00a – 1:00p

Mayor’s Economic Forecast and Red Carpet Tour

7:30a – 9:00a

Quarterly Breakfast Series


West Valley Women

Gilbert Chamber of Commerce

This month celebrates the first anniversary of the Quarterly Breakfast Series

Event includes a tour of the latest developments in commercial and industrial properties within Gilbert. Discussions will provide insight into comparisons and contrasts as Gilbert positions itself for economic development growth. Complimentary snack bag will be served prior to departure. Lunch will be served immediately following the tour.


Members: $25; non-members: $30.00 Cancer Treatment Centers of America 14200 W. Celebrate Life Way, Goodyear

Members: $45; non-members: $75 The University Building 92 W. Vaughn Ave., Gilbert Tues., March 21

10:30a – 1:30p

Women in Leadership

Thurs., March 30

Chandler Chamber of Commerce

Net-And-Nine & Golf Clinic

This month’s keynote speaker is Stephanie Fleischman Cherny, chief of staff for Maricopa County Sheriff Paul Penzone.

Phoenix Metro Chamber of Commerce

Members: $25; general admission: $35; walk-ins: add $5

Members: $35; non-members: $45

SoHo 63

4435 E. Paradise Village Pkwy., Phoenix

Golf clinic is also available at additional cost. Stonecreek Golf Club

63 E. Boston St., Chandler 21


Wed., March 22

2:00p – 7:00p 23

8:00a – 10:00a



Tues., March 28

30 10:00a – 11:00a

Global Growth Tips from the C-Suite

Magnificent Global Leader Webinar

Global Chamber

Global Chamber

CEOs of Phoenix Metro companies growing globally share tips for more success and less risk, including legal techniques.

Patty Azar hosts this webinar on Import and Export Restrictions with Cuba, Iran, Russia and more.

Members: $10; non-members: $30 SkySong

Members: free; non-members: $25



Team tickets available for SVPAZ Fast Pitch.

1475 N. Scottsdale Rd., Scottsdale

Fri., March 30

Thurs., March 23

8:30a – 10:00a

Business Bootcamp ‘ProcurePHX’ City of Phoenix

8:00a – 10:00a

Gilbert Leadership 25th Anniversary Alumni Gilbert Chamber of Commerce

This is an introduction to doing business with the City of Phoenix. Attendees will learn what the city buys, how they can register as a vendor, current and expiring contracts, how to respond to a solicitation, and how local spending impacts the community.

Event celebrates 25 years of Gilbert Leadership: Celebrating Silver, Reaching for Gold. This Monte Carlo-themed evening will include a full Italian dinner catered by Zappone’s Italian Bistro, a program featuring keynote speaker Dr. Wally Delecki, and an after-party featuring poker, roulette, black jack and craps tables with a cash bar.

Members: free; non-members: $70


University of Phoenix

Life Community Church

1625 W. Fountainhead Pkwy., Tempe

717 W. Ray Rd., Gilbert

If your event is directed to helping build business in Metro Phoenix, please send us information to include it in the In Business Magazine events calendar. Full calendar online.


FEB. 20 1 7


March 28, 2017 Scottsdale Center for the Performing Arts 10 tickets for $650 available at Includes a one hour SVPAZ training for your team. #svpfastpitch 602.224.0041 •



2017 Camaro ZL1

This known beast is back with vengeance. The Camaro ZL1 is perhaps the most impressive mainstream vehicle on the market and is equipped to impress. We mean impress. With its 650 horsepower and an LT4 6.2-liter V8 engine with intake exhaust, it is no wonder everyone on the road is jealous of this edition. This is the most powerful Camaro ever produced. But it doesn’t stop there. There are so many improvements that this 2017 edition is just, simply, something to watch for. This is the sixth-generation edition and is reinvented to include a driverfocused cockpit, performance-enhanced supercharged engine, and Recaro refinement in its racing design. The standard Recaro

2017 CAMARO ZL1 MSRP: $61,700 0-60: 3.9 sec (est.) City: 14 Hwy: 19 Trans: 10-speed auto / 6-speed manual

performance seats with suede inserts place the driver in his or her most perfect position to take on the power of this vehicle. The fully automatic convertible top can be lowered with the press of a button or on the car’s remote to open up the road for any given trip. A carbon-fiber composite hood air extractor pulls heat from the engine compartment and helps reduce lift. The front fascia provides even more airflow and features large outboard cooling ducts to push air to the brakes. Even the front Chevrolet badge has been hollowed out for maximum airflow. From the massive front grille openings to wider front fenders that accommodate the wider wheels and tires, ZL1 is designed to maintain the highest level of performance from the first lap to the last. Virtually every design decision was made with performance and aerodynamics in mind. Built on a lighter and stiffer platform than previous generations and equipped with a suite of performance technologies that includes Magnetic Ride Suspension, Performance Traction Management and electronic Limited Slip Differential, ZL1 gives a one-of-a-kind driving experience. Chevrolet

Retreat to Meet Many companies believe that an off-site meeting or retreat will help executives and employees stay focused on the topics at hand. In Business Magazine has chosen some top locations in the Valley for that perfect planned get-away from the day-to-day. This property in the northern part of Phoenix boasts state-of-the-art audio visual technologies and can accommodate groups of up to 500 in its 51,000-plus square feet of dedicated meeting space. The facilities offer an environment conducive to learning, including ergonomic 8-hour chairs for comfort. Full-service food and on-site management and concierge ensure the perfect event. 9440 N. 25th Ave., Phoenix (602) 944-0569

MAR. 20 1 7



Carefree Resort & Conference Center

Desert Willow Conference Center

This Arizona conference setting will certainly

distinctive art work and windows, and

take executives and employees away

furnished with ergonomic chairs for comfort.

for a day or several days. Its on-property

Meeting rooms can meet companies’

services and event-planning professionals,

needs, from a business planning meeting

including a Director of Event Technology

to corporate retreat, business conference,

who can provide customized room diagrams

business seminar and more. All rooms

and assistance with media services and

contain retractable screens, hard writing

presentation capabilities, ensure any event

surfaces, wall charts and LCDs. Wireless

meets a company’s expectations. On-site

high-speed Internet is available throughout

accommodations are also available.

the conference center.

37220 Mule Train Rd., Carefree

4340 E. Cotton Center Blvd., Phoenix

(480) 488-5300

(602) 431-0001

Each room is individually designed with

Chevrolet Camaro History: The Camaro legend was born Sept. 29, 1966, when GM introduced its answer to Ford’s popular Mustang. The Camaro (and sister model Pontiac Firebird) were designed to bring the sports-car driving experience to the average driver.

Photos courtesy of Chevrolet (top and far left)

Black Canyon Conference Center

FIRST YOU FRIEND-RAISE THEN YOU FUNDRAISE Strategies That Drive Your Organization Forward Few firms match The Phoenix Philanthropy Group’s direct and diverse experience in fundraising, strategic planning, and organizational development. With national and international expertise, we are one of the most successful and experienced firms in the nation. Learn more about our talented team members, range of services and how we can help propel your organization to success at


KFNX exclusively features Five of the Top Ten Talk Shows in the country







To advertise, host a show, or for more information: Call (602) 277-1100 or visit our website:



Cornish Pasty Co.: Main Course Pastry

CREAM OF TOMATO, WITH CROUTONS Made from scratch. Served with homemade bread and butter. Cup $3.50 Bowl $5.00

A small pie filled with uncooked meats and vegetables in a round pastry, then folded and baked.

3800 N Goldwater Blvd., Scottsdale • (480) 945-1220

March 17th is St. Patrick’s Day and includes

Rosie McCaffrey’s Irish Pub & Restaurant

Seamus McCaffrey’s

some very serious lore — although most

Tim Finnegan’s Irish Restaurant & Pub

Americans know St. Patrick’s Day as the day

This Irish pub is been

The local classic, hands

known as a Valley favorite

This is a modern take on

down. Rosie’s is the place to

for more than 20 years

the old Irish pubs while

go for anything authentically

and has the state’s largest

still a classic from the

Irish in the Valley. Packed

selection of whiskeys and

word “Aye.” All of the

and always a party, it serves

specialty Irish beers. The

standards are served for

classic grub — and every

food is authentic and the

lunch and drinks are the

libation known to man is

vibe is Irish. Lunch is a

order of the day.

available for consumption.

priority at this downtown

9201 N. 29th Ave.,

906 E. Camelback Rd.,




18 W. Monroe St., Phoenix

(602) 997-2323

(602) 241-1916

(602) 253-6081

our picks for eats, drinks and a St. Paddy’s Day celebration.


Giving Guide: Supporting

Arizona Gives Day, April 4

s Busineesse Tak


nce of ing Importa The IncreasSocial Responsibility Corporate


Costly Flu Season




Did You Know? Cornwall rivals London for food and now has a multitude of award-winning local food producers and stellar chefs who are putting the region well and truly on the gourmet map.



1941 W. Guadalupe Rd., Mesa • (480) 838-3586



425 S. Mill Ave., Tempe • (480) 629-4726


MAR. 20 1 7

960 W. University Dr., Tempe • (480) 894-6261

Cheers for St. Paddy’s Day of the year to drink at an Irish Pub. Here are


Cornish Pasty Company


National Business Association of Women Owners – Phoenix Arizona Small Business Association

Performa of the nce Appraisal? Arizona Trade Goes South



Get a year of In Business Magazine Subscribe now at

Photos courtesy of Cornish Pasty Company (top and far left)


that comes with a side of tahini or tzatziki sauce. Homemade soups are made fresh daily and are heartier soups perfect for this time of year. Also enjoy a salad made with the freshest of vegetables and ingredients, like the Greek Salad or the Chicken Tikka Salad made with marinated chicken breast that has been baked in Indian spices, diced and sprinkled over romaine lettuce, cherry tomatoes, cucumbers and red onions, served in a mint-yogurt dressing. Each location is unique in look and style. The Tempe location is rustic and unpolished while the Scottsdale location is newly-built in a shaker-style bungalow-look that is bright and very comfortable. The service is casual and all about getting patrons what they want. Substitutions are near impossible as all of the pasties are pre-made and baked to order. The bar is open at each location, with very good beer and wine lists and other libations that will entice an evening visit for sure.

MAR. 2017

THE PILGRIM Roasted turkey/chicken, sweet potatoes, grilled onions and stuffing. Served with red wine gravy and cranberry sauce.

Growing up in Saltash, Cornwall, the westernmost county in England, Dean Thomas, founder of Cornish Pasty Company, was introduced to this famed food — the pasty. Thomas’ first restaurant in Tempe was a local favorite, and he has expanded now to other parts of the Valley, including a bungalow-style location in Old Town Scottsdale. The scrumptious dish is a virtual “pastry package” that can be filled with just about anything that sounds appealing to the palate. Thomas’ menu includes some incredible traditional choices and some outlandishly delicious variations. The Oggie, the original pasty, is made with steak, potatoes, onion and rutabaga with a side of red wine gravy or ketchup. The Lamb and Mint includes fresh mint, lamb, potatoes, rutabaga and onion and also comes with the red wine gravy. A certain favorite is the Chicken Pot Pie made with chicken, carrots, red potatoes, green beans and celery, baked in a thyme chicken gravy. A fan favorite is the Rosemary Steak or Chicken that is savory with marinated meat, roasted red potatoes, brie, roasted red peppers and fresh rosemary with a side of mustard cream sauce. On the lighter side is the Greek or Chicken Greek made with spinach, fresh mozzarella, feta cheese, sun-dried tomatoes, Kalamata olives, artichokes and roasted garlic

Celebrating 30 years of serving the women business owners of Phoenix

Spring 2017 •

Message from the President So far, this year has been full of forming new partnerships and creating lasting relationships with our community partners, such as ASBA, ASU Sparxx, Arizona Hispanic Chamber of Commerce, e-Women Network and Athena Valley of the Sun, to name just a few. We are looking for more community alliances to partner with on a monthly basis so that members and those interested in membership may come together for a happy hour at the Omni Montelucia. I am thrilled to be a part of this growing organization and witnessing first-hand the impact it has on our membership! The power of our national organization is getting even stronger. National NAWBO started a new countrywide program designed specifically for our Premier members who own businesses that exceed $1 million in annual revenue. It is appropriately named The Circle, and our very own Lynda Bishop is the program director. This is an exciting time to be a NAWBO member, and this new program will fill a need by offering deeper support by providing members peer and business connections, access, and learning opportunities above and beyond their actual membership. This will come in the form of mastermind groups, two-day retreats each year, a speaker’s bureau and much more. The most exciting news is here in Phoenix, because we are offering a program to fulfill the need of women business owners who are passionate about breaking the $1 million mark through the Million Dollar Break-Through Program. This special program will be led by Susan Brooks, founder of Cookies from Home and a founding member of the NAWBO Phoenix Chapter 33 years ago. Although women own 9.1 million businesses across the U.S., only 3 percent reach $1 million in annual revenue. Resources, guidance and support to serve women business owners in the $250,000+ category who are ready to go to the next level are limited and hard to find. It’s why we are thrilled that Susan chose NAWBO to partner with, and we are currently looking for participants and sponsors, so please visit our website to learn more. Finally, we know that no one succeeds alone … and NAWBO offers the means for women business owners to contribute to the success of others. Won’t you join us? You’ll be surrounded by some of the most ambitious, collaborative women business owners in the Valley who will inspire you every day to reach your fullest potential. Please visit our website or contact our office for more details!

Phaedra Earhart 2016-2017 President NAWBO Phoenix Chapter Farmers Insurance 1425 S. Higley Road, Suite 107 Gilbert, AZ 85296 480-289-5768 Years in Business: 6 Joined NAWBO: 2011

Looking forward to your success, Phaedra Earhart NAWBO Phoenix President, 2016 – 2017


To learn more about The Circle, visit

NAWBO® prides itself on being a global beacon for influence, ingenuity and action and is uniquely positioned to provide incisive commentary on issues of importance to women business owners. NAWBO Phoenix propels women entrepreneurs into economic, social and political spheres of power.

We host networking and education events throughout the valley each month, open to both members and guests. Check out our calendar at and join us! Take advantage of this great networking opportunity by bringing business cards and making connections.

For more information, please visit

Phoenix Metropolitan Chapter of the National Association of Women Business Owners 7949 E Acoma Dr., #207, Scottsdale, Arizona 85260 480-289-5768 •



Focus on Your Digital Marketing to Increase Sales by Jim Varner and Laurie Anderson

A website with an integrated CRM (customer relationship management) may be the tool to drive increased sales, since it allows you to focus on your top prospects! Ideally, you want to achieve increased sales and better customer service with minimal effort. A CRM tool allows you to manage customer information in one location and provides valuable insights into your customer’s preferences. There are many third-party CRM platforms that can be used independently or patched onto your site. However, the ideal would be a website built natively around an integrated CRM. In addition, the CRM should seamlessly integrate with a series of the business development services offered on the site. Consider Marketing Automation. Marketing Automation is a subset of CRM that is designed to allow more effective marketing and user engagement on multiple channels such as email, social media, websites, etc. Marketing Automation streamlines sales, marketing and management efforts by reducing or eliminating repetitive manual processes. Areas where this could be employed include: 1) Website promotion strategies 2) Email marketing 3) Content marketing 4) Managing user-generated content 5) Social media management 6) Tracking publicity placements

The use of CRM/marketing automation allows more time to analyze results and make strategic business decisions. Of course, the key to managing this automation effort is a CRM capable of managing the following areas: Marketing Intelligence monitors interests from your campaigns to gain a measure of intent. A good CRM can record links clicked in an email marketing campaign (by individual) and, specifically, actions visitors took while on your website. Link analysis can then track customer interest, allowing you to focus future efforts on high-potential prospects. Marketing Automation attempts to provide increased conversions. Prospects are nurtured from their first interest through to the conversation (sale, registration, form completion, sign-up, etc.). Marketing Automation often involves a blend of email marketing technology and a defined sales process. Automated Workflows involves automation of company marketing processes. Typically, these systems include rules to trigger specific actions: auto responses, custom letters, and inclusion in future targeted email campaigns. Automated workflows increase the marketer’s ability to focus efforts on serious prospects. At Cactus Creative, we design websites built around a CRM. Our “Frameworks” integrate a visual template with business software to accomplish the tasks mentioned in this article. In addition, our platform provides the ability to build applications to capture, store and display custom information relevant to your business. To see our system in action, call us to arrange a short demo.

Jim Varner and Laurie Anderson are co-owners of Cactus Creative, offering digital and traditional marketing solutions. Anderson is an active member of the National Association of Women Business Owners, Phoenix Chapter.



(480) 414-4711

Are You Having Fun Yet? by Isabel Banerjee

What’s the point of having your own business if you’re not having fun? Really, considering how hard you work, the sacrifices you make, the risks you face; shouldn’t the rewards be as great or greater? Here are some suggestions to help you significantly increase the rewards and returns from your business, minimize the risks, and make the ride on the entrepreneurial roller coaster much more fun! Don’t go it alone. As a small-business owner or a solopreneur, we wear all the hats and perform all the tasks, and we often do this in isolation. It is impossible for any individual to have all the knowledge and experience to plan, grow and manage a business. When it is not practical to hire all of what I call the “CSPs,” or “Certified Smart People,” you need on your team, take advantage of the collective wisdom of selected advisors, mentors and other successful business owners. Choose the company you keep wisely! Invest in yourself. As a subject matter expert, you are probably the single most valuable asset in your business. Like anything else that is critical to the success of your business, you must protect and strengthen that asset. The best way to achieve this is to regularly HAVE FUN! Entrepreneurs are especially susceptible to burn out. No one can be their best, most creative, insightful or confident self when always stressed or exhausted. Relax, rejuvenate and re-energize regularly and repeat often! You’ll be amazed at how much better a businessperson you’ll be! Know your WHY. Simon Sinek shone the light on this fundamental

reason in the famed TED Talk “Start with Why.” As an entrepreneur, knowing your “Why” is essential to creating a business aligned with your values. Decisions about growth, branding, staffing, choice of vendors and more will feel right, be right and yield positive results when anchored by your “Why.” Have a written plan. You will not arrive if you do not have a destination in mind. Make a plan, write it down, plot out milestones and critical numbers and, most importantly, check in on results with unwavering frequency. If you are off course, find out before you plunge over the edge! If being honest with yourself is hard or you easily downgrade the priority of accurately measuring progress, then I recommend you engage an accountability partner. Meet with your coach, accountant, business partner or peer advisory board at regular intervals and be prepared to explain results and corrective actions. Grow a business, not a hobby. Attitude and action are the difference between barely getting by and building a business that is sustainable, scalable and saleable. Do you operate your business as “good enough for now” or do you have a bigger vision? Can you imagine what your company looks like at 10 times, 100 times or 1,000 times greater than it is today? How would you manage that organization? Visualize the organization you built that rewards you handsomely and continues to grow with your successors. Start thinking and doing like that business leader would today!

Honored for seven consecutive years as one of Canada’s Top 100 Women EntrepreneursTM and 2007 and 2009’s Canada’s Top 100 Most PowerfulTM woman-owned businesses, Isabel Banerjee was a recipient of Global EXEC Women’s International Council’s Women of International InfluenceTM 2009 award. An inspiring speaker, author, transformation catalyst and serial entrepreneur, Banerjee now lives full time in Phoenix and

makes a difference in many lives as CEO of BIYA Global, Inc. (; managing director, Arizona of GroYourBiz (; chief encore officer of The Encore Catalyst (; international facilitator of MyBigIdea ( To connect with the author:, Twitter @EncoreCatalyst, Facebook @TheEncoreCatalyst



7 Steps to Effective Delegation by Cindy Gordon

Having a successful, thriving company can only occur when your team flourishes. The onus is on leaders to create a business culture that focuses on helping each person grow and expand her skills, knowledge and responsibilities. Unfortunately, this can be very challenging for many of us because of a lack of time and an inability to delegate work effectively. We always have too much work and too little time. New responsibilities are passed to employees in a haphazard way. What results is, the work doesn’t get done properly, the employees feel discouraged and inadequate, and the leaders feel frustrated and stressed. Not a culture that promotes growth! We believe that a leader is only a good as her employees. We’ve found that, with support, leaders can joyfully take on the responsibility of delegating work and reap the benefits of the positive outcomes it brings. Here are 7 steps to effective delegation. They are easy to implement and the outcomes are proven successful! 1. Consider the task that you want to delegate and determine the best person to assign it to. Don’t just consider technical skills. Areas such as employee strengths, personality fit, and growth and learning gaps are important to assess as well. It’s easy to turn to your most talented people, but they will quickly become overworked and stressed, while others will feel underutilized and unappreciated. 2. Provide a detailed explanation of what’s involved. Make sure your explanation clearly describes what the outcome should look like. Your explanation should also include when it’s needed by, estimates of how much time it should take, and who to turn to for assistance. If another person will be used for guidance, ensure he or she is included in the delegation conversation. Have the employee you’re delegating to take notes and repeat the directions back to ensure you’re both on the same page. 3. Get employee buy-in. It’s one thing for the delegator to feel like the employee is the right person to take on the responsibility, but it’s another thing for the employee to buy in. The employee needs to understand how this new responsibility will benefit her both on a professional and personal level. Know your employee’s professional goals and help her



see how the new task will benefit her. If you’re the only one with grand aspirations for your employee’s future, it’s likely she won’t be excited about taking on the additional work. 4. Identify what training is needed. The last thing you want is for the employee to either struggle with the task or hesitate to ask questions. An employee should be encouraged to ask questions and not feel like she’ll be disturbing you. This mindset will lead to delegation failure! Her learning and growth should be a top priority. If you’re not good at training or don’t enjoy it, that’s OK. Seek out the people in your organization (or outside consultants) who do. Let them be the “go-to” person for questions and help. Your employee will not waste time trying to figure problems out on her own because she’ll have someone excited to answer her questions. 5. Delegate the task, not the method. While you may have a great method to get the work done, it doesn’t mean it’s the only way. Your method may not work with how someone else thinks. Forcing your process on your employee may leave her frustrated and confused. Give her

the leeway to create her own process or method where possible. Over time, she’ll be able to refine it and make the process more efficient. 6. Provide timely feedback. Whether it’s reviewing her work at specific stages or at its completion, the employee needs to know where she stands. It’s important to provide feedback of the work based on the discussion of the task assignment. Have the employee pull out her original notes and assess her accomplishments based on what was set out. Did she achieve the task as discussed or maybe the task wasn’t as clearly explained as you thought? It will be a good learning opportunity for everyone. 7. Provide acknowledgement and recognition. Whether the task was completed perfectly or not, find areas to provide positive comments. People thrive on positive feedback. This will keep your employee motivated to keep handling the new task and help you with other responsibilities in the future. Clearly, the benefits of effective delegation are immense, and as business owners we should keep this in the forefront of our minds to motivate us to do more of it!

Cindy Gordon is the founder of Business Rescue Coaching (, a boutique coaching service that provides a unique experience to small business owners. Gordon helps to build strong systems, processes and strategies that lead to higher profits, more cash in the bank and more autonomous employees. Her clients feel less stress while achieving more success. Contact her at (602) 423-7670 or

Sitting Is a Pain in the Butt by Kathleen Gramzay, BCTMB

Have you heard the idiom “walk a mile in someone else’s shoes”? Well, instead of walking in someone else’s shoes, I have been sitting in someone else’s office chair. All I can say is, given the option, hand me those shoes! I’ll admit I’ve been spoiled. For the last 17 years as a self-developed, movement-based therapist and educator teaching Kinessage® to therapists, my days were all about movement. My passion to share the method with the rest of the world led me to write a book, develop the virtual Kinessage® Release Your Pain Self Care System, and to create a website to get the word out. Here’s the irony. This all required I spend the majority of the last 12 months with my butt in a chair. What I already felt passionately about has been pointedly corroborated by my body. The positions you regularly hold are cumulative, and movement throughout the day is critical. Here are a few things to watch for that can cause pain you might not be aware of, as well as

some tips to build movement into your day: 1. What is your regular posture when you are engrossed in what you are working on? Is your head lurched forward toward the screen or to the side trying to hold your phone? Is your jaw clenched, your mouse hand, reaching away, pulling on your neck? Is one leg wrapped around the other like a pretzel? Is one foot crammed underneath the other? If you have frequent pain in any specific area — head, neck, shoulder, arms, wrist, hand, back, hips, knees, ankles or feet — look at how you sit at your desk or the position your body is in the majority of your day. Once you know what it is, put a sticky right in front of you that reminds you to undo that — “uncross your legs,” “pull your head back,” “sit up straight” or whatever you need until you break the habit. 2. As for movement, the key word is “frequent.” If you get sucked into your screen and then, the next thing you know, it’s time to go to lunch or home, that is not frequent. New

recommendations are that you should move after every 20 minutes of sitting. If that’s not feasible, set your phone alarm to 45 minutes. You can focus and concentrate for 45 minutes on the specific task at hand (which will increase your productivity during the time), then get up, stretch and move. Walk or do other specific movements that help your body release the tension and reset itself. You’ll sit back down with a more energized body and more focused and relaxed mind. Besides that, your butt will thank you for the break, too. Kathleen Gramzay

Master Your Social Position!

Social Media that gets noticed, backed by the credibility of In Business Magazine… Marketing Automation | Social Media | Digital Products 480.588.9505



Getting Back to Basics with Healthcare by Melanie Dunlap

Our first form of medicine was herbs. Even with our scientific advances, plants are still one of our most valuable healthcare resources. Discussions about healthcare tend to focus on big-ticket items like hospital stays, doctor visits and medical tests. But that is only a fraction of healthcare and doesn’t even address the issue of prevention. It is estimated that approximately 80 percent of healthcare is done in the home. That 80 percent comes from treating things like colds, sore throats, cuts, allergies, headaches, stress, digestion, vomiting, bug bites, infections, fevers, teething, rashes and other everyday ailments. And who takes care of these ailments when they arise? You do. That means you have a choice. Do you reach for that bottle of over-processed, sugar-laced cold remedy or do you put on the kettle for tea? Herbs can help heal the deeper issue and not just treat the symptoms. Here are four medicinal herbs that should be a part of your first aid kit: Chamomile. Use for fevers; sore throats; the aches and pains due to colds, flu and allergies. Helpful for digestion, stress and insomnia. Safe for kids. Echinacea. Use for treating colds, flu, respiratory distress, sinus infections, sore throats,

fevers and urinary tract infections. Strengthens and supports the immune system. Ginger. Use as an expectorant for colds, flu or bronchial congestion and to promote sweating. Helps to treat nausea, gas and indigestion. Strengthens the heart, gets blood moving, and brings warmth to a cold body. Relieves morning sickness in pregnant women. Peppermint. Use to treat colds, coughs and chest congestion, using its antibacterial properties to fight infection. Helps to relieve nausea, stomach spasms and indigestion, and to expel gas. To make herbal tea from leaves and flowers, simply pour boiling water over the herbs, cover and let steep for 20–30 minutes. Use 1–3 tablespoons of dried herb for each cup of water. The more you use and the longer you let it steep, the stronger the tea. Herbal teas can be enjoyed hot, at room temperature or cold. Once brewed, an herbal tea should be stored in the refrigerator and will remain good for a couple of days. Wishing you a day filled with JOY! Blessed be, Melanie Dunlap, CNHP, RMT/LMT

Melanie Dunlap, CNHP, RMT/LMT Herbalist & Natural Health Educator • Director, Peaceful Spirit Enrichment Center • Melanie Dunlap knows firsthand what it is like to be so passionate about helping others that you burn yourself out. Personal struggles with stress, nutrition and destructive self-talk prompted Dunlap to respond to her own breast cancer diagnosis with herbs, energy and ceremony to create a happy body and healthy spirit. As founder of the Peaceful Spirit Enrichment Center, winner of the 2015 Best Natural Healing Center, Dunlap has helped thousands of women find their path to a healthier, happier, more heartcentered life. Her skills as an herbalist, massage therapist and Reiki Master/teacher are a natural fit for her journey, all combining into her work as a Certified



Natural Health Practitioner. With more than 20 years of experience in holistic therapies, Dunlap has developed a unique blend of intuition and knowledge that offers practical and inspiring guidance to awaken personal awareness and create sustainable action. As a speaker and workshop facilitator, Dunlap’s authentic style and Southern charm make everyone feel inspired and empowered. She is known to many as the Earth Mother Herbalist, and her full-moon Labyrinth walks are a beacon for those looking to experience a sense of peace and belonging. Change is inevitable but growth is optional, so Dunlap created the annual AZ Goddess Conference in New River, Ariz., to give women the opportunity to come together as a group to grow, learn, laugh and recharge.

NAWBO PHOENIX Presidential Corporate Partners SRP Western International University Executive Corporate Partners Border States Electric Cox Business GoDaddy Lewis Roca Rothgerber Christie Wells Fargo Business Corporate Partners Arizona Bank & Trust Arizona Fire & Water Restoration Bank of America Benjamin Franklin Plumbing IKEA Business Kolbe Corp Microsoft Store Orchard Medical Consulting Phoenix Country Club Schmeiser, Olsen & Watts LLP UPS Strategic Media Partners Idea 3 Creative Independent Talk 1100 KFNX MoneyRadio 1510 Phoenix Business Journal Splash Printing & Marketing Executive Media Partners Beaver Pond Enterprises, LLC CITY Sun Times In Business Magazine Community Alliance Partners Arizona Small Business Association Arizona Small Business Development Center Scottsdale Area Chamber of Commerce Visit Phoenix Women’s Enterprise Foundation Photographer Purple Dove Photography

The Smart Money Is on Businesses that Think Globally by Wendy Anderton

Successful businesses know they must think outside of their communities and neighborhoods to excel. Savvy business leaders consistently work to develop relationships globally, if not for the purpose of conducting business, then to affect and influence public policy and diplomatic efforts world-wide. From local to global, the smart money is on those enterprises that encourage the exchange of ideas without regard to borders, knowing that an understanding of and relationships with other cultures and people leads to a more rounded executive profile and encourages a new way of thinking about the world. International exchange programs offer this opportunity to professionals through meetings with emerging world leaders visiting Arizona. The International Visitor Leadership Program (IVLP) helps cultivate lasting relationships by connecting participants with their American counterparts. Each year, nearly 5,000 individuals visit the U.S. through the IVLP, and, since its beginning in 1940, more than 200,000 international visitors have participated, including more than 335 current or former chiefs of state or heads of government. Funded by the U.S. Department of State, the IVLP program is administered in Phoenix and Northern Arizona by Global Ties Arizona, a 501(c)(3) nonprofit. Global Ties Arizona provides programming for the IVLP program (and other exchange programs) by offering appointments with professional counterparts, visits to U.S. publicand private-sector organizations related to the project theme, and participation in cultural and social activities. These experiences provide the opportunity for mutual benefit, giving both the Wendy Anderton serves as operations director for Global Ties Arizona, an organization that builds and strengthens relationships between its members, businesses and nations through international exchange and educational programs. Anderton has a background in international travel planning and coordination world-wide and has visited Portugal, Spain, France, Italy, Greece, Jordan, the Azores, Mali, Senegal, South Africa

international visitors and their U.S. counterparts the opportunity to learn best practices, discuss ideas and create relationships. IVLP programs are dedicated to advancing key foreign policy goals as identified by the U.S. State Department, and foster the concept of Citizen Diplomacy. They also serve to give Americans insight into the global environment and open the minds of everyone participating. Each participant becomes a diplomat via these one-on-one connections. Global Ties Arizona also offers its members and corporate sponsors networking opportunities with other globally

minded individuals, produces events that highlight the efforts of the organization and offer insight into matters of global importance, and gives members the opportunity to host international visitors in their own home for dinner in a casual, relaxed environment. Not only are the professional relationships of value to professionals and businesses, but the connections made can lead to business opportunities beyond our own borders, a greater understanding of other cultures and systems of government, and experiences that change the world, One handshake at a time.

Become a member of Global Ties Arizona by visiting or by emailing Build your business by building your global relationships and understanding.

and the Bahamas as a tour leader for large groups and conferences. She also studied graphic design with an emphasis in illustration at Salt Lake Community College, where she earned numerous awards for her design work, and she has worked in a variety of environments, including banking and finance, nonprofit, and both large and small businesses. Anderton has a passion for citizen diplomacy, having had profound and life-altering experiences with other cultures and individuals in her travels. She believes that one-on-one relationships have

a dramatic effect on foreign relations and policies from every perspective, and enjoys sharing her stories with others. Anderton was born and raised in Salt Lake City, Utah; lived briefly in Albuquerque, New Mexico; and has been in Phoenix for more than 16 years. She considers the Sonoran Desert home, and enjoys a large menagerie of pets. Anderton served on the board of directors at Piggie Poo Rescue and the National Association of Women Business Owners Phoenix; enjoys crochet, knitting, sewing and reading; and practices yoga.



How Accountability Helps You Master Your Goals by Stephanie Angelo, SPHR, SHRM-SCP

As the facilitator of High Stakes Mastermind Groups, I see a lot of driven, organized people. And they’re reaching their goals through accountability. These people know what they are doing. These people have it together. They are executives, business owners, entrepreneurs, trailblazers and leaders. They’re educated and have big dreams. Often, they’ve made their dreams come true without people believing in them, and without people behind them 100 percent. Still, they have persevered and made it happen. It takes guts, courage and no excuses. And the reality is, everyone needs someone, especially when they are setting new goals. Goals have a way of falling apart when you don’t have someone to hold you accountable. When nobody is looking, you may take it easier on yourself. “Nobody is watching,” you think, “so if I fail, it’s not a big deal.” That’s where Mastermind Groups come in.

Being part of a Mastermind Group is like having your own board of directors. Except you’re not obligated to do what they tell you; they exist for you. That’s the truly cool part. It’s not just having one accountability partner, but many. They offer you professional relationships whereby the members support, empower and hold each other accountable for their actions. That is the way members help each other achieve their specific goals by coming up with thoughtful, useful and timely information that will add value to the lives and careers of group members. As a member, you’re being backed by and collaborating with some of the strongest,

Stephanie Angelo is a Mastermind Group facilitator for various professionals in a breadth of industries, from those who work in nonprofits to marketers, real-estate agents, physicians, financial planners and graphic designers. Like an architect for business, she helps entrepreneurs and solopreneurs grow and build their own enterprises. See what it’s all about at



smartest and best thinkers and leaders out there — the people in some of the top leader and executive roles available. Not only are they helping you by feeding your mind with positive energy and fuel to reach your goals, but you’re helping them as well. Some people think, “I have nothing to contribute. These people are way more accomplished than I am.” Well, allow me to stop you right there. Everyone has something of value to give, over and over again. We’ll even empower you to contribute — because it’s the cornerstone of your own accountability. Through accountability we help you master your goals.

About Us The Arizona Small Business Association (ASBA) is the success engine small business owners depend on to deliver statewide education, mentoring, networking and advocacy that provides forward-thinking entrepreneurs with the resources necessary to grow and evolve in an ever-changing marketplace. By bringing thousands of small businesses together, ASBA has created greater value for all members and is proof positive that our mission of supporting small businesses through an active and connected community is working. Join ASBA. Be amAZed®

New Year, New ASBA! by Arizona Small Business Association

In This Issue

2 3 4 6 7

Federal Law Alert: New I-9 Form Released There Is Always a Solution

With exciting additions to staff, the launch of several new programs and a rebrand in the works, ASBA is taking the expression, “new year, new me,” to a whole other level! ASBA is excited to announce that Jack Lunsford, after serving as “Interim” for five months, has officially been appointed President and CEO. “Jack is a visionary thought leader and change agent,” says Jason Trujillo, ASBA’s 2017 board chair. “There’s no question that Jack’s record as a well-known business, public policy and community leader throughout the Valley and state will greatly benefit through his outstanding leadership.” Lunsford is in good company as ASBA has also welcomed Angelia Hill, vice president of

Safeguarding Your Company from

Marketing & Business Solutions; Genesis Garcia, administrative coordinator; and Ashley

Cyber Tax Crimes – Take Action Now!

Vizzerra, Member Support & Programs manager, to the team. Title promotions have been awarded to the following staff as well:

In-Network vs. Out-of-Network: What

• Debbie Hann — Chief Operating Officer

it Means for Your Dental Coverage

• Carol Mangen — Vice President Partnerships & Programs • Robin Duncan — Senior Director Business Development

The First Thing to Remember when

• Nicci Latino — Events & Communications Manager

Working with Family

• Jeanne Quinn Lowing — Member Services Coordinator (Southern AZ)

Central Arizona

The team has been hard at work developing and implementing new programs that

4600 E. Washington St., Suite 340

provide relevant, dynamic and innovative opportunities in education, mentoring and

Phoenix, AZ 85034

networking. ASBA recently launched Mindshare: Coaching from the Classroom, which

p. 602.306.4000

seeks to provide small-business owners the opportunity to learn from experts in a variety

Southern Arizona 3444 N. Country Club Rd. Suite 118 Tucson, AZ 85716 p. 520.327.0222 © 2016 ASBA. A publication of the Arizona Small Business Association. For more information or to join ASBA, please contact us at Section designed by the Arizona Small Business Association.

of areas pertaining to business and personal development. Next to come will be Protégé: Smart Business Mentoring, a series in collaboration with Kolbe Corp. ASBA has been undergoing a major transformation, the results of which should prove very exciting for members of the small-business community. More to come on the rebrand soon; stay tuned! For more information regarding ASBA, please visit or call (602) 306-4000.


Federal Law Alert: New I-9 Form Released by Kristi Feist, Payday HCM

The new I-9 form was recently released. As of January 21, 2017, you must now use the new form. Therefore, we recommend you train all

Notable changes to the form itself include the following: • When the form is completed electronically, there are prompts

employees who are responsible for completing the I-9 and start to

to ensure information is entered correctly. For example, the form will

use it for new hires as soon as possible.

validate that the correct number of digits are entered for an employee’s

A few important notes about this new form:

Social Security number and various expiration dates. Calendars and

1. While the new I-9 is intended to be completed as a fillable PDF

drop-down lists also include electronic assistance.

to reduce errors, it should not be confused with an electronic I-9. An employer must still print the completed I-9, obtain the appropriate signatures (which are not fillable via PDF), monitor reverifications, and retain the form for the proper retention period. Employers and employees may choose to complete any or all of the form by typing

• The form includes on-screen instructions for each field as well as easy access to the full instructions. • In Section 1, employees must provide only other last names used, as opposed to all other names used. • Below an employee’s signature line, they must indicate via

into the fillable PDF or using a pen to fill out sections after the

checkbox whether a Preparer and/or Translator was used to

document has been printed. Documents that are partly printed and

complete Section 1. Multiple preparers/translators can now be

partly handwritten are acceptable. If using an electronic version of

entered into Section 1 if needed.

the I-9, employers must still comply with the U.S. Citizenship and Immigration Services criteria to be certain of the integrity of the electronic system. 2. Do not reverify current employees due to the new form. Use the

• There is a dedicated area for including additional information (when required) rather than having to add it in the margins. • In Section 2, employers will find a new ”Citizenship/Immigration Status“ field in the first line with numbers one through four. These

new I-9 only for newly hired employees and when you are required

numbers correlate directly to the employee’s selected citizenship or

to reverify temporary work authorization. Additionally, all previous

immigration status entered in Section 1. If you use the fillable version of

forms must still be retained for the proper retention period. The form

the form, the corresponding digit will pre-populate. If you use a paper

must be retained for as long as the employee works for you, plus

version, enter the corresponding digit in this field. These fields (the top

three years after their hire date or one year after their termination

line of Section 2) help to ensure that the two pages of an employee’s

date, whichever is later.

Form I-9 remain together.

3. To download the form from the USCIS website (, right click on the link to the new form “Form I-9 (PDF, 535 KB)” — and select the ”Save link as“ option. This will allow you to save the PDF and open it in a PDF reader. Clicking to open it in a web browser (as you would with most links) will result in an error page.

The USCIS has yet to release a new Handbook for Employers (M274) and advises employers to follow the new form instructions for the most up-to-date information. The updated instructions are also available for download on Please contact the HR Professionals at Payday HCM for assistance at 888-2PAYDAY or 505-255-5422.


There Is Always a Solution by Shohreh Aftahi, MBA, PhD, FocalPoint Business Performance Coaching

The primary challenge in creating value in business today is far more complex than ever before. The reason for this stems from contradicting performance requirements that companies should meet in order to create value, such as quality and low cost, reliability and speed, customization and standardization, innovation and efficiency. This challenge becomes exacerbated by having to satisfy multiple stakeholders that include board members, stockholders, customers and employees, all having different needs. The question is, which do you satisfy first that may help in satisfying the other stakeholders? Companies like Southwest Airlines, Netflix, Amazon and H&M have been able to take the challenge of competing performance requirements and turn them into a competitive advantage by satisfying the contractions in an innovative approach that is their value proposition to the consumers. Southwest Airlines balanced the speed and reliability, Netflix and Amazon offer richness of content and reach the maximum audience, and H&M equalized fashion and affordability. Having to satisfy performance

and meeting for subsequent respective

5. Distribute the power within teams to

requirements contradictory in nature while

discussions than developing, guiding and

give autonomy to foster the ability to

contemporaneously satisfying various

managing the employees on their team.

use judgement in finding solutions,

stakeholders can be a problem, particularly if

This lack of direction causes teams to spend

collaboration and ownership.

the over-provisioning of structure, processes,

more than 50 percent of their time on non-

6. Reinforce integration.

systems, matrices and/or incentives

value-adding activities, having to work longer

7. Allow learning from every experience

complicates the organizational structure.

and harder yet yielding only disillusionment

The more complicated the organization,

and burnout. Focusing on value-driving

8. Reward those who engage and reinforce

the more difficult it is to navigate the path.

activities is key in successful business.

the consequences for those who do not.

People, consequently, lose direction and

There are steps you can take to adapt to

work becomes less meaningful, resulting

the shift required for better management of

in feelings of overwhelming stress and

business complexity:

eventual burnout. One symptom of an overwhelmed organization is leaders and mid-level managers spending more time in meetings

1. Declutter the organization from multi-

and share knowledge.

Challenges are complex in today’s environment, and teams must remain creative in identifying solutions. Teams

level hierarchy, creating an inclusive

must be cooperative, engaged and possess


autonomy in finding available solutions that

2. Encourage your teams to learn to

are beyond the pre-defined processes of the

and concern over producing reports as

prioritize and focus on the most value-

past in order to support the success of their

opposed to performing the significant


organization. Allowing for such cooperative

value-driving activities. In general,

3. Activities.

teams to flourish requires a change in the

managers spend more time creating reports

4. Understand exactly what your people do.

hardwired structure of the past.


Safeguarding Your Company from Cyber Tax Crimes – Take Action Now! by Jonathan D. Klein, Clark Hill

As if tax season was not bad enough, the U.S. Internal Revenue Services (IRS) recently issued an urgent alert warning that cybercriminal phishing scams are utilizing a new, more dangerously effective method for large-scale thefts of sensitive tax information from tax preparers, businesses and payroll companies. Once cybercriminals have this sensitive tax information, they may be able to commit a multitude of crimes affecting millions of people, including filing fraudulent tax returns, identity theft or both. Previously, cybercriminals used various spoofing (when a malicious party impersonates another user) techniques to disguise an email to make it appear as if it were from an organization executive. Commonly referred to as business


email compromise or business email spoofing, this email was usually

should warn their employees now and consider creating an internal

sent to an employee in the payroll or human resources departments

policy about the use and transmission of Form W-2 information and

requesting a list of employees and their Form W-2s. The goal, of

wire transfers.

course, was to obtain sensitive tax information of employees of a

The FBI also suggests a two-step authentication system for emails to verify significant banking transactions. By implementing this extra

company. Now, a new variation of this scam is appearing earlier in the tax season and affecting a broader cross-section of organizations, including school districts, tribal casinos, chain restaurants, temporary

security measure, businesses may reduce the risk of tax-related theft and the subsequent loss of sensitive tax information and money. According to the IRS, organizations receiving a W-2 scam email

staffing agencies, healthcare, and shipping and freight. In the latest

should forward it to and place “W-2 scam” in

twist, cybercriminals are following their prior request with an email

the subject line. Organizations that receive such scams or fall

from an “executive” to payroll or the comptroller seeking a wire

victim to them should file a complaint with the Internet Crime

transfer to a certain account. Thus, if successful, cybercriminals are

Complaint Center at, operated by the FBI. Likewise,

gaining not only sensitive tax information, but also money.

employees whose Forms W-2 have been stolen should review the

As IRS Commissioner John Koskinen stated, “Although not tax related, the wire transfer scam is being coupled with the W-2 scam email, and some companies have lost both employees’ W-2s and

recommended actions by the Federal Trade Commission at www. or the IRS at Early preparation and planning and training are critical to thwart

thousands of dollars.” It is for this reason that this scam is being

increasingly sophisticated cybercriminals. The risks are simply too

described as “one of the most dangerous email phishing scams [the

great to avoid taking action now. If you are unsure how to protect

IRS has] seen in a long time.” Indeed, where the FBI previously

your company or want to discuss how to implement a Form W-2

estimated that prior spoofing techniques netted cybercriminals

information and wire transfer internal policy, an experienced and

approximately $3.1 billion, that number is now likely to dramatically

knowledgeable attorney can help. Please contact Jonathan Klein at

increase under this revised method.

(215) 640-8535 | or another member of Clark

Because of the great potential for large-scale distribution of

Hill’s Cybersecurity team if you have any questions.

employee Form W-2 information and wire transfers, employers

Join us for this 5th annual event WHY ATTEND: As business owners and managers, we are always looking for new ways to better our companies. Learn more on:

Saving Money • Improving Employee Culture Building a Healthy Workplace • The Latest Compliance

Don’t miss this important event!

Friday, May 5, 2017 11:00 a.m. EXPO & Registration 11:50 a.m. – 1:30 p.m. Lunch & Panels Omni Scottsdale Resort & Spa at Montelucia

Individual Lunch: $65 Sponsor Table of 10: $1,000 Corporate Sponsorships Available

Register today at 5

In-Network vs. Out-of-Network: What it Means for Your Dental Coverage by Tiffany DiGiacinto, Director of Marketing and Communications, Delta Dental

When you have dental benefits from Delta Dental of Arizona, you

by the contract. However, out-

can visit any licensed dentist. However, your benefit plan might have

of-network dentists don’t have

limited coverage for services provided by out-of-network dentists. To

this type of agreement with your

ensure you’re saving the most money and receiving your full benefit,

insurance company. This means

it’s always best to visit a dentist in the Delta Dental network.

out-of-network dentists can charge

Here are three things you should know about visiting an out-ofnetwork dentist: 1. Basic care may not be covered. Many dental insurance plans cover most, if not all, preventive services at 100 percent (including

patients at any rate. Your insurer may not cover these charges, which could result in higher out-of-pocket costs for you as a patient. 3. You may get stuck with extra costs. Because out-of-network

basic exams and cleanings) when you see an in-network dentist. If

dentists are not under contract, they could charge for extra for

your dentist is not contracted with your insurance carrier, you could

services that should be included in the cost of restorative treatment,

pay significantly more for preventive care.

such as local anesthesia and dental impressions. But when a dentist

2. Out-of-pocket costs will be higher. One of the benefits to

is in-network, they agree to avoid hidden or unbundled fees.

buying dental insurance is, your insurance company (such as Delta Dental) negotiates rates with the dentists in its network to provide you with the lowest cost possible for dental care. This means that the

Ready to find a dentist in Delta Dental’s network? Visit for more information.

dentist agrees not to charge patients more than the fees determined



Put your business on the road to sweet success


Apply for a Wells Fargo Equipment Express® loan today Growing your business is how you’ll achieve the dreams you have for yourself and your family. Wells Fargo is here to help. Our Equipment Express loan is a flexible way to purchase the new or used vehicles or equipment you need to move your business forward. Stop by or call and speak to your banker today. Finance cars, trucks, trailers, commercial vehicles, or other business equipment

© 2014 Wells Fargo Bank, N.A. All rights reserved. Member FDIC. (1211586_13013)



The First Thing to Remember when Working with Family

Jack Lunsford Chief Executive Officer Debbie Hann Chief Operating Officer Carol Mangen VP Partnerships & Programs

by Amy Bruske, President, Kolbe Corp.

Angelia Hill VP Marketing & Business Solutions

There’d better be a good reason to get involved

Robin Duncan Sr. Director Business Development

in the business.

Nicci Latino Events & Communications Manager

When family members come into a business, they need to be able to add value to it — and

Ashley Vizzerra Member Support & Programs Manager

the business needs to add value to their lives. If

Jeanne Quinn Lowing Member Services Coordinator, Southern Arizona

that’s not the case, don’t risk jeopardizing your family’s economic security as well as ruining family relationships to get into a family-owned

Genesis Garcia Administrative Coordinator

business. Imagine taking this risk, and then failing to


grow the business into a profitable, mature and

Jason Trujillo | Chair Principal Financial

sustainable organization. When you fail in a family-owned business, you take the family’s

Mike Leeds | Vice Chair ProSales Coaching

security with you. It’s sad that after all the commitment and angst founders put into the business, only 12 percent of them (according to research at the Family Business Institute) make it to a third generation. A primary reason for this is often the poor selection and placement of family members. The following story illustrates what can happen

Do not hire a family member until you can answer “yes” to the following questions: 1. Does this family member share your work ethic and business values? 2. Can you commit to establishing boundaries where you keep business conversations at

if a family-owned company doesn’t have a hiring

work and family conversations at home (e.g.,

process in place for family members:

not talking about business at the dinner

Bringing his son, Billy, into his financial services firm seemed so wise to Drew. Billy was smart and had an MBA. Now that he was married, Billy was ready to settle down into a stable career that would give him financial security. It would be great for Drew to be able to eventually hand the business to his son. It would ensure that his clients had continuity when he retired. It would be especially wonderful, they both thought, because they had always gotten along so well together, sharing hobbies and family travel. It had seemed like a no-brainer, but it turned into a nightmare.

table)? 3. Is there a path of success that fits the instinctive capabilities or natural strengths of this family member? 4. Would the family member be committed to the company mission? 5. Does the family member communicate well with relatives and others? 6. Does the family member understand that business is business, so family connections will not impact performance evaluations and rewards?

Nick Petra | Past Chair Strategic Duck Allan Himmelstein | Secretary Sales Coach AZ David Bones | Treasurer The Kenrich Group Andrew Westle | Board Development Trapp Technology Jess Roman | At Large St. Vincent de Paul Kerry Stratford The Caliber Group Janice Washington Arizona Small Business Development Network Jennie King SRP Jim Mapstead Accurate Signs & Engraving Valerie Wynia APS Otto Shill Jennings Strouss Daniel Schenk Clark Hill

7. Do you have an “out” if it doesn’t work?

ASBA LOCATIONS: Answering “yes” to these questions improves

Central Arizona Office

the odds that it will work out to hire the family

4600 E. Washington St., Suite 340

It was predictable that Billy would not be a

member you are considering. It’s a tried and

Phoenix, AZ 85034

good fit for the role Drew wanted him to fill.

true method with your kids, siblings, nieces and

Bringing Billy into the business ended up

nephews — even parents.

harming it and their relationship. A simple

p. 602.306.4000 Southern Arizona Office 3444 N. Country Club Rd., Suite 118

Reality Check, using key questions, could

Excerpted from Business is Business: Reality Checks

have prevented this from happening.

for Family-Owned Companies. Available now.

Tucson, AZ 85716 p. 520.327.0222


Friday, March 31, 2017 | 11:00am – 1:15pm Friday, March Friday, 31, 2017 March | 11:00am 31, 2017 – 1:15pm | 11:00am – 1:15pm

Brought to you by

Brought to you by

Brought to you by








Doubletree by Hilton Reid Park Tucson - 445 S Alvernon Way, Tucson, AZ oubletree by Hilton Doubletree Reid Park by Tucson Hilton Reid - 445Park S Alvernon Tucson -Way, 445 STucson, Alvernon AZ Way, Tucson, A






2017 2017 2017


Feature Content Post 1000 x 320 Feature Content Post Feature 1000Content x 320 Post 1000 x 320


A dynamic discussi on and legislative update A Arizona dynamicleaders discussi A dynamic on and discussi legislative onsides and update legislative update from representing both of the political aisle. New leadership meansArizona newrepresenting policies. ASBA’s 9th Annual Legislative Update will provide a lively discussion on key m Arizona leaders from leaders both representing sides ofLuncheon the both political sides of aisle. the political ai issues from current political leaders bringing a mix of viewpoints. This interactive moderated panel will feature current

adership meanspriorities, newNew policies. leadership ASBA’s 9th Annual new policies. Legislative ASBA’s Update 9thLuncheon Annual Legislative will Update a lively discussion willto on provide key a lively discussion on thoughts onmeans how the legislative session may conclude andprovide afford you anLuncheon opportunity be heard. es from current politicalissues leadersfrom bringing current a mix political of viewpoints. leaders bringing This a mix of viewpoints. moderated panel This interactive will featuremoderated current panel will feature curren Join us at this interactive must attend event! priorities, thoughts on how the priorities, legislative thoughts session on may how the conclude legislative and afford session you may an conclude opportunity and toafford be heard. you an opportunity to be heard. Join us at this must attend event! Join us at this must attend event!

Jerry Bustamante



Steve Farley

Gail Griffin

Randall Friese

T.J. Shope

Arizona House of Representatives Arizona State Senator Arizona State Senator Arizona House of Representatives Friese Party: Democratic Randall Friese Party: Republican T.J. Shope Jerry SteveBustamante Farley Party: Democratic Steve Gail Griffin Farley Party: RepublicanRandall Gail Griffin T.J. Shope 9 District 9 Arizona 14 Arizona DistrictArizona 8 Arizona House State of Representatives House of Representatives Arizona Master State of Ceremonies Senator ArizonaState StateSenator Senator District Senator DistrictArizona House of Repre Party: Party: Party: Democratic Party: Party:Republican Democratic Party:Democratic Republican Party: Democratic Republican Party: Republica District District 98 District 9 District District14 9 District914 District 8

Master of Ceremonies

For more Information, visit or call 520-327-0222.

Giving Guide ARIZONA


Connecting business with our community


Find your cause. Invest in your community.

Arizona Gives Day is a single statewide day of giving that has raised $7.4 million for Arizona nonprofits since 2013.

Find your cause and preschedule your donation at

Your donation on this day can help your favorite organization win a cash prize!

Giving Guide ARIZONA

Invest in Arizona

To her role as CEO of Alliance of Arizona Nonprofits, Kristen Merrifield brings more than 14 years’ experience that includes leadership roles with the Arizona Small Business Association, the ASU Foundation and the Greater Phoenix Chamber of Commerce. Merrifield is an active participant in the business and nonprofit community in her roles as Past President of the Arizona Society of Association Executives Board and active member of groups such as the American Society of Association Executives, serving on its Public Policy Committee; the Young Nonprofit Professional Network; the Organization for Nonprofit Executives; the National Council of Nonprofits, serving on its Membership Committee; and the Nonprofit Executives Together group in Tucson.

Arizona Gives Day is a powerful 24-hour online giving experience that unites Arizonans around causes they believe in. The single, statewide day of giving has raised $7.4 million for Arizona nonprofits since 2013. Arizona nonprofits do much more than provide necessary services to our communities — they are an integral part of our state’s economy. Annually, they have an economic impact of $22.4 billion, more than 8 percent of Arizona’s gross state product. Arizona nonprofits also account for 325,000 jobs. At the Alliance, our mission is to unite, strengthen and advance Arizona’s nonprofit sector. Arizona Gives Day provides us with a unique opportunity to put our mission into action in a way that not only propels our Arizona nonprofit community, but also cultivates a powerful and engaging spirit of philanthropy statewide. Monetary donations are the most direct way to help a nonprofit make an impact — donations allow nonprofits to allocate funds where they are most needed. Arizona Gives is focused on helping participating nonprofits raise funds that are critical to supporting their work. By donating, you simultaneously invest in the future of Arizona and help nonprofits make an impact in your community. This year, we are excited to roll out an all-new, mobile-friendly and user-friendly giving platform, making it easier and more exciting than ever to find and donate to hundreds of local nonprofits. Participating nonprofits also have the exciting opportunity to earn prize money from our incentive fund. We paid out more than $175,000 in prize checks in 2016 alone! Prize categories change each year but are based on criteria such as most money raised in certain categories, most donations over a certain amount during a “power hour,” or even reaching collective milestones throughout the day. Exciting highlights from last year’s Arizona Gives Day are spotlighted on the next page. It is critical that we engage individuals, community leaders, corporate partners and our small-business community in helping us exceed the nearly $3 million we raised last year. Our theme for 2017 is “Invest in Arizona,” and we believe everyone has a unique opportunity to do just that. You can utilize the Giving Guide in this month’s issue of In Business Magazine to learn about some of the great local charities and nonprofit organizations participating in this year’s Arizona Gives Day. Pick one (or several!) to make a donation to on April 4,2017, at Together, we can make a huge impact!


ARIZONA GIVES DAY Since its inauguration in 2013, Arizona Gives Day has steadily increased the donations to local nonprofits. 2013: raised $1.110 million 2014: raised $1.393 million 2015: raised $2.055 million

Kristen Merrifield, CAE Chief Executive Officer Alliance of Arizona Nonprofits

Giving Guide

2016: raised $2.84 million Total: $7.4 million



About the 2017 Giving Guide We are pleased to offer the list of Alliance of Arizona Nonprofits

to give on Arizona Gives Day. By participating on this day, you

members who are participating in Arizona Gives Day coming

connect or even reconnect with a nonprofit to support its

up on April 4, 2017. In Business Magazine is proud to create

cause and become a true supporter of all that is important in

this Giving Guide to provide business owners and the more

our community.

than 36,000 subscribers of the magazine information on local nity

ss with our commu

Connecting busine


4, 2017

Go Beyond Gives Day: We ask that you connect with your

nonprofits that they may work with to better our community.

nonprofit, and we challenge you to choose one or more

Our goal is to give these groups exposure for a full month prior

organizations to work with in this coming year. By volunteering

to Arizona Gives Day so that they may realize additional benefit

time, talent and treasure, your organization is likely to gain in

among the business community.

more ways that you might expect.

How to Give: We urge you, as a company or an individual,

Thank you for giving back to our community!

Maximum Impact: Encourage your employees and customers to participate through your e-newsletter, website, social media and email marketing between March 1 and April 4, 2017.


Giving Guide ARIZONA

Nonprofits participating in Arizona Gives Day

100 Club of Arizona

Against Abuse, Inc.

The Arc of Arizona, Inc.

Arizona Community Action Association

1N10, Inc.

Agape Adoption Agency of Arizona, Inc.

Arivaca Helping Hearts

Arizona Dental Foundation

Arizona Association for Gifted and Talented

Arizona Ecumenical Council

A A New Leaf Inc A Stepping Stone Foundation A Tree 4 Christmas, Inc. Abaka Foundation Abels House Inc. About Care Actor’s Youth Theatre Administration of Resources & Choices Advanced Independence Charity After The Homestretch-Arizona Inc

Alliance Française de Tucson

Arizona Autism United

Alzheimer’s Research and Prevention Foundation Amanda Hope Rainbow Angel’s

Arizona Geriatrics Society

Arizona Burn Foundation

American Red Cross Andy Hulls Sunshine Foundation

Arizona Career Pathways

Angels on Patrol, Inc.

Arizona Cattle Dog Rescue

Animals in Disaster (AID) Empty Bowl Pet Food Pantry

Arizona Chapter of the American Academy of Pediatrics

Anthony Bates Foundation

Arizona Coalition to End Homelessness

Arizona Helping Hands Arizona Hemophilia Association Arizona Humane Society Arizona Interfaith Movement


Every attempt has been made to ensure accuracy at the time of press; however, we apologize if any Alliance members were missed in putting this list together.


Career Connectors is a nonprofit 501(c)(3) organization dedicated to connecting professionals in career transition to hiring companies and quality resources.

REAL people

For the Job Seeker: Career Connectors is an event-driven community outreach program, with three monthly events held across the Greater Phoenix Valley. Each event includes professional career speakers, four hiring companies presenting current opportunities (as well as post-meeting one-on-one face time), and free professional services (resume review/critique, business portraits, social media, LinkedIn coaching and educational opportunities).



For Hiring Companies: Career Connectors has connected more than 500 companies to more than 25,000 professional-level candidates. We are the premier career-level nonprofit organization in the Metro Phoenix area. We support a wide variety of industry sectors: Information Technology, Sales, Finance, Semiconductor, Engineering, Human Resources and more.


For Corporate Sponsors: Sponsoring companies have access to reaching a highly sought-after professional demographic, as well as being an active supporter for those in career transition.


Year Established Locally: 2009 Type of Services: Career Services, Workforce, Job Search

Suite 114-272, Gilbert, AZ 85297

Specialties: Job Search, Career

Phone: (480) 442-5806

Resources, Job Connections,


Employer Connections, Job Coaching

Locations in Metro Phoenix: 3

Total Public Support (Income) in 2016: $164,000




No. of Years with Firm: 8

Local Office: 3317 S. Higley Rd.,



Local Top Executive: Jessica Pierce

Name: Career Connectors Network

Headquartered: Gilbert, AZ

Arizona Hands & Voices Arizona Healing House for Children

Career Connectors

Who we are

Arizona Greyhound & Animal Rescue Fund

Arizona Cancer Foundation for Children

Anytown Leadership Camp

Arizona Elk Society

CareerConnectors is a 501 (c)(3) non-profit organization 480.442.5806



MAR. 2017


Giving Guide ARIZONA

Career Connectors Network

Arizona Legal Women and Youth Services (ALWAYS)

BBB (Better Business Bureau) of Central Arizona Foundation

Arizona Literacy & Learning Center

Be A Leader Foundation

Casa Center for Positive Social Change

Arizona Musicfest

Beads of Courage, Inc.

Casa de los Niños

Arizona Oncology Foundation

Benefactors of Red Rock State Park, Inc.

CASA Support Council for Pima County, Inc.

Benevilla (Sun City Area Interfaith Services, Inc.)

Catholic Charities Community Services

Ben’s Bells Project

Catholic Community Services of Southern Arizona

The Arizona Partnership for Immunization Arizona Recreation Center for the Handicapped (ARCH) Arizona Safe Baby Haven Foundation

Beyond Autism, Inc

Arizona State Parks Foundation

Big Brothers Big Sisters of Tucson

Arizona Theatre Company

Black Canyon Heritage Park

Arizona Western College Foundation

BlackBox Foundation

The Chandler Christian Community Center

Arizona Wilderness Coalition


Chandler Cultural Foundation

Arizona Women’s Education and Employment- AWEE

Boxer Luv Rescue

Chandler/Gilbert Arc

Boys & Girls Club of Flagstaff

Child & Family Resources

Boys & Girls Club of Kingman

Child Crisis Arizona

Boys & Girls Clubs of Greater Scottsdale

Children’s Action Alliance

Arizona Youth Partnership (AZYP) Arizonans for Gun Safety Arizona’s Children Association Arthritis Foundation Arts for All, Inc. Asian Pacific Community in Action Assistance League of Phoenix

Boys & Girls Clubs of the Colorado River Boys Hope Girls Hope of Arizona Brain Injury Alliance of Arizona BreakDown International

Children’s Museum of Phoenix Chrysalis Shelter for Victims of Domestic Violence Circle the CIty Civitan Foundation

Audubon Arizona

Bright Star Community Development under development

Cochise Canine Rescue

Aunt Ritas Foundation


Coconino Coalition for Children and Youth (CCC&Y)

B Back to School Clothing Drive Backpacks 4 Kids AZ, Inc Bag It


Camp Colley Foundation Camp Wildcat

Crisis Response Network Crosier Community of Phoenix Crossroads Mission


CO+HOOTS Foundation

AZ Coalition to End Sexual and Domestic Violence

Cortney’s Place

Central Village

Bridging AZ Furniture Bank

C.U.D.D.L.E. Outreach

Corbin’s Legacy

Cultural Coalition, Inc.

The Bridge to Hope, Inc

Association for Supportive Child Care, Inc

Companion Animal Association of Arizona

Central Arizona Shelter Services Inc.

Clarkdale Historical Society and Museum

Assistance League of Tucson, Inc

Community Food Bank of Southern Arizona

College Bound AZ Colten Cowell Foundation

Cancer Support Community Arizona

Community Alliance Against Family Abuse (CAAFA)

Cancer Survivors Circle of Strength of Arizona

Community Extension Programs, Inc.

Daring Adventures David’s Hope Deer Valley Education Foundation Desert Botanical Garden Desert Cove Parent Teacher Organization Desert Foothills Land Trust, Inc. Desert Senita Community Health Center Desert Voices Detour Company Theatre Dignity Health Foundation - East Valley Down Syndrome Network Downtown Radio 99.1 FM (LPFM Downtown Tucson) Drowning Prevention Coalition of Arizona Duet: Partners In Health & Aging Dysart Community Center

E Eagles Wings of Grace, Int’l. The EAR Foundation of Arizona East Valley Adult Resouces, Inc.

MAR. 2017



Giving Guide ARIZONA

East Valley Children’s Theatre

Family Promise-Greater Phoenix

Franciscan Renewal Center

Gila Watershed Partnership

Eastside Neighbors Volunteer Program

Fans Across America Charitable Foundation

Free Arts for Abused Children of Arizona

Gilbert Education Foundation

Elevate Phoenix

Feeding Matters

Friends of Flagstaff’s Future

Empowerment Systems, Inc.

Flagstaff Master Chorale, Inc

Friends of Saguaro National Park

Epilepsy Foundation of Arizona

Flagstaff Youth Chorale

Equine WellBeing Rescue Inc

Florence Crittenton Services of Arizona

Friends of the Agua Fria National Monument

Esperança, Inc.

The Florence Immigrant and Refugee Rights Project (FIRRP)

Esperanza En Escalante Eve’s Place Inc

Foothills Food Bank and Resource Center

Expect More Arizona

Forever Loved Pet Sanctuary

Experience Matters Consortium

Foundation of Yuma Regional Medical Center

F FACC’s - Friends of Animal Care & Control

Friends of the Phoenix Public Library Furnishing Dignity

Girl Scouts of Southern Arizona GIrls on the Run serving Maricopa & Pinal Counties Gods Vast Resources dba GVRConnect and Tucson Neighborhood Food Pantry

Future for KIDS

Goodwill Industries of Northern Arizona


Greater Tucson Fire Foundation

Gabriel’s Angels GAP Ministries

Fox Tucson Theatre Foundation

Girl Scouts

Genesis Project, INC The Gentry Foundation for Autism

Green Valley Assistance Services, Inc. GreenLight Solutions Foundation Grow Education Outdoors


Homeward Bound

Homeward Bound is a non-profit organization based in Phoenix, Arizona that creates pathways out of poverty for homeless families ready to make a change. We help homeless families by providing them with housing and a program of services that help them get back on their own two feet. Homeward Bound families are provided with affordable housing that is safe and well-maintained. Each family is assigned a case manager, who helps them focus on budgeting, repairing their credit, and getting the resources they need to achieve their goals. Our program also helps families develop basic life skills, including GED tutoring, self-esteem, home maintenance, parenting, and time management. We help 150 homeless families in our community every year, and more than 75 percent of them move on to permanent housing. That’s because, by the time they leave our program, they’ve received housing, job training, life skills, and learned how to budget and save money. You can donate to help our families, volunteer to help provide needed services, or simply learn more by visiting our website at at and liking us on Facebook at Help us break the cycle of poverty today!

Who we are

Local Top Executive: Becky Jackson

Name: Homeward Bound

No. of Years with Firm: 1

Local Office: 2302 W. Colter St.,

Type of Services: Housing Support

Phoenix, AZ 85015

Services, Social Services, Child Care

Phone: (602) 263-7654

Specialties: Transitional Housing, Case


Management, Child Care, Employment

Locations in Metro Phoenix: 1

Services, Program Services

Headquartered: Phoenix

Total Public Support

Year Established Locally: 1990

(Income) in 2016: $6,225,240 ADVERTISING PROFILE


MAR. 2017


Giving Guide ARIZONA




Habitat for Humanity Central Arizona

ICAN: Positive Programs for Youth

Lead for Good

Handi-Dogs, Inc.

ICM Food & Clothing Bank

HandsOn Greater Phoenix

IMPACT of Southern Arizona

League of Women Voters of Arizona Education Fund

Healing Hearts Animal Sanctuary, Inc.

Impact One Breast Cancer Foundation

Heard Museum

Independence Plus, Inc.

Literacy Volunteers of Coconino County

The Heard Museum

Individual Achievements Association DBA GaitWay

Literacy Volunteers of Maricopa County

Interfaith Community Services

Local First Arizona Foundation

International Cancer Advocacy Network

Lost Dogs Arizona

Heart of Tucson Happy Equiine Acres and Therapy Hearth Foundation, Inc. Hearts That Purr Feline Guardians

Literacy Connects

More Than a Bed Mt. Graham Safe House, Inc Musical Instrument Museum

N National Kidney Foundation of Arizona Native American Advancement Foundation Native American Connections Native American Music Fund “Teens For Music”

Lost Our Home Pet Rescue

Native American Outreach Ministries, Inc.

Louie and Friends Foundation

Native Seeds/SEARCH

Help in Healing Home Foundation

International Sonoran Desert Alliance

Helping Families In Need

Irish Cultural and Learning Foundation

Lura Turner Homes, INC

Naturopathic Cancer Society

Henderson-Hughes Health Partners

Ironwood Tree Experience

Neighbors Who Care, Inc.

Heritage Square Foundation

Iskashitaa Refugee Network

Lutheran Social Services of the Southwest

The Hermitage No-Kill Cat Shelter

iTheatre Collaborative

His Love Covers Me Ministries Homeward Bound Hoofbeats with Heart Hope 4 Kids International Hope Women’s Center Inc HopeKids Arizona Hopi Education Endowment Fund The Hopi Foundation Hopi Tewa Women’s Coalition to End Abuse Horses Help Foundation Hospice of the Valley - Phoenix, AZ The House of El Elyon Housing Solutions’ Sharon Manor Program Humane Society of Central Arizona


J Japanese Friendship Garden of Phoenix Jazz in January, Inc. dba Tucson Jazz Festival Jewish Family & Children’s Service

M Maggie’s Place Make Way for Books Maricopa Health Foundation Marshall Home for Men Matthew’s Crossing Food Bank

Neurofit Networks dba Parkinson Wellness Recovery Neurologic Music Therapy Services of Arizona New Horizons Disability Empowerment Center New Life Center New Pathways for Youth

Jewish Free Loan

Medicare Health Benefits Community Resource Center

JFCS of Southern Arizona

Mental Health Coalition Verde Valley

JLB Project Inc

Mesa Arts Center Foundation

Jobs For Arizona’s Graduates

The METRO Center of Tucson

Junior Achievement of Arizona

MIKID - Mentally Ill Kids In Distress



Mindfulness First

Oasis Sanctuary Foundation, LTD

Miracle League of Arizona

One Step Beyond, Inc.

Mission of Mercy, Inc


Mobile Meals of Tucson

Ophelia’s Place Inc.

Moenkopi Senior Center, Inc.

Our Family Services, Inc.

Keep Phoenix Beautiful Keeping Teachers Teaching, Inc. Kids’ Chance of Arizona Kids in Focus KXCI Community Radio

North Valley Chorale, Inc. Northland Pioneer College Friends and Family Inc notMYkid Nourish

Our Neighbors Farm and Pantry

MAR. 2017



Giving Guide ARIZONA

Support My Club It is the mission of Support My Club to support students on their path to graduation by engaging communities to fulfill the needs of school clubs and teams. We believe that all students have the opportunity to pursue their hopes, dreams and aspirations through participation in extracurricular activities, and Support My Club does just that. Support My Club achieves this and provides a convenient, specific and efficient way for individuals to support out-of-classroom education to allow students to be properly equipped to pursue their interests; to reduce club sponsor and coach out-of-pocket costs; and to reduce club time spent on fundraising, allowing focus to remain on the original activity. Research says that structured after-school activities work. They work to engage students, keep them in school, and keep them from participating in risky behaviors. Clubs and sports activities need help to provide the inspired minds and innovative ideas of students with the tools to succeed in their missions. That’s where we come in.  We support clubs in all focus areas and encourage all students to get involved with extra-curricular activity to become further engaged and hone skills. Students

learn to collaborate, manage and balance their time, become more financial literate, and gain valuable leadership experience. We are an e-commerce solution where donors can support the needs of high school clubs and sports. Clubs post their specific needs, and donors “shop” for items that speak to them. Items are added to the online cart, donors make a 100-percent-tax deductible purchase, and Support My Club delivers the item directly to the club! For every $100 of value received, the club completes one hour of community service, allowing the receiver to become the giver and the cycle of philanthropy to continue. There is something for everyone. Products range from $2 to thousands of dollars, and items represented from the four A’s: Academics, Athletics, Arts and Activities. We believe that anyone can be a philanthropist, and SMC provides a way for citizens to engage in specific and meaningful philanthropy at a giving level comfortable to them. Now, communities near and far have a way to support the education of extra-curricular activities, where excited and imaginative teens work to make a difference in their own lives and the lives of others.

Who we are Name: Support My Club Local Office: 5070 N. 40th St. Suite 110, Phoenix, AZ 85018 Phone: (602) 339-8421 Website: Locations in Metro Phoenix: 74 high schools served Headquartered: Phoenix Local Top Executive: Amy Armstrong, CEO & Founder No. of Years with Firm: 5 Year Established Locally: 2012 Type of Services: Youth Services Specialties: Clubs and Teams Total Public Support (Income) in 2015: $401,000


An online registry for equipping High School clubs on their path to graduation







MAR. 2017


Giving Guide ARIZONA

P Packages From Home Pappas Kids Schoolhouse Foundation Parent Aid Child Abuse Prevention Center, Inc.

Phoenix Day

Positive Paths

Phoenix Film Foundation

Prescott Area Wildland Urban Interface Commission

Phoenix Girls Chorus, Inc. Phoenix Herpetological Society

Parkinson Movement & Disorder Alliance

Phoenix Lesbian and Gay Pride Committee, Inc

People Who Care

Phoenix Public Library Foundation

Pets on Wheels of Scottsdale

Phoenix Rescue Mission

Phoenix Children’s Chorus

Phoenix Revitalization Corporation

Phoenix Center for the Arts

Phoenix Women’s Sports Association

Phoenix Chamber Music Society

Phoenix Zoo-Arizona Center for Nature Conservation

Phoenix Chorale Phoenix Conservatory of Music

Pima Council on Aging

Red Feather Development Group

Prescott Meals On Wheels

Red Means Stop Coalition

Project C.U.R.E.

ResilientMe Inc.

Protecting Arizona’s Family Coalition

Reveille Men’s Chorus

R RAD (Rehabbing and Advocating for Dogs) Rescue The Rag Collection Raising Special Kids Reachout Women’s Center Read Better Be Better

Planned Parenthood Arizona Inc.

Recovery Empowerment Network of Maricopa County

RightCare Foundation River Cities United Way Ronald McDonald House Charities of Southern Arizona, Inc. Roosevelt Row Community Development Corporation Rosie’s House: A Music Academy for Children Rusty’s Angels Sanctuary


Every attempt has been made to ensure accuracy at the time of press; however, we apologize if any Alliance members were missed in putting this list together.

Read Better Be Better

DID YOU KNOW? 84% of Arizona’s low-income 3rd graders are not reading at grade level, making them four times less likely to graduate from high school.

Read Better Be Better (RBBB) is an after-school literacy program that helps children improve their reading skills in order to become better learners. We are the only nonprofit organization that inspires and equips Arizona youth to help us solve this literacy crisis. HOW DOES IT WORK? The program pairs trained 8th grade students with struggling 3rd grade readers. Together, they work through our proven curriculum, followed by fun group activities; all of which are proven to develop literacy skills as a foundation for broader academic success. / readbetterbebetter

WHAT DO THE KIDS HAVE TO SAY ABOUT RBBB? “It helped me learn how to know what I’m reading. I feel better at school when I’m reading.” (Robert, 3rd grade) “Now I’m thinking in the future I might be wanting to teach little kids. I have been reading to my niece and nephew a lot more.” (Crystal, 8th grade) “Now, here at school, I behave a bit different because I have Chris looking up to me as an example.” (Arlon, 8th grade)

Who we are / readbetteraz @readbetteraz

Local Top Executive: Sophie Etchart

Name: Read Better Be Better

No. of Years with Firm: 3

Local Office: 1517 E. Palm Ln,

Year Established Locally: 2014

Phoenix, AZ 85006

Type of Services: Youth Education

Phone: (602) 263-7654

Specialties: Literacy, Education,


Service-Learning, Mentoring

Locations in Metro Phoenix: 13

Total Public Support

Headquartered: Phoenix

(Income) in 2016: $99,630

For more information about the program, or to find out how you can help, please contact Sophie Etchart, Founder & CEO of Read Better Be Better at or (623) 229-7880.



MAR. 2017


Giving Guide ARIZONA

S The Salvation Army San Miguel High School Sandra Day O’Connor Institute SARSEF: Southern Arizona Research, Science & Engineering Foundation Save the Family Foundation of Arizona Second Chance Center for Animals Sedona Arts Center Inc Seeds of Hope, Inc. Sharing Down Syndrome Arizona Silver Lining Riding Program The Simple Rules Foundation Inc. Sky Island Alliance Smiles Beyond The Bars Sojourner Center Sold No More Sonoran Arts League, Inc. Sonoran Glass School SOSAz Support Our Schools Arizona Southeast Arizona Area Health Education Center

Spina Bifida Association of Arizona, Inc St Vincent de Paul St. Joseph the Worker St. Mary’s Food Bank Alliance STARS - Changing lives through opportunity Steps of Love Sun Cities 4 Paws Rescue Inc Sun Sounds of Arizona Sunshine Angels Sunshine Rescue Mission Superstiton Mountain Museum Support My Club Susan G. Komen Arizona Sustenance Research Institute Swift Youth Foundation

T Teen Challenge of Arizona, Inc.

Watershed Management Group

Unified Arizona Veterans

West Valley Child Crisis Center, Inc.

United Cerebral Palsy Association of Central AZ

West Valley Symphony Association

United Food Bank, Inc.

Western Arizona Community Alliance, an affiliate of WACOG

United National Indian Tribal Youth, Inc. (UNITY)

WHEAT (World Hunger Education, Advocacy & Training)

United States Veterans Initiative

Will To Walk Foundation

United Way of Northern Arizona

Willcox Historic Theater Preservation Inc

United Way of Pinal County United Way of Yuma County Unlimited Potential, Inc UPWARD for children and families USA Clydesdale Preservation Foundation

V Valley of the Sun YMCA

World Affairs Council of Arizona World Care

X Xico, Inc.

Y Yavapai Humane Society Yorkie Luv Rescue Inc. Young Artist Society


Theatre Artists Studio

Young Nonprofit Professionals Network Phoenix

Van Norman Foundation DBA Opportunity4Kids

Youth On Their Own

Tovrea Carraro Society

MAR. 2017

UMOM New Day Centers, Inc.

Tesseract School

Southwest Autism Research & Resource Center


Waste Not, Inc.

Valley Youth Theatre

Therapeutic Ranch for Animals and Kids (TRAK)

Spay and Neuter Solutions


Tempe Community Action Agency

Southern Arizona Symphony Orchestra Association

Southwest Wildlife Conservation Center

Walking Down Ranch, Inc.

Valley Permaculture Alliance

Therapeutic Harp Foundation

Southwest Human Development

Tucson Symphony Orchestra


Teen Outreach Pregnancy Services

Southern Arizona AIDS Foundation

Southwest Center for HIV/AIDS

Tucson Pops Orchestra

Treasures 4 Teachers Treasures 4 Teachers of Tucson Tu Nidito Children and Family Services Tucson Interfaith HIV/AIDS Network, Inc (TIHAN)

Verde River Valley Nature Organization Inc. (VRVNO) Verde Valley Caregivers Coalition Verde Valley Habitat for Humanity Verde Valley Sanctuary Veterans First Ltd. Veterans Heritage Project

Young Arts Arizona Ltd.

Yuma Community Food Bank Yuma Community Theater, Inc. Yuma Conservation Garden Inc YWCA Metropolitan Phoenix Every attempt has been made to ensure accuracy at the time of press; however, we apologize if any Alliance members were missed in putting this list together.

Vineyard Community Charities


Get to know the

BUSINESS SIDE OF COX. Cox Business has built a robust Arizona infrastructure with 23,000 miles of 99.99+% reliable Hybrid Fiber/Coax connecting to a fully redundant national backbone. Cisco-certified technicians on the ground and continuous monitoring from our Regional Operations Center resolve problems before they impact your enterprise. It’s a network designed to exceed business continuity requirements and service designed to exceed expectations. That’s how we do business.


Internet. Data. Phone.

A picture can tell a thousand stories. acting on needs and improving the quality of life for people in their local communities and globally. CBIZ and Mayer Hoffman McCann P.C. work with key stakeholders while maintaining transparency and compliance with regulatory authorities. This allows you to focus on what matters most –

Dave Miller • 602.264.6835 • •

*Mayer Hoffman McCann P.C. is an independent services, and works closely with CBIZ, a business

© Copyright 2014. CBIZ, Inc. and Mayer Hoffman McCann P.C. All rights reserved.

MARCH 2017

In Business Magazine is pleased to offer the MarketPlace for our readers. This section is for


service-based companies, events and other organizations that wish to “market” directly to

Interested in marketing your business

our readers with their services. Many offer special deals to our readers and all are focused

or service direct to our readers?

on providing the best possible products and services to other businesses here in the Valley. We hope that you will let these advertisers (and all of our advertiser supporters in each issue) know that you’ve seen their ad and that you care to do business with them. The

Show off your product, service, event, announcement or other great information to the best demographics of business decision makers in the Valley. For more information, please contact us at (480) 588-9505 or by email at

Marketplace is open for business.

Get to know what is happening in your Vicinity Follow us vicinitymagazines @vicinityarcadia @vicinityarcadia

2017 Activate Human Capital Conference April 28, 2017 | 7:30am-12:30pm Phoenix, Arizona | Desert Willow Conference Center Breakthrough to a new level of employee engagement by attending the Activate Human Capital Conference. Join Activate Human Capital and

Incredible presenters include: John Hofmeister Former President Shell Oil Company

Mark Bonsall

Conscious Capitalism Arizona as they bring together business owners,

General Manager and CEO Salt River Project

leaders, managers and more to discuss People-Focused Principles of

Scott McIntosh

Management that will increase productivity and revenue, reduce employee

Co-Founder Conscious Capitalism Arizona

turnover, and create sustainable workplaces.

Richard Morrison

Learn more and register: Receive 10% off when you use code: InBusiness Questions?


Founder Activate Human Capital

Jim Hunter Founder and CEO PeopleBest


MAR. 2017


MARCH 2017

Create Your Free Business Listing

Send the right message at the right time, automatically.

Introducing the premier directory of small businesses in AZ

Email marketing for small business. WATCH DEMO

2,193 square feet

Market Your Products & Services to the Strongest Demographic in the Valley.


Products • Services • Events • Announcements Q&A • Expertise • Special Offers

ThinkSmallBiz is a movement promoting the support and patronage of small businesses. Make sure your business can be found in the new ThinkSmallBiz directory by creating your free listing today. We encourage everyone to “ThinkSmallBiz”!

Give our readers a reason to call you now!


5 RY 201

n is for sectio rs. This ly to r reade direct for ou arket” tPlace d h to “m Marke focuse that wis er the all are . d to off izations rs and Valley organ reade is please r er the e ou in oth zin d ga als to es here nts an ess Ma cial de each ies, eve business er spe in In Busin er pan rs off ny d com porte es to oth es. Ma e-base iser sup d servic The servic ert ir an servic m. adv the r h ducts with the all of ou ble pro ders wit siness bu rs (and our rea st possi do ise be ert the care to se adv viding that you l let the on pro ad and t you wil n their pe tha ’ve see We ho . that you siness know for bu issue) is open tplace Marke

Visit Today!

Year. Great

a 2015 isness your bu to know ion Get to a subscript zine. ga with ess Ma ues. In Busin 12 iss year. and. 5 per newsst $24.9 ing off the e 42% sav


For Sublease

(480) 588-9505 Starting at $299

e ge at th messa ally. e right ic Send th me, automat siness. all bu right ti g for sm Email








inbu www.


iness your bus keting s? reader ed in mar Interest ct to our ice, ice dire t, serv or serv at r produc er gre off you or oth Show of cement aphics announ t demogr event, ey. bes the the Vall tion to ers in informa n mak isio contact se dec s tion, plea busines il at e informa 05 or by ema mor For -95 0) 588 inessma us at (48 @inbus ads lace marketp


menities nearby A-Grade office space now available East Colter Street

15 JA N . 20


• 2,193-square-feet of plug and play space available INBUS

• On-site restaurant available

h 45

North 44th Street

re et

• Available immediately

th St

• $22.00/full-service per square-foot lease rate East

E xe

te r





k Pizza


• Sublease term thru January 31, 2020 La










Kyle Seeger







Pub N Grill



East Camelback Rd

ds & Provisions


North Village Drive

• ±6.00/1,000 parking ratio






+1 602 282 6342

ghts reserved. All information contained herein is from sources ntation or warranty is made to the accuracy thereof.


MAR. 2017


Affahi, Shohreh, 45

Donner, Ed, 11

Jackson, Becky, 56

Pierce, Jessica, 54

Anderson, Laurie, 36

Dunlap, Melanie, 40

Kelleher, Bob, 26

Pryor, Nathan, 11

Anderson, Tophas IV, 18

Earhart, Phaedra, 35

Klein, Jonathan D., 46

Racich, David, 14

Anderton, Wendy, 41

Etchart, Sophie, 59

Lanning, Kimber, 24

Sachdeva, Ashish, 15

Angelo, Stephanie, 42

Faust, Mark, 27

Leidner, Gordon, 66

Serin, Amy, 14

Armstrong, Amy, 58

Feeney, Matthew P., 22

Lunsford, Jack, 43

Swanson, Jeff, 28

Bachand, Lori, 28

Feist, Kristi, 44

Madison, James, 66

Tollefson, Richard, 28

Baize, Mike, 15

Finzel, Hans, 27

McLaughlin, Michael, 11

Trujillo, Jason, 43

Bannerjee, Isabel, 37

Franklin, Benjamin, 66

Merrifield, Kristen, 53

Varner, Jim, 36

Brubaker, John, 27

Galán, Nely, 29

Miller, Eric, 16

Vickery, Rob, 27

Bruske, Amy, 49

Goodman, Adam, 24

Moore, Jason, 10

Winkel, Nicola M., 10

Butler, Tyler, 22

Gordon, Cindy, 38

Morris, Traci, 11

Wogan Calderón, Terri, 25, 29

Choi, Ji Mi, 11

Gramzay, Kathleen, 39

Mueller, Brian, 9

Zachary, Lois J., 25

Cook, Tamara, 18

Hammond, George W., 13

Munro, Matt, 14

DiGiacinto, Tiffany, 48

Isaacs, Melanie, 10

Nouri, Kat, 14

1100 KFNX, 33

Employee Engagement Group, The, 26

Networking for Professionals, 30

Social Venture Partners Arizona, 25, 29

11Eleven Consulting, LLC, 22

eWomenNetwork Phoenix, 30

NorthBridge College Success Program, 10

Southland Engineering, 11

AAA Phone On Hold, 8

FocalPoint Business Performance Coaching, 45

Orange County United Way, 28

Southwest Airlines, 45

FSW Funding, 63

PAL Experiences, 10

SRP, 7

Payday, 44

Stasher Bag, 14

Peaceful Spirit Enrichment Center, 40

Support My Club, 58

Phoenix Analysis & Design, 16

SVP Arizona, 31 Tempe Chamber of Commerce, 30 Three D, LLC, 18

Activate Human Capital, 63 Alliance Bank of Arizona, 3 Alliance of Arizona Nonprofits, 53 Amazon, 45

Gilbert Chamber of Commerce, 31 Glendale Chamber of Commerce, 30 Global Chamber, 31

APS, 17

Global Ties Arizona, 41

Phoenix Children’s Hospital Foundation, 42

Arizona Association for Economic Development, 30

Goodmans Interior Structures, 24

Phoenix Metro Chamber of Commerce, 31

GPS Insight, 2

Arizona Coalition for Military Families, 10

Grand Canyon University, 9

Phoenix Philanthropy Group, The, 28, 33

Arizona Gives Day, 52

Graycor Construction Company, 12

Arizona Hispanic Chamber of Commerce, 29

GroovyTek, 14

Arizona Relay Service, 8

H&M, 45

Arizona Small Business Association, 43

Hispanics United of Buffalo, Inc., 18

Arizona State University, 11

Homeward Bound, 56

Arizona University, 13

Hospice of the West, 15

BackPainHelp, 15

Infusionsoft, 64

Sacramento State, 28

Black Canyon Conference Center, 32

Inno-NATIONS Tribal Business Collision Community, 11

Snell & Wilmer, 22

American Indian Policy Institute, 11

Blue Cross Blue Shield of Arizona, 68 British Journal of Sports Medicine, 15 Business Rescue Coaching, 38 Cactus Creative, 36 Career Connectors, 54 Carefree Resort & Conference Center, 32 CBIZ, 62 Chandler Chamber of Commerce, 30, 31 Chevrolet, 32 Chipotle Services LLC, 18 Clark Hill, 46 Cornish Pasty Company, 34 Cox Business, 61 Delta Dental, 48 Department, The, 11 Desert Schools Federal Credit Union, 19 Desert Willow Conference Center, 32 Eller College of Management, 13

Phoenix, City of, 31 Read Better Be Better, 59 Recruit, 11 Redirect Health, 67 Renaud Cook Drury Mesaros, 18 Rosie McCaffrey’s Irish Pub & Restaurant, 34 Seamus McCaffrey’s, 34

Insperity, 15

ThinkSmallBiz, 64 Tim Finnegan’s Irish Restaurant & Pub, 34 Touchpoint Solution, The, 14 U.S. Citizenship and Immigration Services, 44 Untapt, 11 Vestar, 12 Visionary Business Magazine, The, 11 WalletHub, 13 Wells Fargo, 48 West Valley Women, 31 WiredUp Installation, 14 Yatra, 11

Jive, 6 JLL, 64


JT’s Porch Saloon & Eatery, 18 Kolbe Corp., 49 Lancet, The, 15 LaPour Partners, 12 Leadership Development Services, LLC, 25 Local First Arizona, 24 Maricopa County Small Business Development Center, 11 Mastermind Group, 42 Mayer Hoffman McCann PC, 62 Morgan Law Offices, 6 National Bank of Arizona, 5 National Labor Relations Board, 18 NAWBO Phoenix, 35 Netflix, 45

In each issue of In Business Magazine, we list both companies and indivuduals for quick reference. See the stories for links to more.


Bold listings are advertisers supporting this issue of In Business Magazine.





Historically Successful Leadership

Gordon Leidner shares ‘The Leadership Secrets of Hamilton and the Founding Fathers’ by RaeAnne Marsh

As Gordon Leidner notes in his introduction to The Leadership Secrets of Hamilton and the Founding Fathers, “the Founding Fathers’ adoption of the Declaration of Independence, the United States Constitution, and the Bill of Rights was the most revolutionary demonstration of leadership in American political history. … It was not because of the political unanimity of the nearly four million colonists in North America. A significant minority of the people, perhaps as much as one third, opposed the establishment of a new nation. It was not because of the strength of the American armies or navy, since they were immensely inferior in numbers, equipment, and weaponry when compared to their foes. It was not because of the wealth and financial independence of the colonies, because the thirteen colonies had fragile economies and were highly dependent on trade with Great Britain. “The key ingredient to the successful establishment of the new nation was leadership — the leadership of a handful of men known today as the Founding Fathers.” The book is as much history as it is a guide to leadership skills. Leidner’s treatment of each leadership skill — from “Prepare Yourself” and “Exemplify Moral Integrity” to “Be a Mentor” — provides a new context in which to understand the history we each probably think we know so well. Yet he notes the precepts continue to be relevant today: “The modern-day leader may not have a task as monumental as the one that faced the Founding Fathers. However, the principles the Founders followed are still useful for various modern leadership challenges such as the establishment of a new company, the rejuvenation of a failing business, and the motivation of an uninspired workforce.” The following is excerpted from the chapter “Be a Mentor,” which opens by describing Benjamin Franklin’s speech to fellow delegates at the Constitutional Convention and ends with a discussion of three action items for being a mentor:

Gordon Leidner is the author of numerous books and articles about Abraham Lincoln and the American Civil War. A board member of the Abraham Lincoln Institute, he maintains the website, where he provides free educational material to students and educators on Abraham Lincoln, the Civil War and the American Revolution.

MAR. 20 1 7



“Mr. President: I confess that I do not entirely approve of this Constitution at present, but Sir, I am not sure I shall never approve it: For having lived long, I have experienced many Instances of being oblig’d, by better Information or fuller Consideration, to change Opinions even on important Subjects, which I once thought right, but found to be otherwise. It is therefore that the older I grow the more apt I am to doubt my own Judgment, and to pay more Respect to the Judgment of others …” … He implored each delegate to put aside his reservations and “doubt a little of his own Infallibility, and [in order] to make manifest our Unanimity, put his Name to this instrument.” Franklin was a mentor not only to his fellow Founders, but to all Americans. From 1732 to 1758, he had delighted the public with his popular Poor Richard’s Almanack, which was filled with practical information and his incomparable witticisms. Although Franklin had developed many useful inventions, he never patented them. He gave his reasons in

his famous autobiography, where he said, “As we enjoy great advantages from the inventions of others, we should be glad of an opportunity to serve others by any invention of ours; and this we should do freely and generously…”


Always have the attitude that “I will learn something new today.” Be “quick to listen and slow to speak.” Ask people for their opinions. Do not be afraid to admit it when you are uncertain of an answer. Your humility will pay off as you gain the respect of your followers, while learning what you need to know. “The better any man is, the lower thoughts he has of himself.” —James Madison


Alexander Hamilton realized that he did not know as much as he needed to about economics and finance when he became Secretary of the Treasury. He immersed himself in scores of books on the subjects of banking, international trade, public debt, credit, foreign exchange rates, taxation, and manufacturing. To broaden his understanding of world commerce, he researched peripherally related subjects such as politics, government, geography and philosophy. In the age of instant information, you can do even better than Hamilton. Learn your subject! “In a multitude of counselors there is the best chance for honesty, if not wisdom.” —James Madison


As a leader, make it a point to become a mentor to others. This will benefit you as well as your followers, because to teach others, you have to learn your subject well. By answering followers’ questions, you will gain insight you would not otherwise have acquired. Look for opportune moments to share what you’ve learned. Talk to your followers in informal settings. Give presentations. Offer to speak at seminars. Get published! If you become known as a guru, you will be challenged by an increasing number of people and more difficult questions. And you will learn even more. But never forget the first action item: remain humble. “We are sent here to consult, not to contend with each other.” —Benjamin Franklin

The Revolution was effected before the war commenced. The Revolution was in the minds and the hearts of the people, a change in their religious sentiments of their duties and obligations … This radical change in the principles, opinions, sentiments, and affections of the people was the real American Revolution.” —John Adams, quoted in The Leadership Secrets of Hamilton

Buried by Obamacare? We Can Dig You Out.

Redirect Health’s EverydayCare™ plan is helping entrepreneurs just like you comply with Obamacare without crippling their operations. Stop overpaying and offer your people the high quality care they really need.

• Eliminates individual penalty and $2,000 per-employee penalty under Obamacare • Offers unlimited primary care, physical rehabilitation, chiropractic, concierge services and much more

...and, it can cost you as little as $0 to comply!

Find Out How:


March 2017 In Business Magazine  
Read more
Read more
Similar to
Popular now
Just for you