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OCT. 2016

Healthcare Decisions: A Business Owner’s Guide to Open Enrollment

Strength in Numbers

How healthcare is evolving for business Costly Truth of

Cloud Divorce Election Politics in the Workplace

Succession Planning vs Outside Recruitment $4.95 INBUSIN ESSMAG.COM

THIS ISSUE Global Chamber

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Strength in Numbers

As open enrolment approaches and businesses prepare the healthcare options they will offer their employees, In Business Magazine reached out to those in the industry for the latest on how healthcare is evolving for business. FEATURE


Succession Planning Takes Work

Want a never-ending supply of qualified managers? Michael Timms explains how it is possible, but only for the truly diligent. DEPARTMENTS


Guest Editor

Paul Johnson, co-founder and CEO of Redirect Health, introduces the “Open Enrolment” issue.


FALL 2016

Global Chamber® Phoenix

Fri., Oct. 14 Export Roundtable Regional exporter shares their challenges and opportunities, and we work together on reducing risk and increasing success. 1:00p – 2:30p RSVP to Global Chamber® Phoenix

Sat., Oct. 22 Global Career Roundtable We help each other find new career and consulting opportunities that have a global component. Members Only — Visit to Join! 11:00a – noon RSVP to

SPOTLIGHT EVENT Global Chamber® Phoenix

Thurs., Oct. 27 Asia Opportunities in the Garden Insights from executives with Asian companies doing business in Phoenix, hosted by the Japanese Friendship Garden in Phoenix. 4:00p – 5:30p RSVP to Global Chamber® Phoenix

Wed., Nov. 16 League of Extraordinaries Service providers who work with companies doing global business discuss and share opportunities. 4:00p – 5:30p RSVP to

Inside this section


Build an Advisory Board for Global Success


Importing Is Global Trade, Too


Acknowledging Men while Women Expand Their Influence in Global Business


Global Trade Belongs to Entrepreneurs and the Young of Spirit


Growth Is in Your Hands; Extend Your Arms!

Be Everywhere

by Doug Bruhnke, CEO/Founder at Global Chamber

Who has time to be everywhere? No one person can be, not even a group of people within one company. And so the team at Global Chamber® works around the clock and around the world to grow our global network of more than 5 million business connections, so that as a member, you’ll benefit. Because there’s no question — opportunities are everywhere, and you can’t be everywhere. So we are, for you. Recently, we hosted leaders from across Latin America, including representatives from Cuba, Venezuela, Mexico, Bolivia, Panama, Costa Rica, Paraguay and Peru at a Global Chamber event. Events like this happen in Arizona, across the U.S. and on every continent. In this specific event, each country leader shared their perspectives on opportunities with their country.


Relationships were initiated. Action plans implemented. Follow-ups planned. You didn’t need to be there, because we were, and so as a member you’re also connected. We connect members to new business opportunities every day, whether they attend events or not. For this event, many thanks to the U.S. State Department and the International Visitors Leadership Program administered by Global Ties, and collaborating partner ProMéxico. Our house is your house. Go without going, and connect without the hassle. We’re creating more efficient ways to connect to your ideal targets. Trade, import, export and invest with Global Chamber members and our global tribe. Global Chamber®

“Opportunity is everywhere, and so Global Chamber® helps members find and capture it, anywhere.” —Osayi Igharo, Executive Director, Global Chamber® Abuja


Global Chamber

HEALTHCARE DECISIONS Open Enrollment & Healthcare Guide for Business

Section Sponsored by:

Informing Our Business Community on Healthcare Options

2017 Healthcare Decisions

Open enrollment and healthcare guide for business

OCT. 20 1 6




Political campaigns have reached fever pitch, but how much of that fever can the workplace stand? A local attorney offers a primer for Arizona businesses.



New releases give fresh insights on business thinking.



Debora Gallo-Capaldi, Michael Cocanower and David Racich respond to In Business Magazine’s burning business question of the month.

Executives sitting on nonprofit boards play a key role in identifying donor prospects, but that’s just the beginning of donor prospect strategy.





“Collaboration the Allbound Way,” “Global Opportunities Seen,” “Hiring via Crowdsourcing,” “In the e-Zone,” “Stack and Show,” “First Post-Recession Medical Office Spec,” Walmart Supercenter Rises at Metrocenter Mall,” “Stay for Business” and “Hot Market for Craft Brews”

2017 Jaguar SUV PLUS: Old files don’t just fade away; shredding services make sure they’re safely gone for good.








By the Numbers

Power Lunch

It’s not just the product or service that has business value. What are the world’s most valuable brand portfolios?

Postino Highland PLUS: These sandwiches are a far cry from a lunch-box PB&J.



From the Top

Jeff Herzog, a recognized pioneer in the early SEO industry, continues his momentum in digital services.



“Mighty Digital Healthcare Platform,” “Global Physician Collaboration to Advance Healthcare Innovation,” New Leadership Takes Helm at Arizona Care Network” and “’Made in USA’ Is Good for Business”



“UAT Reinstates a Virtual Reality Degree,” “Camelback Corridor Attracts San Francisco Tech Company” and “The Costly Truth about Cloud Divorce”

A Gallup poll of healthcare trends shows historic lows of uninsured Americans — 11 percent holding steady from end of first quarter through end of second.


Survey of dads shows career/parenthood balance isn’t just a woman’s issue. ON THE AGENDA



Integrity Summit 6 — Arizona Commerce Authority Leadership Development Workshops — U & Improved



Business events throughout the Valley

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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, Interim CEO Arizona Small Business Association Central Office (602) 306-4000 Southern Arizona (520) 327-0222

At Bank of the West, we specialize in truly getting to know you and your business–beyond what’s on the balance sheet. We listen closely, then partner with you to craft the kinds of smart, personalized banking solutions that help bring your plans to life. And we back them with special, limited-time1 offers like: • Owner-Occupied Commercial Real Estate Loans with a 10-year fixed term and 30-year amortization2 on loans of up to $2.5 million, giving you lower monthly payments to free up cash for other uses • Up to $3,000 in closing cost savings3, 4 for owner-occupied commercial real estate loans up to $2.5 million or up to $10,000 savings for SBA 5 loans up to $15 million3, 6 • Prime +0.0% on a Secured Business Line of Credit7

Steven G. Zylstra, President & CEO Arizona Technology Council One Renaissance Square (602) 343-8324

Lee Schrack Jr. 208-380-3768

Doug Bruhnke, Founder & President Global Chamber® (480) 595-5000

Kimberly Adair 623-334-7175

Phaedra Earhart, President NAWBO Phoenix Metro Chapter (480) 289-5768

For more special offers, visit:

Mary Ann Miller, President & CEO Tempe Chamber of Commerce (480) 967-7891

Bank of the West is here in your community, with local business banking expertise that’s more personal. Let’s start a conversation.

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

Offers valid for applications received and completed between September 10, 2016 through October 28, 2016. Loans and lines are subject to credit approval and for business purposes only. Conditions, fees and restrictions may apply. Offers available for new Bank of the West loans and lines of credit. Offers require automatic payments from a Bank of the West Business Checking account. Rates and terms are subject to change at any time without prior notice. 2 Offer not available for special purpose, residential or agricultural properties. 3 The closing costs credit will be applied on the settlement statement as credit towards third-party fees such as appraisal, title policy and environmental fees incurred during the loan process. If the actual third-party costs incurred are less than the advertised credit amount, no additional credit will be given. The fee credit cannot be combined with other loan offers. 4 A credit up to $1,000 will be applied for loans between $150,000 and $500,000. A credit up to $2,000 will be applied for loans between $500,001 and $1,000,000. A credit up to $3,000 will be applied for loans between $1,000,001 and $2,500,000. 5 SBA loans from Bank of the West are in participation with the US Small Business Administration. Loans are subject to approval in accordance with both Bank of the West and SBA eligibility and lending guidelines. 6 A good faith deposit will be required upon accepting Bank of the West approval. If applicant withdraws the loan request after issuance and acceptance of Bank of the West’s Commitment Letter, all third-party costs incurred must be paid by the borrower. A credit up to $3,000 will be applied for SBA loans between $150,001 and $1,000,000. A credit up to $5,000 will be applied for SBA loans between $1,000,001 and $5,000,000. A credit up to $10,000 will be applied for SBA loans between $5,000,001 and $15,000,000. 7 Bank of the West Prime is 3.50% as of August 10, 2016. The rate is for select Business Lines of Credit greater than $26,000 and up to $750,000. After 12 months a minimum rate of 4% applies. Member FDIC. Equal Housing Lender. ©2016 Bank of the West. 1


OCT. 2016

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


JOIN US FOR LUNCH Added this Year… 2016

Business Owners, Executives & Entrepreneurs: Please join us for this exceptional event. Meet our Guest Editors for an intense discussion on the local economy.

20+ companies on display with their top local executive on hand to talk business

In Business Magazine Guest Editors invited to attend include

“Named Best Economic Outlook Event Five Years in a Row!” Presenting the 2016 Annual Guest Editor Economic Symposium.

Nov. 17, 2016 Doors open 11am at The Camby Hotel MODERATING EVENT

Steve Purves

Chris Camacho

Steven G. Seleznow

MaryAnn Guerra

April 2016 President and CEO Maricopa Integrated Health System

December 2015 President and CEO Greater Phoenix Economic Council

August 2015 President and CEO Arizona Community Foundation

March 2015 CEO and Co-Founder BioAccel

Ted Simons

Host, “Arizona Horizon,” KAET Eight


Beau Lane

Amy Hillman, Ph.D.

Kimber Lanning

Elliott D. Pollack

February 2015 CEO LaneTerralever

November 2014 Dean W. P. Carey School of Business Arizona State University

August 2013 Founder and Executive Director Local First Arizona

May 2013 CEO Elliott D. Pollack and Company

Greg Stanton

Candace D. Wiest

Jerry Colangelo

Derrick Hall

July 2012 Mayor City of Phoenix

November 2011 President & CEO West Valley National Bank

October 2011 Principal Partner JDM Partners

March 2011 President & CEO Arizona Diamondbacks

Topics include: • Emerging Economic Opportunities • Strengthening our Workforce • Business Funding • Government Policy and much more . . . In Business Magazine brings together its Guest Editors for this annual event that is certain to impact your business.

Corporate and Table Sponsorships available • EXPO Booths Available

Get tickets at

Confused About Health Coverage?

October 2016


Publisher Rick McCartney

Editor RaeAnne Marsh

Art Director Benjamin Little

As a Licensed Agent, I can:

Contributing Writers Shayna Balch

Michael Cocanower Mike Hunter

ü Talk with you about your options

Brittany Maroney Michael Timms

ü Help you find affordable benefits ü Custom tailor your coverage to fit your needs & your budget

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Maria Mabek Kelly Richards Guil Santos

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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

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Senior Art Director Benjamin Little

Financial Manager Donna C. Mitchell, CPA

Office Manager Lesia Schneiter

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. 7, No. 10. 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. © 2016 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.


OCT. 2016



Healthcare 2017

Paul Johnson is co-founder and CEO of Redirect Health, which helps entrepreneurial businesses use healthcare savings as a mechanism for growth. Widely known as a healthcare visionary, Johnson currently serves as chairman of the board of directors for Arrowhead Health Centers and is a past member of the board of directors for the John C. Lincoln Hospital Foundation. Johnson’s entrepreneurial background includes founding Southwest Next LLC, a countercyclical real estate company, and Old World Communities LLC, a land development company in the Phoenix market, among other multi-million-dollar companies. He has also held political office, serving on the Phoenix City Council from 1985 to 1990 and as mayor of the City of Phoenix from 1990 to 1994. Johnson’s active involvement in local civic and professional organizations includes currently serving as chairman of the City of Phoenix Bond Commission and as a member of the executive committee of the Greater Phoenix Economic Commission.

Healthcare is being disrupted. While innovators are advancing alternate coverage and delivery programs — such as benefit packages and telemedicine — insurers are changing the playing field for businesses by closing out individual policies as an option for their employees. This disruption is causing distress and even dread among small-business owners and their employees, both of whom carry the brunt of problems in today’s healthcare system. While the Affordable Care Act did expand access to healthcare, it has sprung a host of other issues, resulting in dramatically high costs. In fact, healthcare costs are so high that small businesses across the country — which employ the majority of Americans — are struggling to survive. Economists even see this as an extinction-level event for job creation. The good news is that there are solutions. Those solutions, however, will not be driven by more government, regulations and restrictions. They will be resolved by an empowered private sector and determined entrepreneurs who are fully committed to disrupting the status quo, as well as fellow business owners willing to think differently and entertain new ideas. With an eye to the open enrollment period that begins next month, In Business Magazine sought out industry leaders in the various areas of healthcare and benefits here in the Valley. The cover story explores the current situation and trends that impact businesses complying with the Patient Protection and Affordable Care Act as they prepare for 2017. The election is a hot topic of conversation now — but how heated and what’s appropriate for the workplace are questions that touch on a variety of legal issues. A local attorney with Fisher Phillips provides some insights and guidance for employers in the Legal feature. In the HR feature, Michael Timms gets into the subject of succession planning for business leadership — a topic that’s always important but has become even more critical with the baby boomer exodus from the workforce. One of the employee benefits most cherished by families is maternity leave. But what about dads? The Roundtable feature looks at the growing interest of men to have employee benefits that allow them more flexibility to be more involved with their family’s routines. In addition, In Business Magazine has updated its special “Open Enrollment Guide” to provide this annual valuable resource for employers. Getting healthcare right is something I’ve become passionate about. I am pleased to help present this “Healthcare” issue of In Business Magazine, and hope you will find the healthcare articles — as well as those on the myriad of other issues important to business — to be informative and useful. Sincerely,

Paul Johnson Co-founder and CEO Redirect Health

CONNECT WITH US: Story Ideas/PR: editor@

A Dose of Healthcare There are just so many changes for business when it comes to

We thank Paul Johnson for his incredible leadership on this

healthcare for employees. Business owners for the last four years

topic and on this issue of In Business Magazine. His talent to

have engaged, whether they liked it or not, in healthcare issues,

understand the issues and work closely with the business

regulation, mandates and more to keep compliant and to retain

community to help them understand is a true benefit. His

talent. The year 2017 will be no different in that regard. There

company has been innovative and forward thinking on the topics

are, however, other differences, so we have, yet again, embarked

of business and healthcare, and we were very happy to have him

on speaking with the professionals about what we, as business

lead us in informing others.

owners, need to know or understand to make good on healthcare for our employees (and the government).

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

—Rick McCartney, Publisher

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


OCT. 20 1 6



has a tremendous impact on a person’s well-being. How do you address Q: Stress workplace stress among your employees?

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.

OCT. 20 1 6





Owner Pucci Salon Sector: Beauty Salon

Founder and President itSynergy Sector: Technology

Chief Executive Officer Brokers Alliance Sector: Insurance

During particularly stressful times — such as when a stylist is running behind schedule or two clients are waiting — that’s when I’m hands-on. I’m at our salon every day to help and show support to everyone. Interacting with and listening to my employees is an essential part of my daily routine. I keep a hanging punching bag in my office. We call it “the stress reliever.” If anyone is feeling overwhelmed, I encourage taking a whack at the bag to let it all out. When the blood and oxygen begin moving around, relief sets in. It’s amazing what a little breathing will do. As part of our continuing education, we bring in motivational speakers. Our last guest was author Sara Regester, R.N., who wrote about ways to de-stress and uncover the underlying lifestyle patterns that open the door to health problems related to stressful living. I try to turn stress into success. It starts at the top. I have to have balance and harmony in my own personal life to project this energy successfully to all my employees. Twenty-five years later we’re still here and thriving!

Our firm has 10 employees who deal with cyberattacks and other complicated client IT issues around the clock. So, as you can imagine, it can be very stressful. That’s why we include “fun” as a core value of our business. If you don’t smile and laugh with us at least once every day, then we have failed you. This goes for our customers and each other. I value the importance of good health, so each of my employees has a sit/stand desk, giving them the option of sitting or standing while they work. Part of the fun includes a regular competition where we all try to get a small drone through a hoop in the office. And I have to brag that our snack cabinet is pretty impressive. I also encourage flexibility, giving employees the option of working remotely. We also participate in fun outings, like a chili cook-off, or spend time volunteering for St. Mary’s Food Bank. Spending time together in nonworking environments helps us achieve our core value of having fun.

We understand the importance of having a work-life balance, and, for that reason, we try to create an environment that allows us to decompress and alleviate stress during the day. We’ve created a multi-purpose training center that moonlights as a theater, with a set of matrix TVs that interface with four Xbox One consoles. Our game room also houses arcade games such as Pac-Man, Space Invaders, Galaga and pinball in addition to our glass ping pong table and indoor putting green. These activities allow employees to detach from their desks and clear their minds without ever leaving the building. We’ve also created a diverse menu of lunches and snacks offered throughout the work week, free of charge, for staff. We have seen that creating this balance in the workplace speaks not only to the overall morale in the office but, most importantly, the well-being of our valued employees.


David Racich is a business owner, entrepreneur and financial executive with more than 15 years of experience in eBusiness, product development, marketing and technology advancement. He is president and CEO of Brokers Alliance Inc., Outlook Advisors, Launch Financial, BDR Holding Group and WiredUp Installation, all based in Fountain Hills, Ariz. Racich is also an active supporter of several local nonprofit events and organizations.

Pucci Salon Debora Gallo-Capaldi and her husband moved to Arizona more than 30 years ago after falling in love with Fountain Hills during a rushthrough visit. Moving from the East Coast, her husband first opened an automotive business in the Airpark, and, when he sold it four years later, Gallo-Capaldi opened her salon. She christened the salon Pucci after the affectionate nickname she was given in childhood by her favorite aunt.

Michael Cocanower founded itSynergy in 1997, and, under his leadership, the company has experienced exponential revenue growth. A long-standing Microsoft Partner and Gold Midmarket Solution Provider, itSynergy provides strategic technology management services for small and mid-sized organizations on a fixed monthly fee. Cocanower has received widespread industry recognition, including being named one of 20/20 Visionaries in ChannelPro Network magazine’s May 2016 issue

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

Brokers Alliance


Collaboration the Allbound Way Allbound enters the technology field as an industry disruptor in indirect sales for the technology industry. The biggest thing happening in the tech industry now is customer success, according to Scott Salkin, Allbound founder and CEO, who points out that we are moving to a subscription economy. “We are consuming things in pieces, even things that are not technology,” he says. Because people are, essentially, buying time, the issue becomes how to keep the customer once the subscription ends. Yet, for the creators of software and hardware, the best way to scale and keep customer acquisition costs down is through partners such as resellers and referral networks, and Salkin notes, “Often, there’s very little transparency and collaboration — even though it’s a partner channel.” The result is, manufacturers do not have access to important information — how the resellers are selling, what content they’re using to drive deals, and what features are most important to their customers. Salkin founded Allbound as a software-asa-service platform specifically for partner — or indirect — sales. Its cloud-based software was created to simplify and accelerate a business’s ability to recruit, onboard, train, measure and grow indirect sales partners by enabling collaboration that ultimately improves the performance of this channel by automating the delivery of marketing content, sales tools and training at each stage of the pipeline. By giving technology manufacturers access to information, focusing on tools and resources to keep in touch with customers, it is challenging the “we’ve always done it this way” mindset. “A fundamental shift is taking place in the way businesses view and value their channel partners,” Salkin says. “More than ever, content, collaboration and customer success are being


by Mike Hunter

Hiring via Crowdsourcing Crowdsourcing to find topquality candidates to fill open positions? Why not. This is what Reflik does, tapping into its extensive network of recruiters and industry professionals with innovative technology to quickly crowdsource top talent. And the cash reward to individuals who make a successful

linked directly to profitability and growth. At the same time, partner sales acceleration is still a rather new development, so best practices need to be established and shared in order to ‘cross the chasm’ and truly replace partner relationship management as the mainstream discipline across all businesses and industries.” To that end, Allbound will host its first annual CO:LLABORATE conference November 2–3, focused solely on digital innovation and disruption in channel sales and marketing. At the sales-pitch-free conference, panels of industry experts and customers themselves will facilitate discussions centered on strategies and best practices that help companies accelerate growth through their channel partners. Ahead of its event, Allbound has unveiled Co/Labs™ to streamline and simplify communication and collaboration between organizations and their channel partners. Part of a larger collaboration suite that includes a curated Team Directory, Co/Labs enables instant file and link sharing, group and oneto-one discussions, and secure collaboration rooms for teams and partners without logging in and out of multiple platforms. The intelligent collaboration tool was created specifically for channel, integrating key features such as the ability to track and search data, and securely archive everything. —RaeAnne Marsh

referral averages $10,000.

In the e-Zone EZONES gets employees into their high performance zone. A video and media content delivery platform, it optimizes and distributes any content, to any device. It also has a vast library of curated video content that, through its proprietary channels, can complement a business’s existing media on various platforms and for most popular devices. Uses include employee communication, peer-to-peer learning, sales enablement and employee on-boarding.

Stack and Show SkillStacks from CabinetM, a marketing technology discovery and management platform, enables digital marketers to build personal marketing technology stacks for showcasing their marketing technology expertise. It helps enterprises discover specialized talent within their organization quickly and easily across departments and regional teams. And it lets recruiters identify and match marketing tech talent more accurately, quickly and easily.



Global Opportunities Seen Videos made available through the Global Chamber are helping businesspeople understand and become more informed on areas of global opportunity. Through a series of videos — including this with Ambassador Ichiro Fujisaki, president of the America-Japan Society — the chamber offers what are being dubbed “must-see” videos on manufacturing, retail, healthcare and more. Subjects include global entrepreneurship, challenges in global manufacturing,



The CO:LLABORATE Conference will be held November 2–3 at the Phoenix Convention Center. It will feature the leading innovators in digital marketing, sales, SaaS, cloud computing, customer success, business intelligence and other business-to-business industries. For more information on the CO:LLABORATE Conference, please visit the Business Events calendar at


OCT. 20 1 6


Photo courtesy of

international healthcare and retail on a global stage.



by Mike Hunter

First Post-Recession Medical Office Spec The Arrowhead Orchards medical office development in Glendale is the first MOB spec project in the Valley since the recession. The property owner, Arrowhead Health Center, LLC, an entity affiliated with Legend Real Estate Management, Inc., has begun developing 22,700 square feet of new product. CBRE’s Vince Femiano, who, with Katie Kelley, will be responsible for the marketing and leasing of the new building, notes, “There are a number of factors influencing current medical real estate trends. We’re currently seeing a significant lack of quality blocks of contiguous space over 5,000 square feet, and, as healthcare groups consolidate, the demand for functional larger blocks of space is increasing.” Presently, the development consists of

Stay for Business Tempe Town Lake has grown up as one of Greater Phoenix’s strong business centers, anchored in large part by the much-talkedabout State Farm corporate center. Marriott recently opened its AC Hotel a little way down the shoreline with an eye to the needs of the business traveler (and conveniently also serving visitors to the neighboring ASU campus). The sleek and modern design is comfortable, and replaces resort accommodation with no-frills efficiency while still covering all the basic amenities. Need to stay connected? Of course. The in-room desks have plenty of outlets to handle multiple devices, and Internet bandwidth is robust enough for full-capacity use. Meeting rooms and a small business center are on the first floor, where also the bar serves as a mini-restaurant, with a few entrées on the menu along with a variety of drink go-withs. For those who want more without having to go out, there are several restaurant delivery services just a smartphone away. The included breakfast, served in an airy room behind the bar, includes quiche-like “egg savories” as well as fruit, cereal and yogurt in the cafeteria-style selection, and specialty coffee drinks can be ordered for a small extra charge.

There’s a fitness center on the top floor. Compact but decidedly adequate, its equipment includes ellipticals, treadmill and stationary bike along with free weights — and a great view across to ASU’s undeveloped “A” hill. The campus landmark also lends ambience to the open-air rooftop pool, which offers poolside lounges and umbrella-sheltered conversation areas. It’s worth noting the hotel’s artwork, which, sadly, have no identifying plaques. Created by The Art Makery to reflect the area’s history, pieces include a “rockfall” that expresses the waves in Tempe Town Lake and millstone sculptures that represent the historic flour mill that gives nearby Mill Avenue its name. —RaeAnne Marsh AC Hotel Phoenix Tempe/Downtown

approximately 103,216 square feet of class A medical office space, comprised of the two, two-story buildings.

Walmart Supercenter Rises at Metrocenter Mall Construction began at Phoenix’s Metrocenter Mall this past summer on a Walmart Supercenter. The approximately 148,000-square-foot Walmart, slated to open next spring, represents the single largest capital investment in Metrocenter Mall in decades. Metrocenter Mall opened in 1973 as the biggest shopping center in Arizona and one of the largest nationwide. Recent years saw Metrocenter challenged by the establishment of competing regional malls, changing shopping patterns and the Great Recession. Now, Metrocenter Mall owner Carlyle Development Group, the City of Phoenix and community leaders are intent on bringing new life to the area. In June, the Phoenix City Council unanimously approved a Planned United Development application for 130 acres in and around Metrocenter Mall. The new zoning allows for multiple new uses, including office, senior housing, multifamily housing and healthcare. It also provides for increased height and density at the infill site.

OCT. 20 1 6



Hot Market for Craft Brews “Arizona is becoming a hot bed around the country for the craft beer industry,” observes Chad Eby, who, with his wife, Amy, this past summer opened The Casual Pint in Chandler. They are the first to bring the fast-growing franchise west of the Mississippi. The Casual Pint is both market and pub, with more than 300 types of beer on the retail side and an everchanging selection of brews on the tap wall. The tap side of the store can seat 50 people inside and another 50 on the patio. While the focus is beer, the Ebys carry a few wines “so we can accommodate wine drinkers in a group,” Eby says. The beer selection is extensive, with styles that include the stand-bys of IPAs, stouts and porters with some rarer styles mixed in. “Sours are getting popular,” Eby says, “and we have goses, a beer from a little town in Germany that’s made with salt and coriander.” He brings to the enterprise a passion for beer that has made him a home brewer for three decades, and his senior design project as an undergrad in engineering was with a brewery.

The number of women-owned business in the U.S. increased 45 percent from 2007 to 2016, according to Balboa Capital.

“The craft beer market here is growing almost exponentially,” Eby notes. Ten years ago, there were only five or six breweries in all of Arizona. That jumped to 33 by 2011, 80 currently, and another 70 or so on the books to open in the next two to three years. With a family-friendly atmosphere, The Casual Pint also serves flatbreads, wings and pretzels; keeps sodas and lemonade in the cooler for the kids; and offers board games for play. —RaeAnne Marsh The Casual Pint – Ocotillo

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The World’s Most Valuable Brand Portfolios It’s not just the product or service that has business value by Mike Hunter

WE LOVE OUR CARS Volkswagen Ag was the biggest faller in the table this year. Its portfolio value dropped 36 percent to US$42.2 billion. The recent emissions scandal negatively impacted Volkswagen. On a broader spectrum, the light vehicle industry, albeit growing at its slowest rate in the last decade, is forecasted to grow nonetheless. This is somewhat due to the upward surges in China, India and across continental Western Europe, which compensate for reductions in Brazil, the U.S. and the UK. Toyota Motor Corp, ranked 10th this year, conforms to the forecasted industry trend, enjoying a 30 percent increase in portfolio value to US$55.3 billion this year.

OCT. 20 1 6



Every year, leading branded business valuation and strategy consultancy Brand Finance puts thousands of the world’s top brands to the test. They are evaluated to determine which are the most powerful and valuable by country, by industry and against all other brands worldwide. The companies with the highest total value of brands under management can be found in the Brand Finance Portfolio 100. Many of these companies have plants or offices in Arizona. The total value of the table is US$3.2 trillion, half of which is from the 44 U.S. companies that total US$1.68 trillion. Fourteen Chinese companies feature in the table, rendering it the country with the second-highest number of portfolios. They make up US$347 billion of the total sum. Nine European Union (pre-Brexit) countries make the table and are home to 29 brands, nine of which are UK-based — more than any other European country. The portfolio table lists the companies with the most brand value under their management. Some companies, like Apple, include only one highly valuable brand, while other companies, like Nestlé S.A., operate hundreds. Apple does operate more brands; however, due to its reporting, it is not possible to identify and value these sub-brands from their financial statements. The fastest growing portfolio this year is Agricultural Bank of China, with a value of US$32.3 billion after enjoying 42 percent growth. China Construction Bank and ICBC make the top five, with values of US$35.4 billion and US$36.3 billion after rising 34 percent and 32 percent, respectively. China Construction Bank is, in fact, the world’s most powerful banking brand. Chinese banks are performing well on brand equity measures such as familiarity, consideration, recommendation and preference as a result of investing in their brands. It must be noted that none of the Chinese portfolios in the table dropped in value.

Unilever’s impactful innovations have boosted its performance. The launch of the new Axe range and the “Find Your Magic” brand campaign appealed to a wider audience as it encouraged men to break free from assumptions about how they should behave and express themselves. Unilever grew 18 percent to a value of US$42.7 billion this year. Vodafone Group is the only other UK company to enjoy an increase in value this year, rising 2 percent to US$27.8 billion. It is no secret that smartphones are becoming increasingly prominent, and the growing proliferation of smartphones in both developed and emerging markets is the main driver behind a surge in data demand and revenue. Vodafone Group’s global presence positions it well to cater to the rising demand. Moreover, the oligopolistic nature of the industry coupled with Vodafone’s immense size gives the company a competitive edge among its peers. With more than 500 brands in its portfolio, Nestlé S.A. owns the largest number of brands in the table. It climbs up the ranks to seventh place after 14 percent growth to a value of US$66.6 billion. Accelerated growth in North America was largely due to the turnaround in frozen meals, while in Latin America, Nestlé cited instant coffee as the core reason for growth. Nestlé’s category dynamics and innovation, which can be seen in its range of bottled water, are also factors that contributed to its strong growth. Furthermore, an increase in health awareness in relation to carbonated drinks gave Nestlé the opportunity to promote its bottled water segment, which other companies may have failed to embrace. Nestlé’s success is largely due to the range of product segments it provides, allowing it to more effectively overcome challenging global trends than its competitors. Brand Finance

10 Most Valuable Brand Portfolios Rank Rank Number of 2016 2015 Brands* 1 1 1 2 3 17 3 2 1 4 5 13 5 4 7 6 11 6 7 9 539 8 7 1 9 8 1 10 16 4

Parent Company Apple Inc Alphabet Inc Samsung Group Wal-Mart Stores Inc Microsoft Corp Amazon.Com Inc Nestlé S.A. Verizon Communications Inc AT&T Inc Toyota Motor Corp

Domicile United States United States South Korea United States United States United States Switzerland United States United States Japan

Portfolio Value Portfolio Portfolio Value Portfolio Value 2016 (USDm) rating 2016 change (%) 2015 (USDm) 145,918 AAA 14% 128,303 99,046 AAA 25% 79,430 83,185 AAA 2% 81,716 77,523 AA 7% 72,599 74,121 AAA -1% 74,912 69,642 AA+ 24% 56,142 66,604 AA+ 14% 58,300 63,116 AAA5% 59,843 59,904 AA+ 2% 58,819 55,285 AAA30% 42,546

2016 brand values are calculated in USD with a valuation date of 1/1/16. Brand Finance calculates the values of the brands in its league tables using the ‘Royalty Relief approach.’ This approach involves estimating the likely future sales that are attributable to a brand and calculating a royalty rate that would be charged for the use of the brand, i.e. what the owner would have to pay for the use of the brand — assuming it were not already owned.

In the ever-popular cola wars, Pepsi seems to be on top in brand value. Brand Finance’s 2016 valuations rank Pepsico at number 12, the same as last year, while Coca-Cola Co. is number 16, down from number 13 last year.

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Jeff Herzog Goes ZOG Digital Tech titan marches to a different digital drum by Brittany Maroney

SPOTLIGHT: ZOG • ZOG Digital, Inc. is an award-winning digital marketing agency focused on discovery marketing across search, social and all digital media. • Headquartered in Phoenix, ZOG Digital boasts a unique collaborative employee culture. • ZOG Digital serves a roster of Fortune 1000 companies and brands across varied industries, including Wyndham Hotels and Resorts, KitchenAid, Capital One, Pep Boys and CarMax.

OCT. 20 1 6



In 1998, Google forever changed the way organizations did business. By launching its revolutionary search algorithm, it made content available to anyone’s fingertips. Google quickly dominated the Internet, guiding users through a virtual ocean of information they sought with astonishing speed and precision. While Google is the undisputed king of search, one man stands apart as the king of harnessing its complex algorithm. Jeff Herzog has been called an industry tech titan and has been honored by his peers as a “who’s who” in business by several notable publications. The same year that Google launched its revolutionary system, Herzog started one of the first digital agencies in the country, iCrossing. Sensing the meteoritic change in marketing strategy, he quickly built an organization that not only became one of the premier SEO companies in the country but also dominated the international digital agency space. “Unlike many entrepreneurs, I didn’t go into business to build a multi-million-dollar organization. It was about seeing the promise of technology and the capacity to maximize it. I think any great business starts with a passion for that world and grows into an obsession to become the best at it,” Herzog says. He recalls becoming spellbound with the concept of harnessing such sophisticated algorithms and being able to create real-time tools to optimize bidding strategies and, ultimately, improve performance for major Fortune 500 brands. “And all of this could grow from a few smart strategies, sitting around a Scottsdale, Arizona, conference table.” As Herzog will admit, those early days were not all glitz and glamour. “While leading the pack has some amazing advantages, it’s also rife with pitfalls. Days were spent in challenging pitch sessions educating major organizations on digital strategy and countless nights optimizing our current client’s SEO strategies. We were truly a startup, and, with any new business, we were built on blood, sweat and tears.” Thanks to Herzog’s energy, knowledge and razor-like focus, iCrossing became a success in 12 short years. In 2010, Hearst Media purchased the company for a sum of $325 million. At the time of acquisition, iCrossing was named one of the top international search firms in the world. Perhaps due to its quick expansion, Herzog now remains critical of companies that “grow too rapidly,” of turning to

the easy solution of hiring someone new to solve a problem. “After the sale of iCrossing, I — like most successful business founders — felt lost. It was one of the roughest times in my life. I took that time to evaluate what we had done right at iCrossing and the opportunities that we missed.” Emphasizing the importance of self-reflection to business leaders, he says, “Don’t be afraid to look yourself in the mirror and seek your next big adventure.” For Herzog, that next big adventure is ZOG Digital, which he founded in 2011 as a result of his new vision of an agency. Taking into account his time building iCrossing, he had a vision for a better, more efficient approach. Gone was the complicated corporate structures and executive hierarchy. This is an agency built for and by the people. Clients come first and so does the talented team he brought together to form the now-thriving agency. At ZOG, there exists a culture void of hierarchy and with a strong belief in transparency. Herzog keeps a strict quality-over-quantity rule for all clients, ensuring each Fortune 500 organization has an individual, dedicated team to support its search initiatives. So what’s the future of digital marketing and how brands go to market? Not shy to add his 10 cents, Herzog is full of predictions. “Customers have complete access today to information unheard-of just a decade ago,” he says. “That includes where to find the best price, how products are rated by users, and what their friends think of the brand. They can buy instantly with the click of a smartphone.” He believes the richness of this information will continue to grow exponentially in the future, and that brands need to be prepared for the speed of this transformation and the power it will give the consumer. But it’s also an opportunity for the brands, and this is where Herzog has positioned ZOG Digital to apply its expertise. “Soon consumers will be faced with ads every time they pick up a smartphone or open their laptop. You walk into a store and don’t have to do anything. The systems will know who you are, what product you’re looking at, whether you’ve ever bought a product like that before, and then give you an instant offer that will be different for you than it will be for me.” ZOG Digital, Inc.

The Internet will become the largest medium for advertising in 2017 at more than $77 billion (ahead of TV). Total spending on Internet advertising is predicted to grow 12.9 percent next year. By 2020, mobile advertising is projected to represent 33 percent of all U.S. digital ad spending.

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by Mike Hunter

Mighty Digital Healthcare Platform Health site The Mighty has built a real community around personal stories and shared experiences rather than medical information. Its content, which gets 100 million monthly views across all platforms, gets more social engagement than the top 10 health sites combined. Founder and CEO Mike Porath, through his experience parenting a daughter with a rare disease, saw an opportunity to build a platform that, through stories, connects millions of people facing health conditions. He began his career as a journalist at ABC News, where he was the network’s first overseas digital reporter and where his reporting from Kosovo was awarded the top prize in online journalism. He has held a variety of writing, editing, producing and executive roles at ABC News, NBC News, The New York Times and AOL. Porath is also on the board of directors and fundraising chair of Dup15q Alliance, a non-profit organization that supports people with Dup15q syndrome, which includes his daughter. The fast-growing digital health platform has resisted traditional forms of digital advertising, but is now going to allow brands to join the community in a very real and transparent way. This offers a solution for healthcare brands, including pharmaceuticals — which often struggle to gain consumers’ trust — to find ways to get real attention and engagement with their ads.

Global Physician Collaboration to Advance Healthcare Innovation The Innovation Institute has signed an exclusive global agreement with the Society of Physician Entrepreneurs (SoPE), a biomedical and healthcare innovation network of more than 25,000 international members, to collaborate on concepts, ideas and solutions that will improve healthcare delivery. SoPE has 17 chapters globally. “This partnership gives SoPE the opportunity to work with our team of Ph.D.’s, M.D.’s, and tech transfer staff to commercialize and take their ideas to market,” says Joe Randolph, president and CEO of The Innovation Institute. Essentially, the SoPE network of physicians can tap into The Innovation Institute through software set up to facilitate the submission and commercialization of ideas. “The Innovation Institute will help us achieve our vision to empower physicians and other professionals to innovate ‘mind-to-market’ solutions, and connect similar forwardthinking individuals,” says Jeffrey Hausfeld, M.D., SoPE, chairman and co-founder. The Innovation Institute Society of Physician Entrepreneurs

OCT. 20 1 6



New Leadership Takes Helm at Arizona Care Network

David Hanekom, M.D., a seasoned physician executive with expertise in both managed care and medical and population health management, has joined the physician-led and -governed, clinically integrated Arizona Care Network with ambitious plans to help physicians meet the physical and behavioral health needs of patients. “Providing accessible, local and personal care is our organization’s social responsibility,” Hanekom says, voicing his intent to further strengthen the accountable care organization that brings together what he describes as “three best-in-class hospital systems” — Abrazo Community Health Network, Dignity Health and Phoenix Children’s Care Network. A native of Cape Town, South Africa, Hanekom comes to Phoenix from North Dakota, where he consulted with clients in the provider and health plan markets. Before that, he served as chief medical officer and senior vice president of business development at Alpharetta, Ga.-based SPH Analytics, which provides solutions and transformative technologies for provider, payer and health networks. He also was chief medical officer and vice president of medical management of Blue Cross Blue Shield of North Dakota, where he designed and implemented the nationally acclaimed MediQHome Quality program for the state. ACN has implemented a number of strategic initiatives designed to achieve the triple aim of improving patient care and satisfaction while reducing healthcare costs. Among them are organizing its provider network into four regional care “delivery pods” to bolster physician collaboration, embedding care coordination team members into physician offices to ensure that patients receive necessary services from their primary healthcare provider in a timely fashion, and creating clinical care pathways to ensure patients receive preventive cancer screenings and guidance in managing chronic conditions such as diabetes and hypertension. There are 5,000 physicians in ACN’s network in metropolitan Phoenix. Moving forward, Hanekom says the organization will continue to define the current and future healthcare needs of ACN’s populations, establish physician-led, team- and evidence-based care protocols, and analyze and benchmark service utilization across its network. ACN is also undergoing growth in technology, analytics and hiring of subject-matter experts for more than 10 new positions. —Mike Hunter Arizona Care Network

‘Made in USA’ Is Good for Business

Launched this past summer, Glendale-based OUR Skin Cares has a two-pronged mission to “do something for humanity,” says CEO Tony Mangat. The head of a successful trucking company explains the new enterprise’s product is an anti-aging serum made from all-natural ingredients, such as lentil seed extract and macadamia seed oil, and is free of parabens, harmful preservatives, dyes and silicon. The serum is made in the U.S.A., which Mangat shares is more expensive but worth it in the long run because “we’re a global business and work a lot out of the country. If it’s U.S.-made, it’s already sold; it’s proven. If it’s from elsewhere, people don’t know what to expect.” Equally central to the company’s mission is its collaboration with Food For The Poor, an international relief and development agency, by which purchase of each 30-day treatment will also feed two children for 30 days. “According to the World Health Organization, nearly 6 million children under the age of five died last year, and nearly half of these deaths were linked to malnutrition,” says Angel Aloma, executive director of Food For The Poor. Philanthropy is part of Mangat’s other business ventures, but he’s excited about this collaboration — to help Food For The Poor accomplish its mission of feeding impoverished children 17 countries around the world — because “beauty is a recurring purchase.” —RaeAnne Marsh OUR Skin Cares

Healthcare ties with Social Services as being an industry with the highest concentration of women-owned businesses, at 53 percent, according to Balboa Capital.



by Mike Hunter

UAT Reinstates a Virtual Reality Degree The world of Virtual Reality has been around for decades, and the University of Advancing Technology was the first university in the nation to offer a fully accredited degree for it. While the initial VR degree offering, created in 1991, may have been a bit before its time, the Virtual Reality bachelor’s degree is back at UAT and available to students this 2016 fall semester. According to an article published on in May 2016, VR jobs in mainstream technology are on the rise. Companies listing VR jobs on include the likes of Samsung, Google, IBM, Facebook, Apple and Intel, in search of VR specialists with skills in backend system development, software development, user experience and visual art. In recent years, VR has found true applications in many industries, providing solutions for healthcare, construction and skilled trades, military, law enforcement, government, automotive, education, advertising, space exploration, and entertainment. Along with Virtual Reality, the world of Augmented Reality is also gaining traction, as the Pokémon Go phenomenon has introduced the general public to the possibility of adapting AR into their daily lives. This fall semester also debuts a course in programming and developing Augmented Reality apps.

Camelback Corridor Attracts San Francisco Tech Company Technology company Zenreach has opened its first major office outside of its San Francisco headquarters at Biltmore Center on the northwest corner of 24th Street and Camelback Road. “This makes a major win for Phoenix and the Biltmore Center property,” says Ryan Timpani, Vice President with Colliers International in Greater Phoenix, which represented property owner ViaWest Group. “The tech company attracts talented millennial workers. The leadership of Zenreach found the 24th Street and Camelback Road location provides the pedestrian-friendly, amenity-rich environment that appeals to their dynamic prospective employees.” Zenreach has occupied a small space in Scottsdale on a temporary basis as it evaluated options in the Metro Phoenix area. The firm currently employs approximately 90 people in the Valley and will be rapidly expanding with the new lease, planning to employ approximately 350 people at the Camelback Corridor office. Zenreach’s focus in Biltmore Center will be a sales division.

OCT. 20 1 6



The Costly Truth about Cloud Divorce

When it comes to storing data in “The Cloud,” most business executives sign with a provider, never thinking about divorce. But what happens when you want to leave or move to another provider? What are the risks associated with that split, and how costly can it be? While cloud divorce may seem fairly new, it’s been happening for several years — sometimes because a provider goes belly up. In 2013, cloud storage provider Nirvanix went out of business, leaving customers scrambling to transfer their data. Not surprisingly, some companies didn’t get their data out in time. Even an established international company like Intel can be the source of a data migration headache. About a year ago, Intel decided to discontinue its suite of email security products, which created a big challenge for customers who needed to figure out what to do next as well as the best way to transfer data. To understand the ramifications of cloud divorce, it’s important to understand “The Cloud,” especially since almost 68 percent of organizations use some form of cloud, representing a 61-percent increase from last year, according to an IDC InfoBrief, sponsored by Cisco in August 2016. The report also revealed that organizations expect to increase on-premises private cloud spending by 40 percent over the next two years. Simply put, the cloud is a service that hosts a business’s data in an offsite location, or data center. It’s multi-tenant, meaning the business is on the same equipment as other companies, and it’s not under that business’s direct physical control. There’s no doubt that the cloud has its benefits for some businesses. A 2014 survey of IT execs revealed that 80 percent of cloud adopters saw improvements within six months of moving to the cloud. That same year, business here and abroad spent an estimated $13 billion on cloud services. While cloud computing often increases efficiency, too many businesses make the mistake of placing all of their trust in the cloud. Think of a company that uses a cloud-based CRM system to store all of its customer data, including invoices, customer databases, sales records, service records and more. That’s where the opportunity for trouble lies. The more information placed in the cloud outside of a business’s direct and exclusive control, the higher its risk. The tricky part comes when there’s a transition, such as when a company wants to transfer its data to another vendor. Some cloud-based companies will allow each client to access the database that holds all of its information directly. This gives the client company the most flexibility in terms of converting to another system. Another key consideration relates to the vendor’s export capabilities. If and when a company wants to change providers, it will want to get its data out on its own in some sort of electronic format that it can then import to a new vendor. But more often, especially when businesses don’t read their agreements carefully, the fees to transfer data can be very costly. Our firm works with a lot of financial services companies that have a FINRA (Financial Industry Regulatory Authority) requirement to archive every email that is sent or received. We are dealing with some issues right now where entities are separating, or combining, and the email archives have to be separated or combined. The archive companies are charging thousands or sometimes tens of thousands of dollars to do this work. Because they hold the current archive, the customers are essentially held hostage — they have no choice but to pay the fees. There’s no option of getting two other quotes for someone to move data from one vendor to another — the source vendor has the data and won’t give anyone else access. Ideally, business executives will research the ramifications of cloud divorce before signing with a provider. Taking time to vet the vendor before handing over valuable data could save precious time and thousands of dollars in the long run. And, for those already storing data in the cloud, read your agreement carefully to find out what your risks are. It’s better to be prepared for a ‘what if’ scenario than to be caught off-guard and thrust into a crisis mode. —Michael Cocanower, founder and president of Phoenix-based itSynergy (

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Politics in the Workplace: A Primer for Arizona Businesses Navigate around freedom of speech, political correctness and more by Shayna Balch

Shayna Balch is a partner in the Phoenix office of Fisher Phillips LLP, representing employers in labor and employment litigation, employment discrimination and harassment, compliance audits and counseling and employment policies and procedures.

OCT. 20 1 6



‘Tis the season for contentious conversations, as the 24-hour news cycle is in overdrive with Clinton, Trump, immigration policy, Black Lives Matter, LGBT rights and healthcare concerns, to name just a few. The proper handling of hot-topic politics in the workplace should be paramount for all employers during this fiery political season, as these emotionally charged political issues involving citizenship, immigration, race, religion, age and gender can lead to host of problems for employers and employees alike. While religion and politics make bad topics for first dates and family dinners, many employees incorrectly believe their workplace rhetoric is constitutionally protected. The First Amendment gives employees the right to speak their minds while on the job, but this Freedom of Speech does not extend to private employers, which, in turn, gives private employers leeway to set rules for what is and is not appropriate to discuss on the clock. But there are exceptions, as the National Labor Relations Act imposes limitations on types of political speech employers can regulate. The NLRA, which was passed in 1935 in response to union busting by employers, applies to all private employers and, in many instances, protects politically charged discussion about changes to a workplace condition. Consequently, employees are granted more free speech protections to talk about workplace issues and their employers when it comes to issues such as minimum wage, immigration or health insurance, if those topics relate to their jobs and place of business. As the election season continues to loom closer, there are several steps that employers can take in order to help navigate a number of taboo topics. Neutrality Is Key: Private and public employers must be mindful that one employee’s idea of political expression can be considered an act of harassment by a co-worker. If a manager’s cultural or personal opinion appears to influence his or her hiring, firing and promotion decisions, bullying complaints or discrimination claims can potentially be filed with the U.S. Equal Employment Opportunity Commission. Politically incorrect jokes and even social media posts by managers can become suspect if the workplace appears unfriendly based on race, religion, gender or other protected classes. Keep It Respectful: Clearly state in a “Code of Conduct” in the employee handbook that all employees will treat each other with dignity and will respect differences in opinions in the workplace. Repeatedly stress in numerous forums that, political or otherwise, all workplace speech should be tolerant of co-workers’ views, and advise managers to lead by example by avoiding political conversations. Be Consistent: Provide refresher anti-harassment training for all employees in order to reinforce the company’s

commitment to a peaceful work environment. Work to ensure that procedures are in place to meaningfully handle complaints and to take appropriate action when necessary. An iron-clad non-solicitation policy should be implemented that prohibits all forms of solicitation, including political campaigning, during work hours. Assure consistency in the enforcement of dress codes and non-solicitation policies to avoid the appearance of discrimination rooted in the employee’s political or religious views, such as T-shirts with inappropriate political statements. Mind the Legalities: If a private business wants to curb political speech in the workplace, it’s imperative that the policies be viewpoint-neutral and applied consistently. Do not limit speech concerning workplace conditions or political topics linked to a worker’s well-being. Keep in mind that no policy should censor or attempt to control an employee’s political beliefs, despite what the general opinion is among ownership and management. Doing so may set a business up for costly litigation and/or investigation from the EEOC or other investigative bodies. Furthermore, make certain that any company policies relative to expression of political beliefs address how those opinions are being expressed by action, not just based on their political beliefs or feelings. Keep It Productive: Private-sector employers generally retain the right to maintain a productive working environment, which can be negatively impacted by heated political debate. If employees are more focused on candidates’ platforms than their work assignments, redirect those discussions for breaks in non-working areas. Maintain consistency in enforcement and focus on the impact on productivity rather than the discussion at hand. Lastly, plan appropriately for Election Day, as Arizona law allows employees up to three hours of paid time off for voting, unless the polls are open three hours before or after the employee’s work shift. A written set of guidelines can help standardize the process, as employees are required to apply for leave before Election Day, plus the employer can specify when the employee may be absent. With proper planning and thoughtful execution, Election Day should be a productive event from both a business and a civic perspective.

According to a new study from CareerBuilder, 50 percent of workers say they feel their workplace has become too politically correct, as do 59 percent of employers. About a third of employees (33 percent) are even afraid to voice certain opinions because they feel they may not be considered politically correct.

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Strength in Numbers

How healthcare is evolving for business by RaeAnne Marsh

Healthcare coverage —

that’s a big issue for employers these days. And, with the open enrollment period upon us, now is the time many employers are trying to look into the near future to make the best choices for their company and their employees. The challenge is the change that the healthcare landscape is still undergoing. “The biggest impact we think employers will see is tax reform,” says Doug Adelberg, senior VP of benefits with accounting firm Lovitt & Touché, noting this is an issue that relates back to employee benefits. Healthcare is one of the largest deductions in our tax system, he points out, and notes, “Both presidential candidates say they’ll go after the benefits tax deduction.”

The Healthcare Landscape Educating the User and the Buyer A first step for employers is to educate their employees about shopping for benefits, and how and when to use them. “This is biggest thing that will help employers with that downstream impact,” Adelberg says. With co-pays, for instance, many employees believe that when they go to the doctor and pay their $20, that’s what the visit costs. “They don’t realize somebody else is paying the difference.” David Berg, co-founder and chairman of the board of Redirect Health, points out that people use their co-pay when that may not be their best option. “Consider,” he says, “a generic medicine may cost $4, but with co-pay through insurance, it may cost $20.” Recognizing that, as deductibles increase, employees are exposed to more out-of-pocket cost, Mike Tilton, VP of sales with Blue Cross Blue Shield of Arizona, says his company has increased its investment in transparency tools to help policy holders understand the ramifications and costs of accessing the healthcare system. “Healthcare is not as simple as buying a TV,” he says. The goal is to give people more accurate insights regarding the actual cost of healthcare. For instance, he says, “it will show your specific benefits and where you stand with your deductible. And it will calculate your cost for a chosen option, such as a surgical center or a medical office.” How to control cost is one of the major issues for employers. Adelberg breaks that down to two options: steerage and intervention. Steerage is the plan design — deductions, co-pays, narrow networks. Intervention is the utilization of wellness programs, disease management programs and case management programs. “Aggressive employers are getting programs that are attacking chronic diseases,” says Adelberg, pointing to diabetes as example and explaining the cost to manage it is low but “it gets expensive

David Berg, co-founder and chairman of the board of Redirect Health, points out that people use their co-pay when that may not be their best option. “Consider,” he says, “a generic medicine may cost $4, but with co-pay through insurance, it may cost $20.”

if it’s not managed” — trips to the emergency room being just one possible consequence. In healthcare, one size does not fit all. “It’s important to make consumers aware of options,” says Jim Prendergast, co-founder and CEO of telehealth giant HealthiestYou. However, Adelberg observes, “Too many employers are making choices that the employee might not choose; one or two medical plans cannot possibly solve the needs of 300 employees.” A broad range of offerings could include PPOs, HMOs, HSOs and narrow networks. Explaining, “We’re seeing employers focus on creating more choice,” Tilton says BCBSAZ has focused on specialty products — dental, vision, disability, critical illness. After all, he points out, “An employee might have coverage through the spouse, and so might need only vision.” Benefit Starter, which Tilton describes as an online marketplace that lets employees shop like they would for products on, is a tool “for employees to choose the plan that’s best for their family” as well as medical products. Matching the plan to the need touches again on the need to educate the employees. “Most employees are buying more insurance than they need because they’re focused on having a low-deductible plan,” Adelberg observes, explaining a better option might be taking a plan with a higher deductible and matching it with a supplemental product — an accident plan, critical illness plan, hospital indemnity or telemedicine — to lower the overall cost of benefits. Lovitt & Touché designed its private healthcare exchange to address that need. Says Adelberg, “Employees are directed through an online enrollment system that asks about utilization, risk tolerance and financial status — to guide them to a set of benefits that will fit what they need and can afford.”

Adelberg observes, “Too many employers are making choices that the employee might not choose; one or two medical plans cannot possibly solve the needs of 300 employees.” —Doug Adelberg, Lovitt & Touché

—David Berg, Redirect Health


OCT. 2016


Choosing a Plan Adelberg reports great results from employee education, reducing and stabilizing costs for the employers. “A company that has completed two renewal cycles has had a zero percent increase; some companies even see rate decreases.” While similar to the old cafeteria-style plan, Lovitt & Touché’s exchange uses technology to personalize and customize benefits. Tilton notes plans at BCBSAZ are designed to offer employees multiple options so they can choose the best option for their family. One is a higher deductible HSA. Another is the Alliance Network — created in partnership with Banner Health; this narrow network has a slightly smaller footprint in terms of the number of facilities and providers, but, Tilton says, allows access to all Banner Health and Honor Health facilities in Maricopa County. There is also a PPO option for those who want a more traditional plan. It should be noted that most healthcare plan offerings are for groups; individual plans are a disappearing product. Over the past three years, the pricing on small group plans and individual plans converged because, explains Alan Leafman, president and CEO of Health Insurance Express, “the mandated benefits, for the most part, were identical, and individual and small-group carriers were prohibited from doing risk adjustments in their underwriting practices.” He believes micro and small businesses will feel this change most as they try to remain competitive in recruiting messages and retention strategies. Leafman has seen a trend in recent years for micro businesses to drop group medical plans and send their employees to the marketplace, usually with a stipend. “But with a shrinking line-up of carriers and provider networks, the trend will reverse and start migrating back to group plans.”

Self-funded insurance has advanced as an option. In fact, Leafman says that for small and mid-sized businesses, “There are more options for partial selfinsured plans than I’ve ever seen before.” —Alan Leafman, Health Insurance Express


Self-funded insurance has advanced as an option. In fact, Leafman says that for small and mid-sized businesses, “There are more options for partial self-insured plans than I’ve ever seen before.” Once available only to organizations of 500 or more employees, the threshold dropped to 100 — and is now possible for as few as two participants. “For certain groups, it makes a lot of sense to consider self-funded as a solution because the going-in rates are 15–20 percent below fully insured rates,” Leafman says. For instance, groups with more males than females and with a younger average age will likely have lower utilization and so have a higher expectation of receiving premium refunds at end of plan year. It also makes sense for employers serious and proactive about employee wellness and disease management “because employers on a fully insured plan don’t reap the benefits except indirectly through reduced absenteeism and increased productivity.” He gives the example of a diabetic on a disease management program, reducing his claims from $3,000 to $300. “As the employer claims payer when you’re self- or partially self-insured, it’s money back in your pocket. If it’s a fully insured plan, [the benefit of] reducing claims cost goes to insurance company” — with perhaps a lower rate increase on renewal. “Don’t self-insure everything,” cautions Berg, suggesting that it doesn’t make sense to self-insure unlimited hospital costs. “Insure the things that are more catastrophic in cost” — which, he points out, is what people commonly do for other insurance such as car and house. Do, however, “partially self-insure the routine, everyday care — primary care, preventive services, chiropractic — because it’s so inexpensive.”

“We assume that a lot of disease burden comes from genetics and other things,” Tilton says, but notes, “Fifty-four percent of healthcare cost is driven by the choices people make every day — what we eat, how we manage stress, whether we smoke, how much we exercise.” —Mike Tilton, Blue Cross Blue Shield of Arizona

OCT. 2016


Elements of the Whole Telehealth While doctors have been doing medicine over the phone for a long time, technology has enabled significant advances in telehealth. Prendergast cites high-resolution video and connectivity that allows sharing of notes and health records as well as protocols to help ensure doctors aren’t missing anything — which can include legal protocols that are sensitive to the rules and regulations that may differ from one state to another. “Time to care is significant,” Prendergast notes. Clients don’t need to wait two to three days for an appointment; in fact, they can pick up the phone at early symptoms, accessing care earlier and more affordably, and be more proactive about their healthcare. There’s also a convenience factor in not having to go out, which also saves the expense of a visit to a doctor’s office or other healthcare facility as well as possible paycheck impact due to time lost from work. Additionally, Prendergast points out, people aren’t exposing themselves to germs in waiting rooms. “It’s that exposure that often leads to secondary illness, especially when [the person is] already weak,” he says. “By removing barriers, we can increase the opportunity for people who normally don’t seek care now,” Prendergast says. He relates the experience of a client who finally called HealthiestYou only at the repeated urging of his wife — in fact, it had been his intention to wait until the next morning, but she made the call that night. “He was having a heart attack, and we were literally able to save his life.” For the individual, there’s the obvious cost savings of the deductible — or the entire cost of care if it’s a high-deductible plan. Telehealth also often results in a savings in the secondary cost of follow-up after a visit to an emergency room or urgent care. Says Prendergast, “Only about 6 percent need a follow up.” There are benefits enjoyed by the employer as well. Absenteeism goes down, presenteeism goes up. Plus, of course, there is no claim paid out. When telehealth is explained properly, buy-in is simple, Prendergast says. “Awareness is the hard part.” In this regard, Leafman lauds HealthiestYou for reaching out to employers to make them aware of what telemedicine is and how it can help them. Referring to it as “probably most effective telemedicine program in the country,” he says what it especially excels in is employee engagement. Among employers that offer a telemedicine component with their other benefits, he says, “Most employers’ rates are less than 5 percent; HealthiestYou’s rates are 60–70 percent.” “Our product is all about utilization; we make sure we’re there for them,” Prendergast says. Explaining the Scottsdale-based company’s recent acquisition by national Teledoc, he says, “HealthiestYou is the best at engaging, and has the best tool set, but we never felt confident with how to scale. Teledoc is best in that.” Recognizing that companies may not get the message out to their employees, the company continues to focus on creating awareness — not just as a resource when someone is sick, but being proactive, talking to employees, and having have webinars and enticing them to sign up.


OCT. 2016

Wellness “We assume that a lot of disease burden comes from genetics and other things,” Tilton says, but notes, “Fifty-four percent of healthcare cost is driven by the choices people make every day — what we eat, how we manage stress, whether we smoke, how much we exercise.” To address that, wellness programs have become popular. “I believe all employers should a have wellness program,” says Lovitt & Touché’s Adelberg, who is also the president of the Wellness Council of Arizona — which works with employers to help them implement wellness programs. Wellness programs improve employee morale, help keep employees generally healthier, and promote presenteeism, which, in turn, contributes to safety and productivity. “For instance,” Adelberg explains, “if a person drives a backhoe, and his mind is not on issues outside of the job, it’s safer for him at work and for employees around him.” However, Adelberg notes, there is no direct correlation between a wellness program and lower claims. Cost is mostly driven by large, chronic claims; 80 percent of claims come from 20 percent of users. So the greater need, he says, is a disease management program.

Disease Management More attention is being given today to total population health, according to Tilton. Part of this is how to keep healthy populations healthy. BCBSAZ addresses this with its Blue Works for You, providing case managers, wellness coaches, online resources to track health, health assessments and other tools to help employees live a healthy lifestyle and make better choices. The other part is how to help people manage chronic disease — to reverse it, if possible, or mitigate the progression of the disease with employees who are chronically ill. Moving Health Forward is BCBSAZ’s effort to help people in this category, and it focuses on six chronic conditions — diabetes, COPD, asthma, hypertension, coronary artery disease and heart failure. “We picked these because they are the most prevalent, drive the most healthcare cost, and have the most significant impact on productivity in the workplace,” Tilton says. Based on disparate data from labs, pharmacies and the healthcare system, “We can predict where employees have more cost, engage with them through outreach programs and nurses, and partner with their physicians to reduce the disease burden and help those folks get healthier.” Leafman notes that diabetes has a long history of effective results in a well-run disease management program. Pregnancy also falls under the purview of such programs, he says, because of the importance of maintaining a healthy pregnancy and delivery. Referring to his company’s figures from 2015, Tilton says, “If we engage the employee, we can reduce complications — and save their employer $670 per member, per year.” This is the approach Frances Ducar describes her company, Healthcare Solutions Centers, following with the onsite clinics it provides businesses. Noting the importance of wellness plans, she says, “We go further into



»  wellness, and do preventive care and biometrics.” Keeping

employees healthy makes a difference given the rising insurance rates for fully insured plans, and, for employers footing the bill under self-insurance plans, there’s a vested interest in trying to prevent catastrophic events from happening. She cites return on investment at 3:1 for companies putting healthcare dollars into disease management programs. Also, she says, “A lot of insurance companies are giving wellness dollars for onsite wellness, and have wellness funds with partially self-funded plans.” HCS’s clinics — whether the employee accesses care when the clinic is onsite at the employer’s place of business or by phone when it’s not — are contracted by the employer and free to the employee. “It avoids out-of-pocket cost to the company,” she says, noting this is a benefit even if the company self-funds its healthcare plan.

Employee Assistance A related benefit is an employee assistance program, which Leafman says all larger employers offer their employees. With such a program, the employee can call a toll-free number to a contracted vendor who can help with such issues as financial stress and family stress. (“We distribute a lot of wellness publications, and our publications on stress and stress management are our most popular,” Leafman shares.) Since the employer is already paying for the plan, there is no charge to the employee for using it. This goes back to Adelberg’s point of employee education being important — teaching the employee to use benefits appropriately and not necessarily going through the healthcare plan with the resulting need to submit a claim. “If the employer can teach employees to better utilize their overall benefits, the overall costs go down because everyone is using the plan appropriately — and then costs are reduced in the future,” he says.

Waste and Administration Berg attacks rising healthcare cost from another angle. “Costs will go up not because of the cost of healthcare itself,” he says, “but because waste and administration have gone up.” Emergency healthcare; appropriate assessment, diagnosis and treatment; risk mitigation; and risk transfer — these are the elements of healthcare Berg points to as having value. Waste, he says, comes from “things that are unnecessary, duplicated or overpriced.” Take a sprained ankle, he explains. A patient may start with an X-ray that costs $30. Later, the ankle feels worse, so the patient ends up going to the emergency room, where the doctors do not have access to the earlier X-ray so they take it again — “but the hospital’s infrastructure costs are so high that this X-ray costs $1200.” Says Berg, “Employers can create their own system through employersponsored self-insurance so they get the valuable parts they want.” Once they get the cost down, they can then find insurance that supplements the plan the employer has built. Plus, he notes, “If you get rid of the waste and administration, you don’t need as much insurance.” There is an administrative function involved in co-pays and deductibles. Says Berg, “It takes a lot of accounting, explanation of benefits, statements, et cetera.” This engenders a tremendous amount of paperwork. In the healthcare plan Berg offers his employees, which has no co-pays or deductibles, “We’ve just eliminated it.” In fact, he offers full healthcare for free to his employees and their families, and spends less on healthcare today than he did 10 years ago. “We spend more on the healthcare, but less on waste and administration, so total cost is down.” And, although there is a cost to the company, he says, “We estimate the return on investment at 4:1, because they’re a more engaged, productive team. That more than pays for the healthcare we provide.” And, he adds, “It’s an incredible competitive edge for our companies.” “Employers need to eliminate as much waste as possible, and buy the least administration possible,” Berg says. This requires the healthcare plan be employer-sponsored or self-funded. “It’s like what Steve Jobs did with


iTunes: ‘If you like one song, I’m going to let you buy just that one song without the other songs attached to it,’” he explains. “You can actually increase the cost of the healthcare you provide to people if your overall costs go down and your need for insurance goes down.” Tilton brings up another factor impacting cost. “Through research, we’ve found overall health status and relative cost of care has to do with the patient’s relationship with the primary care physician,” he says, explaining BCBSAZ’s development of its Patient Centered Medical Home. Noting patients have a relationship with specialists they may be seeing, and that it can be hard for primary care physicians to track everything, he says, “We work with physician offices to better coordinate the patient’s care.” He notes BCBSAZ is also changing its expectations of providers, rewarding them for a higher standard of care in such ways as making sure patients are getting annual physicals and are compliant with their medications. “There’s a lot for employer groups to be excited about,” Leafman says. In his experience, there are more options than ever before for employers that really want to be hands-on with employee benefits, and they can find effective ways to save while still engaging their employees. While emphasizing, “It’s important to make sure employees perceive that their benefits really are truly a benefit to them and not something that’s grudgingly provided to them by their employer just because every other employer does it,” he sees a healthy selection of tools and ancillary vendors for companies to be able to create that impression for their employees and produce positive results. Blue Cross Blue Shield of Arizona Health Insurance Express Healthcare Solutions Centers HealthiestYou Lovitt & Touché Redirect Health Teledoc

OCT. 2016



Succession Planning Takes Work

Want a never-ending supply of qualified managers? It’s possible, but only for the truly diligent. by Michael Timms

Michael Timms, author of Succession Planning that Works, is a management consultant, author and speaker specializing in organization and leadership performance. He is also the founder and principal of Avail Leadership.

OCT. 20 1 6



Recruiting is broken! It is costly, outdated and misused. Succession planning, important to any business’s long-term success, is the underused, less expensive and more effective alternative to recruiting for difficult-to-find management positions. Realizing this dream, however, requires putting in place a solid road map so companies can identify their highpotential players and game plan for 2017.

but they may not be invited to the Talent Review Meeting. In these cases, the directors and middle managers meet with their respective executive (or other designated member of the Talent Committee) to review and discuss their selection of High Potential candidates. The executive will then relay that information at the Talent Review Meeting.


The agenda for a Talent Review Meeting is straightforward. Each member of the Talent Committee reviews the list of High Potentials who directly or indirectly report to them, and others are invited to provide feedback on: • Whether they should be considered a High Potential, • What their strengths and weaknesses are, • Which positions they should be considered for, • What development activities will help prepare the High Potential for success in future roles, and • When they expect the High Potential to be ready for his or her next move.

By far the most common practice in succession planning is to have a Talent Review Meeting at least twice a year. The Talent Review Meeting serves two primary purposes: • Confirming the players. It provides senior leaders with the chance to weigh in on whether someone is actually a High Potential (potential successor), or whether there may be others whose career development should be fast-tracked. This creates a more accurate and consistent assessment of High Potentials across different divisions and geographies. • Confirming the development plans. The more people who are thinking about how to develop High Potentials, the better. Stephanie Hollingshead of Sierra Systems has shared that, as High Potential development plans were discussed, senior executives volunteered to work with each other’s High Potentials on certain development items because senior executives already interacted with them to some degree. Some organizations hold talent review meetings three to six times a year. Most, however, hold them at least twice a year because issues related to people change too frequently to revisit only once a year. For example, people exit the organization, promotions occur, and people’s “flight risk” (concerns about them leaving) can change quickly. These meetings are most often stand-alone meetings, rather than part of the regular corporate strategy meeting. And they are often held off-site in order to reduce distractions.


In smaller organizations, the executive team members make up the “Talent Committee” — those invited to the Talent Review Meeting to discuss the development plans and progress of the company’s High Potentials. In larger organizations, directors or middle managers may be responsible for initially identifying high-potential employees,



The old adage rings true: Experience really is often the best teacher. Here are a few things others have learned that will make your Talent Review Meeting run more smoothly: • Many organizations report that it is a good practice for the VP of human resources to meet with other senior leaders before the Talent Review Meeting to do a preliminary review of their High Potentials. This helps senior leaders be better prepared for the meeting. Additionally, gaining another perspective on the preliminary selection of High Potential candidates before the meeting reduces the chances that other members of the Talent Committee will have radically different viewpoints (which runs the risk of derailing the meeting). • One organization reported taking as long as 30 minutes to review each High Potential; one organization reported taking as little as five minutes. Five minutes is not enough time to provide meaningful feedback on a High Potential and his or her development plan. A good practice would be to allow at least 10–15 minutes to review each High Potential and the individual’s development plan.

A study a few years ago by the Center for American Progress found the average cost to replace an employee in a high-turnover job earning less than $30,000 a year is 16 percent of his annual salary. ...

BETTERING YOUR BUSINESS • When facilitating the Talent Review, instead of displaying all the preliminary assessments at once, it’s better to reveal the information for one High Potential at a time. This helps focus the group’s attention on the individual being discussed, as opposed to looking at a huge table full of data. • If there is a large group of managers participating in the Talent Review, it may be more efficient to break people into groups. Within each group, once each person has reviewed and received feedback on his or her High Potential candidates and on their development plan, switch groups and do it again. Not every manager will have the opportunity to review every other manager’s High Potential candidates, but this format will provide enough of a broad perspective to accomplish the goal of calibrating assessments. • One company invited its High Potentials to have lunch with the executive team at the Talent Review Meeting. This gave the heads of various divisions the chance to meet High Potential candidates whom they would not have otherwise met. In many cases, these lunch meetings led to follow-up meetings to discuss opportunities for the High Potentials in other divisions. It was a great way to facilitate lateral moves and career advancement opportunities for High Potentials, one that may not have surfaced through other means. The lunch meetings introduced executives to individuals with skill sets who could solve their problems and fill important needs. • There may be relatively few High Potentials identified during the inaugural Talent Review Meeting. If this is the case, take the time to discuss whether the assessments are too stringent (e.g., are there more people who should be included as High Potentials?). If the assessments are accurate, then discuss what you are going to do to have more High Potentials to discuss in six months. Also, consider reviewing people who are one further hierarchal level down. • Don’t forget to consider lateral moves. The VP of human resources of a large pharmaceutical company told a story about the head of marketing who took a lateral move to become the head of logistics. The head of marketing was reluctant, but senior management encouraged him to take the position. Within two years of taking the new assignment, this new head of logistics recommended that the whole function be outsourced. That recommendation probably wouldn’t have come from a career logistics person. He was not worried about losing his job because he knew the organization would find another opportunity for him. To encourage others to accept lateral career moves, this organization posted video clips on their intranet of employees speaking about their experiences taking cross-functional positions. And perhaps its most important advice to others: Make sure the first lateral move made in the company is a success. If you have any hope of encouraging others to take lateral moves, they must see how it benefited others, or, at the very least, they shouldn’t associate lateral moves with career derailment. • Many organizations are reluctant to apply the “ready now” assessment. If organizations aren’t careful, “ready now” can be an impossible threshold to reach, like chasing the pot of gold at the end of the rainbow. How many people can honestly say they were totally prepared for the job they are currently doing? Some learning can occur only once a person is in the position. So, to avoid a pointless debate about whether someone is “ready now,” don’t use it. Use the “one year or less” assessment instead. Also keep in mind that there may be a strong supporting cast who can compensate for the areas the successor may be weak in. The context surrounding a promotion can go a long way to determining how ready a successor needs to be. —Adapted from the book Succession Planning that Works by Michael Timms

... At the other end of the spectrum, the same study found it costs up to 213 percent of the employee’s annual salary for highly educated executive positions.

The Mosaic Principle We’ve been pushed into self-defining cocoons from which it is difficult to break out, and we lack the coping skills for succeeding in an ever-changing, more complex, and diverse world. Nick Lovegrove conveys both a compelling vision and a pragmatic path out of this contemporary trap. Through vivid portraits of those who get it right, such as Paul Farmer, the physician whose broad-minded approach brings health and hope to the world’s poorest people, and those who get it deeply wrong, such as Jeffrey Skilling, whose narrow focus brought down Enron, he provides a simple blueprint of six skills — a developed moral compass, a prepared mind, an intellectual thread, an integrated network, contextual intelligence and transferable skills — that will enable personal and professional success. Title: The Mosaic Principle: The Six Dimensions of a Remarkable Life and Career Author: Nick Lovegrove

Pages: 352

Publisher: PublicAffairs

Available: 11/1/16


Spark Most startups fail for these key reasons: The entrepreneur started business without a clear sense of purpose or poor management or a lack of understanding the customer. David Hilton will enable readers to see their business from a higher perspective — a perspective that shows them where they are in the journey of building their company, and that the challenges are not insurmountable problems. In this fast-paced allegorical non-fiction, the hero is about to learn all the lessons of business the hard way so that readers do not have to. His story is a combination of a fast-paced novel with compelling, impactful and eminently executable business lessons. Title: Spark: Take Your Business from Struggle to Significance Author: David A. Hilton

Pages: 230

Publisher: Morgan James Publishing

Available: 11/1/16


The Dream Chaser The Dream Chaser shows readers how to step out of the day-to-day grind and start creating the life they want. It’s possible to have both, and this book shows how to get there. The key is in following one’s passion and purpose. Everyone has a natural-born talent — whether they know it or not — that can make the world a better place. Each has a unique story and vision that can lead to the life he or she loves. Purpose-minded entrepreneurs are changing the world every day, living and working with passion and excitement. This book shows how to stay focused on one’s goals, build a solid hands-on strategy, leverage one’s talents and abilities, and build a business that benefits the world. Title: The Dream Chaser: If You Don’t Build Your Dream, Someone Will Hire You to Help Build Theirs Author: Tony A. Gaskins Jr. Publisher: Wiley

Pages: 272 Available: 10/31/16




Discovering Great Donors Nov

UP NEXT MONTH: The Art of Effective Stewardship

CONVERSATION STARTERS IN 15 MINUTES Don’t forget: Prospect research is about real people with real interests, family and beliefs. While the development staff will brief board members about a prospect’s capacity (financial), propensity (charitable history and intent) and readiness (relationship with the nonprofit), it’s always helpful for board members, themselves, to do a quick 15-minute search before visiting with a prospect. Consider searching: • Google • LinkedIn • Facebook • Newspapers • Who’s Who Insight gleaned from a quick search can help establish a new relationship or strengthen an existing one. Knowledge of those personal milestones and achievements keeps things personal.

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.

OCT. 20 1 6



Executives sitting on nonprofit boards play a key role in identifying donor prospects, but that’s just the beginning of donor prospect strategy by Richard Tollefson

Narrow and arbitrary. These terms are best reserved for the Southwest’s meandering streams and deep-cut canyons — not a nonprofit’s donor prospect strategy. And yet many organizations think in narrow and arbitrary terms when it comes to prospect research, screening and qualification. Some nonprofits incorrectly assume wealthy donors are the only donors. They also limit their prospects geographically. Other times they seek only the support of board members, alumni and staff, completely overlooking their volunteers and failing to analyze the current donor base. What’s more, they frequently fail to consider how their organization’s cause may appeal to much broader and influential audiences. “It’s all about aligning what you’re trying to do as an institution with the prospects’ interests and what they want as a legacy,” says Santiago Almaguer-Delgado, director of advancement strategies and services for Los Angeles, Calif.based University of LaVerne. His team stresses the importance of connecting institutional mission to donor affinity, and using data to inform prospect strategy. Identifying the best donor prospects is never about guessing. And that’s where board members play a crucial role. “They help identify prospects and qualify the prospect’s affinities,” says Almaguer-Delgado. Sometimes the reverse is true: The development staff identifies high-potential prospects, then, with leadership staff, selects a board member with the best connections to champion the relationship. In all cases, collaboration is the key. A savvy board member won’t make the ask without first consulting the development staff, who has assessed the potential donor — assets, investments, business affiliations, family issues or demands, philanthropic interests — and developed appropriate cultivation and solicitation strategies and timing. “When collaboration and planning doesn’t occur, mistakes can be made that can’t easily be corrected,” says Almaguer-Delgado. This collaboration also extends internally at LaVerne, where Grace Casian, director of leadership annual giving, works hand in hand with Almaguer-Delgado’s team. “Annual giving is one of the foundations of donor prospecting,” she says, citing the ability of staff to analyze, over time, which donors give consistently and may have additional interest or ability to become major gift prospects. “Because my team runs a calling center, and sends emails and solicitations, we also receive updated donor contact information and personal data that we share with Santiago’s team.” Her group also works campus-wide to share the institution’s annual giving strategy. “We meet with every single department, asking for their goals for the upcoming year to see how we can work together to accomplish that vision.” Faculty and staff often identify partnerships and prospects during these meetings, which the development staff then researches using various data tools. Most nonprofits can start with their own internal data

mining — by capturing the right information and analyzing trends in giving: Did the donor increase her gift each year? How long has she been a donor? Is she giving unrestricted gifts and to special initiatives? Peer screening is also helpful in identifying high-potential prospects. In a confidential, respectful manner, leadership staff and board members share information — objective and subjective — about prospects and their giving capacity, propensity and readiness. When possible, Almaguer-Delgado recommends investing in data systems as well: • Wealth screening tools qualify prospects based on publicly available wealth indicators/data. Some common vendors include Blackbaud’s WealthPoint, WealthEngine, DonorScape and DonorSearch. • Custom modeling through predictive analytics provides fundraisers with information about a prospect’s likelihood to give to an organization. The best predictive statistical models analyze every person in a database — not just those with wealth profiles or giving histories. Nonprofits can focus appeals on those most likely to contribute, saving time and money. Common resources include Blackbaud’s Target Analytics, Reeher and Ruffalo Noel Levitz. • Data aggregators summarize information about particular demographic groups. Common aggregator tools include LexisNexis for Development Professionals, Blackbaud’s Research Point and iWave. The board member’s understanding of the role of data, research and strategy in donor prospecting cannot be overlooked. Nor can the importance of a good working relationship and a level of trust between board members and development staff, says Almaguer-Delgado. Casian suggests that nonprofits assign a development staff member to each board member, who can serve as a fundraising and information resource. The end result of such collaboration and data/information analysis could equate to donor acquisition, retention and increased giving.

The Millionaire Next Door? Lavish lifestyles and material possessions, alone, are not good indicators of wealth, as individuals oftentimes live beyond their means, using credit cards and other vehicles to support luxurious lifestyles. Learn more: The Millionaire Next Door: The Surprising Secrets of America’s Wealthy by Thomas J. Stanley and William D. Danko.



Upcoming and notable CO:LLABORATE Conference Nov.


Allbound, the leading partner sales acceleration SaaS platform, will host its first annual conference focused solely on digital innovation and disruption in channel sales and marketing, which will include panels of experts as well as panels of customers.

(left to right) Jerry Colangelo, Co-Founder, Integrity Summit; Gov. Doug Ducey, State of Arizona; Gregg Ostro, Co-Founder, Integrity Summit

Arizona Commerce Authority

Integrity Summit 6 Thurs., Oct. 13 | 7:00a – Noon Integrity Summit is a half-day cultivation event at which top leaders present for 10 minutes, each, a talk centered on a different theme each year. This year’s theme is “Leading with Integrity.” Each presenter will deliver a theme-pertinent real-life integrity story, integrity paradigms that guide him or her, and integrity cultivation how-tos that attendees can apply immediately in their organization. Presenters will be Arizona Governor Doug Ducey, Jerry Colangelo, Sharon Harper and leaders from leading companies that include Avnet, KPMG, Banner Health, Blue Cross Blue Shield of Arizona, BBB, Colliers International, Grand Canyon University, CenturyLink, Republic Media, Xerox, TriWest Healthcare, Sanctuary Resort, Arizona Commerce Authority and Alliance Bank of Arizona. “It’s almost unheard of to have in one room at one time the volume and caliber of leaders as we are fortunate to have at Integrity Summit 6. There’s one big reason: integrity! Our presenters and supporters are exemplars of integrity and are deeply committed to elevate integrity in their organizations, the entire marketplace and, really, the entire community,” said summit co-founders Gregg Ostro and Jerry Colangelo in a joint statement. Those watching via stream may email or text questions for possible inclusion in the live event. Also this year, through the new Instant Audience Interactive Technology, presenters will pose multiple-choice questions to the audience, who will then vote their answers with wireless remotes — and results will instantly appear on the big screen. This will demonstrate audience integrity knowledge and provide audience engagement and thoughtful interplay with the presenter. Integrity Summit also includes a charitable commitment through Integrity Tiger Cares, which has raised a total of $31,000 over the previous four events. Integrity Tigers are available for purchase by attendees, who may also purchase such unique offerings as a private lunch with Olympic Basketball Chair Jerry Colangelo or with Governor Ducey, or tickets to Celebrity Fight Night. This year’s recipients will be Playworks, St. Vincent de Paul and the Veterans Medical Leadership Council. $400 JW Marriott Phoenix Desert Ridge Resort & Spa – Wildflower Ballroom 5350 E. Marriott Dr., Phoenix

U & Improved

Leadership Development Workshops Fri., Oct. 14 | 8:30a – 4:30p Thurs., Oct. 20 | 8:30a – 10:30a U & Improved is a leadership development and training company with a mission of improving people’s lives and impacting the world on a global scale. As part of ongoing series, it presents two workshops this month. The first, held on Friday, October 14, is part of the Breakthrough Series of training courses that merge the latest research in business efficiency. “Breakthrough Collaboration” is presented by certified Emergenetics trainer Deno Paolini. Recognizing that knowing how people think and why they behave a certain way is critical to collaboration, the workshop helps attendees gain this awareness through the groundbreaking Emergenetics framework. Paolini shares how to apply the results of these scientifically calculated assessment profiles to create a highfunctioning, collaborative team. Jodi Low, corporate trainer and inspirational speaker — and founder and CEO of U & Improved — is leading the Empowerment Series focused on tools to help people gain insights and tools to realign with their goals as well as empower those around them. This month’s session is “Raise Your EQ,” looking at the emotional intelligence traits of highly effective people, and will be held on Thursday, October 20. Cost varies with the workshop

Courtyard Scottsdale Salt River 52001 N. Pima Rd., Scottsdale



Wed. – Thurs., Nov. 2 – 3

The Governor’s Celebration of Innovation Awards Nov.


Thurs., Nov. 10

The Governor’s Celebration of Innovation is the Arizona Technology Council’s annual awards gala in partnership with the Arizona Commerce Authority that honors technology leaders and innovators from across the state. Business Diversity Summit Nov.

Wed., Nov. 15


The Phoenix MBDA Business Center and the Arizona Hispanic Chamber of Commerce will host the 5th Annual Business Diversity Summit to spotlight the growing contributions of minorityowned businesses in Arizona. 31st Annual Sterling Awards Nov.

Fri., Nov. 18


The Scottsdale Chamber of Commerce’s marquee event celebrates the people and companies that make the community a great place to live, work and play.

1 2 3 4 5 6 7 8 9 10






16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

OCTOBER 2016 NOTABLE DATES Sun., Oct. 2 – Tues., Oct. 4 - Rosh Hashana

Tues., Oct. 11 – Wed., Oct 12 - Yom Kippur

Mon., Oct. 10 - Columbus Day

Mon., Oct. 31 - Halloween


OCTOBER 2016 Fri., Oct. 7

9:00a – 5:00p

2016 Arizona Energy Futures Conference Arizona Solar Energy Industries Association Changes to Arizona law and regulation from 2015 have had a significant impact on the demand, availability and economics of solar electric and solar water systems. 2016 has seen additional regulations added onto businesses and fees tacked on to customers. Throw in the election of three fifths of the Arizona Corporation Commission and 2017 looks to be even more unpredictable. This makes it all the more important that the main issues that face energy choice and source in Arizona get an open and unbiased discussion prior to the November 8th election. $35 Tues., Oct. 4

Rio Salado Conference Center

2411 W. 14th St., Tempe

Tues., Oct. 11

9:30a – 11:30a

Getting Media Coverage for Your Event

Thurs., Oct. 13

5:30p – 8:00p

Economic Inequality & the Impact on U.S. and AZ Business

7:00a – 10:00a

Economic Outlook 2017

Arizona Small Business Association

Greater Phoenix Chamber of Commerce

This workshop will unlock some of the daunting paths to connecting with today’s media so that your event will get the coverage it deserves and get media attention that promotes your nonprofit and valuable sponsors.

The Greater Phoenix Chamber of Commerce and Cox Communications present Economic Outlook 2017. Top economic experts Jim Huntzinger and Elliott Pollack will provide insights into the local, national and global economies you can’t get anywhere else.

Dr. Silverman, a professor at ASU with a Ph.D. in economics, will discuss the growing economic inequality in America, the impact it has on our nation and state — both generally and from a business perspective — challenges to addressing the problem, and proposed solutions.


Members: $80; non-members $90

Members: $40; non-members: $55

Blue Cross Blue Shield Administration Building 1

The Arizona Biltmore

University Club of Phoenix

8220 N. 23rd Ave., Phoenix

2400 E. Missouri Ave., Phoenix

39 E. Monte Vista, Phoenix

Alliance of Arizona Nonprofits




8 Sat., Oct. 8

11 7:00p – 10:00p

Sliver 16 Award Celebration with Equality Arizona Greater Phoenix Gay & Lesbian Chamber of Commerce Celebrating 25 years of LGBTQ advocacy and preparing for 25 more. General admission $100, young professionals $75 The Vintage 45

45 W. Buchanan St., Phoenix

Wed., Oct. 5

Wed., Oct. 12

2:00p – 6:00p

2016 East Valley Business Expo Tempe Chamber of Commerce Mesa Chamber of Commerce This is the Southeast Valley’s largest business expo of the year, where more than 1,000 guests attend the more than 120 exhibitor booths on site. Door prizes, an emcee, guest speakers, complimentary food from on-site restaurants and a cash bar keep the event exciting and engaging for exhibitors and attendees alike. Free

Members: free; non-members: $30


The monthly Arizona Marketing Summits are the glue that bring Phoenix-area entrepreneurs, self-employed businesspeople and small-business owners together on a regular basis to keep learning, discovering and implementing with great confidence.

2323 W. 14th St., Tempe

201 N. Center St., Mesa


Networking Phoenix

Rio Salado College

Mesa Convention Center

OCT. 20 1 6

6:30p – 9:00p

Arizona Marketing Summit

For more events, visit “Business Events” at


13 Sat., Oct. 15

15 9:00a – 3:00p

Women of Color Luncheon Black Chamber of Arizona Workshop for new and established women business owners. Members: $100; non-members: $150 A.T. Still University 5850 E. Still Circle, Mesa

Sat., Oct. 15

Wed., Oct. 26

6:30p – 10:00p

TCH Monster Mash: Frightening Fairytales

Greater Phoenix Chamber of Commerce

Tempe Chamber of Commerce “Frightening Fairytales” is the theme this year for Tempe Chamber’s “Best Adult Halloween Party for a Cause.” Just imagine — in a land not so far away (Tempe), follow Hansel and Gretel’s trail of bread crumbs and try not to get lost in the enchanted forest. Stay on Little Red Riding Hood’s path to avoid the big bad wolf on your way to a mystical adult Halloween Party. Revel in a night of dancing, auctions and raffles, a costume contest, drinks and a feast fit for a king. $60 single; $100 couple The Centers for Habilitation 215 W. Lodge Dr., Tempe

10:30a – 1:00p

29th Annual ATHENA Awards

Tues., Oct. 25

The women being honored make a difference in our community through excellence in business and leadership, exemplary community service and mentorship of other women.

5:00p – 8:00p

‘A Taste of Private Equity’ Wine Tasting and Panel Discussion

Members: $80; non-members: $95

Association for Corporate Growth – Arizona

Westin Kierland Resort & Spa – Kierland Ballroom

Exciting panel discussion from a local private equity company, wine-pouring from other local companies and event sponsors.

6902 E. Greenway Pkwy., Scottsdale

Members: $79; non-members: $89; after Oct. 18: add $10 Historic Price House Fri., Oct. 21

7211 N. Tatum Blvd., Paradise Valley

8:00a – 1:30p

Manufacturing Summit & Awards Luncheon Arizona Chamber of Commerce & Industry The Summit will consist of various informative panels recognizing achievement and contributions from local businesses and organizations. The Luncheon will host the annual Congressional Panel featuring many from the Arizona delegation. Members: $95 for both, $65 for luncheon only; non-members: $120 for both, $80 for luncheon only Arizona Biltmore



21 Sat., Oct. 22

2400 E. Missouri Ave., Phoenix



Learn about board governance, get the facts on financial issues and understand the difference between fundraising and development. During this fast-paced half-day boot camp, you will learn about S.O.X. and how to keep yourself protected from making illegal actions. With a lot of tools, speakers and exercises, you will leave this workshop better prepared to serve your nonprofit’s mission.

Women in Business Luncheon


Chandler Chamber of Commerce

“The importance of Storytelling in Business.” Storytelling has been rated as one of the top skills to be the most crucial in business over the next five years. Keynote speaker is Koran Hardimon, program manager within the Global Diversity and Inclusion organization at Intel Corporation. Members: $25; non-members: $35 SoHo63

CamelSqaure Community Room

7:00a – 3:00p

2016 Diversity Conference & Inclusion Awards

Arizona Nonprofit Academy

Noon – 1:30p


Fri., Oct. 28

7:00a – Noon

Nonprofit Board Bootcamp

Tues., Oct. 18


Diversity Leadership Alliance The 2016 DLA “Life, Love and Labels MATTER” is a conscious investigative journey of race, culture, gender, privilege, bias and all of the visible and invisible labels we wear. $69 Arizona Biltmore

4250 E. Camelback, Phoenix

2400 E. Missouri Ave., Phoenix

Sun., Oct. 23 – Wed., Oct. 26

7:00a – 7:00p

Algae Biomass Summit Arizona BioIndustry Association The Algae Biomass Summit is the largest algae conference in the world. This is where leading producers of algae products go to network with industry suppliers and technology providers, where project developers converse with utility executives, and where researchers and technology developers rub elbows with venture capitalists.

63 E. Boston St., Chandler

ABO Members: $1,095, ABO member Government/Academic: $895, non-member: $1,495, non-member Government/Academic: $1,195

Renaissance Glendale Phoenix Hotel & Spa

9495 W. Coyotes Blvd., Glendale

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



JAGUAR INCONTROL® TOUCH PRO™ The next-generation hardware and software of InControl Touch Pro™ advances connectivity and entertainment to the very highest level. Its features replace or enhance those found in InControl Touch. Key aspects of InControl Touch Pro are a large, responsive, 10.2-inch touchscreen and enhanced navigation.


The New Jaguar F-Pace Prestige The best thing about the new SUV from Jaguar is, it combines the SUV experience with a luxury sports car experience. The famously exclusive brand has finally created a new and very useful vehicle that is getting rave reviews in both performance and style. While one may expect luxury and style to be atop the carmaker’s agenda in creating an SUV, this mid-size SUV is all about getting you there in comfort and with precision mechanics. The engine — a 360-horsepower supercharged 3.0-liter V6 — will impress and certainly get passengers to their destination in no time. It gets a boost off the line from 332 lb-ft. of torque, and, with an 8-speed automatic transmission, the vehicle will accelerate with ease and virtually no feeling of gears changing. Luxury goes far in a Jaguar, and this SUV is built to look tough and allow for perfection in comfort. The eight-way

2017 JAGUAR F-PACE PRESTIGE City: 18 Hwy: 23 0-60 mph: 5.4 sec Trans: 8-speed automatic MSRP: $48,700

power adjustable front seats give perfect driver position and allow for a sturdy feel while maneuvering. The contraststitched Taurus leather upholstery is soft and smooth. The soft-leather-covered steering wheel and satin chrome dash are sporty and all about design. The console is matched with ease of controls for the driver and passengers alike. Technology is unrestricted throughout in this new creation from Jaguar. From Xenon headlights to Wi-Fi access, this machine will deliver any need of the most discerning driver. The InControl Touch multimedia system gets connectivity, premium audio and navigation. The eight-inch touchscreen is clear and workable, allowing ease for making calls, texting, directions, and listening to music and entertainment favorites. The precise climate control will keep the cabin at perfect temperatures and the Jaguar InControl Apps will ensure the driver is in control even away from the vehicle. The Head-Up Display (HUD) laser illuminates the speed and other directional indicators on the base of the windshield, allowing the driver to keep eyes on the road and not on the (albeit) impressive dash display. This is an impressive entry to the luxury SUV market and is being touted for its forward-thinking design and reliable performance. Jaguar

Shred It While different businesses have different requirements as to how long they need to keep company files, files will, inevitably, get to a point when they need to be shredded. Here are our picks for the tops:

OCT. 20 1 6



Assured Document Destruction

Pro Shred Security

ASDD is an Arizona shredding company, a division of The Centers for Habilitation.

Whether it’s on an on-going, regular

ISO 9001-certified on-site

Its confidential document shredding

basis for the office or a one-time bulk

document shredding service

service helps reduce the risk of identity

clean-out of storage documents,

in the Phoenix area. This means it ensures clients’

theft and fines, and minimizes the

Assured Document Destruction has

document security to the highest standards. It is

damage if someone’s identity has already

specialized expertise in hard drive

also an AAA-certified secure shredding company,

been stolen. ASDD employs adults with

destruction, computer disposal and

certified by the National Association of Information

developmental disabilities, giving them

electronic media destruction. It is

Destruction. Services include ongoing, one-time

the opportunity for greater social and

certified for on-site mobile shredding

purge or drop-off service.

economic independence.

of hard drives.

ProShred Arizona is the only

Document Destruction Laws and Regulations. Each state has laws regulating what must be destroyed, depending on the contents of that information to be discarded. In addition, certain industries have laws pertaining to the length a company must hold documents on file before destruction.

Photos courtesy of Jaguar Land Rover (top)

ASDD Document Destruction



Postino – Ambience by the Glass


HANNAH’S FIELD Kale, quinoa, Fuji apple, apricot, toasted almonds, pecorino stagionato and pickled red onion with apple cider-mustard vinaigrette

of vegetables served with Guindilla peppers, spicy Marcona almonds, herb cucumber cream dipping sauce and smoked almond hummus. Try the bruschetta. There are multiple to choose from and include one with brie and apple atop a fig spread. Or ricotta with dates and pistachios. For main courses, look to a panini or a salad. The Raspberry Chicken Salad is made with organic chicken, pecans, apples, gorgonzola and mayo with raspberry vinaigrette over a bed of fresh greens. The Nine Iron is a tasty panini made with hickory smoked bacon layered with grilled chicken, fresh burrata mozzarella, lettuce, beefsteak tomato and dijonnaise on a choice of ciabatta or focaccia bread. A true gem whichever location is chosen. Yes, there may be a bit of a wait, but clients will be impressed and the meal will be perfection. Postino Café Many Valley locations

The Sandwich Is the Thing Oh, sandwiches are easy. They include many different ingredients, and their popularity has spawned a type of restaurant all its own. The sandwich is also well-known as a great lunch food. The sandwich comes in a variety of types that include subs, grilled, hot and more. Here are out latest picks for a great sandwich (and more).


OCT. 20 1 6



Potbelly Sandwich Shop

WM Sacks

Zookz Sandwiches

Originally a Chicago-known shop, the

From bottom to top slice, Sacks’ sandwich-

Each warmly toasted, round and sealed

high-quality meats, cheeses and veggies

makers carefully craft sandwiches so that

Zookz is a singular blend of crunchy

that are sliced, cut and chopped in-house

the elements combine wonderfully. Its

textures and fresh, savory fillings combined

are the reason these fresh and delicious

time-tested, original recipes combine a

with its own distinctive artisanal sauce to

sandwiches have become so popular here.

wide variety of premium fresh ingredients

create a truly unique taste experience. This

Potbelly’s sandwich-makers build amazing

to create a mouthwatering meal in a few

unique single location serves up gourmet-

toasty sandwiches to order and get guests

minutes — each one served with a cookie,

inspired varieties of sandwiches that are

through the line really fast.

in a sack.

flavorful and exotic.

7 locations Valley-wide

4 locations Valley-wide

100 E. Camelback Rd., Phoenix

(602) 279-0906 •

“A sandwich is not commonly understood to include burritos, tacos and quesadillas, which are typically made with a single tortilla and stuffed with a choice filling of meat, rice, and beans,” wrote Masachusettes Superior Court Judge Jeffrey Locke in a 2006 decision, finding against Panera Bread Co., which had tried to assert the non-compete clause of its lease to prevent a Mexican restaurant from opening in the same shopping center.

Photos courtesy of Upward Project (top), Potbelly Sandwich Shop, WM Sacks, Zookz Sandwiches (bottom, l to r)

BUTCHER’S BLOCK An assortment of artisan meats and cheeses served with smoked almond hummus, asparagus, olives, nuts and crostini

A true original and credited with being the first local “concept” restaurant in the Phoenix area, Postino began in an old post office building in Arcadia as a wine bar and tasting room and has blossomed into a must for lunch — now Valleywide. With locations in Arcadia, on Central Avenue downtown, in Gilbert, Kierland and now near Old Town on Highland in Scottsdale, Postino is nearby and perfect for a quick lunch or a long client interaction at the noontime meal. Each site is unique — most of them building on the site’s own history — yet exudes a similar look and appeal. The dining rooms are open and include patios. Postino is very casual and truly all about the quality foods, wines and beers. At lunch, diners are met with a rush at each location, making for a nice feel of success among the hustle and bustle of the room. Start with a great board. The Butcher’s Block is an assortment of artisan meats and cheeses served with smoked almond hummus, asparagus, olives, nuts and crostini. The Bounty includes grilled cauliflower, asparagus, and a variety



Global Chamber® Events

FALL 2016

Global Chamber® Phoenix

Fri., Oct. 14 Export Roundtable Regional exporter shares their challenges and opportunities, and we work together on reducing risk and increasing success. 1:00p – 2:30p RSVP to Global Chamber® Phoenix

Sat., Oct. 22 Global Career Roundtable We help each other find new career and consulting opportunities that have a global component. Members Only — Visit to Join! 11:00a – noon RSVP to

SPOTLIGHT EVENT Global Chamber® Phoenix

Thurs., Oct. 27 Asia Opportunities in the Garden Insights from executives with Asian companies doing business in Phoenix, hosted by the Japanese Friendship Garden in Phoenix. 4:00p – 5:30p RSVP to Global Chamber® Phoenix

Wed., Nov. 16 League of Extraordinaries Service providers who work with companies doing global business discuss and share opportunities. 4:00p – 5:30p RSVP to

Inside this section an Advisory Board 2 forBuildGlobal Success Importing Is 3 Global Trade, Too cknowledging Men while 4 AWomen Expand Their Influence in Global Business Global Trade Belongs to 5 Entrepreneurs and the Young of Spirit Growth Is in Your Hands; 6 Extend Your Arms!

Be Everywhere

by Doug Bruhnke, CEO/Founder at Global Chamber®

Who has time to be everywhere? No one person can be, not even a group of people within one company. And so the team at Global Chamber® works around the clock and around the world to grow our global network of more than 5 million business connections, so that as a member, you’ll benefit. Because there’s no question — opportunities are everywhere, and you can’t be everywhere. So we are, for you. Recently, we hosted leaders from across Latin America, including representatives from Cuba, Venezuela, Mexico, Bolivia, Panama, Costa Rica, Paraguay and Peru at a Global Chamber event. Events like this happen in Arizona, across the U.S. and on every continent. In this specific event, each country leader shared their perspectives on opportunities with their country.

Relationships were initiated. Action plans implemented. Follow-ups planned. You didn’t need to be there, because we were, and so as a member you’re also connected. We connect members to new business opportunities every day, whether they attend events or not. For this event, many thanks to the U.S. State Department and the International Visitors Leadership Program administered by Global Ties, and collaborating partner ProMéxico. Our house is your house. Go without going, and connect without the hassle. We’re creating more efficient ways to connect to your ideal targets. Trade, import, export and invest with Global Chamber members and our global tribe. Global Chamber®

“Opportunity is everywhere, and so Global Chamber® helps members find and capture it, anywhere.” —Osayi Igharo, Executive Director, Global Chamber® Abuja


Build an Advisory Board for Global Success by Jeffrey Campos, Executive Director, Global Chamber® Denver

No one builds a great global business alone, and whether it’s a start up or an established industry leader, having access to high-quality advice can enhance an organization’s odds of success. When setting up an advisory board, you need to answer a key question: “Why are we establishing an advisory board, and what do we want out of it?” Your company may be seeking assistance with anything from marketing operations to managing events and influencing businesses to participate as a member. Thinking carefully about an advisory board’s purpose will ensure that it will have the right people to be structured to optimize its contribution to your business success. A key success factor for Global Chamber® Denver has been a well-thought-out advisory board consisting of entrepreneurs, innovators and thought leaders sharing a passion for international business in the region. Our newly created advisory board is made up of leaders from some of the world’s most successful companies and leaders in the business community. This board offers input and advice pertaining to the content and development of programs, events and services geared toward chamber membership development. In order to achieve desired benefits, it is essential to understand who is trying to achieve what from an advisory board. The advisory


Global Chamber®

board must understand what is being sought from the advisory board and its individual members. The board will be an advisor to the executives generally, or it could serve as a focus group for marketing, program or product development, or other aspects of the business. An advisory board must be the right size. An advisory board should be built carefully, having regard to the current and nearer-term needs of the organization and the chemistry of the members and others with whom advisory board members will be working. A board with more than the appropriate number of members may provide challenges in terms of delivering the ongoing information required to enable the board to be effective and in terms of organizing board meetings. Often, it is best to begin with the advisory board leader or leaders acting as the chair and to grow the board from a fairly small size to its ultimate number. This can be done over time as skill and experience in managing the advisory board are developed. Finally, once you’ve retained your advisors, don’t feel obligated to keep them around forever. As your organization evolves, so should your advisory board. The early stage advisory board is not the same one you’ll need one or two years from now. Global Chamber® Denver

Global Chamber® Phoenix Expands Advisory Board with Leaders by Doug Bruhnke, Executive Director, Global Chamber® Phoenix

Jeff Campos, who leads the Denver chapter of Global Chamber®, has been an inspiration across our global network on several items, including advisory board development. Jeff has in the past led an award-winning Hispanic chamber in Colorado, and his experience is highly valued. It was Jeff who inspired me to grow our advisory board in Phoenix from 15 members to more than 45. His success in Denver is now our expanded success in Phoenix. We have an excellent group of regional and global leaders taking on ways to expand our impact as we help companies in our metro be more successful selling in other metros, including globally. Thank you to our global tribe and to all our advisory board members in Phoenix who are contributing to the growth of companies and communities in our region. Special thanks to the cities of Phoenix, Mesa, Tempe and Surprise for jumping in. And thank you to all our regional leaders. Read more about the specific list here: Global Chamber® Phoenix

Importing Is Global Trade, Too by Tatiana Nikishina, Executive Director, Global Chamber® New York City

Doing business in the U.S.A. is quite easy as long as you are aware of existing laws and regulations. Exporting to the U.S.A. is a safe and simple process as well, as long as you have the right information and the right connections. Global Chamber® was established as an organization that supports that. We give information, help with connections, and promote goods and services of exporters and importers. Global Chamber New York City has helped companies export from New York, and export from around the world into New York and the U.S.A. We have many interesting stories about how this has been done.  For instance, earlier this year a French company producing Champagne in the South of France, Comtesse Tatiana Champagne (, approached us for help in the U.S.A. market. By the way, the company has no relation to me (Tatiana); the

name similarity is only a coincidence! They wanted to find a distribution network in the U.S.A. Before we began to work together, Global Chamber New York City, with our headquarters, did a case study. We wanted to find out if this Champagne will sell here. We approached a couple of big distribution companies to get advice and present them the product. We got nice feedback, and after that we encouraged our member to invest in the procedure of getting a license. Global Chamber New York City introduced Comtesse Tatiana to a very well-respected lawyer and now, with the license, has begun selling the product in the U.S.A. Early returns are encouraging! We truly believe that this Champagne will have a lot of success in the U.S.A. Importing, exporting and investment — we are involved in all these, every day. Our team has been helping many companies in all kinds of industries, from

food and beverage to automotive and industrial, to technology and healthcare. We work closely with the best people within the regulatory system and with the best service providers equipped to do cross-border business, from accountants to bankers, financiers, real estate advisers, attorneys, marketers, logistics suppliers and consultants. We’re available to those interested in expanding their international business success. Global Chamber® New York City


Acknowledging Men while Women Expand Their Influence in Global Business by Korina Smith, Executive Director, Global Chamber® Dallas

I’m not surprised that our Global Chamber® Dallas event entitled “Women in Global Business” earlier this year has been our most popular event to date. I have the impression that many men are just as supportive and enthusiastic to see women thriving as global business leaders as their female counterparts. So it was interesting to see the recent “Women in Global Leadership” event by Global Chamber® Phoenix with eight dynamic women speakers, including moderator Jaime Daddona of Squire Patton Boggs, draw almost a hundred women attendees. The five men who attended this event were highly appreciated and were rewarded with great information valuable to them as well as to the women in the room. At the Denver event, I remember the energy and laughter that filled the room as our powerhouse female panelists (including Suzy Batiz of PooPourri, Sarah Wilshaw of the Country of Canada, Gemma Descoteaux of Polsinelli and Diane Divin previously of Mary Kay) told extraordinary stories about their global business experiences. They included some tough examples, like when some men refused to address them, or preferred to speak to their husbands in business transactions. And some of these examples are current. As a woman, I naturally support the success of other women. What really touches me, however, is seeing men who are just as strong of an advocate for the equality of women as any woman would be. In

my experience, it takes a certain dose of humility to acknowledge the strengths of others, especially if the other person could be perceived as a competitor or a threat. I’ve met many men who aren’t being influenced by emotion, but know through their own experience and through studies that women often thrive in leadership. I’m continuously inspired by the “Good Returns Model” here in Dallas, a social impact investment firm founded and led by men, which uses

Inaugural Innovation & Entrepreneurship Week Nov. 7–11, 2016 by Henry Ines, Executive Director, Global Chamber® San Francisco

Global Chamber® San Francisco (GCSF) is hosting its inaugural Innovation & Entrepreneurship Week November 7th through the 11th. The week includes a series of events and activities focused on executive training, innovation and entrepreneurship, and will be held in the San Francisco Bay Area. Why the SF Bay Area? The region, which is comprised of the nine counties of Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, Solano and Sonoma, is home to more than 7.8 million people, has one of the largest concentrations of Fortune 500 companies, and maintains a GDP ranking among the top 20 countries globally. Notably, the companies here in the SF Bay Area originate some of the most innovative


Global Chamber®

technologies, products and solutions in the world. As a result, the SF Bay Area draws visitors, executives, entrepreneurs, students and enthusiasts from all around the world. For our inaugural Innovation & Entrepreneurship Week, we’re hosting a wide variety of professionals, including executives and students interested in an immersive experience in the San Francisco Bay Area. Specifically, GCSF plans to host more than 20 executives from Southeast Asia and introduce them to leading trends and e-commerce/ e-retail-related companies based in the SF Bay Area. During the four-day program, attendees will also have the opportunity to learn about regional viticulture and agriculture technologies and innovations and to network with local


7 professionals. In parallel, GCSF also plans to organize its inaugural Global Case Challenge, which will invite undergraduate students from the SF Bay Area and Asia to pitch business plans and solutions focused on addressing some of

capital from business profits and donations to invest in micro loans for impoverished women who want to start businesses. This isn’t because impoverished men don’t have great business ideas, but statistics show that women invest back into their families and communities more frequently per capita than men do. The culture of Global Chamber sets a great example for other businesses. The team at our headquarters in Phoenix consists of a staff that is more than half female. Our founder and CEO, Doug Bruhnke, is an advocate for women, and he has brought on many women to the key executive director roles around the world, including me! We’re each leading our respective metro areas to prosperity around the world — from Dallas to New York City and London, to Nairobi and Islamabad, and back again to the U.S. That model is working for us. Many men are just fine with seeing women thrive as the natural leaders they are and can be. As women make progress in leadership roles in international business, I acknowledge the men who support us, recognize our strengths and want to see us thrive. Together we are stronger and more successful globally! Global Chamber® Dallas

the most pressing global challenges. Global Chamber San Francisco remains committed to not only helping its members expand globally, but also to effect positive change globally. We believe our GCSF Innovation & Entrepreneurship Week will not only introduce and immerse attendees to the SF Bay Area and leading best practices but also involve global citizens and students to address some of the most pressing challenges and problems around the world! For more information, you can visit the event here: sanfrancisco.globalchamber. org/events/2016-executive-trainingsilicon-valley-entrepreneurship-innovationimmersion-program Or contact Henry Ines at henry@ Global Chamber® San Francisco

Global Trade Belongs to Entrepreneurs and the Young of Spirit

by Dr. Ty Richardson, Executive Director, Global Chamber® Trinidad and Tobago

Entrepreneurship is one of the most terrifying ventures anyone can endeavor. Your business starts with one simple idea, followed by brainstorming, then nurturing and growing. Finally, as you reach the critical stages along the way, you discover the fragrant fruit that has erupted out of what was once nothing. You have something, however imperfect it can be. There are ups and downs, failures and successes. But one thing that remains constant for entrepreneurs is the drive we have to make our ideas work! The 20th century brought the birth of modern-day globalization. Since the escalation of modern technology beginning in the 1980s, we have seen rapid growth of moving products across borders and the ability to communicate with individuals halfway around the globe. Many years ago, setting off on your own business adventure meant grueling hours of walking the streets, and many long distance and local phone calls just to establish a name for anyone and their business. Entrepreneurs since then have been able to strengthen their initial entry into their chosen field and start making connections much more rapidly than those days. We have learned how to move quickly using technology and a flexible spirit to expand our product lines to fit the needs of

the public and tailor the experience to meet their wants. As young entrepreneurs in modern times, we have the advantage of being able to work globally with a small-scale operation. Through a couple of clicks of a button, we are able to research competition and see what’s available to us for suppliers and supplies. Our shipping and receiving can be accomplished at the local post office, and new clients can learn all about us by searching a website. There is an entire community of others who have started out as we have and are available to lend support when needed. There is a wealth of knowledge at the tips of our fingers and all we have to do is tap into it. And we do that here at Global Chamber® Trinidad and Tobago! We’re a mix of young professional and young-inspirit entrepreneurs who are taking on the world and winning every day. It’s not always easy, but our shared challenges and opportunities in the “global tribe” keep us going, supporting each other to get to the next level. We’re building bridges to opportunities, breaking down walls and creating success for more entrepreneurs open to the possibilities of growing in metro areas that are not their own, yet. Global Chamber® Trinidad-Tobago


Growth Is in Your Hands; Extend Your Arms! by Doug Bruhnke, Executive Director, Global Chamber® Phoenix

In many countries, including the U.S., less than 1 percent of executives are involved with international business. And yet most people and opportunity are somewhere else. Is it so shocking that we want to do business with our neighbor across the street instead of our neighbor across the world? One of the real barriers to growing across the world is finding more customers, distributors, agents and partners whom you know, like and trust. Selling across the street is a lot easier. Talk to your local friends, find some folks to speak with, have a coffee with them, and do business. Easy! That’s not scalable across the country and world. Or is it? You’ll need a network of people you know, like and trust across the borders where you wish to expand business. That’s actually easier than you may think, if you approach it logically and methodically. For a small and medium-sized business, it can be challenging and sub-optimized without spreading a wide net. And so we’re always looking for ways to grow the net. Here are some thoughts to help you think through your growth. 1) Kevin Bacon. You may not know Kevin Bacon, but you know someone who knows someone who …, well, you know the drill. This can be hard work, but it’s doable — to get to the people you need to know through people you know. The key is to grow your company’s network and then have a process to work it.

2) LinkedIn. Use LinkedIn — create a complete profile with picture, profile information, company page and connections to the world. I’ve heard every excuse in the world for not being involved, and if you don’t want to grow business, or have a limited scope, you are excused. But everyone else, get it done. 3) Web Presence. There are always ways to upgrade being found with the right messaging. If you need help, some members of Global Chamber can help you find the “google juice” to survive and thrive online and around the world. Today’s technology allows you to be found from anywhere, and sell to everywhere. 4) Professional Networks. Connect with networks that increase your reach to whomever you’re looking for. For expansion

to metro areas outside your home base, Global Chamber® is an ideal network for reaching customers and partners because we’re focused on growing business across every border. 5) Global Tribe. Nearly every company we’ve ever seen is doing global business sub-optimally. That’s a wake-up call to every company to fill in the gaps on why they’re not having more success. Jump over gaps in a single bound with a better village, and extend your village to metros across the world to find more customers. Going global doesn’t have to be complicated. Put together a good plan; connect to the world through people you know, like and trust; and execute to get it done. Reach out your arms, and the opportunity will be in yours.

News from Global Chamber® News from Headquarters by Kim Bridges, Marketing and Communications Director at Global Chamber®

This month, we’re conducting an exporting seminar in Jakarta and ramping up Global Chamber® across Asia, including Singapore, India, Pakistan, Malaysia, Japan, Korea and China … and probably anywhere where you have business, or want more. This month, we’re also announcing more new members and collaborations worldwide. Keep watching as we grow to 525 metro areas around the world by 2020.


Global Chamber®

Growing from Manhattan to Madrid and Manila by Dakota Drake, Operations Manager at Global Chamber®

Global Chamber® is officially everywhere, from A to Z — Abuja, Nigeria, to Zagreb, Croatia, and anywhere in between. Our reach to 525 metro areas and more than 5 million connections helps you grow globally. Our “Global Advisor” initiative is adding international experts everywhere to our network that can help identify customers and supporters for your growth. Tap in from Phoenix to the world and back!

Member News Massage Envy Going Global

Global Chamber®

Global Chamber Phoenix and Tucson Chairman/CEO Sponsors Polsinelli Squire Patton Boggs Thunderbird School of Global Management Vision Alignment President Sponsors Alliance Bank of Arizona Bank of America BMO Harris Bank InWhatLanguage Morgan Stanley Tiffany & Bosco Special Global Advisors Charles Bruce, Johnny Rockets, The Original Hamburger Hank Marshall, UK Honorary Consul in Arizona Melissa Sanderson, Freeport McMoRan Kiyoko Toyama Michael Patterson, Polsinelli Don Henninger, DH Advisors, Global Chamber Lee Benson, Able Aerospace Services Committees All Metros, Industries and Regions Contacts CEO/Founder: Doug Bruhnke, Global Marketing: Kim Bridges, Business Services: Cesar Trabanco, Membership: Dakota Drake,

Lee Knowlton and his team at Massage Envy are going global. Their footprint today is nearly all U.S.- based, but Lee is leading an effort to expand to Australia and other English-speaking countries first, and then country-by-country around the world, wherever their message of health will resonate. We’re thinking maybe everywhere! Congratulations on the progress, and thanks for being part of the global tribe. More Massage Envy news at press-room/press-releases.aspx.

Global Chamber® London Executive Director Spotlight

Hi, I’m Irina Ashkenazy, executive director for Global Chamber® London. I’m a business executive with a mix of knowledge and skills in finance; across industries; and in strategy and negotiation. I have extensive experience in energy, including Oil & Gas and Power. Our chapter in London leverages our members’ extensive connections across the region into Africa and Asia. I have a deep background in Russian and Ukraine. We’re here to grow your business in the UK and beyond. Read more at

Global Chamber® Collaborations with USTDA and EXIM Bank Global Chamber is pleased to announce new collaborations, including those with Export-Import Bank of the United States and the U.S. Trade Development Agency (USTDA). We are strong believers that “it takes a village” to help companies and communities successfully grow globally. And our collaborations with city, state and regional organizations create a safety net of supporters that reduces the risk of global growth and better optimizes the capturing of new opportunities.

International Banking Update A key aspect of your global success will be selecting the right banker. Global Chamber® now has more than a dozen banks around the world as members who can help you take your business to the next country, and level. We would like to thank one of our first supporters when we formed Global Chamber a little over a year ago — BMO Harris Bank. Kevin Hull works with members of Global Chamber and many others to help guide them to successful growth from Phoenix and other parts of the region. Thank you!

Tempe Wins Global City of the Year Last month, Global Chamber® Phoenix awarded eight global business awards to exporters and others who are being successful with global business from Metro Phoenix. Last year, our Global City of the Year was Phoenix — an easy choice. In 2016, the choice may surprise you — it’s Tempe, home of Arizona State University, which is growing globally, and with a mayor’s office and economic development group that’s attracting all sorts of companies from around the nation and world. To see all the 2016 global awards, visit our blog at

“Global Chamber is taking on Europe and the world ... helping our members grow globally.” —Irina Ashkenazy, Executive Director, Global Chamber® London


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HEALTHCARE DECISIONS Open Enrollment & Healthcare Guide for Business

Section Sponsored by:

Informing Our Business Community on Healthcare Options


Vote Like Your Healthcare Depends on It

Welcome to the Silly Season. It’s easy to get caught up in the hysterics of the campaign and forget there are real things at stake this election. Healthcare is one of the biggest. Arizonans in recent months have seen first-hand the massive changes occurring throughout our industry. The trend of hospital consolidation continues apace, and not always to the benefit of patients and consumers. Residents of Maricopa County have seen their coverage options on the Affordable Care Act health exchange dwindle to a single insurance company. And skyrocketing drug prices remain a concern. The next President — whomever voters select — is going to have a lasting impact upon the quality and accessibility of healthcare in this country. As a reader, it’s easy to let the tide of negative headlines fool you into thinking there is no good news in the world of healthcare these days. Not so. The truth is, the standard of care and breadth of health services broadly offered has probably never been better in Arizona. Gone are the days of having to drive to Phoenix or Tucson for a procedure. The key is to build upon our successes and make improvements wherever possible. That’s our focus as Arizona’s largest association of hospitals and healthcare facilities, and we’re engaged in a host of efforts to improve the standard of care and reduce avoidable harm to patients. One recent collaborative of ours involving multiple hospitals resulted in a greater than 50-percent reduction in the instance of a particularly virulent infection associated with catheters — a breakthrough in patient care with amazing promise for the rest of the state. See? There is reason for optimism! Continuing the election theme … just as there are many choices on the ballot, companies and consumers have a range of choices when it comes to selecting health insurance plans. Education is critical! Just as our blog — — helps keep readers up to speed on the latest health-related news, the handy Open Enrollment & Healthcare Guide for Business included with this publication is a fantastic way to learn about the various insurance plans and make an informed selection for you and your employees. My thanks go to In Business Magazine for providing this important reader service to business owners and executives.

GREG VIGDOR Greg Vigdor has served as the president and CEO of the Arizona Hospital and Healthcare Association (AzHHA) since March 2013. Over his morethan-35-year career, he has been nationally recognized for advancing health through policy leadership. Evidence of his work in Arizona includes the passage of Medicaid Restoration, and being laser focused on quality care improvement efforts and activities supporting AzHHA’s vision of making Arizona the Healthiest State in the Nation.


Greg Vigdor President and CEO Arizona Hospital and Healthcare Association


Healthcare Guide for

In Business Magazine’s Healthcare Decisions: Open Enrollment & Healthcare Guide for Business is a special


section meant to remind company owners as to the options that are available in the upcoming individual marketplace open enrollment window — November 1, 2016 to January 31, 2017. Open enrollment timing can happen throughout the year for company policies, but with the national window open during this time, we feel

iness Informing Our Bus Community on s Healthcare Option ed by: Section Sponsor


it is important to highlight various opportunities and list those groups offering plans and/or services. Using healthcare as a tool to build productivity through a healthy workforce is an advantage to business regardless of regulation and/or mandates, and it is becoming ever clearer that healthcare will be a focus for business owners and not simply an outsourced option as it has been in the past.

OCT. 2016


HEALTHCARE DECISIONS Associations & Government Many associations and government healthcare services give specific information on policies, open enrollment dates and services provided that may help employers understand the many options. Below is a list of local organizations.

Arizona Dental Association 3193 N. Drinkwater Blvd., Scottsdale (480) 344-5777 Arizona Foundation for Medical Care 2700 N. Central Ave., Suite 810, Phoenix (602) 252-4042 Arizona Health Care Association 1440 E. Missouri Ave., Suite C-102, Phoenix (602) 265-5331 Arizona Health Care Cost Containment System (AHCCCS) 801 E. Jefferson St., Phoenix (602) 417-7000

Arizona Hospital and Healthcare Association 2800 N. Central Ave., Suite 1450, Phoenix (602) 445-4300 Arizona Medical Association 810 W. Bethany Home Rd., Phoenix (602) 246-8901 Arizona Pharmacy Association 1845 E. Southern Ave., Tempe (480) 838-3385 Maricopa County Medical Society 326 E. Coronado Rd., Suite 101, Phoenix (602) 252-2015

Employee Benefits Consultants (many offer insurance) Using a consultant to work though options and the many plans can alleviate much of the confusion surrounding healthcare these days. We have included a list of brokers and firms that are reputable and have a tremendous amount of experience working with business to provide plans and ensure compliance.

Arizona Benefit Consultants, LLC 6245 N. 24th Pkwy., Suite 201, Phoenix (602) 956-5515

Employee Benefits Exchange Corp. 1745 S. Alma School Rd., Suite 210, Mesa (480) 839-6100

Benefits By Design 8631 S. Priest Dr., Tempe (480) 831-7700

FBC Services, Inc. 14201 N. 87th St., Scottsdale (602) 277-8477

Blue Water Benefits Consulting 7848 E. Davenport Dr., Scottsdale (480) 313-0910

Focus Benefits Group 4120 N. 20th St., Phoenix (602) 381-9900

Breslau Insurance & Benefits Paul Breslau 8362 E. Via de Risa, Scottsdale (602) 692-6832

Health Insurance Express, Inc. Superstition Marketplace 1155 S. Power Rd., Suite B101, Mesa (480) 654-1200

Connect Benefits 1818 E. Southern Ave., Mesa (480) 985-2555

Horizon Benefits Group 6245 N. 24th Pkwy., Suite 216, Phoenix (602) 957-3755


OCT. 2016

Dental Insurance Getting the right coverage means truly investigating the best plans and supplemental plans. Here is a list of area companies offering dental insurance that have a great reputation and plan options for individuals and groups.

American Dental Plan 1645 E. Bethany Home Rd., Phoenix (602) 265-6677 Benefits By Design 8631 S. Priest Dr., Tempe (480) 831-7700 Breslau Insurance & Benefits Paul Breslau 8362 E. Via de Risa, Scottsdale (602) 692-6832 Delta Dental of Arizona 5656 W. Talavi Blvd., Glendale (602) 938-3131 JDH Insurance Brokerage Services Heather Wunderle 20403 N. Lake Pleasant Rd., Suite 117-234, Peoria (623) 594-0926 Matsock & Associates 2400 E. Arizona Biltmore Circle, Phoenix (602) 955-0200 Powers-Leavitt Insurance 14301 N. 87th St., Suite 308, Scottsdale (480) 348-1100



Healthcare Solutions Centers Healthcare Solutions Centers, LLC (HCS) is licensed in the State of Arizona and has been doing business in the on-site healthcare industry since 2003. Our integrated team of healthcare practitioners are specialists in the on-site/nearsite industry and are committed to providing personalized patient care. HCS will customize your company’s on-site/near-site clinic that will offer your employees the highest quality of care that is convenient and produces cost savings. In return, your company will see a dramatic decrease in your healthcare costs by decreasing medical and catastrophic claims. Additionally, your employees will be productive, healthy and working. Through HCS’ on-site/near-site healthcare clinics, our practitioners are able to provide

CONTACT US Phone: (602) 424-2101 Address: 4831 N. 11th St., Phoenix, AZ 85014 Website:

comprehensive healthcare that includes wellness, preventive care, urgent care, occupational health and disease management. Our team can be on-site one to five days per week; we are flexible to accommodate your company’s needs and available for telephonic triage during our corporate business hours at no extra cost. We do not charge our clients based on per employee per month because we want your clinic’s utilization to be high. HCS takes pride in our reporting from its electronic medical records (EMR). The reporting will include aggregate monthly data and statistical analysis of the overall ongoing health issues seen in your on-site/near-site clinic. This data is used to develop ongoing wellness and disease management programs that will work with your company’s clinic to improve your employees’ overall health and decrease claims. HCS’ practitioners and team members are trained in primary and preventive care focusing on the patients’ optimal state of well-being. HCS’ practitioners will not simply give a patient a pill and send them on their way. HCS believes that

with on-site/near-site healthcare, we can build trusting relationships with our patients; therefore, they are knowledgeable about their health, become engaged and make lifestyle changes. HCS differs from our competitors because we are a unique, boutique, on-site/near-site healthcare company that is flexible and can create your company’s clinic to satisfy your company’s needs. HCS collaborates with a team of “Top Doc” specialists within the State of Arizona and will dramatically reduce your company’s healthcare cost, while promoting a lifestyle of wellness.

“Healthy Employees Are Productive Employees” Reduce your Company’s overall Healthcare Cost… • Wellness & Preventative care On-Site/Near-Site • Dramatically reduce healthcare claims Our Nurse Practitioners & Staff

• Your company’s healthcare advocate

On-Site/Near-Site Healthcare at Work • 602-424-2101 •



OCT. 2016


HEALTHCARE DECISIONS Individual & Group Health Insurance Knowing what plan is right for your employees and understanding who is managing that plan can make all the difference for your company. We have included below a list of reputable and experienced insurance companies, many of which you will be familiar with, that can guide your organization to the perfect group or individual plans.

Aetna 4645 E. Cotton Center Blvd., Phoenix (800) 872-3862 Amenda Insurance Associates Ltd. 5046 E. Redfield Dr., Scottsdale (480) 284-6400 American Family Insurance (No Individual Health Insurance) Multiple Agents Valley-wide (800) 692-6326 Benefits By Design 8631 S. Priest Dr., Tempe (480) 831-7700 Blue Cross Blue Shield of Arizona 8220 N. 23rd Ave., Phoenix (602) 864-4899 Bowman & Associates Insurance 16042 N. 32nd St., Bldg. A, Phoenix (602) 482-3300

Humana Health Insurance of Phoenix 20860 N. Tatum Blvd., Suite 400, Phoenix (480) 515-6400

Breslau Insurance & Benefits Paul Breslau 8362 E. Via de Risa, Scottsdale (602) 692-6832

JDH Insurance Brokerage Services Heather Wunderle 20403 N. Lake Pleasant Rd., Suite 117-234, Peoria (623) 594-0926

Cigna 25500 N. Norterra Dr., Phoenix (800) 997-1654

Powers-Leavitt Insurance Agency Charlene Powers 14301 N. 87th St., Suite 209, Scottsdale (480) 348-1100

Farmers Insurance Group Kara Anspach 15849 N. 71st St., Suite 255, Scottsdale (480) 998-8070 Glass Financial Group 4455 E. Camelback Rd., Suite D260, Phoenix (602) 952-1202 HealthNet of Arizona 1230 W. Washington St., Suite 401, Tempe (602) 794-1400

Hospitals Many of the healthcare providers listed below are part of specific networks or have created their own network to lower costs for businesses and individuals with the intent to provide all needed services for the patient.

Reseco Insurance Advisors Todd Newton 7901 N. 16th St., Suite 100, Phoenix (602) 753-4250 State Farm Arizona Multiple Agents Valley-wide (877) 331-8261 UnitedHealthcare 1 E. Washington St., Suite 1700, Phoenix (800) 985-2356

Banner Good Samaritan Medical Center 1111 E. McDowell Rd., Phoenix (602) 839-2000

Arizona Brain & Spine Center 7649 E. Pinnacle Peak Rd., Scottsdale (602) 266-2272

Banner Boswell Medical Center 10401 W. Thunderbird Blvd., Sun City (623) 832-4000

Banner Heart Hospital 6750 E. Baywood Ave., Mesa (480) 854-5000

Arizona Heart Hospital 1930 E. Thomas Rd., Phoenix (602) 532-1000

Banner Del E. Webb Medical Center 14502 W. Meeker Blvd., Sun City West (623) 524-4000

Banner Ironwood Medical Center 37000 N. Gantzel Rd., San Tan Valley (480) 394-4000

Arrowhead Hospital 18701 N. 67th Ave., Glendale (623) 561-1000

Banner Estrella Medical Center 9201 W. Thomas Rd., Phoenix (623) 327-4000

Banner MD Anderson Cancer Center 2946 E. Banner Gateway Dr., Gilbert (480) 256-6444

Banner Baywood Medical Center 6644 E. Baywood Ave., Mesa (480) 321-2000

Banner Gateway Medical Center 1900 N. Higley Rd., Gilbert (480) 543-2000

Banner Thunderbird Medical Center 5555 W. Thunderbird Rd., Glendale (602) 865-5555


OCT. 2016



Phoenix Children’s Expands Network of Expert Pediatric Care Phoenix Children’s is much more than just a hospital. It is committed to building a worldclass pediatric health network, leading the way in pediatric care with deep expertise in more than 75 pediatric specialties, including Barrow Neurological Institute at Phoenix Children’s, Phoenix Children’s Heart Center and other elite programs in cancer, orthopedics and trauma for children with conditions from common to complex. This year, Phoenix Children’s was pleased to announce that for the fifth consecutive year, U.S. News & World Report recognized the hospital as the state’s only Best Children’s Hospital. It ranked as one of the top 50 pediatric facilities in nine out

CONTACT US Phone: ( 602) 933-1000 (888) 908-5437 (KIDS) Address: 1919 E. Thomas Rd. Phoenix, AZ 85016 Website:

of 10 specialties — four of which ranked amongst the top 20 in the nation. Now, all the expertise of Phoenix Children’s is more convenient and accessible than ever: • Phoenix Children’s Care Network offers more than 800 pediatricians and pediatric specialists across the Valley. • Phoenix Children’s Medical Group represents the state’s largest group of pediatric specialists, with experts in more than 75 subspecialties. • Emergency and Level One Pediatric Trauma

services are ready to provide expert care on the main campus in Phoenix. • Inpatient care is now available at the main campus in Phoenix as well as the new Phoenix Children’s Hospital at Dignity Health Mercy Gilbert Medical Center in the East Valley. • Four Phoenix Children’s Urgent Care locations (we have many more specialty care locations, which are now called PCMG) Visit for more information on Arizona’s best care for children.

With the state’s largest network of pediatric specialists, they’re always covered. You can feel safe knowing Phoenix Children’s covers your employees and their families with the state’s largest group of pediatricians. Phoenix Children’s Care Network offers more than 800 pediatricians and pediatric specialists in locations across the Valley. With our main campus in Phoenix and our new location at Dignity Health Mercy Gilbert Medical Center, you’ll find our exceptional inpatient care right where you need it. And with Urgent Care centers in four locations across the Valley—Mesa, Scottsdale, Glendale and Avondale— Phoenix Children’s care is always close by.

For more information visit:



OCT. 2016



Redirect Health Today’s employers are facing a near-impossible dilemma: complying with Obamacare mandates without killing the bottom line. Health insurers have them in a stranglehold with rates that skyrocket every year — even for companies with low utilization. But despite popular opinion, the law does not require traditional health insurance. Companies can comply with Obamacare with self-insurance. Redirect Health helps businesses use a partial self-insurance model to design strategic health plans that cost considerably less and solve the problem of runaway insurance rates.

CONTACT US Phone: (888) 995-4945 Address: 13430 N. Scottsdale Rd., Suite 200 Scottsdale, AZ 85254 Website:

TOP PLANS EverydayCareTM

Redirect Health’s standard plan, EverydayCare™, costs about $100 per employee, per month, with $0 copay and $0 deductible. The plan addresses the majority of healthcare needs, like treatment of coughs, flu, diabetes, asthma, pain and injury, and includes: • Unlimited primary care, injury and chiropractic • Labs and immunizations • Preventive adult care services • Preventive well child care services • Telemedicine options

EverydayCareTM EverydayCareTM plus defined benefit plans EverydayCareTM plus major medical plans EverydayCareTM plus employer self-funded

Alone or combined with stop-loss insurance for accidents and chronic or catastrophic illnesses, EverydayCare helps companies dramatically decrease their healthcare spend. Beyond cost savings, Redirect Health members gain a competitive edge: By offering free healthcare, they can hire the best talent.

When members need care, they contact Redirect Health 24/7, in English or Spanish, to speak with a specialist who evaluates their needs and determines the most appropriate treatment plan. This helps members navigate the healthcare system and protects them from overpaying.

Dr. Janice Johnston, Dr. David Berg, Paul Johnson (front to back)



OCT. 2016


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:


HEALTHCARE DECISIONS Hospitals (con’t) Cancer Treatment Centers of America at Western Regional Medical Center 14200 Celebrate Life Way, Goodyear (623) 207-3000 Cardon Children’s Medical Center 1400 S. Dobson Rd., Mesa (480) 412-5437 Chandler Regional Medical Center 1955 W. Frye Rd., Chandler (480) 728-3000 Gilbert Hospital 5656 S. Power Rd., Gilbert (480) 984-2000 Honor Health – Deer Valley Hospital 19829 N. 27th Ave., Phoenix (623) 879-6100 Honor Health – North Mountain Hospital 250 E. Dunlap Ave., Phoenix (602) 870-6060 Honor Health – Shea Medical Center 9003 E. Shea Blvd., Scottsdale (480) 323-3000 Honor Health – Osborn Medical Center 7400 E. Osborn Rd., Scottsdale (480) 882-4000 Honor Health – Thompson Peak Hospital 7400 E. Thompson Peak Pkwy., Scottsdale (480) 324-7000

Urgent Care

Maricopa Medical Center 2601 E. Roosevelt St., Phoenix (602) 344-5011

Urgent care may be the option of choice for unexpected or severe healthcare issues, rather than a hospital’s emergency care, convenient for both cost and location. Here is a list of area providers.

Maryvale Hospital 5102 W. Campbell Ave., Phoenix (623) 848-5000

FastMed Urgent Care Multiple Valley Locations (480) 545-2787

Mayo Clinic Hospital 5777 E. Mayo Blvd., Phoenix (480) 515-6296

NextCare Urgent Care Multiple Valley Locations (888) 958-2128

Mercy Gilbert Medical Center 3555 S. Val Vista Dr., Gilbert (480) 728-8000

One Health Alliance Urgent Care 7 Valley Locations (855) 887-4368

Mountain Vista Medical Center 1301 S. Crismon Rd., Mesa (480) 358-6100

Phoenix Children’s Hospital Urgent Care 4 Valley Locations (480) 922-5437

Paradise Valley Hospital 3929 E. Bell Rd., Phoenix (602) 923-5000 Phoenix Baptist Hospital 2000 W. Bethany Home Rd., Phoenix (602) 249-0212

Urgent Care Extra Multiple Valley Locations

Workplace Bundled Health Programs

Phoenix Children’s Hospital 1919 E. Thomas Rd., Phoenix (602) 933-1000

In focusing on creating the perfect plan for your company, these local providers offer direct benefits that your organization may rely on to ensure a strong healthcare program and policies for your employees.

St. Joseph’s Hospital & Medical Center 350 W. Thomas Rd., Phoenix (602) 406-3000

Arrowhead Health Centers Multiple locations (623) 334-4000

St. Luke’s Medical Center 1800 E. Van Buren St., Phoenix (602) 251-8100

Surgical Specialty Hospital 6501 N. 19th Ave., Phoenix (602) 795-6020

Workplace Wellness There are many companies working to orchestrate alternative healthcare plans and consulting to customize healthcare benefits programs and policies for companies. These organizations below offer consulting, program development and direct care programs for businesses of all sizes.

Absolute Health 8360 E. Raintree Dr., Suite 135, Scottsdale (480) 991-9945


OCT. 2016

Healthcare Solutions Centers 4831 N. 11th St., Phoenix (602) 424-2101

LifeCore Group 11022 N. 28th Dr., Suite 280, Phoenix (602) 235-2800

Orchard Medical Consulting Robin Orchard 3033 N. Central Ave., Phoenix (602) 942-4700

Redirect Health 16222 N. 59th Ave., Suite A-100, Glendale (623) 521-9406


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Divin, Diane, 44

Ines, Henry, 44

Racich, David, 12

Amalguer-Delgado, Santiago, 34

Ducar, Frances, 26

Johnson, Paul, 11

Richardson, Ty, Dr., 45

Ashkenazy, Irina, 47

Ducey, Doug, Governor, 35

Kelley, Katie, 14

Salkin, Scott, 13

Balch, Shayna, 24

Eby, Amy, 14

Knowlton, Lee, 47

Smith, Korina, 44

Batiz, Suzy, 44

Eby, Chad, 14

Leafman, Alan, 26

Tilton, Mike, 26

Berg, David, 26

Femiano, Vince, 14

Lovegrove, Nick, 33

Timms, Michael, 32

Bruhnke, Doug, 41

Gallo-Capaldi, Debora, 12

Low, Jodi, 33

Timpani, Ryan, 22

Campos, Jeffrey, 42

Gaskins, Tony A., Jr., 33

Mangat, Tony, 20

Tollefson, Richard, 34

Casian, Grace, 34

Hanekom, David, 20

Nikishina, Tatiana, 43

Vigdor, Greg, 51

Cocanower, Michael, 12, 20

Harper, Sharon, 35

Ostro, Gregg, 35

Wilshaw, Sarah, 44

Colangelo, Jerry, 35

Herzog, Jeff, 18

Paolini, Deno, 35

Daddona, Jaime, 44

Hilton, David A., 33

Porath, Mike, 20

Descoteaux, Gemma, 44

Hull, Kevin, 47

Prendergast, Jim, 26

AC Hotel, 14

Brokers Alliance, 12

itSynergy, 12, 22

Reflik, 13

Affinity Technology, 64

CabinetM, 13

Jaguar, 38

Reliable Background Screening, 63

Agricultural Bank of China, 16

Canada, Country of, 44

JLL, 67

Snell & Wilmer, 68

Allbound, 13, 66

Legend Real Estate Management, Inc., 14

Society of Physician Entrepreneurs, 20

Alliance Bank of Arizona, 3

Carlyle Development Group, 14

Liquid Capital, 7

Squire Patton Boggs, 44

Alliance of Arizona Nonprofits, 36

Casual Pint, The, 14

Lovitt & Touché, 26

SRP, 15

Apple, 16

Cathy Hotchkiss, 61

Maricopa Community Colleges, 48

Teledoc, 26

APS, 5

CBIZ, 17

Maricopa Corporate College, 21

Tempe Chamber of Commerce, 36, 37

Arizona BioIndustry Association, 37

CBRE, 14

Marriott, 14

ThinkSmallBiz, 62

Arizona Care Network, 20

Chandler Chamber of Commerce, 37

Mary Kay, 44

U & Improved, 35

Arizona Chamber of

China Construction Bank, 16

Massage Envy, 47

Unilever, 16

CopperPoint Insurance Companies, 23

MereStone, 39

University of Advancing Technology, 22

Arizona Commerce Authority, 35

Cushman & Wakefield, 4

Mesa Chamber of Commerce, 36

University of LaVerne, 34

Arizona Hospital and Healthcare

Desert Schools

Meyer Hoffman McCann PC, 17

USHealth Advisors, 10

Mighty, The, 20

Vermillion Photo, 63

Commerce & Industry, 37

Association, 51, 60

Federal Credit Union, 19

Arizona Nonprofit Academy, 37

Diversity Leadership Alliance, 37

Arizona Small Business Administration, 36

Morgan Law Offices, 10

Vodafone Group, 16

Downtown Phoenix Inc., 63

Arizona Solar Energy

Morgan Stanley, 19

Walmart, 14


Nestlé S.A., 16

Wilkes University, 25

Fisher Phillips LLC, 24

Networking Phoenix, 36

WM Sacks, 42

FSW Funding, 61

New Spring Pharmacy, 62

Zenreach, 22

Global Chamber, 13, 41

OUR Skin Cares, 20

ZOG Digital, 18

GPS Insight, 2

Phoenix Children’s Care Network, 55

Zookz Sandwiches, 42

Greater Phoenix

Phoenix Children’s Hospital, 55

Industries Association, 36 Arrowhead Health Center, LLC, 14 ASDD, 38 Association for Corporate Growth – Arizona, 37 Assured Document Destruction, 38 Avail Leadership, 32 Bank of the West, 8

Chamber of Commerce, 36, 37 Greater Phoenix Gay & Lesbian Chamber of Commerce, 36

Banner Health Network, 59

Health Insurance Express, 26

Black Chamber of Arizona, 36

Healthcare Solutions Centers, 26, 53

Blue Cross Blue Shield

HealthiestYou, 26

of Arizona, 26, 50 BMO Harris Bank, 47 Brand Finance, 16

ICBC, 16 Infusionsoft, 62 Innovation Institute, The, 20

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

Phoenix Philanthropy Group, The, 34 Phoenix, City of, 14 Polsinelli, 43, 44 PooPourri, 44


Postino, 42 Potbelly Sandwich Shop, 42 ProShred Arizona, 38 Pucci Salon, 12

/inbusinessmagphx @inbusinessmag

Redirect Health, 11, 26, 56, 57

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




Dad-Time as Employee Benefit Career/parenthood balance isn’t just a woman’s issue by Mike Hunter

NOT JUST FOR-FUN TIME The Dads@Work Survey from Care@Work surveyed more than 750 parents (320 dads, 450 moms) during the month of May 2016 to uncover the wants and needs of today’s fathers from both parents’ point of view. The survey found a resounding 87 percent of working fathers would be more involved with their family’s daily routine if their employer offered a more flexible schedule. Almost half want to be involved with every aspect of the day, with the top five activities being general playtime (73 percent), doctor appointments (61 percent), preparing dinner for the family (59 percent), going to/from activities (57 percent), and bedtime routine (54 percent). It’s no surprise that 85 percent feel their partner would be happier if they did participate more — and moms agree (86 percent). dadsatwork 

OCT. 20 1 6



While much has been written and studied about women striving to balance career and parenthood, a new survey shows this isn’t just an issue for women — dads are facing challenges, too. According to the new Dads@Work Survey, more than half of working dads (57 percent) feel they don’t spend enough time with their children during the week, and 87 percent want to be more involved with the family’s daily routine. And, just as moms have continued to struggle to balance their work schedules with family demands, so do dads, with only 52 percent feeling their companies do enough to support working parents. “Two parents working is the new reality for most families these days, with 60 percent of households having no stayat-home parent and 93 percent of dads working outside of the home,” states Michael Marty, senior vice president and general manager of Care@Work by, which helps companies supporting their working families by building employers customized benefits packages covering child care, back-up care and senior care consulting services. “The lines between work and life are blending, but societal and cultural conventions aren’t changing fast enough to accurately reflect the lives of most families today. Our survey found that dads not only want more day-to-day involvement with their families, but also more support from their employers to make that possible. To compete for the best possible talent, today’s business leader needs to build a company culture that supports both women and men as engaged parents.”


Beyond Your Father’s Briefcase: According to the survey, fathers today view their role and priorities differently from how they viewed their father’s priorities when they were growing up. Interestingly, they considered “making their children happy” the same top priority for today’s dads (58 percent) as it was for their fathers (42 percent), but dads of today also prioritize good work/life balance (55 percent) and a healthy lifestyle for their family (47 percent) as what is most important (compared to their own fathers at 22 percent and 21 percent, respectively).

Society for Human Resources reports in 2015 only 17 percent of employers in the U.S. offer some type of paid paternity leave.

Family First, Then Comes Work: The 40-hour work week is a thing of the past, with a whopping 89 percent of dads surveyed working above that threshold and 30 percent working more than 50 hours a week. And, even though 1 in 3 working fathers spend more than 16 hours during the work week with their children, more than half (57 percent) don’t feel they spend enough time with them. Support for Parents Isn’t Just about Leave (or Moms): Nearly half of working fathers (48 percent) feel their employers don’t do enough to support working parents, citing lack of child-care assistance (55 percent) and paid parental leave (50 percent). Furthermore, 64 percent of working fathers feel their company/colleagues treat moms and dads differently, offering new moms more leniency (50 percent) and more benefits (43 percent). “Forward-thinking employers across an array of industries — like Twitter, Ernst & Young, Feeding America, Etsy and many others — recognize this shift. They invest in and strive to support moms and dads equally within their organization, which helps them retain and recruit the best talent. That, in turn, reduces absenteeism and drives overall productivity and corporate performance,” observes Marty. If You Build It, They Will Come: When employers do offer parental benefits or create a supportive culture for parents, dads engage. Though dad-bias still exists in the workplace, 76 percent of dads did not feel their co-workers/manager discounted their ability to do the job when they took time off after their child was born; however, on the flip side, that means roughly 1 in 4 did feel there was some sort of bias toward them. Paid Leave Matters: A staggering 95 percent of employed dads feel they should have fully paid paternity leave, with 70 percent feeling they should receive four weeks or more — far more than the current norm of most employers offering no form of paid paternity leave. However, this doesn’t stop dads from taking the time they need and want. Even though only 28 percent of those surveyed reported having fully paid leave, 90 percent of dads took time off after their child was born (60 percent taking one to two weeks).

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October 2016 Issue of In Business Magazine  

This month's issue we talk about healthcare and how it is evolving for business

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