Page 1

SEPT. 2017

Dos & Don’ts to Protect Business Confidential Information

Achieving Greatness Honoring the best in business

Meet this year's

Woman of Achievement

Headline News Impacts

Real Estate Corporate Social

Responsibility in AZ Trajectory of

Woman-Owned Businesses $4.95 INBUSINESSMAG.COM

THIS ISSUE Global Chamber Alliance of Arizona Nonprofits


SEPT. 2017

COVER STORY

20

Achieving Greatness

In Business Magazine honors the talents of women business owners, managers and leaders who have achieved great success in and for our Greater Phoenix business community. FEATURE

40

Dos & Don’ts of Company Communication

A.J. Moss examines how careless communication can jeopardize a business’s confidential information and more.

39

41

IN BUSINESS

Dos & Don’ts to Protect Business

Informati

MAGAZINE

SEPT. 2017

Confidential

WOMEN OF ACHIEVEMENT

Achieving Greatness Honoring the best in busin ess

Headline News Impacts

Real Estate Corporate

SEPTEMBER

Social

2017 • INBUSINESSPHX.COM

Responsibility in AZ Trajectory Woman-Ownedof Businesses

Meet this year's

Woman of Achievement THIS ISSUE

Global Chamber Alliance of Arizona Nonprofits

$4.95 INBUSINESSMAG.COM

DON’T MISS OUT!

Get a year of In Business Magazine Subscribe now at inbusinessphx.com

PARTNER SECTIONS GLOBAL CHAMBER® Global Chamber® Events

SPRING 2017

phoenix.globalchamber.org/events

SEPTEMBER 12 8:00am at Polsinelli in Phoenix

Legal Update International Trade SEPTEMBER 16 11am in Scottsdale

Global Career Roundtable SEPTEMBER 26 3pm in Scottsdale

Global Chamber Phoenix Advisory Board SEPTEMBER 28 8am at Squire Patton Boggs in Phoenix

Women in Global Leadership

Spotlight Event OCTOBER 2 3pm at Skysong

Grow Globally Fair Phoenix

Inside this Section

2 3 4 5

Expanding in Europe? Why You Should Consider Toulouse, France, as a Base

6 7 8

Grow Your Business in the Philippines – a Member Success Story

Eco-Friendly Opportunities in Bangladesh – Development of “Green” Bricks Now Could Be the Time to Invest and Do Business in Russia Growing in and Across the Caribbean: New Opportunities

Partnership with Office Depot Brings Global Chamber Members More Buying Power Export-Import Bank Names Global Chamber® in New Alliance Program

on

Guest Editor

Linda M. Herold, president of Herold Enterprises, introduces the “Women of Achievement” issue.

10

Feedback

Shawn Linam and Edgar R. Olivo respond to In Business Magazine’s burning business question of the month.

12

Briefs

“Sick-Leave Equality,” “Shades of Green in Packaging,” “Improve Collaboration at Work,” “Automated & Targeted Social Media Advertising” and “Online Platform Assist for Hiring”

Are You Serious? Really, Are You Serious? by Doug Bruhnke, CEO and Founder of Global Chamber®

Are you serious about growing your business to other cities besides the city where your headquarters are? We all Melissa Sanderson of Freeport McMoRan at understand the transition of going from Export Roundtable, Phoenix selling across the street, to down the street and then well beyond. Whether it involves country borders or not, it can get complicated. It used to be that a guy with a suitcase was enough to make it all happen. I used to be that guy ... I know ... it worked. But it doesn’t work anymore, at least not optimally. Today, that guy or gal must be connected to a network that provides the resources and connections needed to grow — what we call the global tribe. Our Global Chamber® network leverages the collective knowledge, experience and connections of the global tribe to assist with selling here, there and everywhere. Lone wolves certainly survive in the wilderness, but why do it in today’s business world? Be more productive, grow more quickly — join the tribe and be global and UNSTOPPABLE! Get serious about growth.

Multi-Metro Events

13

By the Numbers

by Cesar Trabanco, Business Services Manager at Global Chamber®

Global Chamber® hosts three or more multi-metro events per month to help our members connect with opportunities in their metro area and well beyond. Often, connections in other metropolitan areas can be challenging. We make it easy in a variety of ways. Multi-metro events help companies bridge the wide gap between connections in their city and connections in cities around the world. We’ve ramped up our activities to help members grow their knowledge and connections, to grow their business. And so, expect to see panels of business leaders together — but one will be sitting in Mumbai, another in San Francisco, one in Phoenix, etc. This enables members to more easily tap into new ideas, business leaders and opportunities. Multi-metro events make it a small world! One example of a recent event was Women in Global Leadership, having a theme we often emphasize because women fill far fewer than 50 percent of the C-level seats on global companies. In fact, we have learned that only 7 percent of executives at U.S. tech companies and only 15 percent of board members of U.S. companies are women. And more than just facts, we heard in that meeting about how these women leaders have overcome challenges and face still more every day. It helps to understand, discuss and deal with it, together. You can be a member of Global Chamber to attend these multi-metro events for free and to connect to new opportunities in your metro and well beyond, in 525 metro areas everywhere! And as a member, you are assured we’ll keep you up to speed on topics of interest, and often weave you in some way — locally or globally. Reach out to me for information on our multimetro events, becoming a member of the global tribe, or anything on your mind.

Woman-owned business shows achievement in a growth market.

globalchamber.org GlobalChamber.org

1

49 Global Chamber

14

“Headline News Impacts Real Estate,” “More Shop, Dine, Play,” “ Artist at Work” and “Expanding for Adventure”

ARIZONANONPROFITS.ORG

CONTENTS

p. 2 St. Vincent de Paul: Breaking Ground, Celebrating Community p. 3 Board Member Spotlight: Shelley Cohn p. 4 Who Has Time for Advocacy? p. 5 The Nonprofit/For-Profit Connection: ICAN and Intel p. 6 Growing Stronger p. 7 How Can Businesses Help Nonprofits? p. 8 Impact of Minimum Wage Law on Nonprofits

As a young professional 10 years ago, I was so excited to join my first board. It was one of those board positions that you just inherit when you get promoted, but you really have no clue what they are doing or why you should care. In my case, it was a city board for workforce development. My only training was a day-long session on Robert’s Rules of Orders. But, I did get to visit the City Council to be appointed and received a cool pin to wear to meetings. Needless to say, I really had no idea what my role or responsibilities were, and I was completely disengaged at bored meetings … or should I say board meetings? No, they really were bored meetings for me. Fast forward through my career working in associations, chambers and nonprofit organizations, and I have definitely witnessed my share of extremely dysfunctional board meetings. Meetings where we spent 60 minutes trying to figure out the date for the next board meeting; meetings that included yelling and storming out by board members; meetings where staff compensation was hotly debated with staff in the room; meetings where everyone approved the financials but most hadn’t looked at them; and must I go on? I realized later that the dysfunction came from a lack of understanding of what the board’s roles and responsibilities were and how they best matched the particular lifecycle stage of the organization. It wasn’t until I joined a well-run nonprofit board that I realized it didn’t have to be that way. On that board, I was vetted, educated and oriented to my role as a board member. The board also held each other accountable in our roles of stewarding the mission of the organization. At the Alliance, we take seriously the value of making sure board members are informed before joining a nonprofit board through our Business on Board and Community on Board programs. In this training, we go over the role of nonprofits in our community, as well as the fiduciary, legal and fundraising roles of board members. We also talk about how different types of board members are needed as a nonprofit navigates through the startup, early growth, late growth, maturity and potential turnaround stages of their lifecycle. I encourage you to thoughtfully consider your current or future role as a board member of a nonprofit organization. It is truly a critical piece of the success of the work the nonprofit is doing in our communities. It is an opportunity for an incredible partnership, working with the executive director and their team, to make an impact. And, remember, we are here to help you along the way. Be sure to visit our website and click on “Connect with the Sector” to learn more. Kristen Merrifield, CAE Chief Executive Officer Alliance of Arizona Nonprofits

1

57 Alliance of Arizona Nonprofits

SEPT. 20 1 7

4

INBUSINESSPHX.COM

16

Healthcare

“DNA-based Lifestyle Apps,” “Digital Therapies” and “Improving Construction Workplace Safety Boosts Business”

18

Nonprofit

Numbers are now out from Giving USA, which produces the nation’s longest-running annual report on philanthropy, but what do they mean for nonprofit organizations?

46

Assets

2017 Bentley Bentayga Plus: A standard cuppa joe? No way. We go gourmet.

47

Power Lunch

The Crepe Club: Fare with Flair Plus: Enjoy the spice of life: diversity in cuisine.

66

Roundtable

What does corporate social responsibility look like in Arizona as interest is burgeoning among companies and consumers?

ON THE AGENDA

43

Spotlight

Social Entrepreneurship Summit — Local First Arizona

UNITING, STRENGTHENING, AND ADVANCING ARIZONA’S NONPROFIT SECTOR.

Moving from a Bored Member to a Board Member

42

CRE

FALL 2017

The Alliance of Arizona Nonprofits is an action-oriented group of partners across Arizona — both nonprofits and those in the community who support them — dedicated to uniting, strengthening and advancing Arizona’s nonprofit sector. The Alliance envisions an Arizona where all nonprofits are valued, empowered and thriving.

Books

New releases give fresh insights on business thinking.

DEPARTMENTS

9

From the Top

Ryan Sarbinoff takes the helm at Marcus & Millichap Phoenix with a focus on training the next wave of leaders.

Women of Achievement Awards — In Business Magazine

44

Calendar

Business events throughout the Valley

Legal

Attorney discusses what business owners need to know as serial ADA plaintiff Theresa Brooke returns to Phoenix.

Women of

Achievement

An Annual Event Telling Stories of Success PRESENTED BY

In Business Magazine honors our Women of Achievement at an awards luncheon on Friday, October 6. See page 43 for more information.


SUPPORTING YOUR GIFT OF HOPE

Arizona is our home as much as it is yours, and we want to see it grow and thrive. That’s why in 2016 National Bank of Arizona® gave more than $2 million to local nonprofits in the form of donations and sponsorships. But our support doesn’t stop there. NB|AZ® also offers a full suite of business financial solutions for nonprofit organizations, so you can continue to help our community and provide hope to those in need.

Nonprofit Banking

Business Banking

Pamela Keefe | 602.212.5634

Eddie Leyba | 602.212.5545

Commercial Lending Metro Phoenix - Michael Casa | 602.212.5400 Metro Tucson - David Lyons | 520.584.4140 Northern Arizona - John Lewis | 928.213.3276

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


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

STEARNS BANK CUSTOMER

Hudd Hassell

PARTNER ORGANIZATIONS Kristen Merrifield, CEO Alliance of Arizona Nonprofits (602) 279-2966 www.arizonanonprofits.org

President: Bella Victoria LLC - Mesa, Arizona

Jack Lunsford, President & CEO Arizona Small Business Association Central Office (602) 306-4000 Southern Arizona (520) 327-0222 www.asba.com

Your Work. Your Legacy. There’s a sense of pride in getting the job done right. We’ve been treating our customers like family for over 100 years and we’re ready to do the same for you!

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

MO

S

BILLIO

N

2017

A

Doug Bruhnke, Founder & President Global Chamber® (480) 595-5000 www.globalchamber.org

N

IN THE NATIO

+

1 # BANK $2

ASSETS

NG B A

K

IN

N

For a fast business loan or complete banking relationship, call 480-314-4200.

follow us

| stearnsbank.com | Member FDIC

Phaedra Earhart, President NAWBO Phoenix Metro Chapter (480) 289-5768 www.nawbophx.org

*Based on 3-year ROAA, “The Superstar 75.” Independent Banker, May 2017; Based on 3-year ROAE, “Metrics & Measures, Midtier Rankings.” American Banker, June 2017.

Anne Gill, President & CEO Tempe Chamber of Commerce (480) 967-7891 www.tempechamber.org 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 info@inbusinessmag.com.

ASSOCIATE PARTNERS Ahwatukee Foothills Chamber of Commerce ahwatukeechamber.com Arizona Chamber of Commerce & Industry azchamber.com Arizona Hispanic Chamber of Commerce azhcc.com The Black Chamber of Arizona phoenixblackchamber.com Chandler Chamber of Commerce chandlerchamber.com Economic Club of Phoenix econclubphx.org Glendale Chamber of Commerce glendaleazchamber.org Greater Phoenix Chamber of Commerce phoenixchamber.com Greater Phoenix Gay & Lesbian Chamber of Commerce gpglcc.org Mesa Chamber of Commerce mesachamber.org North Phoenix Chamber of Commerce northphoenixchamber.com Peoria Chamber of Commerce peoriachamber.com Phoenix Metro Chamber of Commerce phoenixmetrochamber.com Scottsdale Area Chamber of Commerce scottsdalechamber.com Surprise Regional Chamber of Commerce surpriseregionalchamber.com WESTMARC westmarc.org

6

SEPT. 2017

INBUSINESSPHX.COM


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

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


Sept. 2017

SAME FIRM, NEW NAME.

VOL. 8, NO. 9

Publisher Rick McCartney

Editor RaeAnne Marsh

Art Director Benjamin Little

Contributing Writers Mike Hunter

Lindsay G. Leavitt A.J. Moss Gina Relva Kristin Slice Helene Tack Richard Tollefson Dennis Tsonis

THE FRUTKIN LAW FIRM IS NOW RADIX LAW.

Michael Tyra ADVERTISING

Operations Louise Ferrari Business Development

The word Radix in Latin means “root”:

Louise Ferrari Camron McCartney Kelly Richards Parker Shipe Cami Shore

Events Amy Corben

the root of a tree, the root of knowledge,

More: Visit your one-stop resource for everything business at www.inbusinessphx.com. For a full monthly calendar of business-related events, please visit our website.

or the root of a number.

Inform Us: Send press releases and your editorial ideas to editor@inbusinessmag.com.

Our new name reflects our values. We are a business law firm that knows the law, helps our clients pursue opportunities and

President & CEO Rick McCartney

Editorial Director RaeAnne Marsh

deal with challenges, and we are rooted

Senior Art Director Benjamin Little

right here in Arizona.

Financial Manager Jeffrey J. Quatrone, E.A.

15205 N. Kierland Blvd., Suite 200 Scottsdale, AZ 85254 Phone: (602) 606-9300 radixlaw.com

8

SEPT. 2017

Office Manager Tory Weeks

Accounting Manager Todd Juhl Corporate Office InMedia Company at Galvanize Phoenix Campus 515 E. Grant St., Suite 150 Phoenix, AZ 85004 T: (480) 588-9505 info@inmediacompany.com www.inmediacompany.com Vol. 8, No. 9. In Business Magazine is published 12 times per year by InMedia Company. POSTMASTER: Send address changes to InMedia Company, 515 E. Grant Road, Suite 150, Phoenix, AZ 85004. To subscribe to In Business Magazine, please send check or money order for one-year subscription of $24.95 to InMedia Company, 515 E. Grant Road, Suite 150, Phoenix, AZ 85004 or visit inbusinessphx.com. We appreciate your editorial submissions, news and photos for review by our editorial staff. You July send to editor@inbusinessmag.com or mail to the address above. All letters sent to In Business Magazine will be treated as unconditionally assigned for publication, copyright purposes and use in any publication, website or brochure. InMedia accepts no responsibility for unsolicited manuscripts, photographs or other artwork. Submissions will not be returned unless accompanied by a self-addressed, stamped envelope. InMedia Company, LLC reserves the right to refuse certain advertising and is not liable for advertisers’ claims and/or errors. The opinions expressed herein are exclusively those of the writers and do not necessarily reflect the position of InMedia. InMedia Company considers its sources reliable and verifies as much data as possible, although reporting inaccuracies can occur; consequently, readers using this information do so at their own risk. Each business opportunity and/or investment inherently contains certain risks, and it is suggested that the prospective investors consult their attorney and/ or financial professional. © 2017 InMedia Company, LLC. All rights reserved. No part of this magazine July be reproduced or transmitted in any form or by any means without written permission by the publisher.

INBUSINESSPHX.COM


LINDA M. HEROLD, HEROLD ENTERPRISES

Achievements Matter

Linda Herold is the founder of three professional networking organizations, and, as a journalist honored by the U.S. Small Business Administration with the Arizona Small Business Journalist of the Year, has documented the history of Valley philanthropy, culture and society. In 2014, she launched Herold Studio, and today is engaged in artistic pursuits in addition to her established consulting practice, Identity Arts, which serves clients wishing to establish themselves and their companies in the local market via social capital opportunities, information and contacts.

This month, In Business Magazine honors 14 women of achievement. These accomplished women are dedicated to their communities and successful in business, and their leadership inspires others. The editorial group at In Business Magazine sought to recognize those women who not only demonstrate these characteristics, but work hard to empower others to exude excellence as well. These exceptional women are introduced in our cover story. We celebrate achievement in much that we do and enjoy the triumph of success in our careers and lives. Reflection allows us to better understand and appreciate our achievements and chart the course for future endeavors. This looking back inspires and energizes us with determination and courage to succeed. I believe businesses are great creative endeavors. We take ideas and invent something new or provide a newly interpreted perspective, bringing that creativity to life. It takes extraordinary women with wisdom, talent and grace to make dreams come true. The legacy of successful women is found in every aspect of their lives. A concept that aligns with achieving excellence is corporate social responsibility. This topic is explored in the Roundtable feature of this September issue. Women and men who have achieved success are engaged in philanthropy, volunteering and advocating for good. Their values and actions resonate with what it means to be a good corporate citizen and create positive change. Communication is the subject of another feature article — communication of a business’s confidential information that is, therefore, actually part of its intellectual property. This company communication, whether intended for internal or external distribution, should be properly guarded, and a local attorney discusses important aspects for businesses to be aware of. With its standard mix of information on healthcare, technology, commercial real estate, legal aspects of business practices – and even where to head for lunch and what wheels to use to drive there – In Business Magazine presents this September issue. I am privileged to be the recipient of the 2017 Lifetime Achievement award, which will be presented at the annual Women of Achievement event on October 6th. Being recognized for my perseverance, commitment to community and women’s advocacy is a profound honor. It is my pleasure to assist in bringing you this issue of In Business Magazine. Please enjoy your read.. Sincerely,

Linda M. Herold President Herold Enterprises

This month’s issue is all about achievement. As we produced this

I want to thank my great friend, with whom I have worked for nearly twenty years, Linda Herold, for agreeing to lead

on October 6th, we have been fortunate to speak with and hear the

this issue on achievement. Her work and her dedication

stories of many truly accomplished women. Each has been asked

to perfection have truly impacted women and men in our

to look back at her story of achievement and reflect on the events

community. Her vast experience and high standards have

and outcomes. We have asked five of our Women of Achievement

produced amazing work — which makes her our Lifetime

to develop their stories and present them at our event on October

Achievement honoree for 2017. I look forward to presenting

6th at the Camelback Inn & Resort as part of our overall Women of

you and this community with that distinction on October 6th. I

Achievement luncheon.

hope you will join us.

MAGAZINE

WOMEN OF ACHIEVEMENT

Honoring the best in busin ess

SEPTEMBER

Meet this year's

2017 • INBUSINESSPHX.COM

Woman of Achievement THIS ISSUE

Global Chamber Alliance of Arizona Nonprofits

—Rick McCartney, Publisher

Informati

SEPT. 2017

IN BUSINESS

Confidential

Headline News Impacts

Real Estate Corporate

Social Responsibility in AZ Trajectory Woman-Ownedof Businesses $4.95 INBUSINESSMAG.COM

on

DON’T MISS OUT!

Get a year of In Business Magazine Subscribe now at inbusinessphx.com

PRESENTED BY

WOMEN OF ACHIEVEMENT Fri., Oct. 6 Join In Business Magazine for a luncheon honoring the talents of women business owners, managers and leaders who have achieved great success in and for our Greater Phoenix business community. inbusinessevents.com

Go online at inbusinessphx.com to see the behind the scenes video on our interview with Linda Herold

Story Ideas/PR: editor@ inbusinessphx.com

issue and have been working on our Women of Achievement event

Dos & Don’ts to Protect Business

Achievement

An Annual Event Telling Stories of Success

CONNECT WITH US:

Inspired to Be Better

Achieving Greatness

Women of

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

Business Events/ Connections: businessevents@ inbusinessphx.com Marketing/Exposure: advertise@ inbusinessphx.com Visit us online at www.inbusinessphx.com

9

SEPT. 20 1 7

INBUSINESSPHX.COM


VALLEY LEADERS SOUND OFF

SRP Smart Business Series

SERVING OTHERS LEADS TO SUCCESS The Dhaba Restaurant is part of a small Indian cultural center that evolved 15 years ago. We keep it small because I take care of my employees — I treat them like family. My goal with the Dhaba was to create a culture of community, because it’s important to give yourself to people. Serving others will help you succeed in life. When faced with challenges, I’ve had to find creative ways to keep my commitments, keep the restaurant open and make employee payroll. At the end of the day, I have always pursued my vision, not my profits. When you pursue your vision long enough, profits will follow. —Raveen Arora, Owner of the Dhaba Restaurant

For free information on ways to help grow your business, visit srpbizresource.com.

10

SEPT. 2017

Q:

As the owner of an identified woman- or minority-owned business, what does “diversity and inclusion” mean for you and for your business?

SHAWN LINAM

EDGAR R. OLIVO

CEO and Co-Founder Qwaltec, Inc. Sector: Aerospace

Founder and CEO Compass Career & Business Solutions Sector: Business Development

As a female business owner and as a woman in a male-dominated field, I initially believed we should be gender blind and hire the most qualified individual for the job. While I still believe that, eventually it became apparent we were employing very few women. Perhaps it was coincidence or perhaps it was a result of subconscious bias and stereotypes. Regardless, when we became conscious of the disparity and made it a goal to hire more women, qualified candidates started presenting themselves. We didn’t change our hiring criteria or give preference to women; it was simply an organic result of setting the intention. Now, our company consists of 22 percent women, which is a higher percentage than the percentage of women in aerospace — 16 percent. We also made a conscious decision to create a mission statement and values that would appeal to both women and men; values that emphasize the whole person and not just the technical or business objectives. The result is an amazing group of women and men who make coming to work every day a pleasure.

For Compass CBS, the term “diversity and inclusion” means that, as a business, we must represent and serve all the best parts that make up our community. This means respect for and appreciation of differences in ethnicity, gender, age, national origin, disability, sexual orientation, education and religion. Our sole mission is to ensure anyone who comes to us with a goal has access to business training and resources, regardless of where they are from. We pride ourselves in delivering high-quality business training for both English- and Spanish-speaking entrepreneurs and organizations. We have the distinct pleasure of seeing how programming that is inclusive for diverse communities can elevate the personal economy of our business students and create sustainable systems for communities to thrive in the 21st century economy. As a minority-owned business, being a positive example for other businesses to embrace their own diversity and ensure their service offerings are inclusive is more than just our company mission, it is our life’s work.

Qwaltec, Inc. qwaltec.com

Compass Career & Business Solutions compasscbs.com

Shawn Linam is the co-founder and the CEO of Qwaltec, Inc., a Tempe, Ariz.-based small business that provides high-quality aerospace systems engineering, mission readiness and technical training services. She is responsible for the development, direction, management and operations of the company. Prior to founding Qwaltec in 2001, Linam worked as an engineer at Scitor Corporation, NASA and Barrios Technology.

Edgar R. Olivo is a Hispanic author, award-winning entrepreneur, business development strategist and corporate trainer. In 2011, he founded Compass Career & Business Solutions, a bilingual business training firm focused on providing the skills communities need to thrive. His firm has been nationally recognized by the U.S. Hispanic Chamber of Commerce as the only Hispanic-owned bilingual business development and training center in Arizona, which has served more than 10,000 predominantly Spanish-speaking business owners.

INBUSINESSPHX.COM


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

“Highest Customer Satisfaction with Business Electric Service in the West among Large Utilities” Salt River Project received the highest numerical score among 13 large utilities in the West in the J.D. Power 2016 Electric Utility Business Customer Satisfaction Study, based on 21,852 responses, and measures the experiences and perceptions of business customers surveyed March-November 2015. Your experiences may vary. Visit jdpower.com.


QUICK AND TO THE POINT

BYTES

by Mike Hunter

Improve Collaboration at Work SYNAPP is a new organizational network analytics platform launched by Heidrick & Struggles. It’s an online tool that identifies how members of an organization truly work together. The digital application platform provides businesses with deep insights that can empower its people to strategically improve their performance through strengthening work relationships and improving collaboration. seeyournetwork.com

Automated & Targeted Social Media Advertising Needls fully automates the social media advertising process, disrupting digital advertising and empowering businesses to reach targeted customers with better personalized ads — including the often-underserved SMB. Explains Justin Hartzman, CEO and co-founder, “There are

Sick-Leave Equality Sick-leave laws vary from state to state, which presents fairness issues for multi-state businesses that most small and medium-sized businesses do not face, explains Bryan Hum, an attorney with the ERISA Industry Committee (ERIC), which represents the largest employers in the country across all industries (10,000 or more employees): how to make the best policies for their employees that are equal company-wide while being compliant with potentially incompatible state laws. In a brief on the issue, Hum addressed difficulties arising out of the recently passed Fair Wages and Healthy Families Act. “The Act holds that ‘an employer may provide all earned paid sick time that an employee is expected to accrue in a year at the beginning of the year.’ Thus, Arizona voters decided they wanted a paid sick leave law that provided for both frontloading and the carryover of unused leave, but provided no clear guidance on how they should coincide with one another. Large employers have already been doing this for years, they have the answer: When employers frontload leave, they do so without allowing for carryover, thereby creating a ‘use-it-or-lose-it’ policy. This type of policy allows employees to use leave on an as-needed basis, rather than waiting for it to accrue over the course of the year.

This system creates a great benefit to the employee, without imposing any unnecessary burdens on the employer.” While a proposed amendment to the Act would give the option of letting employees carry over a maximum of 40 hours of unused earned paid sick time or employers pay the employee for that sick time, ERIC suggests a third alternative: mandating carryover only in instances where the employer does not frontload sick leave. This is one of several issues that, Hum contends, still need to be addressed for the Act to more fully realize the fairness outcome it intends. Observing that, regarding small versus large, multi-state businesses, the onesize-fits-all model doesn’t work in crafting law, he says, “It’s important for lawmakers to understand employers’ need for uniformity in their policies.” —RaeAnne Marsh ERISA Industry Committee eric.org

over 64 million businesses on Facebook, but only 4 million leverage Facebook’s ad platform. The tech and marketing side can be daunting, and cause many businesses to give up social media advertising entirely. Our ad tech takes the guessing out of Facebook ads by tapping the content social media users post to generate ads specifically for them.” needls.com

Online Platform Assist for Hiring Blizz by TeamViewer is an online meeting software that enables HR professionals to effectively review and interview prospective candidates who may reside in another state or country. The opportunity to connect instantly, share screens and video, as well as feel confident that the connection is secure and private, provides an additional resource for HR professionals and others who are making hiring decisions. blizz.com

SEPT. 20 1 7

12

INBUSINESSPHX.COM

Shades of Green in Packaging Recycling gets a lot of the “sustainability” attention as businesses aim to be more socially conscious, but Pioneer Packaging is putting a focus on another point of the product spectrum — packaging, and how that packaging is manufactured. In fact, Pioneer Packaging operates on the belief that some green decisions don’t have anything to do with packaging materials but rather with the energy efficiency of the equipment and methods used. Earlier this year, the company installed solar panels on its facility to reduce its carbon footprint in the years to come. “It’ll take about seven years to recoup our investment,” says Victor Austin, VP of marketing, “but it helps us be more efficient and guide our employees and customers into thinking more along the lines of efficiency.” An example of sustainability impact from improved

efficiency is Pioneer Packaging’s use of analytics to coordinate between itself and its customers to manage inventory and reduce the number of deliveries, dropping in some cases from four times per week to once per week. “It takes energy to pull orders and to deliver,” Austin points out. Also at issue are the types of materials used. “Many are more energy efficient to manufacture or to recycle,” Austin says. But, he notes, “it is not as simple as just saying ‘paper or plastic?’ In applications for different types of materials, what works best depends on how it is used for specific requirements.” —RaeAnne Marsh Pioneer Packaging pioneerphoenix.com

The best paid sick leave policy? While employers strive for uniformity across their sometimesmulti-state workforces, Arizona’s recent passage of the Fair Wages and Healthy Families Act adds to a patchwork of paid sick leave laws among not only state governments but many municipalities as well.


BY RAEANNE MARSH

METRICS & MEASUREMENTS

Woman-Owned Businesses: Achievement in a Growth Demographic Is this also the achievement behind our growth demographic? by Kristin Slice

Women represent the largest growing demographic of business owners in the country. This is among several interesting trends revealed in final data from the most recent census. The number of women starting businesses was almost three times that of men — more than expected. As of 2012, women business owners (WBOs) represented 36.2 percent of all businesses, numbering just under 10 million, with 8.4 million employees and generating more than $1.4 trillion in receipts. In Arizona, the numbers were 183,318 businesses, with 315,682 employees and generating $24.2 billion in receipts. The census confirmed that women starting their own business was a major contributor in our economy bouncing back from the recession. Encouraging entrepreneurship and business ownership has been one of the key strategies the public sector has used to build jobs in our local economies. The 2012 census data shows that diversifying our investment to include more women may create greater returns.

WHAT DO THESE NUMBERS MEAN FOR ARIZONA?

Less than five years ago, Arizona regularly topped national rankings for WBOs. Our entrepreneurial ecosystem is robust with multiple resources and more than 380 women business networking groups. The final numbers released in the census figures show that Arizona has fallen behind in its growth of WBOs. Other states have recognized the economic development potential of WBOs and have evolved their entrepreneurial

Growth of Women-Owned Businesses in Arizona Year

Number of Businesses

2002

109,748

2007

138,055

2112

183,318

How Arizona Compares to Other States on Growth of WBOs 2007–2012 State

Percent Growth

Arizona

18.6%

California

21.9%

Colorado

23.5%

Florida

26.9%

Texas

44.5%

ecosystem by conducting in-depth local research, elevating WBOs’ public profile, and developing innovative economic development strategies reflective of the latest data and research on the unique challenges WBOs face. Arizona is missing out on an opportunity that leverages our local assets, strengthens our local communities and creates quality jobs. While Arizona is currently trending in the wrong direction, a mere 10-percent shift in our current efforts is all that would be required to make us the top state in the country. That 10-percent increase could represent an additional 91,000 jobs created in the next three years. The details of the census data reveal several reasons why, with a small change in strategy, Arizona is well-positioned to be the top state for WBOs.

THREE REASONS ARIZONA SHOULD BE THE TOP STATE FOR WBOS

Demographics: Latina and African-American communities lead the majority of the growth. Arizona is home to a growing population in both of these key demographics. According to the census, women who are starting businesses are both baby boomers and millennials. Arizona is projected to follow this same trend, with our population getting “older” and “younger.” Research shows the diversity among business owners means that the resources and programs developed to support entrepreneurial innovation need to evolve to address the unique challenges and culture these entrepreneurs represent. Culture Change: From technology startups to the boardroom, diversity became a key priority affecting the bottom line. The census numbers, increasing visibility and leadership in community organizations are positioning women as a key factor in the success of our entrepreneurial ecosystem. Key Values: The top three industries for growth in women business ownership are also reflective of the industries that have been defined as critical to Arizona’s economic future: healthcare, education services and main-street businesses. The census numbers on female entrepreneurship portend opportunity to leverage our state’s values, ecosystem and strength for a more vibrant economy.

As of the last census (2012), there are 183,318 woman-owned businesses in Arizona, generating $24.2 billion in receipts.

Kristin Slice, MA, is a business analyst with Maricopa Small Business Development Center and founder of Empowered PhXX, a community collaborative focused on the economic development of womenowned firms in Phoenix.

20 1 7 13 SEPT. INBUSINESSPHX.COM


PROPERTY, GROWTH AND LOCATION

BY MIKE HUNTER

Headline News Impacts Real Estate

THE CRE® TOP TEN ISSUES AFFECTING REAL ESTATE 2017–18 1. Political Polarization and Global Uncertainty 2. The Technology Boom 3. Generational Disruption 4. Retail Disruption 5. Infrastructure Investment 6. Housing: The Big Mismatch 7. Lost Decades of the Middle Class 8. Real Estate’s Emerging Role in Health Care 9. Immigration 10. Climate Change

From state and local budget impasses and halted infrastructure repairs to the debate and delay on healthcare reform, political polarization has far-reaching effects on the economy and nearly every community — as well as its real estate. Global uncertainty has a parallel paralytic effect, from Brexit to immigration bans, which bring new challenges to diplomacy, international trade and new household formations. Those two issues top the list for 2017–2018 from The Counselors of Real Estate®, a professional association, in its recently released annual Top Ten Issues Affecting Real Estate. The healthcare industry is a network of public and private entities — a partnership that is on shaky ground when leaders cannot agree on coverage, rates and locations where plans will be available. A major provider is requesting a 23-percent premium rate increase for 2018, citing a lack of government funding for cost-sharing reduction payments — noting its increase would most likely have been about 9 percent if it were assured of payments. The uncertain environment also affects decisions concerning provider payments and the physical locations where services are delivered. State-run lotteries may also suffer from political polarization if it leads to budget crises. Without confirmed funding, there would be no appropriation to pay the issuing agency nor authorization to make payouts to local winners. Not only would those states lose a much-needed revenue stream, but owners of such retail locations as convenience stores and gas stations — which sell the tickets — may well see declines in merchandise sales from customers who would normally drop by to buy lottery tickets. “Political polarization and global uncertainty are the top disruptors that dominate the news headlines today and, therefore, have a significant impact on real property,” says Scott Muldavin, 2017 chair of The Counselors of Real

Estate. “Polarization leads to bad short-term decision making, which you can see almost constantly in policies, and ongoing dialogue on issues as wide-ranging as healthcare, infrastructure and tax reform. Immigrants are also a prime source of new household formation, so uncertainty about immigrant entry and their status has a real effect on rental property and home purchases.” Investment in real estate, much-needed infrastructure repairs and improvements also suffer from the polarization and uncertainty. Some public transit development has been deferred. Cross-border trade confusion — which impacts transportation, warehousing, and even port logistics — are also hampering retail goods delivery. Uncertainty (or revelations) about public sentiment can even affect an individual’s decision to move or not to move to a new community or neighborhood as well as corporate and small-business decisions to locate or relocate in a particular state or city. The Counselors of Real Estate® cre.org

The Counselors of Real Estate®, established in 1953, is an international group of high-profile professionals that include members of prominent real estate, financial, legal and accounting firms as well as leaders of government and academia who provide expert, objective advice on complex real property situations and landrelated matters. CRE does not take positions on issues or engage in advocacy, which ensures its objectivity. cre.org

SEPT. 20 1 7

14

INBUSINESSPHX.COM

More Shop, Dine, Play

Artist at Work

Expanding for Adventure

Fifty-three thousand square feet of

The Creative Center of Scottsdale is a

LGE Design Build has begun construction on

shopping, dining and entertainment —

co-working space designed especially

a new, 12,550-square-foot headquarters

alongside luxury residences — is expected

for artists of all kinds. While equipped

for Arizona Outback Adventures, a premier,

to welcome patrons next summer, as

with today’s di rigueur technology and

Scottsdale-based provider of personalized

development has begun on Chauncey

community spaces, the 4,000-square-foot

tours and travel services. Construction

Lane at the corner of Scottsdale Rd. and its

facility retains interesting pieces of its

began Aug. 1 on the new $1.7 million facility,

namesake lane. “The trend nowadays is to

former life as Mandall’s Shooting Supplies.

which will take over 16465 N. 93rd Street

stick closer to home,” says LGE Design Build

Along with the original double-decker safe

in Scottsdale upon completion. Currently,

President and CEO David Sellers. “Chauncey

and the sub-basement safe door are the

the company accommodates more than

Lane offers the same luxuries as today’s

historic handmade filing cabinets — now

15,000 locals and travelers per year, but

thriving downtown areas, but without the

turned into lockers for artist supplies.

these numbers are expected to increase

parking headaches or commute home.”

creativecenterscottsdale.com

once the new headquarters opens its doors.

chaunceylane.com

lgedesignbuild.com

Gender Gap in Real Estate? Balanced gender representation seems strong among residential real estate companies, where women represent 48 to 49 percent of middle and upper management positions, in contrast to the 14 percent on the commercial side of the industry, in the recent study by COMMERCIALCafé, a nationwide commercial real estate listings platform. commercialcafe.com

P hotos courtesy LGE, Cawley Architects, AV3 Design, Creative Center of Scottsdale, LGE Design Build (bottom, l to r)

GET REAL


Your local Phoenix commercial banking team.

Local expertise to help Phoenix businesses thrive. BMO Harris Commercial Bank is in the Phoenix region, with a banking team that has deep local roots and expertise in a range of industries. Combined with our decades working in Arizona, and supported by strong cross-border capabilities, we’re uniquely positioned to help Phoenix companies uncover more possibilities here at home and all the places you do business. Brian Harbin 602-650-3833 brian.harbin@bmo.com bmoharris.com/commercial Banking products and services subject to bank and credit approval. BMO Harris Commercial Bank is a trade name used by BMO Harris Bank N.A. Member FDIC


YOUR BENEFIT IN BUSINESS

WELL WELL WELL

by Mike Hunter

DNA-based Lifestyle Apps Exploragen has launched as a DNA lifestyle company to deliver useful DNA-based apps directly to consumers. The new California startup, led by a team of veterans from the medical genetics industry, creates engaging apps that translate DNA information into personalized insights consumers can use to improve their everyday lives. Exploragen apps will be available exclusively on the Helix platform, the first online marketplace of DNA-powered consumer products that offer insights into nutrition, fitness, health, ancestry, family and entertainment. Through a strategic partnership with Helix, Exploragen is bringing a suite of applications to consumers that allow users to learn about and manage many aspects of their lifestyle and wellness with the touch of a button. Each app translates findings from published peerreviewed scientific studies into proprietary algorithms that use DNA to inform individuals about their lifestyle traits, delivering personalized insights for improving sleep, understanding caffeine metabolism, and more. exploragen.com

Digital Therapies Scottsdale-based Magellan Health, recognized as a leading provider of software-based tools to increase the integration of and access to behavioral health treatment, continues to develop digital therapies by expanding its collaboration with Click Therapeutics to pursue a new avenue: Food and Drug Administration clearance for therapeutic apps. “Using the industry-leading suite of intellectual property and data from Magellan’s existing software, integrated with Click’s leading patient engagement platform, Click will seek regulatory clearance from the FDA to provide indication-specific prescription digital therapies,” says David Benshoof Klein, chief executive officer of Click Therapeutics. This augments Magellan’s work to provide broadbased, digital and data-driven programs for primary care and specialty care providers. Last year, Magellan launched a tobacco cessation program with Click Therapeutics leveraging Magellan’s clinical coaching and pharmacy benefit management capabilities with Click’s technology and machine learning platform, including the mobile application, CLICKOTINE®, to create an all-in-one solution. clicktherapeutics.com • magellanhealth.com

SEPT. 20 1 7

16

INBUSINESSPHX.COM

Improving Construction Workplace Safety Boosts Business The construction industry is the backbone of a city’s economic development. With Arizona’s construction slowdown during the economic downturn, many skilled workers left the state, making retaining a qualified, skilled workforce one of the biggest challenges contractors face today. As the industry struggles to recover and attract new workers, health and safety needs to be a major area of focus. Workers’ Compensation claims impact not only the general workforce welfare, but also the company’s bottom line. Each claim contributes to a company’s e-mod (Experience Modification) rating, which, if too high, drives up premium costs and negatively impacts safety perceptions. If a company’s e-mod is too high, it may not qualify for that next big contract. Pre-employment assessment programs evaluate employees’ wellness and abilities prior to hiring and can prevent claims. One such uses a Cost Reduction Technologies (CRT) machine that tests the agility and strength of employees during the pre-hire phase, helping employers spot potential injuries before they happen and identifying employee fitness for the jobs they will undertake. The evaluation enables companies to better identify qualified applicants and avoid injuries on the worksite. An independent risk score offers a benchmark of the company’s current condition and is similar to a company physical that determines the health of its safety culture. Some insurance partners offer resources to help not only retain that qualified workforce, but also identify ways to keep a safety culture top-of-mind. A comprehensive, well-planned risk management program is vital to ensuring that a safety culture thrives and contributes to a company’s bottom-line. Companies that embrace a go-the-extra-mile approach are focused on building a safety culture dedicated to excellence and quality that aims to be best in class instead of merely maintaining minimal levels of compliance or standard practices. Best-in-class companies get the best insurance rates from underwriters. Meeting minimum compliance threshholds includes basic elements such as safety inspections, mock OSHA audits, compliance training (hazard communication, fall protection, etc.) and formal discipline for unsafe behavior.

Standard practices enhance the safety culture benchmark by including near-miss investigations, new employee safety orientation, drug testing and motor vehicle record review, and the often-overlooked job hazard analysis. In addition, having an active safety committee and accountability program, prequalifying subcontractors, and implementing effective policies and procedures all work toward achieving a lower risk score and becoming a better manager of risk. Implementing a best-in-class strategy is a long-term commitment to continually assessing, setting SMART (specific, measurable, attainable, relevant and timely) goals, and reassessing the company’s safety culture, which works to lower risk scores while maximizing opportunities for new business. Beyond conducting preemployment assessments and an annual review of policies and procedures, new-hire orientations and training programs should be frequently reviewed. Root cause incident analyses can pinpoint potential safety red flags. Companies can also take the pulse of their workforce through perception surveys to build a better culture as well as through safety empowerment training and a supervisor development program. At the end of the day, risk management is key to ensuring a business stays on track from hiring qualified employees through to ensuring they stay safe on the job. Becoming a best-inclass manager of risk not only helps companies save time and money, but significantly improves their ability to acquire profitable work. —Dennis Tsonis, senior vice president and construction practice leader at Arizona-based Lovitt & Touché, one of the largest independent insurance brokerages in the United States and the first provider in Arizona to offer a Cost Reduction Technologies machine

Cigna selected Alliance Residential Company and City of Scottsdale as winners of the fourth annual Cigna Well-Being Award for demonstrating a strong commitment to improving the health and wellness of employees through workplace wellness programs. cigna.com


LAW MATTERS TO BUSINESS

At Risk for ADA Lawsuit? What business owners need to know as serial ADA plaintiff Theresa Brooke returns to Phoenix by Lindsay G. Leavitt

Theresa Brooke, one of the most prolific ADA plaintiffs in the country, has returned to Phoenix after an 18-month hiatus and begun filing another wave of lawsuits under the Americans with Disabilities Act against the hospitality industry. Arizona hotel owners remember Theresa Brooke — she sued more than 125 of them in 2015 for failing to install wheelchair-accessible pool lifts. Her lawsuits caught the hospitality industry off guard and many hotels opted to quickly settle to avoid the expense of protracted litigation. This “success” appeared to embolden Brooke and her attorney, Peter K. Strojnik. Over the last 18 months, Brooke filed more than 450 “pool lift” lawsuits against hotels in California.

Women of

Achievement

An Annual Event Telling Stories of Success PRESENTED BY

WOMEN OF ACHIEVEMENT Fri., Oct. 6 Join In Business Magazine for a luncheon honoring the talents of women business owners, managers and leaders who have achieved great success in and for our Greater Phoenix business community.

TARGETING THE HOSPITALITY INDUSTRY

inbusinessevents.com

Confidential

Informati

MAGAZINE

SEPT. 2017

IN BUSINESS

Dos & Don’ts to Protect Business

WOMEN OF ACHIEVEMENT

Achieving Greatness Honoring the best in busin ess

SEPTEMBER

Meet this year's

2017 • INBUSINESSPHX.COM

Woman of Achievement THIS ISSUE

Global Chamber Alliance of Arizona Nonprofits

Headline News Impacts

Real Estate Corporate

Social

Responsibility in AZ Trajectory Woman-Ownedof Businesses $4.95 INBUSINESSMAG.COM

DON’T MISS OUT!

Get a year of In Business Magazine Subscribe now at inbusinessphx.com

Lindsay Leavitt is a business litigation attorney at Phoenixbased Jennings, Strouss & Salmon, PLC, who has defended hundreds of businesses and commercial landlords in lawsuits arising under the Americans with Disabilities Act. He also regularly assists businesses with ADA compliance matters and provides advice on preventive measures. jsslaw.com

SEPT. 20 1 7

18

INBUSINESSPHX.COM

on

Recently, Brooke has returned to Arizona with a new set of ADA lawsuits against the hospitality industry, focusing on hotels’ online reservation policies. Brooke’s lawsuits allege that the failure to allow her to reserve an accessible guest room online violates the ADA. She cites a federal regulation which provides that public accommodations that operate a place of lodging must modify their policies to ensure individuals with disabilities can make reservations for accessible guest rooms during the same hours and in the same manner as individuals who do not need accessible rooms [28 CFR § 36.302(e)(1)]. This regulation went into effect March 15, 2012. There is very little case law interpreting § 36.302(e), but Brooke alleges the regulation is unambiguous — if a hotel allows online room reservations, it must also allow persons with disabilities to reserve accessible rooms online. The same goes for reservations made over the phone, in person, etc. As usual, Brooke’s lawsuits demand the hotels fix the alleged violation(s) and pay her attorney’s fees. These lawsuits are unique because she has filed them in the U.S. District Court of Arizona but the defendant hotels are located in Colorado and California. She alleges that, because she tried to make the online reservation from her home in Arizona, her claims can be brought in Arizona. If she is successful in getting the federal court in Arizona to exercise jurisdiction over these out-of-state hotels, it is possible that Brooke could file suit against thousands of hotels across the country without ever leaving Arizona.

WEBSITE ACCESSIBILITY LAWSUITS: THE NEXT FRONTIER

While most ADA accessibility lawsuits target brick-andmortar buildings, a handful of Arizona businesses (and a growing number of businesses across the country) have been sued for failing to provide websites that are accessible to individuals with visual or hearing impairments. Whether websites are considered “public accommodations” under Title III of the ADA is an emerging — and largely

undeveloped — area of law. The Ninth Circuit Court of Appeals has held that a public accommodation must be an “actual, physical place.” Thus, website accessibility lawsuits against Facebook, e-Bay and Netflix were all quickly dismissed by the courts. Business websites that have a sufficient “nexus” to an actual, physical public accommodation, however, require a more nuanced analysis, and courts have disagreed on how to apply a law enacted in the pre-Internet era to the current digital age. Unfortunately, the Department of Justice hasn’t yet issued regulations regarding website accessibility, so proactive businesses are left speculating as to how to make their websites ADA compliant.

STATE AND FEDERAL LEGISLATIVE EFFORTS

While the Arizona legislature recently enacted tough legislation — including a notice and opportunity to cure period — in an attempt to curb serial ADA litigants, that legislation affects only lawsuits brought under the Arizonans with Disabilities Act (AzDA). Brooke is avoiding the AzDA by filing her lawsuits in federal court — choosing to litigate under the ADA, a federal law. There has been some movement on ADA reform at the federal level. In September 2016, Arizona Senator Jeff Flake introduced the ADA Education and Reform Act, which provides for a 120-day notice and opportunity to cure period before an ADA accessibility lawsuit could be filed. Another effort to curb ADA abuse, H.R. 620 was introduced by members of Congress from Texas and California; so far, neither bill has passed the House or Senate.

While most ADA accessibility lawsuits target brick-and-mortar buildings, a handful of Arizona businesses have been sued for failing to provide websites that are accessible to individuals with visual or hearing impairments.


BUILD A BETTER BUSINESS. BOOST YOUR BUYING POWER.

1,000

Get up to

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

Call, click or visit a branch 602-335-6317 | desertschools.org/express

$

cash back1

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

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

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

THE LAURA INGRAHAM SHOW

THE SAVAGE NATION WITH MICHAEL SAVAGE

THE JOE WALSH PROGRAM

IMUS IN THE MORNING

THE LARS LARSON SHOW

THE ALEX JONES SHOW

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


Achieving Greatness Honoring the best in business


B

usiness and achievement seem to go hand in hand. The notion of achieving goals, success or even greatness is, at some point, inherent in building a business.

Honoring achievement is our way of looking back at the incredible stories of those who have helped others build their business and grow to success. In this issue, we are honoring 14 Women of Achievement. Each has been selected by our editorial staff based on her involvement in our business community, her connection to doing good for our community and having demonstrated great success in business. Each is a woman of achievement in very different ways and, together, bring great awareness to achievement as women in business. This year, we honor these women in business in a very different way. We have included a feature in the next few pages so you’ll get to know them. They will each be honored at our Women of Achievement event on Oct. 6th at the Camelback Inn. We are also honoring Linda M. Herold, this month’s Guest Editor, as our first-ever Lifetime Achievement Award recipient. In addition, our keynote speaker this year is Letitia Frye, an accomplished woman of achievement herself who will talk to our guests about the impact women have on business and the importance of empowering young women.  Please meet our 2017 Women of Achievement. —RaeAnne Marsh, Editor, In Business Magazine


Lifetime Achievement Honoree

Linda M. Herold Herold Enterprises | Lifetime Achievement Honoree 2017 Linda Herold is the founder of three professional organizations: Women of Scottsdale, West Valley Women and Central Phoenix Women. All three have been recognized as prestigious Valley networking groups by the Phoenix Business Journal. Herold is the founder of The Society of Chairs Dinner, an annual event recognizing nonprofit leaders and their volunteer chairs. She has documented the history of Valley philanthropy, culture and society. She served as editor for publications that include Frontdoors Lifestyle News, AZ Style (a publication of the Arizona Republic) and Arizona Corridors Magazine. LINDA LAND, a photo blog, chronicled Valley life in her unparalleled style as a seasoned society columnist. Based in Scottsdale, a columnist for 15 years, Herold received the prestigious Arizona Small Business Journalist of the Year award for the Southwest Region from the U.S. Small Business Administration for her journalistic contributions. Herold’s established consulting practice, Identity Arts, serves clients wishing to establish themselves and their companies in the local market via social capital opportunities, information and contacts. Herold supports many civic and cultural organizations and is an active member of Charter 100, Trendsetter and Trends Charitable Fund, Fashion Group International, Phoenix Art Museum, Arizona Costume Institute, Heard Museum and more. She has served on numerous boards and committees. Her community leadership has garnered many awards, among them the Crohn’s & Colitis Foundation’s Woman of Distinction, AFP Spirit of Philanthropy Award, the Local Hero Award from the Susan G. Komen for the Cure and BMW, and the Arts Leadership Award presented by Positively Powerful Women Awards.

“My Achievements inspire me to live creatively in all aspects of life with determination to nurture, inspire and guide women, leading others by example, striving to be my best self.”

In 2014, Herold placed her former endeavors with new leadership and launched Herold Studio. Today, she is engaged in artistic pursuits and continues her community leadership with many organizations as well as being an active volunteer.

22

SEPT. 2017

INBUSINESSMAG.COM


Keynote Speaker

Letitia Frye Speaker, Auctiontainer & Author | 2017 Keynote Speaker

“My achievements inspire me to want to help more women reach their full potential. I want to help the homeless woman on the street, the unwed mother mother making less than minimum wage, the homemaker living a multimillion dollar life but secretly dying to get out of a life of pain. I want to help all women because when I look in her eyes I see me, I also see all that I have achieved and know with some guidance and help so can she. I

Currently celebrating more than 12 years in the auction business, and having raised more than $300 million dollars for charity, Letitia Frye has truly earned her title as America’s foremost “auctiontainer.” She has an innovative flair, and treats each event as a “special” performance. Today, she is found on stage with some of the most recognizable celebrities in the world, including actor Johnny Depp, President Donald Trump, musician Alice Cooper, rocker legend Robby Krieger of The Doors, and many more. The scope of Frye’s fundraising at thousands of events nationwide includes a diverse range from small, local, first-year events to concerts, golf tournaments, galas and the annual Super Bowl “Legends for Charity” dinner. She has raised substantial funds for many charities, including St. Jude Children’s Research Hospital, Ronald McDonald House, JDRF, American Cancer Society and Best Buddies, to name just a few. In 2003, Frye helped a friend at a charity event when the auctioneer had been in an accident earlier that day. That night, an “auctiontainer” was born. Frye found her passion and her calling. She attended school in Billings, Montana; received her formal auction training at The Western College of Auctioneering and the National Auctioneers Association’s prestigious Certified Auctioneer Institute held at Indiana University; and the Benefit Auctioneer Specialist (BAS) designation from the NAA as well. A life-altering accident in 2014 left Frye with a traumatic brain injury, post-concussion syndrome and PTSD. She fought tooth and nail to recover and to not only survive her long battle but to thrive. In addition to her wildly successful auction career, she now speaks to audiences around the country about success in the face of adversity and learning to use one’s greatest challenges as a springboard to one’s greatest success. Able to effortlessly combine her expertise in entertainment, fashion, fundraising and humanitarian efforts to make a difference in peoples’ lives, Frye feels blessed to be living the life of her dreams, a life spent in the service of others and benefitting those who may otherwise go without. She currently resides in Arizona with her son and daughter, the two greatest joys in her life.

am her, she is me.”

INBUSINESSMAG.COM

SEPT. 2017

23


Honoree

“My achievements inspire me to bring our resources and services to as many students as possible so that everyone can pursue their interests and talents, regardless of their socioeconomic status.”

Amy Armstrong Founder and CEO | Support My Club Critical aspects of learning occur outside of the classroom, and involvement in clubs and sports is crucial to fostering a lasting connection to school and student engagement on a path to graduation. Unfortunately, many Arizona students do not have the resources they need to be successful or even to participate. Support My Club believes that all students should have the opportunity to pursue their interests and talents. Through the SMC nonprofit website, schools post needs for their clubs and teams in academics, activities, arts and athletics. Community members then visit the site and select an item(s) that aligns with their interests and giving abilities. Donors immediately receive a 100-percent tax-deductible donation receipt and SMC delivers the item(s) directly to the school. This process not only provides a convenient and focused way for donors to support education, but it also reduces student fundraising time and the need for teachers to spend their personal money. SMC also encourages the development of community and philanthropy in the students they serve. In addition to providing a thank you note to the donor, clubs and teams perform one hour of community service in gratitude for every $100 of value they receive, continuing the cycle of philanthropy. As the founder and CEO, Amy Armstrong’s role is to oversee the organization’s strategic growth and team culture, and to work directly with foundation and corporate partnerships to ensure that student needs are being fulfilled. With nearly a decade of experience in board service, grant making and collaborative giving strategies in both private and public foundations, Armstrong brings a unique perspective to the operations of a nonprofit. She has also been extensively involved in the Armstrong Scholars program at ASU, which, in addition to financial resources, provides a support network to students through cultural, social, career and community service activities. Working with these recent high school graduates has impacted the path of Support My Club. With its focus on supporting teens, it gives emphasis to the importance of incorporating service into all programs. Armstrong strongly believes in providing opportunities for everyone to be a philanthropist. In her personal life, Armstrong, an Arizona native, works with her husband, Patrick, and their two children to live by the motto of: Be Good. Do Good. Inspire Good.

24

SEPT. 2017

Company Name:

Support My Club Main Office Address:

5070 N. 40th St., Suite 110, Phoenix, AZ 85018 Phone:

(602) 339-8421 Website:

www.supportmyclub.org Number of Locations in Metro Phoenix:

1, serving 84 schools in Metro Phoenix Number of Employees:

9 City Nationally Headquartered:

Phoenix No. of Years with firm:

5 Year established:

2012 Specialties/Services:

Education, Extracurricular, Philanthropy, e-commerce

INBUSINESSMAG.COM


Honoree

“My achievements inspire me to mentor others in the hope that, eventually, we will not need to distinguish between the achievements of men and women.”

Robin Burgess Shareholder | Sanders + Parks, P.C.

Company Name:

Since 1973, Sanders & Parks has offered diverse legal services to some of the most prestigious insurance, healthcare, business and corporate clients in the world. Clients include domestic and international corporations, limited liability companies, hospital systems, financial institutions, partnerships, and individuals. Although based in Arizona, Sanders & Parks represents clients throughout the country in a wide variety of areas. The firm’s innovative approach to client service blends the best of expertise, teamwork and service.

Sanders & Parks, P.C. Main Office Address:

3030 N. Third St., Suite 1300, Phoenix, AZ 85012 Phone:

(602) 532-5600 Website:

www.sandersparks.com Number of Locations in Metro Phoenix:

1 Number of Employees:

48 City Nationally Headquartered:

Phoenix No. of Years with Firm:

23 Year Established Locally:

1973 Specialties/Services:

Civil Litigation, Healthcare Law and Litigation, Business Law, Employment Law, Insurance Law and Litigation

INBUSINESSMAG.COM

Robin Burgess, a member of the firm’s executive management team, is an experienced litigator who emphasizes healthcare, professional liability, employment, personal injury and municipal liability in her practice. She has tried cases in state and federal courts on issues ranging from complex medical negligence claims to police use-of-force and constitutional claims, and has handled appellate issues in all of Arizona’s courts and before the 9th Circuit Court of Appeals. She has acted as a special prosecutor for the Maricopa County Attorney’s Office, including successful prosecution of a murder-for hire case. She has represented people with catastrophic injuries in civil suits as well. She serves as a judge pro tem for the Maricopa County Superior Court and as a mediator for settlement conferences. In the healthcare field, Ms. Burgess counsels and represents physicians, chiropractors, hospitals, group homes, behavioral health providers, nurses and paramedics. She represents healthcare providers before their licensing boards and provides counseling to clients to avoid litigation when possible. Ms. Burgess also regularly represents public entities in tort and civil rights litigation matters and has been an expert witness on public entity issues. Ms. Burgess, a firm shareholder and director since 2000, earned her J.D. from Georgetown University, and her B.A. in American Studies, cum laude, from Wellesley College. While at Georgetown, she was a member of the Georgetown Journal of Legal Ethics. Following law school, Ms. Burgess was an attorney in Washington, D.C., focusing on healthcare and corporate transactional practice. She also spent a year clerking with the Arizona Court of Appeals, Division One, before joining Sanders & Parks. Ms. Burgess has been selected “Super Lawyer” in healthcare law since 2013, has been named to Arizona’s Top 50 Lawyers since 2015 and, since 2014, has been selected as one of Arizona’s top 25 women attorneys. She has been ranked as one of the top healthcare attorneys, both in Arizona and nationally, and has appeared on CBS as a legal analyst/expert.

SEPT. 2017

25


Honoree

“My achievements inspire me to have confidence in my abilities as a leader and the courage to accept even bigger challenges, all while helping others realize their fullest potential.”

Ruffin Chevaleau Head of Phoenix Center of Excellence, | Uber Ruffin Chevaleau joined Uber as the head of the Phoenix Center of Excellence. Uber’s mission is to bring reliable transportation to everywhere, for everyone. Uber started in 2010 to solve a simple problem: how to get a ride at the touch of a button. Six years and more than five billion trips later, Uber has started tackling an even greater challenge: reducing congestion and pollution in our cities by getting more people into fewer cars. Uber aims to provide a magical experience to its customers each and every time; however, a small percentage of those rides experience hiccups. That is where the Phoenix COE comes in. Established in 2014, the COE handles only the most sensitive and complex customer support issues occurring on the app 24 hours a day, 7 days a week.

Company/Institution Name:

Uber Main Office Address:

201 E. Washington St., Phoenix, AZ

Stepping into the role, Chevaleau quickly learned that the COE was experiencing growing pains. Having cycled through four site leads since its inception, Chevaleau’s first order of business was connecting with the employees to understand their concerns, to start systematically addressing those pain points, and start working on improving overall morale at the site; happy employees equals happy customers. By leveraging her background in building and developing high-performing COEs at other companies, Chevaleau has stepped in to help drive operational rigor, launching the COE down the path to becoming a recognized world-class customer support organization.

Phone:

Chevaleau joined Uber from Honeywell, where she spent 16 years improving the customer experience by taking on leadership roles in product marketing, customer support and business operations. She has managed the launch of new products and services, re-engineered clunky business processes, and has built and developed high-performing COEs. Chevaleau established Honeywell’s aerospace headquarters in Europe, taking the company’s presence from a single employee to more than 200. Just prior to joining Uber, Chevaleau was responsible for leading a team developing a predictive maintenance tool that successfully diagnosed product failures before they happened.

448 (PHX COE only)

Chevaleau and her husband have called Phoenix home off and on for the last 16 years. They are raising two wonderful daughters, one great dog, one pretty good dog, and one very quiet snake. During her down-time, Chevaleau enjoys spending time with her family, cooking, baking, hiking and, in those rare quiet moments, reading.

26

SEPT. 2017

(480) 269-5853 Website:

www.uber.com Number of Locations in Metro Phoenix:

1 Number of Employees:

City Nationally Headquartered:

San Francisco No. of Years with Firm:

6 months Year Established Locally:

2014 Specialties/Services:

Transportation, Food Delivery, Goods Delivery, Advanced Technology

INBUSINESSMAG.COM


Honoree

“My achievements inspire me to ensure the underserved know that it doesn’t matter who they are, what they look like or where they are from; they deserve equality, especially in education.”

Kim Covington Senior Director of Community Initiatives | Arizona Community Foundation

Company/Institution Name:

Arizona Community Foundation Main Office Address:

2201 E. Camelback Rd., Suite 405B, Phoenix, AZ 85016 Phone:

(602) 381-1400 Website:

azfoundation.org Number of Locations in Metro Phoenix:

1 (Statewide: 6) Number of Employees:

56 City Nationally Headquartered:

Phoenix No. of Years with Firm:

2 Year Established Locally:

1978 Specialties/Services:

The Arizona Community Foundation is a statewide family of charitable funds supported by thousands of Arizonans.

INBUSINESSMAG.COM

Kim Covington is the senior director of community initiatives at the Arizona Community Foundation. ACF is the state’s largest grant maker and provider of scholarships. As Arizona’s largest nonprofit, it works to steward the gifts placed in its care with an eye toward permanence and growth, and, from the investment earnings on the endowment, award millions of dollars in grants and scholarships every year. Covington works to amplify ACF’s community presence in diverse communities across the state, making ACF’s resources more accessible throughout Arizona by creating innovative and new community collaborations with existing and new partners, and expanding ACF’s networks within diverse communities. Whether it’s collaborating with community stakeholders to help renovate historic landmarks like the Carver Museum and Cultural Center or convening other nonprofits and community leaders to have courageous conversations around social justice and HIV, Covington and ACF believe there is power in partnerships, shared passion and pooled resources. Together, they can make Arizona better for all. Covington retired from TV news after 30 years in the industry to better serve her community. Most people know Covington as a former news anchor and school solutions reporter for KPNX 12 News. Along with Phoenix, Covington’s career spans from Springfield, Missouri, and Grand Rapids, Michigan, to her hometown St. Louis, Missouri. She is the recipient of several awards, including four Emmy Awards for excellence in reporting, and several Associated Press awards, the Black Educators Ragsdale Beacon of Hope Award, Judge Jean Williams Service Award, the Arizona School Public Relations Association Award of Excellence. Covington enjoys giving back to her community. She serves on the boards of directors for the Children’s Museum of Phoenix and Brain Injury Alliance of Arizona, serves on the City of Phoenix Fast Track Initiatives Ad Hoc Committee to end HIV by 2030, Maricopa County Sheriff’s Office African American Advisory Council, and Phoenix Mayor Greg Stanton’s African-American Advisory Roundtable. Covington is a member of Phoenix Rotary 100, advisory member of Support My Club, and one of the charter members of the National Coalition of 100 Black Women, Inc. Phoenix Metropolitan Chapter. Covington has been a member of Delta Sigma Theta Sorority for more than 30 years. The wife and mother of two is a graduate of University of Missouri – Columbia, where she earned a Bachelor of Journalism from the prestigious School of Journalism.

SEPT. 2017

27


Honoree

“I feel a great sense of achievement when we help clients define their brands and realize their dreams. The resulting clarity, freedom and energy is exhilarating!”

Kathy Heasley Founder and President | HEASLEY&PARTNERS, INC. HEASLEY&PARTNERS is a branding agency based in Scottsdale, with clients worldwide. Why would companies from around the world seek out a firm in the Southwest and not one in San Francisco, New York, Los Angeles or Chicago? It’s because HEASLEY&PARTNERS develops and executes brands based on its proprietary HEART&MIND® BRANDING method. While many Arizona entities, including the State of Arizona itself, have sought out HEASLEY&PARTNERS to help them 1) find their heart, 2) put it into words, 3) create the images that convey those words, 4) develop the actions that people talk about, and then 5) systematize it all so it’s repeatable, many around the globe have, too. Kathy Heasley, the firm’s founder and president, discovered some 24 years ago that the secret to great business building through branding has little to do with a logo and everything to do with effectively discovering what is genuine to the organization, making it meaningful to the people it serves and finding that point of different that the organization can fully own. Since then, she and her team have developed brands in virtually every industry, through multiple economic cycles, all with the same results: When fully implemented and embraced by the organizations, business flourishes.

Company Name:

HEASLEY&PARTNERS, INC. Main Office Address:

8901 E. Pima Center Pkwy., Scottsdale, AZ 85258 Phone:

(480) 837-7445 Website:

www.heasleyandpartners.com Number of Locations in Metro Phoenix:

The reason is simple. We buy with our hearts and justify with our minds. Heasley’s brand-development method takes both those elements into account. She and the H&P team understand how to find the heart and bring it to life inside and outside an organization, creating what she calls The Brand-Culture Connection,™ the silver bullet of success. “When a company is fully aligned in culture and brand,” Heasley says, “great things can happen.”

1

HEASLEY&PARTNERS has worked with local companies, including Massage Envy, Cold Stone Creamery, MicroAge and many others large, small and inbetween. Even individuals — and, as part of that work, the company has helped budding authors write and publish more than 20 books, some bestsellers. Books are the calling cards of the experts and important to personal branding.

No. of Years with Firm:

Heasley’s passion is energizing people to live a life with purpose, and her work helps them do just that. It’s even the mission of her company. Entrepreneurs struggling to realize their dreams, CEOs striving to grow their businesses, and employees who want to make a difference through the work they do; these, along with the clients, customers and sometimes the world, are the beneficiaries of her life’s work — and her heart.

28

SEPT. 2017

Number of Employees:

10 City Nationally Headquartered:

Scottsdale 24 Year Established Locally:

1994 Specialties/Services:

Brand Development, Brand Execution and Marketing using proprietary HEART&MIND® BRANDING method

INBUSINESSMAG.COM


Honoree

My achievements inspire me to help other women find their own success while understanding the need to maintain a balance between career, family and the community.

Kate Hickman Senior Vice President | Alliance Bank of Arizona Kate Hickman has been a banker with Alliance Bank of Arizona, a division of Western Alliance Bank (WAL), since shortly after the institution first opened its doors in 2003. Currently, she serves as senior vice president and leads the treasury management sales team. Additionally, she serves on the bank’s customer service task force. Company/Institution Name:

Alliance Bank of Arizona Main Office Address:

One E. Washington St., Ste. 1400 Phoenix, AZ 85004 Phone:

(602) 389-3500 Website:

alliancebankofarizona.com Number of Locations in Metro Phoenix:

7 Number of Employees:

660 City Nationally Headquartered:

Phoenix No. of Years with Firm:

14 Year Established Locally:

2003

Hickman is well known and respected in the metro Phoenix business community. She was named by Arizona Business Magazine as one of the 2016 Most Influential Women in Arizona Business. The Phoenix Business Journal named her a member of the 40 Under 40 Class of 2016 and in 2017 named her an Outstanding Women in Business. She has developed banking programs for the nonprofit and political sectors, as well as Local First Arizona members. She has been instrumental in the company’s efforts to support numerous bank customers’ philanthropic campaigns, including Friends of Public Radio Arizona’s SPOT 127 program, Local First Arizona’s Devoured Food and Wine Festival, and Silent Witness. Personally, she is heavily engaged in community giving. She is the vice-chair of Ryan House and has been a member of the board for five years. She sits on the executive committee and finance committee for Ryan House as well. She also serves on the board of the Arizona Technology Council and sits on their finance committee. Hickman is also involved as a board member with Friends of Public Radio Arizona, as well as Support My Club. She is a former member of both National Charity League and the Hon Kachina Council, where she was a board member for six years. She co-chaired the 2014 Hon Kachina Awards annual ceremony and is an ambassador for the TGen Foundation. Hickman holds a Bachelor of Arts in American studies, with a minor in history, from the University of Alabama. She lives in Phoenix with her husband and their four daughters.

Specialties/Services:

Full Spectrum of Deposit, Lending, Treasury Management, International Banking and Online Banking Products and Service

INBUSINESSMAG.COM

SEPT. 2017

29


Honoree

“My achievements inspire me to be an example for future leaders of healthy, balanced and authentic leadership.”

Carmen Jandacek Director of Ethics | APS Carmen Jandacek has worked for Arizona Public Service since 1996, holding various positions and leadership roles in Human Resources over her tenure with the company. She is currently the director of the Ethics Office. APS serves about 2.7 million people in 11 of Arizona’s 15 counties, and is the Southwest’s foremost producer of clean, safe and reliable electricity. Using a balanced energy mix that is nearly 50 percent carbon-free, APS has one of the country’s most substantial renewable energy portfolios, and owns and operates the Palo Verde Generating Station, the country’s top power producer and largest producer of carbon-free energy. The company is also a proven leader in introducing technology and services that offer customers choice and control over their energy consumption. With headquarters in Phoenix, APS is the principal subsidiary of Pinnacle West Capital Corp. APS employees pride themselves on doing the right thing every day for the company’s customers, co-workers and community. Ethics and values are the foundation of being successful at APS. Jandacek’s job is to be a steward of ethical culture and ensure that business decisions reflect the highest level of integrity. Jandacek also provides leadership as the chair of the board of one•n•ten, a nonprofit that envisions a world where all LGBTQ youth and young adults are embraced for who they are, actively engaged in their communities and empowered to lead. The organization provides empowering social and service programs that promote self‐expression, self‐acceptance, leadership development and healthy life choices. Jandacek is the founder and chair of the APS LGBT Alliance, an employee network group, and previously held positions on the board of the Greater Phoenix Gay and Lesbian Chamber of Commerce and the One Community Multicultural Advisory Board. Jandacek has an undergraduate degree in management and she earned her MBA from the University of Phoenix in 1999. Jandacek is an avid fitness and health enthusiast and believes the key to success is a healthy mind and body. She believes you have to take care of yourself before you can take care of anyone else. She has participated in many biking, running and triathlon races throughout the state and is an Ironman Arizona finisher.

30

SEPT. 2017

Company/Institution Name:

APS Main Office Address:

400 N. 5th St., Phoenix, AZ 85004 Phone:

Website:

www.aps.com Number of Location in Metro Phoenix:

Number of Employees:

6400 City Nationally Headquartered:

Phoenix No. of Years with Firm:

21 Year Established Locally:

1886 Specialties/Services:

APS serves about 2.7 million people in 11 of Arizona’s 15 counties, and is the Southwest’s foremost producer of clean, safe and reliable electricity.

INBUSINESSMAG.COM


Honoree

“My achievements inspire me to continue to drive professional development in a direction where business leaders unite with the goal of creating inclusive, collaborative workplaces that foster individual and collective success at every level.”

Jodi Low CEO & Founder | U & Improved Jodi Low is an accomplished corporate trainer, inspirational speaker, and the founder and CEO of U & Improved. Low has trained thousands of entrepreneurs and executives on how to build a booming business, master a mindset for success, and achieve the lifestyle they desire through heart-fueled leadership. Company Name:

U & Improved Main Office Address:

9383 E. Bell Rd., Ste. 610 Scottsdale, AZ 85260 Phone:

(480) 305-5665 Website:

www.uandimproved.com Number of Locations in Metro Phoenix:

1 Number of Employees:

7 City Nationally Headquartered:

Scottsdale No. of Years with Firm:

9 Year Established Locally:

2008 Specialties/Services:

Professional & Personal Development, Individual & Corporate Training, Communications & Team Building Strategies, Advanced Leadership Development

INBUSINESSMAG.COM

Through U & Improved — an award-winning personal and professional leadership development company based in Scottsdale — Low has redefined traditional leadership training by creating a sustainable and actionable model that is personal, challenging and meaningful to each and every individual who enrolls in any of the twoand-a-half-day experiential training classes. She and her elite training team have advanced the charge in heart-based leadership development and empower U & Improved graduates with knowledge, tools and awareness to immediately be more effective and responsive leaders at work, home and within their communities. Among her many accomplishments as a Valley leader, Low launched a teen leadership program in 2014 to empower young adults to become more confident, motivated and focused stewards of our future. In 2016, she created a nonprofit arm of the company — the U & Improved Leadership Foundation — that makes the program more accessible to deserving teens. Low has been recognized by industry publications and organizations for her work in leadership development and serves as a source of inspiration within the community. In 2015, she was honored as an Outstanding Women in Business by the Phoenix Business Journal and by the Phoenix Suns and National Bank of Arizona with the Amazing Women award. She has received both the prestigious Diversity Leader of the Year and the Scottsdale Chamber of Commerce’s Sterling Award. She was also awarded a Silver Stevie Award for Female Entrepreneur of the Year 2015 and was a finalist for the Junior League of Phoenix’s Valley Impact Award. Low is a devoted single parent who volunteers her time at her daughters’ school programs and with organizations such as Angel Mamas, where she’s served on the board for three years.

SEPT. 2017

31


Honoree

“My achievements inspire me to grow as a servant leader. I am especially passionate about helping young women develop their careers and fully recognize the value they bring to their companies and communities.”

Gay Meyer Assistant Vice President HR Operations | USAA USAA provides a full range of highly competitive financial products and services to the military community and their families. And its world-class employees are personally committed to delivering excellent service and great guidance. Gay Meyer is the AVP of HR Operations for USAA and is responsible for HR operations for the Phoenix campus and the development of an integrated strategy across all USAA regions to include Colorado Springs, Tampa and Dallas. She is also accountable for ensuring all regions meet 100 percent of their hiring goals, hire the best talent and provide exceptional employee experiences.

Company Name:

USAA Main Office Address:

Meyer calls Phoenix home and is actively engaged with HR communities, local government officials and the military installations to develop a Greater Phoenix employment branding strategy that supports the growth of USAA’s workforce in the state. She wants to ensure all employees can bring their whole self to work and is a very active member of USAA’s enterprise diversity and inclusion programs. She leads the D&I integration team on the Phoenix campus. In addition, she is extremely passionate about helping other women develop leadership skills. She started the first Lean-In Circle in San Antonio and is an active member of many local women’s groups and communities.

9800 Fredericksburg Rd., San Antonio, TX 78288

Prior to her HR role, Meyer served as the executive over Change Management for the enterprise. In addition to leading many large-scale change initiatives, her team was responsible for governing the methodology and tools for the practice. She has more than 28 years of experience in Organizational Effectiveness and Change Management and is passionate about helping companies create more efficient, agile organizations by understanding change impact and the benefits of early adoption. Prior to joining USAA in January 2010, she was a part of IBM’s Organization Design and Strategy practice, where she led change programs for many global transformation and technology-based solutions at Mobil Oil, Exxon, Prudential, Pharmacia, Pfizer, UPS, Campbell’s, Heinz and others. This work took her to more than 40 countries and included several long-term international assignments in Asia and Europe.

4,500

Meyer and her husband, John, are the proud parents of two grown children, a daughter who lives and works in Chicago and a son who proudly served in the USMC and is working as a football coach and teacher in Georgetown, Texas. In 2016, they welcomed their first grandchild, Beckett, into the family.

32

SEPT. 2017

Phone: (210) 241-9820 Website:

usaa.com Number of Locations in Metro Phoenix:

Number of Employees:

30,000 City Nationally Headquartered:

San Antonio No. of Years with Firm:

8 Year Established Locally:

2015 Specialties/Services:

HR,Organizational Effectiveness, Strategy, Leadership

INBUSINESSMAG.COM


Honoree

“Our community empowers me to dream bigger, ensuring when parents hear ‘autism’ they also hear ‘progress, friends, lifelong education, jobs, a home and supportive community.’”

Denise Resnik Founder & President/CEO | First Place AZ An international leader in autism, Denise Resnik is the founder and president/ CEO of First Place® AZ (established in 2012); co-founder of the Southwest Autism Research & Resource Center (SARRC) (established in 1997); and founder and CEO of DRA Collective, a marketing and communications firm (established in 1986) that serves clients in a variety of fields, including real estate, economic development, healthcare, education and hospitality. Company/Institution Name:

First Place AZ Main Office Address:

717 E. Maryland Ave., Suite 110, Phoenix, AZ 85014 Phone:

(602) 733-6525 Website:

www.firstplaceaz.org Number of Locations in Metro Phoenix:

1 Number of Employees:

5 City Nationally Headquartered:

Phoenix No. of Years with Firm:

5 Year Established Locally:

2012 Specialties/Services: (List top 5)

Training, Marketing/Communications, Research, Public Policy and New Residential, Community-based Options for Special Populations

INBUSINESSMAG.COM

Resnik has raised community awareness and more than $60 million for autism, primarily from in-state sources. The supportive community, facilitated by SARRC and First Place AZ along with dozens of partnering organizations, resulted in PBS NewsHour producing two nationally broadcast features citing Phoenix as “the most autism friendly city in the world.” Backed by 17 years of research, support from the Urban Land Institute and nearly 100 collaborators, First Place AZ is positioned for transformational impact on how society approaches housing and community development for individuals with autism and other special abilities. It represents new residential prototypes — allowing greater choice — based on individual needs and interests. Its first property, First Place-Phoenix, is now under construction and projected to open in late spring 2018, thanks to a robust public, private, philanthropic and nonprofit partnership. Set in the heart of the urban region, First Place-Phoenix includes three primary components: the First Place Apartments for residents, First Place Transition Academy for students and the First Place Global Leadership Institute for leaders advancing replicable options. DRA Collective leads strategic planning, branding, marketing and storytelling for its local and national clients. Represented by a carefully curated team of journalists, marketers, researchers, artists and thinkers, DRA has donated significant resources to building the SARRC and First Place plans, strategies and brands. Other leadership includes having served as a member of the Arizona Community Foundation Board of Directors and its Affordable Housing Committee, member of the Autism Speaks Family and Housing committees, Advancing Futures for Adults with Autism (AFAA) Leadership Council, National Association of Residential Providers for Adults with Autism (NARPAA) and the National Autism Transition Research Network Advisory Panel. Resnik also served as a federally appointed member of the Interagency Autism Coordinating Committee (IACC) of the National Institutes of Health.

SEPT. 2017

33


Honoree

“My greatest achievement is also my greatest hurdle — I was able to follow my dream of being a lawyer, raise two wonderful children and stay married to a great man who supported me while I supported him.”

Terry Roman Partner | Snell & Wilmer, L.L.P. Founded in 1938, Snell & Wilmer is a business law firm with more than 400 attorneys practicing in nine locations throughout the western United States and Mexico. The firm’s clients include major national and multinational corporations, educational and research institutions, municipalities and government agencies, nonprofits, charitable organizations, industry executives and high-net-worth individuals. Company/Institution Name:

Terry Roman joined Snell & Wilmer as an associate in 1982 and was promoted to partner in 1988. In the 35 years she has been at Snell & Wilmer, she has moved up the corporate ladder, broken a number of glass ceilings and built an impressive resume. Roman has rightfully developed the reputation as one of the region’s finest business lawyers. She is currently the chair of Snell & Wilmer’s healthcare group, one of three female members on the firm’s Expanded Executive Committee and is one of the highest ranked women in the firm. Her law practice is concentrated in advising corporate clients in various business transactions, including insurance regulatory law (including captive insurance issues), healthcare, venture capital, mergers and acquisitions, and corporate governance. Roman helped establish the healthcare group’s first legal blog, “Health Law Checkup,” which provides breaking news, insights and legal analysis on an array of regulatory and compliance matters for clients. She also started the firm’s annual End of Year CLE program, which assists attorneys and in-house general counsel in meeting their continuing legal education requirements by providing a day full of various seminars and networking opportunities. Roman has been ranked in The Best Lawyers in America© (Health Care Law) since 1999.

Snell & Wilmer

In addition to her law practice, Roman is a contributing member to the Phoenix community, a dedicated mother and wife. Over the years, she has chaired a number of boards; volunteered her time to a number of organization’s fundraisers, galas and events; and assisted in a number of pro bono services provided to the poor or to those organizations that provide services to the poor. Her ability to lead, combined with her kind spirit and professional demeanor, is a combination that has permitted her to continuously do great things for the Phoenix community.

Phoenix

Roman received her B.S. in business administration from the University of Arizona. She went on to earn her J.D. from the University of Arizona James E. Rogers College of Law, where she was elected to the Order of the Coif, an honor society for United States law school graduates.

34

SEPT. 2017

Main Office Address:

One Arizona Center, Phoenix AZ 85004 Phone:

(602) 382-6000 Website:

www.swlaw.com Number of Locations in Metro Phoenix:

1 Number of Employees:

854 City Nationally Headquartered:

No. of Years with Firm:

35 Year Established Locally:

1938 Specialties/Services:

Corporate and Securities, Healthcare, Litigation, Real Estate

INBUSINESSMAG.COM


Honoree

“My achievements inspire me to give my time and resources to my local community through philanthropy, educational seminars and board membership. I believe my actions speak louder than words.”

Marnie Rosenthal Realtor® | Launch Real Estate As a sales engineer, Realtor® and philanthropist, Marnie Cooper Rosenthal with Team Marnie Luxury Real Estate is an award-winning “Top 150 Producing Real Estate Realtor.” She specializes in all homes for sale and lease, and her results-driven professionalism moves large volumes of property in the Scottsdale, Paradise Valley and Fountain Hills areas of Arizona. Company Name:

Launch Real Estate Main Office Address:

4167 N. Marshall Way, Scottsdale, AZ 85251 Phone:

(480) 298-2971 Website:

www.TeamMarnie.com Number of Locations in Metro Phoenix:

1 Number of Employees:

165 City Nationally Headquartered:

Scottsdale No. of Years with Firm:

1 (Was previously with Russ Lyon Sotheby’s for 10 years.) Year Established Locally:

Buyers and sellers alike trust her and refer Team Marnie because of her stellar work ethic and broad network of resources. With an unparalleled expertise in real estate for both buyers and sellers, Marnie is unique in that she understands the client experience, focuses on the client’s needs and, due to her knowledge with the decline and rebound of the market, helps her clients navigate through the real estate process. Marnie surrounds herself with the most professional and capable experts in the business, creating a team that exudes service and reliability. Year after year, her expectations for her clients to receive nothing but the best are why she is so well known and revered in the real estate market in Arizona and beyond. Always staying abreast of the changing regulations and technological advances in real estate, Marnie holds the highest designations in both Luxury Home Specialty and Short Sale/ Distressed properties. Her certifications exemplify the value she places on current knowledge and education. They include: Accredited Buyer Representative, Certified Short Sale Negotiator, Certified Distressed Property Expert, Certified Luxury Home Market Specialist. Marnie uses her analytical experience of designing converting systems for 12 years in her daily real estate negotiations. She is bilingual in Spanish and enjoys helping people navigate through the real estate process.

2016 Specialties/Services:

Reliable. Respectful. Resourceful. Her certifications include: Accredited Buyer Representative, Certified Short Sale Negotiator, Certified Distressed Property Expert, Certified Luxury Home Market Specialist

INBUSINESSMAG.COM

SEPT. 2017

35


Honoree

“My achievements inspire me to continue to do more; they are a constant reminder that my success is a result of many others lifting me up.”

Brooke Todare President | Global Diversity Logistics Valley native Brooke Todare is President of Global Diversity Logistics (GDL); a woman owned global transportation and logistics company that provides air, ocean, and ground solutions as well as supply chain management optimization, control tower capabilities and global warehousing solutions. GDL specializes in the semiconductor, tradeshow, electronics, athletics and climate controlled transportation markets. Company/Institution Name:

Prior to starting Global Diversity Logistics, Brooke was the Vice President of External Relations for the Phoenix Local Organizing Committee (PLOC), which collaborated with the NCAA to host the 2017 Phoenix Final Four. She was responsible for leading the strategy and implementation plan to raise more than $14 million from the local community. She oversaw a team that was responsible for executing all donor and supporter events as well as the logistics associated with over 2,000 game tickets and 4,000 event credentials. The Phoenix Final Four produced $324.5 million in economic impact. Before joining the Final Four local organizing committee, Todare served as Vice President for Pursuant Sports where she was responsible for fundraising strategy, marketing alignment and business development. Todare’s fundraising career began as a Director of Major Gifts at Arizona State University’s athletic department where she secured major gifts, worked directly with athletic teams to develop their fundraising plans and managed the growth of the women’s philanthropy program. Todare is a double graduate of Arizona State University. She earned her B.A. in Psychology and an MNpS in Nonprofit Studies. She was a four-time letter winner and Pac-10 champion on the ASU Women’s Golf Team. Todare also attended Xavier College Preparatory, earning All-State honors golf honors in each of her four years.

Global Diversity Logistics Main Office Address:

3637 E. Miami Ave., Phoenix, AZ 85040 Phone:

(602) 586-3275 Website:

www.globaldiversitylogistics.com Number of Locations in Metro Phoenix:

1 Number of Employees:

10 City Nationally Headquartered:

Phoenix No. of Years with Firm:

1 Year Established Locally:

2015 Specialties/Services: Domestic and International Transportation and Logistics; Semiconductor, Tradeshow, Electronics and Athletics Specialty Units

36

SEPT. 2017

INBUSINESSMAG.COM


Honoree

“My achievements inspire me to work hard to ensure every Arizonan can achieve economic prosperity through a high-paying job.”

Sandra Watson President & CEO | Arizona Commerce Authority

Company/Institution Name:

Arizona Commerce Authority Main Office Address:

118 N. 7th Ave., Suite 400, Phoenix, AZ 85007 Phone: (602) 845-1200 Website:

www.azcommerce.com Number of Locations in Metro Phoenix:

1 Number of Employees:

60 City Nationally Headquartered:

Phoenix No. of Years with Firm:

6 Year Established Locally:

2011 (evolution of former Department of Commerce) Specialties/Services:

Custom Site Selection, Small Business Services, Innovation & Entrepreneurship Programs, International Trade & Investment, Workforce Development

INBUSINESSMAG.COM

The Arizona Commerce Authority is the state’s leading economic development organization, with a streamlined mission to grow and strengthen Arizona’s economy. The ACA uses a three-pronged approach to advance the overall economy: recruit, grow, create — recruit out-of-state companies to expand their operations in Arizona, work with existing companies to grow their business in Arizona and beyond, and partner with entrepreneurs and companies large and small to create new jobs and businesses in targeted industries. The ACA is overseen by a public-private-sector board comprised of Arizona leaders in business and policy, and led by President and CEO Sandra Watson. Watson brings more than 20 years of economic development leadership experience to Arizona. During her tenure with the Arizona Department of Commerce, and now the ACA, Watson served in multiple positions with increasing responsibilities and results. She has the led business attraction, business development, innovation & technology, workforce and marketing divisions. she served as the executive director on the Governor’s Council of Innovation & Technology in advancing the state’s innovation and technology roadmap. Watson is a collaborative leader who excels in strategic thinking and relationship building. She worked tirelessly to implement the new vision for the Arizona Commerce Authority, providing invaluable leadership and stability during its transition from the Department of Commerce into one of the nation’s first publicprivate partnerships focused on economic development. She was instrumental in guiding the implementation of the ACA’s aggressive five-year business plan promoting the state’s pro-business, competitive value proposition. Under her leadership, the ACA has transformed into Arizona’s leading economic development organization. Watson holds an Honors Bachelor of Commerce, and completed the Global Leadership Certification program at the Thunderbird School of Management. In 2014, the Phoenix Business Journal recognized Watson as one of the 25 “Most Admired Leaders in Business” and Az Business selected her for its 201415 Az Business Leaders publication spotlighting Arizona’s most respected and influential business leaders. In 2013, Az Business also recognized Watson as one of the “50 Most Influential Women in Arizona Business.” The Phoenix Business Journal in 2012 recognized Watson among the “Top 25 Women in Business,” one of the 2008 “Power Players in the Phoenix Metro Area” and, in 2004, recognized her as an up-and-coming Arizona leader, with its “Forty Under 40” designation. Watson is also a two-time recipient of the Arizona Technology Council’s Chairman’s Award (2003 and 2010).

SEPT. 2017

37


MINDING THEIR BUSINESS

Ryan Sarbinoff: Building Successful Investment Sales Agents Phoenix regional manager focuses on training the next wave of leaders at Marcus & Millichap by Gina Relva

“Most people believe that a career in commercial real estate requires substantial experience, existing clientele and a real estate-centered bachelor’s degree. While all of these attributes can help you get started, we are seeking individuals who possess three core competencies: work ethic, ambition and coachability,” notes Ryan Sarbinoff, regional manager at Marcus & Millichap’s Phoenix office. After identifying the right candidates, Marcus & Millichap educates them via role play and interactive workshops, together building a blueprint for success. Says Sarbinoff, “I’ve seen many different people from all walks of life come into our firm and build tremendously successful careers in a very short period of time. Our mission has never changed. We have built the best education-focused and client-centric model in the business. As agents, we are rewarded for our work because we focus on meeting our clients’ goals before our own.”

Gina Relva is public relations director at Marcus & Millichap.

SEPT. 20 1 7

38

INBUSINESSPHX.COM

Marcus & Millichap, a national leader in commercial real estate investment sale, financing, research and advisory services, has brought in Ryan Sarbinoff as regional manager of its Phoenix office. Taking the helm as vice president/regional manager, Sarbinoff comes in with a vibrant outlook for the future of the Arizona market. Sarbinoff previously led the Marcus & Millichap Cincinnati office as regional manager. “Ryan is an effective leader with a passion for putting people on the path to success,” says Michael Glass, first vice president and district manager with the firm. “He truly cares about making a positive impact on people’s lives and left a strong mark on the Cincinnati market. Under Ryan’s tenure, the Cincinnati office had its most successful years in the history of the firm.” “We pulled together in Cincinnati to create an efficient working atmosphere and a flourishing environment that made the office a fun place to be,” says Sarbinoff. “My time there coincided with the firm’s national initiative to strengthen the company by improving communication, sharing best practices, elevating branding and enhancing technology and tools based on agent feedback. Among many other things, my goal in Phoenix is to improve our market share and recruit the best talent in the brokerage community.” At 35, Sarbinoff continues his 12-year tenure with the firm in an ever-evolving market where the technology industry is expanding at a rapid rate. “Phoenix continues to grow at an incredible pace and is positioned to ride a powerful wave as the technology industry thrusts us into the future. We see a lot of opportunity to expand our client services here in the Valley of the Sun. I am committed to dedicating my time to training the next wave of leaders at Marcus & Millichap and capitalizing on the tremendous talent that Arizona has to offer.” Sarbinoff brings with him an unparalleled passion and proven track record of building successful investment sales agents. Going all the way back to his days coaching high school athletics, he takes pride in his ability to develop talent and act as a catalyst for others to achieve their goals. “Our ability to provide intensive training, comprehensive support and leadership facilitates a culture that breeds success,” he says. This commitment to training combined with Marcus & Millichap’s ability to provide institutional quality brokerage service to the private client market are two reasons the investment sales firm was able to complete nearly 9,000 transactions in 2016. Since January 2016, Marcus & Millichap has had nearly 30 brokers return to the firm. Sarbinoff credits this to the strength of the company’s proprietary brokerage platform and collaborative culture, which positions its investment professionals as market leaders and enables them to achieve long-term results for clients.

Sarbinoff’s goal in Phoenix is to build Marcus & Millichap into a household name for investment brokerage. “We aim to dominate the private client market in every product category,” he says. Fortunately for Sarbinoff, he won’t have to go at it alone. He has a strong team of agents and staff members supporting the office’s growth. The Phoenix branch of Marcus & Millichap includes five of the company’s top forty producers nationwide. “Peter Katz, Jamie Medress, Mark Ruble, Steve Gebing & Cliff David are all inspirational leaders who provide guidance and support to everyone around them. We’re incredibly blessed with high-powered intellectual capital that is ready and willing to take our office to the next level,” Sarbinoff says. “Operations Manager Bonnie Jackson combines strong leadership and communication with her experience in support and production roles.” And, he shares, “In her short tenure with the firm, she has improved operational efficiencies, trained staff members and managed our move into a new, state-of-the-art office space. Bonnie has been a great help to me during my transition into the Phoenix market and continues to improve the supportive culture and performance-based model of our office.” Jackson and Sarbinoff work closely to ensure the agents of Marcus & Millichap in Phoenix are fully supported in every aspect of their businesses. They appreciate one another’s talents and each speaks highly of the other. “I’ve spent the last seven years in commercial real estate, meeting and working with a variety of individuals in leadership roles,” Jackson says. “Ryan is by far the most patient I’ve seen. It is obvious he takes the time to listen to everyone, issues large and small. Where others might hurry, he values quality over quantity. With Ryan, any job worth doing is worth doing right. And if the job at the moment is listening, he’s fully present in that moment.” “Ryan’s energy level and positive approach to any problem has been extremely helpful in my daily business,” observes Jamie Medress, top producer and senior managing director of Marcus & Millichap’s net leased properties group. “He takes a proactive approach and is always looking to better his skill set. These are qualities that will benefit the Phoenix office.” Marcus & Millichap marcusmillichap.com

Marcus & Millichap has strategically placed its branches in 80 markets across the U.S. and Canada, while its corporate office is located in Calabasas, California. Founded in 1971, the firm closed nearly 9,000 transactions in 2016 with a value of approximately $42.3 billion.


Ways To Keep Your Money Safe 1 Secure checks and bank statements as carefully as you would cash.

Fraud Prevention, Your First Line Of Defense. In today’s world, criminals have more ways than ever to steal your money.

2 Implement banking services that help spot—and stop—fraud in real time.

Whether it’s online through cyber attacks or in person, you have to safeguard your business against all kinds of threats. A strong fraud prevention strategy can help you protect the financial integrity of your business. At Bank of Arizona, we offer a variety of fraud prevention services that can help you detect and prevent criminal activity. Call us today to discuss how we can help you fight fraud.

Bill Halsted | 602.808.5331 | www.bankofarizona.com

© 2017 Bank of Arizona, a division of BOKF, NA. Member FDIC.

3 Make sure the same person isn’t authorizing, receiving and reconciling financial transactions. Even if you have a small staff, rotate responsibilities periodically.


LOUDER THAN WORDS

Confidential

Informati

MAGAZINE

SEPT. 2017

IN BUSINESS

Dos & Don’ts to Protect Business

WOMEN OF ACHIEVEMENT

Achieving Greatness Honoring the best in busin ess

SEPTEMBER

Meet this year's

2017 • INBUSINESSPHX.COM

Woman of Achievement THIS ISSUE

Global Chamber Alliance of Arizona Nonprofits

Headline News Impacts

Real Estate Corporate

Social

Responsibility in AZ Trajectory Woman-Ownedof Businesses $4.95 INBUSINESSMAG.COM

DON’T MISS OUT!

Get a year of In Business Magazine. Subscribe now at inbusinessphx.com

A.J. Moss is a partner at the law firm of Squire Patton Boggs. He acquires, licenses and enforces rights in all forms of intellectual property including patent, trade secret, trademark and copyright. He has obtained both U.S. and non-U.S. patents in technical fields such as avionic systems, semiconductor device fabrication, chemicalmechanical planarization systems and techniques, semiconductor packaging systems and techniques, computer hardware systems including microcontrollers, memory and radio frequency identification tags, computer software including business method patents, and medical devices. He has been involved in several patent litigation matters involving patent infringement and validity determinations in federal court and before the International Trade Commission. As a former nuclear submarine officer in the US Navy, Moss gained experience in a variety of complex electronic communications systems, as well as in nuclear power plant operation and electrical power generation systems. squirepattonboggs.com

SEPT. 20 1 7

40

INBUSINESSPHX.COM

on

Dos & Don’ts of Company Communication

Careless communication can jeopardize a business’s confidential information and more by A.J. Moss

In many cases, a company’s Intellectual Property (IP) assets, such as its patents, copyrights, trademarks and trade secrets, constitute the most valuable assets on the company balance sheet. To be sure, protecting the most commercially valuable of these IP assets is critical to establishing and maintaining a company’s marketplace advantage. Important as they are, these forms of IP are not our focus here. Instead, our emphasis will be on an often overlooked, but no less important, form of IP: confidential information. Although definitions of confidential information vary, a working definition is any information about a business that is not generally known to the public. Confidential information may be classified as being eligible or ineligible for trade secret protection. Confidential information eligible for trade secret protection may create potentially valuable IP, a classic example being the Coca-Cola formula. On the other hand, confidential information ineligible for trade secret protection may still be very important to the company. Specifically, confidential information, whether protected as trade secrets or not — disclosed legitimately, such as in litigation discovery, or illegitimately, such as when stolen or leaked — can cause irreparable harm to the company, particularly when care is not taken with respect to the creation and protection of such confidential information. So, what are we talking about? We’re talking about company communications that have been recorded and may, therefore, be discovered or otherwise disclosed outside of the company. Recklessly created communications, whether written or spoken, can in the wrong hands create havoc for the company. Therefore, our goal is to set forth guidelines for consideration on how a company communicates, both internally and externally. A prudent company will use these, among other guidelines, to educate its personnel on how to communicate clearly, effectively and with great care. Whether a company communication is intended for internal or external distribution, employees should be trained so that all their communications pass muster with respect to: The Management Rule — IIf they would be uncomfortable having their written communication published for review by management, they should not write it down. The Evening News Rule — If they would be uncomfortable having their written communication broadcast on the evening news, they should not write it down. These rules pertain to all communications, which may include a letter, an email, a text, a tweet, a website post (e.g., a blog entry, a comment on a published story, a Facebook/ LinkedIn/social media update), a search engine query, a voicemail message, an instant message and the like. It’s important to remember also that, although our focus is written communication, spoken communication should similarly be made with great care. This was the point of

the World War II admonition “Loose Lips Sink Ships,” which meant beware of unguarded talk. Similarly, in As You Like It, Shakespeare wrote, “All the world’s a stage, and all the men and women merely players.” In other words, employees should be trained to recall these teachings and understand that they are on stage all the time. Whether an employee is at work or elsewhere, someone could be listening and recording what they are saying, and that eavesdropper likely will not serve the company’s best interests. Supplementing the above general guidelines, the following enumerates several additional recommendations concerning written commutations: Communication Marking: Communications should be marked privileged and confidential when they are intended to be so, and especially if they relate to legal advice, thus identifying such sensitive information for appropriate handling and care. Attorney CC: The assumption should not be made that copying a lawyer will make a communication privileged or protect it from other eyes; in fact, no lawyer should be copied unless there is actually a business reason for doing so. For the attorney-client privilege to apply, communication must be for the purpose of obtaining or giving legal advice. An email that does not relate to legal advice is not privileged. Protect Privilege: Privileged communications should not be forwarded to persons outside the company. Forwarding a lawyer’s advice on to a customer, a supplier, or other person outside the company will likely waive privileges for that communication and could waive privileges for the entire subject matter of the communication. Protect Confidentiality: It should be a policy to not include any company confidential information in communications outside the company, unless an NDA is in place. Three important reasons are: 1) sending confidential information outside the company likely will mean the information is not a trade secret and is no longer confidential; 2) sending business-sensitive information about any publicly traded company or its products or business to persons outside the company could violate federal and state securities laws

“Loose lips sink ships” is an American English idiom meaning “beware of unguarded talk.” The phrase originated on propaganda posters during World War II. The phrase was created by the War Advertising Council and used on posters by the United States Office of War Information.


BETTERING YOUR BUSINESS against trading on insider information; and 3) sending business-sensitive information to anyone outside the company could result in competitors obtaining the information. Whole String: In email conversations, one should read the entire string before forwarding an email, to ensure that the entire string is appropriate for the new recipients. Similarly, before a reply is sent to “all” or to a group, it’s important to double check that it is appropriate for all recipients to receive the communication. Focus: One should stick to the business purpose of the communication. Obviously, setting a friendly tone in a communication is appropriate, but it is best to generally aim to keep business communications business-focused. Illegality Out: All personnel should take care to not create or send a writing on topics or information that would show or even suggest illegal activity. It should be noted that agreements with competitors regarding pricing may be illegal, as may payments or gifts to others for the purpose of obtaining business. Not Mission Impossible: Terminology should be avoided that suggests the communication is improper: “Destroy after reading,” “delete immediately after reading,” etc. Keep Clean: Negative or potentially embarrassing personal issues should not be included in communications. Obvious examples are a paragraph on last night’s bar and gentlemen’s club visits with the customer. Emotion Out: One should avoid sending communications, particularly emails, while angry or otherwise emotional. It is wise to pause, wait 5–10 minutes, and re-read an email written while emotional, before hitting the send button. (It may feel good in the moment to write, “YOU ARE A WORTHLESS PIECE OF @#!* AND I AM GOING TO DESTROY YOU,” but repercussions would be long-lasting and possibly irreversible.) Bias Out: One should avoid using language that is offensive or that reflects improper bias or a lack of cultural sensitivity. Reference should never be made to certain groups (whether based on race, ethnicity, gender, religion, sexual orientation, age, etc.) as [insert slur]. Secure Network: Company confidential information should not be sent or stored on or through unprotected devices or means. Smart Assumptions: It is wise to keep in mind the following smart assumptions: Do assume that business communications are not private, can be read by others in the company, and could be obtained and read by others in the event of litigation or administrative or regulatory investigations. Do assume that all electronic communications are preserved and can be retrieved. Do assume that business communications on personal devices (e.g., cellular phones, blackberries, laptops, tablets, etc.), or on social media, are subject to discovery and can be retrieved and read by others. Document Retention: Physical or electronic documents should not be deleted or destroyed except in accordance with the company’s document retention/destruction policy or standard practice. If told the company is about to be sued, leadership and employees alike should contact Legal before deleting anything. In conclusion, while a company’s IP assets — its patents, copyrights, trademarks and trade secrets — are valuable assets, a company’s confidential information, when created without care and disclosed outside of the company, can create havoc for the company. So, it is indeed the wise company that trains its personnel to communicate with great care, as one never knows when today’s seemingly insignificant communication will someday become not so insignificant.

Women Rocking Business Women are rocking the world of business and changing the face of commerce. Over the last 15 years, women have stepped into entrepreneurship in significantly greater numbers than men, but we’re also failing at those businesses even faster than men. This book is going to change that. Women Rocking Business provides a revolutionary approach to building a business that honors innate feminine values. The book is full of practical “how-tos” that will help women become thriving entrepreneurs from a place of empowering others rather than powering over them, a place of collaboration rather than competition and contribution rather than greed. Sage Lavine has seen firsthand through working with thousands of emerging female entrepreneurs that, when women learn about marketing and entrepreneurship through this lens, they are better positioned to implement effective strategies and create success. Women Rocking Business: The Ultimate Step-by-Step Guidebook to Create a Thriving Life Doing Work You Love Sage Lavine

296 pages

Hay House, Inc.

Available: 9/26/2017

$26.99

High-Stakes Leadership What makes some leaders so effective when the stakes are high, while others fall short? Why are some able to not only survive but to lead their organizations to new heights even in risky, fast-changing times? The answer is succinct but multilayered: Such leaders display courage, judgment and fortitude. High-stakes leadership does not require unnatural powers, nor is it predicated on a dangerous situation. The three signature character traits can be cultivated by anyone at any level in any organization, big or small. Organizational and leadership consultant Constance Dierickx describes high-stakes leadership in a simple, three-part model that illuminates the mindsets, strategies and tactics leaders must draw upon to make tough decisions, take an unpopular stand or ignore convention, providing realworld examples across a range of sectors and industries. High-Stakes Leadership: Leading Through Crisis with Courage, Judgment, and Fortitude Constance Dierickx

216 pages

Routledge

Available: 9/29/2017

$27.95

My 10 Strategies for Integrative Coaching This book provides a series of innovative concepts and practical tools for those involved in helping relationships, as they help others develop and transform. It provides five operational strategies that answer the questions “What should I do?” and “How should I do it?” It then offers four strategies to help a person build his own identity. Finally, it describes a “crystallization” strategy that encompasses all the others, and enables a person to crystalize what has been occurring during the helping relationship. A central theme of the book is freedom and responsibility. Having found, then fully accepted our freedom, we go beyond freedom, and take the path toward responsibility. My 10 Strategies for Integrative Coaching: Co-constructing the Journey from Freedom to Responsibility Vincent Lenhardt Palgrave Macmillan

The Smoking Gun tape as the coup de grace. The release of the Smoking Gun tape, among 64 recordings that Nixon was forced by the Supreme Court to surrender, ended the Watergate drama. The tape showed Nixon ordering a cover-up of the break-in right after it happened in June 1972.

241 pages Available: 9/29/2017

$29.99

20 1 7 41 SEPT. INBUSINESSPHX.COM


INVESTING IN COMMUNITY

Philanthropy on the Rise – for a Third Consecutive Year! HOW TO BETTER ENGAGE CORPORATE PARTNERS While they may only provide approximately 5 percent of the giving total, corporations are increasingly concerned with their corporate-social responsibility agenda. To take advantage of this, instead of always looking for corporate grants or outright gifts, nonprofits should also explore in-kind, volunteer, and other non-revenue partnership opportunities.

HOW TO BETTER ENGAGE FOUNDATION PARTNERS Foundations are increasingly narrowing their focus and looking for comprehensive and collaborative solutions to social issues. It is imperative that organizations actively engage foundation executives early on and make them partners and collaborators in initiatives.

Richard Tollefson is founder and president and Michal Tyra is director of client and community engagement at The Phoenix Philanthropy Group, an Arizona-based international consulting firm serving nonprofit organizations as well as institutional and individual philanthropists. phoenixphilanthropy.com

SEPT. 20 1 7

42

INBUSINESSPHX.COM

The numbers are now out from Giving USA, which produces the nation’s longest-running annual report on philanthropy, but what do they mean for nonprofit organizations? by Richard Tollefson and Michael Tyra

As this year’s “Giving USA Annual Report on Philanthropy” notes, 2016 was certainly an unusual year for giving in the United States. Between a tumultuous and all-encompassing election and increasing societal tension, it wouldn’t have been too surprising to see an off-year for philanthropy. Instead, we saw the opposite! Total giving increased for the third consecutive year, reaching an all-time high of $390 billion. Of the four major sources of giving (individuals, corporations, foundations and bequests), only bequest giving was down slightly from 2015. In addition, giving to all nine major nonprofit sectors (arts and culture, education, environment and the animals, foundations, health, human services, international affairs, public society benefit, and religion) was up and, in many cases, reached all-time highs. This was driven, in large part, by an ever-improving economy featuring a 4-percent increase in consumption and disposable personal income, and 9.5-percent growth in the S&P 500. But many often ask, “What do all these numbers and graphs really mean for me and my organization? Why should I care that giving went up a couple percentage points?” While the numbers themselves may not change much from year to year, they often reveal important trends that are key to achieving fundraising excellence. Here are a few of our major take-aways from this year’s report.

INDIVIDUAL GIVING IS STILL KING

The combined giving by individuals, bequests and family foundations yielded nearly 87 percent of total giving in 2016. That is a massive chunk of the pie and accounts for nearly $340 billion. So why does corporate giving still garner most of the hype and dominate most nonprofits’ fundraising strategies? Because it’s often thought to be the simplest and most accessible form of fundraising for understaffed, overworked and/or inexperienced nonprofit professionals. On the other hand, individual giving can be intimidating and confusing for many. We hear it all the time: “I don’t know where to start!” “Who should I be talking to?” “I don’t feel comfortable asking individuals for money.” Despite these reservations, the numbers clearly show that, if a nonprofit is not already doing so, it needs to begin orienting its fundraising strategies to optimize individual giving. This can start by engaging an experienced development professional or fundraising counsel to help: Create strategies for outright, multi-year, planned gifts from personal cash and assets, donor advised funds, family foundations, closely held businesses, and estates; and Build solid donor retention programs.

Philanthropic giving continues to rise, according to Giving USA’s 2016 annual report.

ONLINE GIVING IS HERE TO STAY

While it was tempting a few years ago to label online giving as a passing fad, or solely the domain of international aid organizations, the report indicates the trend is showing staying power! Blackbaud’s data index showed that online giving to nearly all the nine major nonprofit sectors not only increased in 2016, but outpaced other giving methods. Ironically, one of the only sectors to show a decline in online giving was international affairs. This illustrates how important it has become for a nonprofit to invest in optimizing its website to not only support online giving, but to make the process easy to encourage repeat or recurring donations. Additionally, just because a donor is giving digitally does not mean that tried-and-true cultivation and stewardship practices don’t apply. An organization’s goal for any donor should be to engage them more deeply and meaningfully into its mission and programs. For online donors, especially those who don’t live near the organization, this may take the form of regular email updates, impact reports and phone calls.

EPISODIC OR RAGE GIVING IS REAL

While the name may seem frightening, it’s a real phenomenon that’s being highlighted by the divisive recent election and its aftermath. Giving USA research has indicated a number of organizations are benefiting from fears amongst their supporters that political change will negatively affect issues they care about. This has driven a sharp increase in contributions to both progressive and conservative causes in the later part of 2016. While we will have to wait until next year to see if rage giving has staying power, it’s pretty clear that, in the current divisive atmosphere, donors are receptive to politically centered appeals.


SEPTEMBER 2017

Local First Arizona

Social Entrepreneurship Summit Wed., Oct. 4 | 10:00a – 4:00p Business owners, from startups to large employers, will find value in learning how to incorporate elements of social responsibility into their operations. The Social Entrepreneurship (SOCENT) Summit will be a day to hear directly from Arizona entrepreneurs about how and why they decided to create change within their businesses. Local business owners will discuss how operating in a socially responsible manner makes them stand out in their industry. Breakout sessions will focus on measuring a business’s impact, how to improve it, how to engage employees and how to market social responsibility to consumers and stakeholders. Keynote speaker Paul Saginaw, co-founder of Zingerman’s Delicatessen, will share how this 35-year-old business has grown from a small deli to a multi-enterprise operation that is recognized not only for great food but for its high level of employee satisfaction. Local speakers include Lauren Bailey of Upward Projects, Ricardo Crisantes of Wholesum Harvest, Kimber Lanning of Local First Arizona, Gina Murphy Darling of Mrs. Green’s World and Edgar Olivo of Fuerza Local. Breakout sessions will focus on analyzing supply chain, improving environmental footprint of businesses and engaging employees. Lunch will be provided by Amici Catering. —Helene Tack $60 Because Event Space 3419 E. University Dr., Phoenix localfirstaz.com

In Business Magazine

Women of Achievement Fri., Oct. 6 | 11:00a – 1:30p In Business Magazine is bringing together top local women of achievement to share their stories and inspire Valley business leaders at the annual Women of Achievement luncheon. In Business Magazine’s editorial group has chosen 14 women leaders based on their business success, connection and service to our community, and their efforts to grow business. The following is a list of the 2017 Women of Achievement: Amy Armstrong, founder and CEO of Support My Club; Robin Burgess, shareholder with Sanders + Parks, P.C; Ruffin Chevaleau, head of Phoenix Center of Excellence, Uber; Kim Covington, senior director of community initiatives at Arizona Community Foundation; Kathy Heasley, founder and president of Heasley&Partners; Kate Hickman, senior vice president of treasury management sales with Alliance Bank of Arizona; Carmen Jandacek, director of ethics with APS; Jodi Low, founder and CEO of U & Improved; Gay Meyer, assistant vice president of HR operations with USAA; Denise Resnik, founder and board chair with First Place Arizona – Nonprofit; Terry Roman, partner with Snell & Wilmer, L.L.P.; Marnie Rosenthal, realtor with Launch Real Estate; Brooke Todare, president of Global Diversity Logistics; and Sandra Watson, president and CEO of the Arizona Commerce Authority. Letitia Frye, the well-known auctiontainer, author and speaker, will provide the keynote for this exceptional and inspiring event. This year’s Lifetime Achievement Honor goes to Linda M. Herold of Herold Enterprises, a true pioneer in creating awareness and the power of “social capital” in business for women through the many women’s groups, publications and events she has produced over the years. $75

GPEC ANNUAL EVENT – THE CONNECTED EXPERIENCE Oct.

Thurs., Oct. 5

5

Greater Phoenix Economic Council and the region’s leading business and civic leaders are celebrating a year of working together to build the economy of Greater Phoenix. gpec.org

WINE & CIGARS Oct.

Fri., Oct. 27

27

Peoria Chamber of Commerce event to raise funds for post-secondary scholarships for JROTC cadets from Peoria and Cactus high schools. peoriachamber.com

Camelback Inn & Resort

SEPTEMBER 2017

5402 E. Lincoln Dr., Paradise Valley

S M T W T F S 1 2

inbusinessevents.com

3 4 5 6 7 8 9 10 11 12 13 14 15 16 SEPTEMBER 2017 NOTABLE DATES 17 18 19 20 21 22 23 Mon., Sept. 4 — Labor Day 24 25 26 27 28 29 30

SAVE THE DATE

Upcoming and notable

Sept. 20-22 — Rosh Hashana

Fri., Sept. 22 — Fall Begins Sat., Sept. 30 — Yom Kippur

20 1 7 43 SEPT. INBUSINESSPHX.COM


SEPTEMBER 2017 Tues., Sept. 5

11:30a – 1:15p

Tues., Sept. 12

11:30a – 1:15p

“Spotlight our Members”

Phoenix Luncheon

West Valley Women

Arizona Association for Economic Development

Fabulously Fun Networking.

Focus on retail, its evolution and the trends that are driving change within the industry. John Tran, design principal for SmithGroupJJR, will be the guest speaker.

Members: $30; non-members: $35 Arizona Broadway Theatre

Members: $45; non-members: $65.

7701 W. Paradise Ln., Peoria

Phoenix Country Club

westvalleywomen.org

2901 N. 7th St., Phoenix

aaed.com Fri., Sept. 15

11:30a – 1:00p

Chamber Connections Gilbert Chamber of Commerce

Mesa Morning Live

This informal gathering is a fun way to share conversation with other professionals while learning more about businesses and services within the community. No agenda, no script; just good food, great company and friendly conversation.

Mesa Chamber of Commerce

Free; lunch not included.

Live TV talk show in the style of the “Late Show.”

Joe’s Real BBQ

Bring business cards and sales materials for the Member Resource Table.

$20; at the door: $30

301 N. Gilbert Rd., Gilbert

Members: free; guests: $20 preregistered, $25 at the door

Crescent Crown Distributing

gilbertaz.com

iFly

Fri., Sept. 8

6:45a – 8:30a

Thurs., Sept. 21

7:30a – 9:00a

AM Connect at iFly Scottsdale Area Chamber of Commerce

1640 W. Broadway Rd., Mesa

9206 E. Talking Stick Way, Scottsdale

mesachamber.org

scottsdalechamber.com

5

6

8

Wed., Sept. 6

12

14

15

19 Tues., July 19

11:00a – 2:00p

21 5:30p – 7:30 p

Business Bootcamp

Taste of Mesa

Arizona Hispanic Chamber of Commerce

Mesa Chamber of Commerce

Lunch and Learn at BRiC “Financial Taxes” by Curtis Brown will help attendees learn current and future tax issues that will affect their business in 2017, overview of the different types of legal structures to use for their business, how the tax information is reported to them or the IRS, and what types of records they should maintain to properly support deductions on their business tax returns.

Evening networking event. Heavy appetizers will be served and everyone gets two drink tickets.

Free; please RSVP.

mesachamber.org

Members: $15; non-members: $25 Amazing Jakes 1830 E. Baseline Rd., Mesa

Tempe Public Library – BRiC Thurs., Sept. 21

5:30p – 7:30p

3500 S Rural Rd., Tempe

Fri., Sept. 15

azhcc.com

18th Annual Scholarship Golf Classic

Mix and Mingle

Glendale Chamber of Commerce

Attendees can enjoy networking, fantastic food, and meeting some great like-minded people.

Thurs., Sept. 14

8:30a – 10:00a

Cafe y Connections Arizona Hispanic Chamber of Commerce Opportunity for attendees to learn, network, connect with chamber members and pitch their business. Please RSVP to the event to submit questions. Refreshments will be provided. Members: free, non-members: $10 Arizona Restaurant Association

3333 E. Camelback Rd., Phoenix

44

INBUSINESSPHX.COM

This event will feature hole-in-one prizes, closest-to-the-pin prizes, putting contest, raffle, lunch, more than 100 players, player goodie bags, and much more. $115 Wigwam Golf Club 451 N. Old Litchfield Rd., Litchfield Park glendaleazchamber.org

azhcc.com

SEPT. 20 1 7

Check in: 6:30a

For more events, visit “Business Events” at www.inbusinessphx.com

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

North Phoenix Chamber of Commerce

Free; RSVP on website Sandbar Mexican Grill   21001 N. Tatum Blvd., Phoenix northphoenixchamber.com


Tues., Sept. 26

Join Us

11:00a – 1:00p

Business Resource & Networking Luncheon

OCT. 6, 2017 AT CAMELBACK INN FOR THIS INSPIRING EVENT

North Phoenix Chamber of Commerce

Fri., Sept. 22

Networking style replaces the 30-second commercial with four to five minutes to allow participants to start the relationship development process, and build lasting relationships.

7:00a – 10:30a

Members: $20; guests: $25; at the door, all: $30

21st Annual DATOS: The State of Arizona’s Hispanic Market

Gordon Biersch 18545 N. Allied Way, Phoenix

Arizona Hispanic Chamber of Commerce

northphoenixchamber.com

The report and breakfast conference this year will highlight the net contributions of immigrants. The annual DATOS report, published by the Arizona Hispanic Chamber of Commerce, also highlights the overall economic impact of the state’s fast-growing Latino population. The report features data and analysis on a broad range of issues, including small-business ownership, healthcare, demographics, technology, education, Arizona-Mexico trade, mass media, and how these topics impact the Latino and non-Latino communities statewide. The event draws about 1,000 of the state’s most influential community and business leaders and public officials.

Tues., Sept. 26

11:30a – 1:00p

Women’s Business Connection Mesa Chamber of Commerce The new lineup will share their vision for moving the Women’s Business Connection to a new level of excellence. Members: $15; non-members: $25 Buca di Beppo,

Members: $125; non-members: $150

1730 S. Val Vista Dr., Mesa

JW Marriott Scottsdale Camelback Inn Resort & Spa

Meet this Year’s Women of Achievement

mesachamber.org

5402 E. Lincoln Dr., Scottsdale azhcc.com 21

22

26

Thurs., Sept. 21

29

4:00p – 5:00p

A GEM Talk presented by the Small Business Council

Join us on October 6th to

Gilbert Chamber of Commerce Designed for the Millennial Entrepreneur, these events are patterned after “TED talks” and are called “GEM Talks” — Gilbert, Entrepreneurial, Motivational. Each GEM Talk will feature an interactive session with a successful and motivational entrepreneur who will share his/her success story and provide insightful tips on how others can succeed in business and life. Attendees will have the opportunity to mingle, network, and interact with the featured speaker. Casual networking will occur following the presentation.

Fri., Sept. 29

7:00a – 2:30p

hear Letitia Frye and five

13th Annual Golf Classic

other top businesswomen

WESTMARC WESTMARC’s Golf Classic is an opportunity for golfers — and nongolfers — to spend a day networking, experiencing a fabulous golf course, and enjoying our beautiful weather.

tell their inspiring stories of adversity and achievement.

$200 Grand Canyon University Golf Course

5902 W. Indian School Rd., Phoenix

westmarc.org Fri., Sept. 29

Also, join us in celebrating the incredible work of Linda M. Herold as we recognize

11:30a – 1:00p

$15; at the door: $20

Meet Your Neighbors for Lunch

Main Event Entertainment

Scottsdale Area Chamber of Commerce

1735 S. Santan Village Pkwy., Gilbert

Meet Your Neighbors is a monthly event designed for chamber members and non-members to network over lunch.

her Lifetime of Achievement.

Members: $15, guests: $20; at the door, all: $20 The Beverly on Main

Register at inbusinessevents.com

7018 E. Main St., Scottsdale

scottsdalechamber.com

IN BUSINESS MAGAZINE

WOMEN OF ACHIEVEMENT

Dos & Don’ts to Protect Business

Confidential

Achieving Greatness Honoring the best in busin ess

SEPTEMBER 2017 • INBUSINESSPHX.COM

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

Informati

SEPT. 2017

gilbertaz.com

Luncheon & Event October 6, 2017 Camelback Inn Resort 11 a.m. to 1:30 p.m.

Meet this year's

Woman of Achievement THIS ISSUE

Global Chamber Alliance of Arizona Nonprofits

Headline News Impacts

Real Estate Corporate

Social Responsibility in AZ Trajectory Woman-Ownedof Businesses $4.95 INBUSINESSMAG.COM

on

DON’T MISS OUT!

Get a year of In Business Magazine Subscribe now at inbusinessphx.com

20 1 7 45 SEPT. INBUSINESSPHX.COM


WE VALUE WHAT WE OWN

2017 Bentley Bentayga MAGAZINE

WOMEN OF ACHIEVEMENT

Achieving Greatness

Informati

Honoring the best in busin ess

SEPTEMBER

Meet this year's

2017 • INBUSINESSPHX.COM

Woman of Achievement THIS ISSUE

Global Chamber Alliance of Arizona Nonprofits

Headline News Impacts

Real Estate Corporate

Social

Responsibility in AZ Trajectory Woman-Ownedof Businesses $4.95 INBUSINESSMAG.COM

DON’T MISS OUT!

Get a year of In Business Magazine Subscribe now at inbusinessphx.com

City: 14 mpg Hwy: 20 mpg 0-60: 4.0 sec Trans: 8-speed automatic MSRP: $229,100

on

hides and carpets. You can choose between five standard color splits, including a new duo-tone color split, to add a sporting touch to Bentayga’s seats. Bentayga has many features that make every occasion special, with its innovative Event Seat being a perfect example. The patented sliding and folding seat coming off the tailgate is trimmed in leather and finished with diamond quilting — allowing for a grandstand view, shaded by the open tailgate during the day or illuminated by the built-in stage lighting from above at night. This feature is available on both the four- and five-seat configurations. Bentley Motors bentleymotors.com

Love of the Bean Coffee is a standard drink in the morning or even all day in many offices. The surge of gourmet coffee over the last 10 years has brought new machines and brands to what was once a simple can of coffee at the office. Here are our picks for the best:

Press Coffee Roasters

Starbucks – French Roast

Village Coffee Roastery

This seed-to-cup concept is all about

Readily available at Starbucks stores,

As one of the oldest coffee roasteries in

quality beans and creating the perfect cup

grocery stores and even the Staples

Arizona, Village Coffee Roastery offers many

of coffee. The beans are from some of the

catalogue, this deep, dark roast is robust

varieties of coffee for the coffee lover in the

best coffee regions in South America and

with a rich flavor and brilliant aroma that

office. The chemical process by which it roasts

Ethiopia. From blends to rich espresso, there

make this an office favorite.

its beans allows for maximum flavor. The

is a coffee bean for everyone at the office.

starbucks.com

Roastery calls it an art, and for those of us

Multiple Valley locations

who buy its coffee, we know it to be true.

presscoffee.com

8120 N. Hayden Rd., Scottsdale villagecoffee.com

SEPT. 20 1 7

46

INBUSINESSPHX.COM

The Mulliner Brand H.J. Mulliner & Co. was a well-known British coachbuilder that went through several ownership changes over the years since 1909 and, in 1959, was sold to Rolls-Royce. “Mulliner” is now the personal commissioning department for Bentley.

Photos courtesy of Bentley (top), Press Coffee Roasters, Starbucks, Village Coffee Roastery (bottom, l to r)

Confidential

SEPT. 2017

IN BUSINESS

Dos & Don’ts to Protect Business

This is a fast and nimble SUV. With a 0 to 60 in only 4 seconds, the Bentayga is meant to truly impress. If you can have it all, this is a must-have with its 6.0-liter engine that accelerates to a top speed of 187 mph — making it the world’s fastest SUV. The advanced 12-cylinder engine also is so technologically advanced that it claims a 21.6-mpg fuel consumption and features the first-ever combination of direct-injection and port-injection technologies in a production engine from Bentley. It switches between the two to deliver the most efficient performance. The technology introduces the latest twin-scroll turbochargers, engineered for optimum response and thus removing any hint of turbo lag. While powerful and sporty, this is a sports utility vehicle — living up to other all-terrain, all-purpose SUVs in every way — but with the most luxury of luxury vehicles. It has Mulliner (the British coachbuilder) Driving Specification fitted as standard and a choice of more paint colors than any other SUV. Bentayga brings together outstanding performance and unparalleled levels of luxury on and off road. Bentayga includes a full leather-trimmed interior with a choice of 15 standard colors for


BY RAEANNE MARSH

MEALS THAT MATTER

The Crêpe Club: Fare with Flair If a visit to Paris seems out of reach for a weekday lunch, it’s time to expand lunch options to a small salon at Biltmore Fashion Park. Open there a little more than a year after expanding from its origins as a popular food cart on the ASU Tempe campus, the crêperie keeps that casual vibe with its walk-up-to-order counter. Crêpes are the family pride for the restaurant’s owners, three Syrian brothers whose family lived for a time in France — where crêpe-making became a bit of sibling rivalry — before immigrating to the United States. And co-owner Fares Tarabichi says it was a highlight of his recent return visit when he “spun crêpes under the Eiffel Tower” with a local crêperie. Cheerful and elegant, the space offers a small taste of France in more than the menu, with an ambience built around a model of that famed tower and music en français in the background. Inside seating is limited, but in good weather there’s always the option to take lunch outside to the mall’s central courtyard. The menu offers crêpes in two sizes (regular and mini) and many guises. One hearty lunch choice is the Mediterranean Chicken, the crêpe folded in layers around a generous filling of chicken and mozzarella cheese with sundried tomato aioli and a modest hint of garlic. Another is the Smoked Salmon Crêpe Wrap — the Tarabichis’ play on the burrito — with an incredibly

fresh-tasting filling of smoked salmon, mixed greens, capers and a pesto mayonnaise. The crisper dessert crêpes vary from the Crème de Lemon, with a filling made of lemon juice, sugar and butter, to the “PBH,” filled with peanut butter, bananas and honey. It’s not all crêpes, though — there are also quiches, croissant sandwiches, salads and paninis. Sauces are house-made, and the menu is updated every couple of months based on customer input and seasonality of ingredients — not to mention creative experiments such as crêpe chips. “Innovating is a fun part of the business,” Tarabichi shares. Another plus for weekday lunch: Service is quick once the order is placed. Notes Tarabichi, “We made our bones on the ASU campus serving students in the crowd rush between classes.” The brothers still serve on the campus, although now from a brick-and-mortar location, and have a third location in San Tan Village in Gilbert.

Carved roast turkey, avocado, basil mayo, lettuce, tomato $8.95

The Crêpe Club 2502 E. Camelback Rd., Phoenix • ​(602) 956-0087 (pictured) 2268 E. Williams Field Rd., Gilbert • (480) 686-8333 550 E. Tyler Mall, Tempe (ASU) • (480) 965-3454 thecrepeclub.com

A Taste of … Photos courtesy of The Crêpe Club (top and far left), Marigold Maison (bottom)

TURKEY AND SWISS CROISSANT

With a slight alteration to the adage: Diversity is the spice of life. And spices are a cornerstone of culinary diversity among cultures. Here are some of our favorite ethnic eateries.

Barrio Café

Café Lalibela

Marigold Maison

Since 2002, Chef Silvana

Authentic Ethiopian fare at a

Sandwiched between chain

Salcido Esparza has been

family-run restaurant that has

fast-food joints, Marigold

celebrating regional Mexican

garnered numerous awards in its

Maison’s small quarters offers

favorites with such flair that

20 years here. The spongy injera

exceptional Indian cuisine that

she’s put Barrio Café in the

(the national bread) makes

includes favorites of North and

Zagat Guide. Closed Mondays.

almost everything finger food.

South India.

2814 N. 16th St., Phoenix

849 W. University Dr., Tempe

4720 E. Cactus Rd., Paradise Valley

(602) 636-0240

480-829-1939

(602) 795-0020

barriocafe.com

cafelalibela.com

marigoldmaison.com

Other cultures and ethnicities around the world have their own distinctive version of the pancake. To name just a few: Russian blini, Jewish blintz and Dutch poffertjes.

STRAWBERRY “SHORTCREPE” Fresh strawberries, whipped cream, crumbled Biscoff cookie Mini $4.85 Regular $7.95

20 1 7 47 SEPT. INBUSINESSPHX.COM


SEPTEMBER 2017

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

HOW TO ADVERTISE

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

Interested in marketing your business

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

or service direct to our readers?

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

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

Marketplace is open for business.

marketplaceads@inbusinessmag.com.

The latest business news on inbusinessmag.com and on twitter @inbusinessmag

Follow us to build your small business /inbusinessmag

@inbusinessmag

Activate Human Capital Over the last half century, college textbooks on management have taught the importance of valuing the human assets of a business, and they have also focused on how to effectively and appropriately manage those assets. And yet, we look around and rarely see it practiced. In Activate Human Capital, author Richard N. Morrison outlines the eight People-Focused Principles of Management, and he explains them in terms of the values that motivate people to want to do the work given to them. And even more, he shows how these values will actually get employees to initiate their work because they will see how it contributes to the overall purpose of the business. Each principle-such as giving people a purpose, communicating widely, accommodating change, creating a culture of worth and hope, and rewarding performance, to name a few-is linked to a component of human fulfillment, and then through research, personal experience, and shared stories, Morrison discusses how to activate each principle and demonstrates what it should look like in the workplace. Eight simple principles can help enhance all business relationships and improve efficiency, productivity, and profitability-if only managers are willing to change. People-focused management has been done, is being done, and will be done increasingly more often as more business leaders comprehend the potential in this empowering form of leadership. When employees feel valued, respected, encouraged, and fulfilled, they will work harder and be more invested in their work-and in

Richard Morrison Founder and Author Activate Human Capital

the success of the business.

To learn more visit www.ActivateHumanCapital.com/book 48

SEPT. 2017

INBUSINESSPHX.COM


GLOBAL CHAMBER

®

Global Chamber® Events

SPRING 2017

phoenix.globalchamber.org/events

SEPTEMBER 12 8:00am at Polsinelli in Phoenix

Legal Update International Trade SEPTEMBER 16 11am in Scottsdale

Global Career Roundtable SEPTEMBER 26 3pm in Scottsdale

Global Chamber Phoenix Advisory Board SEPTEMBER 28 8am at Squire Patton Boggs in Phoenix

Women in Global Leadership

Spotlight Event OCTOBER 2 3pm at Skysong

Grow Globally Fair Phoenix

Inside this Section

Are You Serious? Really, Are You Serious? by Doug Bruhnke, CEO and Founder of Global Chamber®

Are you serious about growing your business to other cities besides the city where your headquarters are? We all Melissa Sanderson of Freeport McMoRan at understand the transition of going from Export Roundtable, Phoenix selling across the street, to down the street and then well beyond. Whether it involves country borders or not, it can get complicated. It used to be that a guy with a suitcase was enough to make it all happen. I used to be that guy ... I know ... it worked. But it doesn’t work anymore, at least not optimally. Today, that guy or gal must be connected to a network that provides the resources and connections needed to grow — what we call the global tribe. Our Global Chamber® network leverages the collective knowledge, experience and connections of the global tribe to assist with selling here, there and everywhere. Lone wolves certainly survive in the wilderness, but why do it in today’s business world? Be more productive, grow more quickly — join the tribe and be global and UNSTOPPABLE! Get serious about growth.

Multi-Metro Events

by Cesar Trabanco, Business Services Manager at Global Chamber®

2 4 5

Translation Equivalency and Effective Foreign Communications

6 7

Member Success Spotlights

8

Don’t Ignore These 10 Things as You Grow Mentor on Road Meets Global Chamber

Practical Suggestions for SMEs Working with Academic Institutions in the R&D Space

YSEALI, Global Chamber and Being Global and UNSTOPPABLE

Global Chamber® hosts three or more multi-metro events per month to help our members connect with opportunities in their metro area and well beyond. Often, connections in other metropolitan areas can be challenging. We make it easy in a variety of ways. Multi-metro events help companies bridge the wide gap between connections in their city and connections in cities around the world. We’ve ramped up our activities to help members grow their knowledge and connections, to grow their business. And so, expect to see panels of business leaders together — but one will be sitting in Mumbai, another in San Francisco, one in Phoenix, etc. This enables members to more easily tap into new ideas, business leaders and opportunities. Multi-metro events make it a small world! One example of a recent event was Women in Global Leadership, having a theme we often emphasize because women fill far fewer than 50 percent of the C-level seats on global companies. In fact, we have learned that only 7 percent of executives at U.S. tech companies and only 15 percent of board members of U.S. companies are women. And more than just facts, we heard in that meeting about how these women leaders have overcome challenges and face still more every day. It helps to understand, discuss and deal with it, together. You can be a member of Global Chamber to attend these multi-metro events for free and to connect to new opportunities in your metro and well beyond, in 525 metro areas everywhere! And as a member, you are assured we’ll keep you up to speed on topics of interest, and often weave you in some way — locally or globally. Reach out to me for information on our multimetro events, becoming a member of the global tribe, or anything on your mind. globalchamber.org GlobalChamber.org

1


Translation Equivalency and Effective Foreign Communications by Tatiana Shcherbinina, President at Ruspan Communications Group

The success of any international company depends on how well its message is communicated across borders and languages to its employees, partners, clients and customers. High-quality translations are, therefore, of paramount importance. This article makes an attempt at defining high-quality translations and provides recommendations for clients of translation service companies to make sure that their communications in a foreign language are effective by utilizing certain methods and tools before, after and during the translation project. From the business point of view, achieving high-quality translations means finding professional linguists, translators, subject matter experts, etc., and organizing the translation process itself. From the linguistics point of view, a high-quality translation means achieving a high degree of equivalence between the original text and the translated text. Five Levels of Translation Equivalence

But what is equivalence and how do we measure it? Is it a literal, word-for-word translation of the original message? Is it a translation of the concept behind the original message? How do we find the proper equilibrium between words, ideas, culture, context and experience to impact the recipient of the translated text equivalently? Below is my summation of five levels of equivalence between original and translated texts as proposed by Pr. Komissarov in his book from 1973, A word on translation. At the first level, we achieve equivalence only in relation to the purpose of the communication by translating the idea behind the words. Everything we say has a purpose. We use words to describe something, state facts, establish contact, express emotions, prompt an action or a reaction from the recipient, etc. Sometimes, we can translate a sentence word for word, and on this level it will be equivalent to the

2

Global Chamber®

Arzhana Matova (left) and Olga Yakunina, Russian Fellows at Global Chamber

original. However, it may not achieve the purpose of the communication, or may even seem meaningless to the recipient. English phrases like “Perhaps there is simply some bad chemistry between them” or “She had her nose in the air” are nonsensical in many languages when translated literally. In such cases, the translator needs to translate the idea behind the message to achieve the equivalence. At the second level, we achieve equivalence both in relation to the purpose of the communication and the extra-linguistic context or situation. Any text contains information about something related to some real or imaginary context. However, this context is often very complex and is usually related to the culture and experiences of the people involved in the communication. The same situation can be described in many different ways, and sometimes people of one culture have a preferred way of describing a particular situation. For example, “We locked the door to keep thieves out” would sound absurd translated word for word into Russian, as in Russian one says, “We locked the door as not to let thieves in.” Or, instead of saying “Wet paint,” Russians say, “Be careful! It’s

painted.” Every language also has its realia, or words and expressions so culture-specific that they can require an explanation to provide the context necessary for achieving the purpose of the communication. At the third level, equivalence is achieved in the method used to describe the situation in addition to the purpose of the communication and extra-linguistic context. In this case, the situation is described using the same attributes and concepts. At this level, however, we still might not achieve the lexical (word-for-word) equivalence or the syntactical (grammatical) equivalence. For example, we can translate the sentence “Because of scrubbing the floors my mood worsens,” as “Scrubbing makes me cranky.” We change the grammatical structure, we change the word choice, but we leave the cause-and-effect relationship, and the concepts stay the same. At the fourth level, along with the first three components of the content, we also achieve equivalence in the syntactical (grammatical) structure of the original text. The total number of sentences is the same. Correlated sentences are of the same type,


have the same location in the text, and keep the same order of main and subordinate clauses. A simple example is “Apparently, he was very interested in math” translated as “Seemingly, he was very interested in math.” The sentence structure is the same; the words are slightly different. The fifth level of equivalence is characterized by the maximal degree of proximity between original and translation. Finally, added to all of the above, is the greatest possible achieved equivalence at the lexical (word) level. Individual words, as the main units of language, contain much information, and sometimes it’s not possible to relay all this information with the nearest “equivalent” word of a foreign language. For example, there is only one word in Russian that serves as a translation for both butter and oil, so unless we specify we may lose or add meaning and lessen equivalence. Communication is only effective when the recipient gets the same message the speaker intended to send. Any message is comprised of words having certain cultural meanings, organized in a definite way, describing an established context, and having a precise purpose for communicating it. Factors that Predetermine Equivalence

As with any project, we define the results we want to achieve before beginning. Thus, any translation starts with analyzing the source text. It’s necessary to stress that, if the source text is ineffective, translation will not improve it, and the target text will be equivalently ineffective. In addition to determining the target audience of the text (age, professional background, etc.), it is important to understand the type of text it is, e.g., is it a technical document or an advertising campaign? Different types of texts and their target audience will also, to a certain extent, predetermine which level(s) of equivalence might be employed. In certain cases, it is better to strive for the maximal degree of proximity on all levels of the text (legal and technical documents). In others, it is better to start with the purpose of the communication and try to achieve the highest equivalence at

this level (advertising materials). Only a professional translator can recognize all of these challenges and embrace them, ably serving as the link between different languages, cultures, people and minds. How a Client Can Ensure Equivalence

Pre-translation. For the business executive, choosing the proper translation company, and thereby positively affecting the degree of equivalency, can be difficult. Using Komissarov’s method outlined above, however, that executive may begin a dialogue with a translation company representative on the subject of equivalency and how to achieve it, which should lead to consideration of the translation process and, in particular, the system of checks and balances employed. Here, we are primarily speaking of the quantity of translators, linguists and others checking and rechecking the text, and then the quality of these same people. If asked, a translation company should be able to provide some information regarding its people’s educational background, experience in translation, command of languages, experience living in the countries whose languages they translate both into and from, specialized knowledge of different industries, and whether they are members of any professional associations. For most businesspeople, this type of common sense approach in choosing a company before the work begins represents the bulk of what must be done to attain high enough equivalency. Talk to as many companies as possible, ask even a few good questions and, based on the answers, decide who seems competent and trustworthy. Translation. Once a contract has been signed and the work has begun, in the “during” stage of a project, most executives will want to trust their own decision and the company they chose. I’m reluctant to challenge the wisdom that one hires the best and then gives them room to work, especially under deadline. If one does want, however, to be more involved in the process, begin by providing quality glossaries and your company’s previous translations, to assure consistency

with your brand and message. Then, you may want to hire a third-party linguist to review the documents, or even employ two separate teams of translators and proofreaders and have their work compared and reconciled by a third team. No two translations are the same, and their differences do not necessarily equate to mistakes. Another tool available to you to ensure equivalency is back translation, when the translated text is translated back into the source language and again evaluated for discrepancies. Post-translation. When clarity and equivalence are of utmost importance, companies perform cognitive debriefing analysis of the final version of the translated text, during which five or more representatives from the foreign target audience are interviewed, to determine whether the intended effect was achieved. In the case of ambiguities, the text with comments from the respondents is sent back to the linguist for revision. Ideally, this is the best way to assess equivalency and equivalent impact. Of course, this analysis requires additional time and resources. Conclusion

The degree of equivalence between the original text and the translated text defines high-quality translations. Linguistically, equivalence between the texts can be achieved at, at least, five different levels. As a client hiring translation service providers and desiring translation equivalence, you can employ certain methods before, during and after the translation process to assure yourself of its equivalency. If you ever feel like your message isn’t getting through, reach out and talk to a professional, who can look at your various materials and offer an analysis. Don’t let misunderstandings between languages and cultures be the cause of suboptimal business performance. Ruspan Communications Group is a language company located in Scottsdale, Arizona, offering world-class translation, document preparation and copywriting, among other services, to companies that value quality and precision. www.ruspan.com

GlobalChamber.org

3


Don’t Ignore These 10 Things as You Grow by Samrah Azam, Executive Director at Global Chamber® Islamabad

Samrah Azam is an international business consultant and is executive director of Global Chamber® Islamabad. In addition to her work with Global Chamber, she provides HR consultancy, business improvement solutions and training modules for different corporate sectors. Working as an executive director at Global Chamber, with combined technical and commercial insight to craft strategy, uncover growth opportunities and expand market share, she is a global management specialist and helps companies and communities grow locally and globally. As the executive director of Global Chamber Islamabad, she works with member and sponsor companies throughout the Islamabad and the North Regional area of Pakistan to help them grow regionally and globally more successfully. Azam is committed to helping companies and investors obtain knowledge and make connections that will help them be more successful across the border. She manages members and sponsors for Global Chamber Islamabad, plans local Global Chamber events and facilitates global business connections. Connections to opportunities are important — in Islamabad, Idaho and Istanbul. 10 Things You Can’t Ignore While Expanding Your Business

1.

2.

What markets will be the best for my product or service? What are the best targets in each of those — who are they, which market segments, which title at the company? Target them. What are your unique strengths and value proposition? Understand and leverage those to determine the best markets, and then develop plans to enter them.

3.

What are the local taxes, duties and other costs of doing business in new markets? Consider their impact on your growth and find ways to reach customers effectively and productively. 4. What are the advantages you can get from local and regional agencies like CPEC in Pakistan? Every region has groups that can help, and Global Chamber collaborates with everyone. 5. What is the Information you’ll need to share with local authorities as you grow beyond your region? Be sure your administrative activities are covered as you grow. 6. What are the operational costs to meet International standards? As you grow into new markets, different needs emerge, and your product or service — and the delivery — will need tweaking. 7. What distribution method should you use? Direct and indirect sales methods should be considered and then managed effectively once a decision is made. 8. In addition, what online distribution channels are available for your business? Are they applicable? Consider expanding online in today’s world and taking advantage of technology. 9. What security protocols should you consider? Manage risk as you grow regionally and globally, and consider what can go wrong so that you can avoid issues. 10. Which warranties are required according to the regional markets segments? Be sure to handle service of your product or service end-to-end. Critical next steps include setting the pricing model in new markets. Contact Global Chamber for advice and resources as you grow across the region and, even more importantly, as you grow across borders. Ultimately, you’ll need to decide your pricing through feedback from local people in local markets. You should be considering expenses relevant to ongoing introductions, registrations and renewals of regional licensing costs. You should be considering hidden costs of taking your local business to other markets, and speak to us so that we can help reduce the mystery and surprises.

4

Global Chamber®


Mentor on Road Meets Global Chamber by Doug Bruhnke, CEO and Founder of Global Chamber®

This past summer, Global Chamber® featured Jagat Shah, the so-called “Mentor on Road,” in several programs across the United States, at which he discussed business opportunities in India. His targets were startup companies, women entrepreneurs and small and mediumsized enterprises (SMEs). The programs were presented throughout the summer and will continue through September, and discussions have covered 20 business sectors, including digital India, smart cities program, skill India, clean tech, fintech, biotech, etc. The intent has been to connect companies to Indian businesses and grow trade. The visits have been part of a 24-state, 32-city, 78-day, and 9,601-mile tour of the United States to connect with entrepreneurs and executives on new business opportunities between the U.S. and India.

We are pleased to announce that Jagat Shah of Mentor on Road has joined Global Chamber as executive director of our new chapter in Ahmedabad, India. The alignment between missions couldn’t be more perfect! Watch for Jagat Shah’s visits around the world, and the growth of our chapters in India. About Mentor on Road

In past 23 years of his career, Jagat Shah has worked on international market and investment strategies with Indian, American, Canadian and European companies and governments. Through his economic development agency, he has worked with a cluster development approach on small and medium enterprise (SME) competitiveness and poverty elimination with several governments and the private sector in 20 countries: India,

Jagat Shah at Global Chamber® Ahmedabad

U.S.A., Canada, Brazil, South Africa, Senegal, Kenya, Tanzania, Uganda, Sweden, Finland, Germany, Serbia, Croatia, Italy, U.A.E., Oman, Ras Al Khaimah, Bangladesh, Afghanistan, Brunei, Indonesia, Singapore, Malaysia, Cambodia and India. He contributes to these efforts from his head office at Ahmedabad in Gujarat, India. Beginning in August 2017, he and his team are ramping up Global Chamber Ahmedabad, working with our existing chapters in India led by Vinod Bhimrajka and his team members. Global Chamber is growing, and our team of Jagat, Vinod and other global leaders in India is a wonderful conduit for your business to understand and capture new opportunities.

GlobalChamber.org

5


Member Success Spotlights by Alexandra Verhein, Marketing Intern at Global Chamber®

Global Chamber® has started a series of weekly articles about our chapters around the world, and one of the recent ones was on Jeffrey Campos, executive director for Global Chamber® Denver, Colorado, USA. We spoke to Campos about why he joined Global Chamber and what inspires him to help members and collaborating organizations to succeed. “Global Chamber protects and furthers the members’ interests by improving the business climate in their city, metro, region and globally,” says Campos. “We do that by helping each member succeed — through connections, information, education, trade missions, whatever it takes to further their progress. Every organization has unfilled opportunities, and for those that are open to growing, we discover those and help fill in what’s missing to support their business growth. “I joined the Global Chamber team after visiting an event in another city and watching how companies were connecting to opportunities right there, live. That’s powerful because companies always have gaps and can benefit from even one more great introduction — to a partner, customer or service provider.” Campos has been steadily building Global Chamber Denver to advance the success of each member. One favorite recent success story is Lynx Global Intelligence, which has ties to Arizona State University — its founder is an alumnus! Lynx joined our global tribe to make more global connections and gain assistance in two areas: an upcoming Cuba Trade Delegation and pineapple seeds. What a combination, right? Our members are involved in just about everything related to global business! Campos met with Lynx and discussed options for the growth of its business project and to discuss how Global Chamber could help it. The results in its two main areas of interest helped Lynx make connections, gain exposure and solve its needs regarding pineapple seeds. On Cuba, Campos and Global Chamber made introductions to connect organizations to Lynx in order to explore new business opportunities. Along the way Global Chamber New Orleans

6

Global Chamber®

Global Chamber®

Global Chamber Phoenix and Tucson Jeff Campos

Chairman/CEO Sponsors Alliance Bank of Arizona

introduced the Lynx team to a person at the Port of New Orleans to help guide them to opportunities in Cuba for its exporter clients. Campos and his Global Chamber chapter in Denver hosted a multi-metro, virtual and landbased “Why Cuba” Trade Delegation event that exposed interested business leaders in Denver, Phoenix, Chicago, Miami — and worldwide — to Cuba business opportunities. Lynx was also featured in a podcast at a regional radio station where their CEO discussed business and opportunities in Cuba. Regarding the business of pineapple seeds, Lynx needed to find a reliable producer of MD2 pineapple seeds in Central America to source for a partner in East Africa. Global Chamber connected Lynx with a pineapple genetics organization in Central America that works with the MD2 seeds, which was a perfect fit. Unusual? Sure. But every member has a unique set of requirements that we seek to understand and then help where we can. “We welcome organizations to join Global Chamber because our team cares, asks questions and can help — not just locally, but regionally and globally,” says Campos. “The connections we have, particularly in other metros, is a unique asset for companies to tap into — to learn and to grow. Working as executive director of Global Chamber Denver has helped me help our members be more successful, and that helps people and our community.” Watch our space here in In Business Magazine and social media to see more success stories from around the world of our members having an impact, growing business and being global and UNSTOPPABLE!

BMO Harris Bank Polsinelli Squire Patton Boggs Thunderbird School of Global Management President Sponsors Bank of America BBVA Compass Bank InWhatLanguage Tiffany & Bosco Wells Fargo Bank Special Global Advisors Charles Bruce, Johnny Rockets, The Original Hamburger Hank Marshall, UK Honorary Consul in Arizona Melissa Sanderson, Freeport McMoRan Kiyoko Toyama, Japanese Friendship Garden Michael Patterson, Polsinelli Don Henninger, DH Advisors, Global Chamber Lee Benson, Able Aerospace Services Committees Visit Phoenix.GlobalChamber.org Contacts CEO/Founder: Doug Bruhnke, doug@globalchamber.org Business Services: Cesar Trabanco, cesar@globalchamber.org General Manager: Yvonne Luker yvonne@globalchamber.org


Practical Suggestions for SMEs Working with Academic Institutions in the R&D Space James Casey, Attorney at Casey Consulting LLC and Member of Global ChamberÂŽ

Small and medium-sized enterprises (SMEs) need every edge they can muster to fund their growth. This article addresses several ways SMEs can approach academic institutions for funding. The research and development (R&D) funding climate in the United States can be challenging. Federal R&D appropriations for the next fiscal year are still under development and the current U.S. President has made comments about significant reductions in some agency budgets. State, foundation and non-governmental organization (NGO) grant giving is also in a state of flux, largely because of the federal situation. In past years, a decline in federal funding for research has generally led universities to increase applications to foundations and private companies. Funding in the international space also remains in a state of flux, although the European Union Horizon 2020 Program (ec. europa.eu/programmes/horizon2020/) has made progress in opening opportunities to U.S. universities. It has also sought to streamline the administrative processes for grant submissions and contract negotiations. While contract negotiations between an SME and a U.S. university may be contentious in some cases, extra patience is required when building collaborations, writing grants or negotiating contracts with non-U.S. partners. The above context means that SMEs must expand their portfolios of research and grant funding by increasing collaborations. Here are some practical suggestions for SMEs working with academic institutions in the R&D space, internationally and domestically, to be more successful in gathering funding for their growth, whether the SME is the prime or the sub contractor. Mission and Communication. SMEs have different missions than universities. SMEs want to survive and grow in their share of the economy, while universities want to create and disseminate knowledge.

While their missions may differ, SMEs and universities collaborate daily on short-term and long-term projects. Short-term projects have their place, but for long-term growth, long-term collaborations are necessary. University faculty wish to write and disseminate papers, and, increasingly, want to become entrepreneurs through the licensing of intellectual property and the creation of startups. IP and startups are fertile ground for collaboration and the creation of additional knowledge and wealth. When parties are looking to collaborate, they must be clear to each other as to what their goals are in pursuing this partnership. It is also critical to discuss early on any background IP (intellectual property previously created) that will be brought into any potential partnership (thus creating foreground IP during the project, one hopes). This requirement for necessary and honest communication in the beginning is more critical in the international space, where culture, language and time zone issues make international collaboration even more challenging. For more information on the core elements of international research collaboration, see the following workshop report, of which I served as co-chair, available for free PDF download from the National Academies Press: bit.ly/examining-core-elements Scope of Work. In developing a project with a university, the SME should craft a very specific scope of work on the programmatic side that is matched with a precisely drafted budget. This is especially true if your company and your university partner are applying for SBIR or STTR funding from federal agencies. Agreements. In negotiating researchrelated agreements with universities (teaming agreements, IP agreements, subcontracts, material transfer agreements, etc.), it is important to realize that there are certain contractual provisions that require care and attention. This cluster includes intellectual property, choice of law (very critical if you

James Casey

are working with a public university), liability and indemnification, arbitration (critical also for public universities), insurance, and export controls (if applicable). These contract clauses also require additional attention at the international level, because many foreign universities or partners do not have similar provisions. The U.S. export control regime is certainly “foreign� to many non-U.S. universities! As with any international contract or grant, patience on the U.S. side is required. In conclusion, there are many opportunities for SMEs to partner with universities, whether in the United States or abroad. The best way to succeed with such partnerships is to have the following: 1) clear communication between the SME and university, including the critical discussion of what each party wants to achieve through the partnership, and whether any background IP or confidential/ proprietary information will be brought to the collaboration; 2) a well-written scope of work and matching budget that reflects the solid understanding(s) of the parties; and 3) work on the specific agreements with recognition that troublesome contract clauses may delay or scuttle a potential collaboration. In the end, more work accomplished up front is infinitely preferable to cleaning up problems on the back end, and so proceed carefully and accordingly. GlobalChamber.org

7


YSEALI, Global Chamber and Being Global and UNSTOPPABLE by Nia Febriyanti, Product Manager of Danamon Bank and Global Advisor at Global Chamber® Jakarta

My wonderful journey in the United States began when I got selected as one of the Indonesian “fellows” to have my professional fellowship program by the U.S. State Department and American Council through their program called YSEALI (Young South East Asia Leaders Initiatives). This remarkable program connects businesspeople from South East Asia to companies in the U.S. for work and exchange assignments. I had a truly wonderful experience at Global Chamber® – USA. Located in Scottsdale, Arizona, Global Chamber is a thriving and collaborating community of CEOs, executives and leaders in 525 metro areas taking on global business. Global Chamber is the only U.S. firm that has taken more than one fellow at a time, and now through mid-2017, Global Chamber has taken in six fellows! My professional background is with one of the biggest financial institutions in Indonesia, and, in particular, I work at the 6th largest bank in the region. I have connections with many business practitioners in my country, and so Global Chamber is a perfect match to advance my skill and knowledge as well as networking to support the economic empowerment and global business activities, especially between Indonesia and the United States. At first, I thought it was going to be hard for me to adjust with the people of the organization. In fact, it was the opposite, as everyone involved with Global Chamber, including the members I met, were supportive, kind-hearted, energetic, full of fun, passionate and professional. It all made it easier to get involved, communicate and share the ideas with the people and its activities. During my professional fellowship program in Global Chamber, I had great opportunities to meet many key people in banking finance, international trading, global business and government. I have learned about so many opportunities that Indonesia and the United

8

Global Chamber®

Nia Febriyanti

States can build and implement in the near future. I had discussions with people from BMO Harris Bank, several leaders from the private sector, and it was my great pleasure to meet and discuss ideas with Mayor of Phoenix City, Greg Stanton. The remarkable experience only happened with full support from the CEO of the Global Chamber, Doug Bruhnke, and the assembled headquarters and global team. The global team is truly professional and passionate to grow and build a global business tribe. They have assisted me to get involved in international discussions with chapters of Global Chamber all around the world. They have supported me to give presentations in front of strategic and key persons during the fellowship program. They have succeeded in making me part of the Global Chamber big family and change our world in a very positive way to support crossborder business. I learned a lot not only about global business, but I also gained new insights about exchange of our culture, communications, organizational value, tolerance, working and

support for each other in a solid team. These were all great lessons learned that I wouldn’t have had at any class in the university. Another great experience was when my outbound project was selected by the U.S. State Department and the American Council to be fully funded, and it allowed the CEO of Global Chamber, Doug Bruhnke, to fly from the United States to Jakarta, Indonesia, and nearby to share his skills, knowledge and tremendous experience in international workshops, which included members of HIPMI (Himpunan Pengusaha Muda Indonesia) – Indonesia Young Entrepreneur Association, University students and business practitioners. From those meetings and discussions, Global Chamber Jakarta was born. This constructive collaboration will strengthen the relationship between Indonesia and the United States for economic empowerment, growing business and growing relationships. Through this exchange, I truly learned the power of the Global Chamber motto: Be Global and Unstoppable!!!


FALL 2017

UNITING, STRENGTHENING, AND ADVANCING ARIZONA’S NONPROFIT SECTOR. ARIZONANONPROFITS.ORG

The Alliance of Arizona Nonprofits is an action-oriented group of partners across Arizona — both nonprofits and those in the community who support them — dedicated to uniting, strengthening and advancing Arizona’s nonprofit sector. The Alliance envisions an Arizona where all nonprofits are valued, empowered and thriving.

CONTENTS

p. 2 St. Vincent de Paul: Breaking Ground, Celebrating Community p. 3 Board Member Spotlight: Shelley Cohn p. 4 Who Has Time for Advocacy? p. 5 The Nonprofit/For-Profit Connection: ICAN and Intel p. 6 Growing Stronger p. 7 How Can Businesses Help Nonprofits? p. 8 Impact of Minimum Wage Law on Nonprofits

Moving from a Bored Member to a Board Member As a young professional 10 years ago, I was so excited to join my first board. It was one of those board positions that you just inherit when you get promoted, but you really have no clue what they are doing or why you should care. In my case, it was a city board for workforce development. My only training was a day-long session on Robert’s Rules of Orders. But, I did get to visit the City Council to be appointed and received a cool pin to wear to meetings. Needless to say, I really had no idea what my role or responsibilities were, and I was completely disengaged at bored meetings … or should I say board meetings? No, they really were bored meetings for me. Fast forward through my career working in associations, chambers and nonprofit organizations, and I have definitely witnessed my share of extremely dysfunctional board meetings. Meetings where we spent 60 minutes trying to figure out the date for the next board meeting; meetings that included yelling and storming out by board members; meetings where staff compensation was hotly debated with staff in the room; meetings where everyone approved the financials but most hadn’t looked at them; and must I go on? I realized later that the dysfunction came from a lack of understanding of what the board’s roles and responsibilities were and how they best matched the particular lifecycle stage of the organization. It wasn’t until I joined a well-run nonprofit board that I realized it didn’t have to be that way. On that board, I was vetted, educated and oriented to my role as a board member. The board also held each other accountable in our roles of stewarding the mission of the organization. At the Alliance, we take seriously the value of making sure board members are informed before joining a nonprofit board through our Business on Board and Community on Board programs. In this training, we go over the role of nonprofits in our community, as well as the fiduciary, legal and fundraising roles of board members. We also talk about how different types of board members are needed as a nonprofit navigates through the startup, early growth, late growth, maturity and potential turnaround stages of their lifecycle. I encourage you to thoughtfully consider your current or future role as a board member of a nonprofit organization. It is truly a critical piece of the success of the work the nonprofit is doing in our communities. It is an opportunity for an incredible partnership, working with the executive director and their team, to make an impact. And, remember, we are here to help you along the way. Be sure to visit our website and click on “Connect with the Sector” to learn more. Kristen Merrifield, CAE Chief Executive Officer Alliance of Arizona Nonprofits

1


ALLIANCE OF ARIZONA NONPROFITS

ALLIANCE OF ARIZONA NONPROFITS BOARD OF TRUSTEES BOARD CHAIR: Kelly McCullough R Kids/R Entertainment VICE CHAIR: Sonia Perillo Audubon Arizona with the National Audubon Society

Breaking Ground, Celebrating Community by Shannon Clancy, Associate Executive Director & Chief Philanthropy Officer, Society of St. Vincent de Paul On May 12th, nearly 200 community leaders, donors, volunteers, staff members and other special guests gathered to celebrate a milestone event in the Society of St. Vincent de Paul’s history — the first groundbreaking on a new building on the campus in more than 25 years. The event celebrated the first step in the construction of a new building that will house a relocated and expanded Ozanam Manor, the organization’s transitional shelter for older and disabled adults, as well as outreach programs for homeless and working poor individuals and families. The capital effort will also allow for the expansion of the medical and dental clinic and significantly increase food production in the organization’s innovative urban farm. To date, more than $15 million has been raised to support the $16-million campaign goal. It was a morning of joy, hope and gratitude — proof of all that is possible when a community comes together to care about each other and lift one another up. Executive Director Steve Zabilski honored campaign donors, several of whom made significant commitments to support the project. Many donned hard hats and shovels to symbolically turn the ground that will become the hope and transformation of the people St. Vincent de Paul serves for many years to come.

2

St. Vincent de Paul’s enhanced campus will increase the organization’s ability to feed, clothe, house and heal those who are struggling in our community. Building on existing strengths and expanding collaborations with community partners, St. Vincent de Paul not only will serve more people but also will address some of the physical, economic and emotional barriers that prevent people from rebuilding their lives on their own. “We have been truly humbled by the community’s generosity and support that will allow us to serve more people who have nowhere else to turn for help,” said Associate Executive Director, Shannon Clancy. “We have now begun a second phase of our campaign to create a $5-million endowment to support our continued work, launched by a $1-million commitment that will match all endowment gifts dollar for dollar that are made by December 31, 2017. We are blessed to live in such a generous, compassionate community that opens their hearts to those in our community who need a helping hand and a warm embrace.” For more information about how to be part of this special community-wide effort or to share your gifts and talents as a volunteer to help feed, clothe, house and heal at St. Vincent de Paul, please contact Shannon Clancy at 602-261-6893 or sclancy@svdpaz.org.

SECRETARY: Ellis Carter Carter Law Group, P.C. TREASURER: Ron Stearns CliftonLarsonAllen

Shaylinn Aleman Arizona College Access Network (AzCAN) Pam Gaber Gabriel’s Angels Karl Gentles Back to School Clothing Drive Len Gutman American Heart Association/ American Stroke Association Donnette Hermes Cortney’s Place Kristen Merrifield, CAE Alliance of Arizona Nonprofits Amy Schwabenlender Valley of the Sun United Way Glenn Wike Arizona Community Foundation


WWW.ARIZONANONPROFITS.ORG

On The Board and In The Spotlight

Shelley Cohn Arizona Community Foundation – Chairman, Board of Directors Desert Botanical Garden – President, Board of Trustees Shelley Cohn worked for the Arizona Commission on the Arts from 1979 through 2005, including 21 years as executive director, where she advocated tirelessly for artists and arts organizations. Since 2006, The Shelley Award, named after her, has been awarded to people who have advanced Arizona arts and culture to create or support public policy beneficial to the arts in Arizona. Cohn consults with the Flinn Foundation on its arts and culture programs and has taught classes in arts entrepreneurship and public policy at Arizona State University. She holds degrees from Arizona State University and Washington University, and completed the Program for Senior Executives in State & Local Government at Harvard University’s Kennedy School of Government. Cohn is chair of the Arizona Community Foundation Board of Directors and president of the Desert Botanical Garden Board of Trustees. She also serves as previous president and current board member of Childsplay, and as the chair of Hillel at ASU’s Life & Legacy giving program.

How long have you served on these boards? Fortunately for me, I have the honor of serving as the board chair of the Arizona Community Foundation and the board president of the Desert Botanical Garden simultaneously. I have also served as a board member for both of these organizations for more than ten years. What drew you to this organization? I am passionate about both the Arizona Community Foundation and the Desert Botanical Garden. These organizations work hard every day to support our community. I personally believe deeply in their missions and the work they do to make Arizona a better place to live for all. Their innovative leadership, passion and dedication from both the outside board members and the internal staff make serving on these boards very rewarding. Both organizations have worked hard to develop the strong infrastructure and systems to continue meaningful and sustainable impact in the community and the state. What would you say is one of the biggest challenges for a businessperson serving on a nonprofit board? I think the biggest challenge over the next five years for the Arizona Community Foundation is supporting the growing needs we see across the state. As traditional funding to support community needs diminishes, the foundation community is being asked to fund more of the social safety net. For the Desert Botanical Garden, it is finding the needed resources to successfully implement the long-term vision and goals of the organization. All organizations, particularly the nonprofit sector, have concerns about their capacity to fulfill their missions, and these organizations are no different. What do you wish you had known before joining the board? Neither of these organizations was new to me. I was quite familiar with the Desert Botanical Garden because I was a student at the Desert Landscaping School located at the Garden; and I served as a member of the Distribution Committee at the Arizona Community Foundation. There have been no surprises in working with these organizations, and I have become more committed to them based on the rewarding work I have had the opportunity to be engaged in.

How did you overcome that challenge and what about the biggest opportunity? Board members are critical assets for these organizations, communicating the needs, aspirations and vision for these organizations throughout the community. They act as advocates by introducing the organization to their network of friends and associates, and they promote the overall impact achieved in addressing many of the most difficult challenges for the community. These board members are also the greatest source of referrals for connecting new members and introducing new collaboration opportunities to support the organizations’ goals. What do you feel your greatest accomplishment has been during your time on the board? Early in my tenure as a board member of the Desert Botanical Garden, I was asked to chair the strategic planning process. This two-year process engaged board members, staff, volunteers and community leaders, and created The Saguaro Initiative, a project that raised $18 million for new exhibits and vital new programs for the Garden. I am proud to say, The Saguaro Initiative successfully concluded recently with all funds raised and all identified projects completed. At the Arizona Community Foundation, I was proud to serve on the Distribution Committee, which became the Philanthropic Services Committee. This committee is responsible for creating the plans to raise new funds and distribute dollars through grants that address vital community needs. At ACF, the expansion beyond traditional grantmaking to include prizes and low-interest loans, and social impact investment extends the reach and distribution of the overall philanthropic dollars. What would you say to someone considering joining a nonprofit board? In talking to people about serving on boards, I always make sure they are well informed about the mission and impact of the organization they are considering joining. It is important they are passionate and feel deeply about the causes the organization is engaged in and that they are clear about their responsibility and expectations as a prospective board member. No organization needs a place-holder board member; they want people who care and take action to further the goals of the organization.

3


ALLIANCE OF ARIZONA NONPROFITS

“Who Has the Time” and Other Questions on Nonprofit Advocacy by David L. Thompson, National Council of Nonprofits Recently, a prominent nonprofit leader told an audience of people from public charities and private foundations: “Nonprofits have a duty to advocate on behalf of the people who have no voice, to demand social justice.” Many nodded in agreement while others waited for him to get onto something they hadn’t heard before. One audience member was heard muttering, “Yeah, but who has the time?” Most of us would agree that nonprofits should advocate, but few nonprofit leaders embrace advocacy as core to advancing their missions, even as bad policies seem to increasingly divert time away from those missions. In a nationwide survey of nonprofits with government contracts and grants, 70 percent of nonprofits in Arizona reported that needlessly complex and time-consuming government reporting requirements is a problem. The result being that the time and aggravation that Arizona nonprofit employees spend on preparing and submitting duplicative reports and forms is greater than it should be. To this problem, the question is less who has the time to advocate than how much time could we save by working with governments to prevent duplicative audits, overlapping and inconsistent compliance procedures, incompatible data collection, and a lack of standardization that inject vagaries into an already complex process. Arizona also ranked poorly in the number of nonprofits that reported government payments are not covering the full cost of services. More than half of Arizona nonprofits also reported that government grants or contracts place arbitrary caps on what they will reimburse nonprofits for their general administrative or overhead costs. Of those, nearly two out of five receive zero reimbursement for these necessary costs, and a whopping 94 percent report that government contracts or grants reimbursed them at a rate of 10 percent or less for program overhead/administrative costs. The usual range of overhead rates for both for-profit companies and nonprofit organizations alike is approximately 25 percent to 35 percent. Yet, governments have historically treated nonprofit organizations differently, imposing arbitrary restrictions on reimbursement rates that undercut their ability to succeed on behalf of taxpayers. Why? The most obvious answer is because nonprofits haven’t effectively advocated for fairness. Unrealistic limits on reimbursement of a nonprofit’s legitimate costs undermine its efficiency, effectiveness and ability to perform vital services on behalf of the government. Worse, current policies on indirect costs force nonprofit employees to spend time raising funds to fill the gaps. So, in addition to the question “Who has the time to advocate?” others to ask are “Why are nonprofits and their funders

4

subsidizing governments? And how much time must we divert from our missions to fundraise for government?” Thanks to the ongoing advocacy efforts of the Alliance of Arizona Nonprofits and others, there is the promise of relief for some of the time- and money-wasting problems plaguing Arizona nonprofits. The federal Office of Management and Budget published Uniform Guidance which now requires that local, state and federal governments hiring nonprofits to deliver services must pay those nonprofits the reasonable indirect costs they incur. If a nonprofit already has a federally negotiated indirect cost rate, that is what the states and localities must pay. Nonprofits that have never had such a negotiated rate will be entitled to an indirect cost rate equal to ten percent of their modified total direct costs. The important news is that nonprofits will finally have the opportunity to get paid for real and necessary expenses incurred at a rate based on the federal guidelines. The OMB Uniform Guidance is a major success story demonstrating the value of nonprofit advocacy. But it would never have happened without nonprofit leaders sharing their stories with colleagues, recognizing shared problems and doing what nonprofit people do best — coming up with solutions. That is the kind of everyday advocacy that is transforming nonprofits and their communities.


WWW.ARIZONANONPROFITS.ORG

The Nonprofit/For-Profit Connection: ICAN and Intel by Elizabeth Shipley, Public Affairs Manager, Intel Corporation The City of Chandler is known as a high-tech industrial city and a great place to live. What you might not know is that in the Downtown Chandler area, many families struggle to provide for their children and keep them safe from local gangs. For the last 25 years, ICAN: Positive Programs for Youth, a nonprofit established by Henry Salinas, has helped Chandler youth and their families succeed. Serving approximately 200 youth per day with healthy meals, transportation and a nationally accredited curriculum, ICAN is equipping youth with the critical skills they need to be productive and responsible members of the community, making a difference in Downtown Chandler. Intel’s second-largest manufacturing facility is in Chandler, just steps from the

ICAN community. Since its inception in 1991, we have partnered with ICAN to break the cycle of poverty and empower youth to make positive choices in their lives, and we’ve deepened our support over the years. In addition to traditional volunteer support for episodic events, Intel has provided ICAN with grants to encourage youth to explore computer science and technology careers through critical thinking and collaborative, hands-on projects. Retiring Intel employees have provided additional value to ICAN though the Intel Encore Career Fellowship program, which matches retiring employees with local nonprofit organizations, where they help the organization build capacity, operate more efficiently and, ultimately, have a broader impact on their communities.

At Intel, we recognize that the health of local economies — especially those where our employees live and work — is improved by access to technology and quality education that prepares individuals for the jobs of the future. Our longtime collaboration with ICAN has been successful because we’ve each leveraged our strengths to make a positive impact; we look forward to continuing to build our relationship in the coming years. Intel: www.intel.com/innovate ICAN: www.icanaz.org

connecting

REAL people with

www.readbetterbebetter.org facebook.com / readbetterbebetter

REAL

careers

twitter.com / readbetteraz

via

HIRING

companies

@readbetteraz

and

QUALITY

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

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

CareerConnectors.org 480.442.5806 5


ALLIANCE OF ARIZONA NONPROFITS

Growing Stronger by Jennifer Purcell, Director of Community Engagement, Alliance of Arizona Nonprofits The Alliance of Arizona Nonprofits’ Annual Conference, its signature event, is taking place September 19 and 20 with a line-up of premier keynote speakers. The Alliance’s Annual Conference offers both a pre-conference workshop and a full day of professional development and networking opportunities for more than 350 nonprofit professionals and leaders from across Arizona. Growing Stronger is the theme of this year’s conference that will encourage nonprofits to take a look at both the strength of their own organization and the sector. While the economy is robust, the possibility of legislative changes that will alter how organizations operate today is great. The Alliance is focused on encouraging the nonprofit sector to be as prepared as it can be for what may come and continue to strengthen itself by becoming more sustainable through diversification of funding and revenue sources, by developing

and training its workforce and advocating for the causes and legislation that affect them. To spark conversation and thinking about how the nonprofit sector can “grow stronger,” the Alliance’s Annual Conference will showcase four keynote presenters breaking down information on topics such as board governance, nonprofit lifecycles, storytelling and the overhead myth: • Nonprofit Board Governance Symposium — Frank M. Placenti, Partner, Squire Patton Boggs • Strong Nonprofit. Stronger Community. — Dr. Susan Kenny Stevens, CEO/Founder, Nonprofit Lifecycles Institute • What’s the Story: Articulating a New Narrative for the Nonprofit Sector — Jeff Moore, Chief Strategy Officer, Independent Sector • Myth-busting the Overhead Myth — Eva Nico, Sr. Director of Programs, GuideStar

Sponsorship and exhibitor opportunities are still available and can be found at ArizonaNonprofits.org/StrongerSponsorship. Tickets can be purchased at ArizonaNonprofits.org/Stronger. Morning Breakout Sessions: • Lifecycles of Nonprofits • Board Recruitment, Building a True Board • Inspiring Philanthropy in our Local Community • Advocacy Roadmap: Making “Cents” of Advocacy • Secrets to a Successful GuideStar Nonprofit Profile • Starting Up a Strong Development Department

6

Afternoon Breakout Sessions: • How to Crack the Devotion Code • Resilient, Successful and Strong Nonprofits and the Necessary Mindset • Leading through Change: Strength from the Inside Out • Peer Panel Discussion on Board Work • Beyond the Bottom Line: Measuring the Social Impact of Arizona’s Nonprofit Sector • Disrupting Your Brand Message for Mission-Centric Fundraising & Marketing • “What’s the Story?” Roundtable Discussion Deeper Dive


WWW.ARIZONANONPROFITS.ORG

Working With Nonprofits: What is something you think other businesses should know about working with nonprofit organizations? There are many ways for a business to contribute to our great nonprofit enterprises. Some of the simplest ones are writing a check or gifting goods and services. One way we help nonprofits is by working with them and taking the time to guide them in the world of risk management. In most cases, the revenue we earn handling their insurance isn’t enough to cover our costs, but it is immensely gratifying to contribute our knowledge and experience. It feels good to give a nonprofit that peace of mind, so it can stay focused on its mission. —Dave Binsfeld, General Southwest Insurance Agency When discussing the accounting and budgeting requirements for nonprofit organizations, most people, not familiar with the industry, assume that all nonprofits are similar in how they operate. However, there are many segments within the nonprofit industry, with each segment having its own important elements. Health and human services, K-12 education, food banks, arts and cultural, foundations, higher ed., conservation, and associations are a few examples of these segments. I think understanding the unique requirements within these segments is what enables a company to provide valuable products and services to the nonprofit sector. —Brian Walker, Questica Nonprofits are businesses, and require all the same services that for-profit companies require. Working with nonprofits can be very rewarding for a variety of different reasons, including their passion for their cause and their community-building focus. Additionally, they are very open to advisory services, and take the time and deploy the analytical skills to make sound business decisions, when equipped with the research and tools to do so. —Beth Jo Zeitzer, Esq., R.O.I. Properties

R

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

THIS MONTH’S FOCUS:

MARKETING CLUBS

FULFILL A STUDENT NEED AT

SUPPORTMYCLUB.ORG

7


ALLIANCE OF ARIZONA NONPROFITS

Kristen Merrifield, CAE Chief Executive Officer KristenM@arizonanonprofits.org (602) 279-2966 x14 Jennifer Blair Director of Membership JenniferB@arizonanonprofits.org (602) 279-2966 x20 Robin Hanson Program Manager – AmeriCorps*VISTA RobinH@arizonanonprofits.org (602) 279-2966 x19 Carl Jimenez Communications Manager CarlJ@arizonanonprofits.org (602) 279-2966 x16

Impact of Minimum Wage Law by Connie Phillips, MSW, Lutheran Social Services of the Southwest The impact of the new minimum wage law continues to unfold. The average of wages prior to Prop 206 was $9.25, 15 percent over the previous minimum wage. We will incur another 5 percent increase in 2018, 4.8 percent in 2019 and 9.1 percent in 2020 to get to the full $12 rate. Small increases to our contracted rates this year narrowed the gap between cost of service and rates paid, so that we were able to meet the additional costs. The cost of trying to keep a competitive wage most likely will drive us to an independent contractor model. The challenge we are facing at this time is two-fold. First, it has become more difficult to attract workers, since we are paying the same rate as many less emotionally and physically demanding jobs in retail and hospitability. We are not able to pay an additional percentage over minimum wage due to the fixed full costs compared to the rates paid.

8

Second, we are looking to philanthropy to fill the gaps, and raising money for wages is not attractive to donors. Donors are attracted to providing the extras that give a better quality of life. Donors see wages as something that our contracts should cover. Yet the full cost of doing services is far greater than the cost of the hourly wage. There are many uncompensated costs, such as mileage costs between homes, cleaning supplies, benefits, and administrative support. We continue to advocate for funding for community and home-based services for older adults and those with disabilities. Older adults are the fastest-growing population in our state. Services that allow them to live independently are far less costly and support optimum health. These services are available only if there is a workforce.

Jacki Presnal Office Manager & Executive Coordinator JackiP@arizonanonprofits.org (602) 279-2966 x10 Jennifer Purcell Director of Community Engagement JenniferP@arizonanonprofits.org (602) 279-2966 x17 Kathleen Thomas Program Coordinator KathleenT@arizonanonprofits.org (602) 279-2966 x22 Molly Wagge AmeriCorps VISTA Leader MollyW@arizonanonprofits.org (602) 279-2966 x18

Alliance of Arizona Nonprofits 360 E. Coronado Road, Suite 120 Phoenix, AZ 85004 Phone: (602) 279-2966 www.ArizonaNonprofits.org


Armstrong, Amy, 24

Febriyanti, Nia, 56

Lenhardt, Vincent, 41

Sellers, David, 14

Austin, Victor, 12

Frye, Letitia, 23

Linam, Shawn, 10

Shcherbinina, Tatiana, 50

Bailey, Lauren, 43

Glass, Michael, 38

Low, Jodi, 31

Shipley, Elizabeth, 61

Binsfeld, Dave, 63

Hartzman, Justin, 12

Merrifield, Kristen, 57

Slice, Kristin, 13

Bruhnke, Doug, 49

Heasley, Kathy, 28

Meyer, Gay, 32

Tack, Helen, 66

Burgess, Robin, 25

Herold, Linda M., 9, 22

Moss, A.J., 40

Thompson, David L., 60

Casey, James, 55

Hickman, Kate, 29

Muldavin, Scott, 14

Todare, Brooke, 36

Chevaleau, Ruffin, 26

Hum, Bryan, 12

Olivo, Edgar R., 10, 43

Tollefson, Richard, 42

Clancy, Shannon, 58

Jackson, Bonnie, 38

Phillips, Connie, 64

Tsonis, Dennis, 16

Cohn, Shelley, 59

Jandacek, Carmen, 30

Resnik, Denise, 33

Tyra, Michael, 42

Covington, Kim, 27

Klein, David Benshoof, 16

Roman, Terry, 34

Vasquez, Stephanie, 66

Crisantes, Ricardo, 43

Lanning, Kimber, 43

Rosenthal, Marnie, 35

Walker, Brian, 63

Darling, Gina Murphy, 43

Lavine, Sage, 41

Saginaw, Paul, 43

Watson, Sandra, 37

Dierickx, Constance, 41

Leavitt, Lindsay G., 18

Sarbinoff, Ryan, 38

Zeitzer, Beth Jo, 63

1100 KFNX, 19

Desert Botanical Garden, 59

Activate Human Capital, 48

Desert Schools Federal Credit Union, 19

Alliance Bank of Arizona, 3, 29 Alliance of Arizona Nonprofits, 57 APS, 7, 30 Arizona Association for Economic Development, 44

Empowered PhXX, 13 ERISA Industry Committee, 12 Etsy, 66 Exploragen, 16

Arizona Commerce Authority, 37

Fair Trade Cafe, 66

Arizona Community Foundation, 27, 59

First Place AZ, 33

Arizona Diamondbacks, 67

FSW Funding, 48

Arizona Hispanic Chamber of Commerce, 44, 45

Fuerza Local, 43

Arizona Outback Adventures, 14

General Southwest Insurance Agency, 63

Bank of Arizona, 39

Gilbert Chamber of Commerce, 44, 45

Barrio Café, 47

Giving USA, 42

Ben & Jerry’s, 66

Glendale Chamber of Commerce, 44

Bentley, 46

Global Chamber, 49

Blue Cross Blue Shield of Arizona, 68

Global Diversity Logistics, 36

BMO Harris Bank, 15 Café Lalibela, 47 Carolyn Sechler CPA, 66 Casey Consulting LLC, 55 Click Therapeutics, 16 Community Tire, 66 Compass Career & Business Solutions, 10 Counselors of Real Estate, The, 14 Creative Center of Scottsdale, The, 14 Crêpe Club, The, 47 Danamon Bank, 56 Danzeisen Dairy, 66

Goodman’s Interior Structures, 66 HEASLEY&PARTNERS, Inc., 28 Heidrick & Struggles, 12 Herold Enterprises, 9, 22

Services of the Southwest, 64 Magellan Health, 16 Marcus & Millichap, 38 Marigold Maison, 47 Mayo Clinic, 17 Mesa Chamber of Commerce, 44, 45 Mrs. Green’s World, 43 National Bank of Arizona, 5 National Council of Nonprofits, 60 Needls, 12 North Phoenix Chamber of Commerce, 44, 45

Sanders & Parks, PC, 25 Scottsdale Area Chamber of Commerce, 44, 45 Snell & Wilmer, LLP, 34 Society of St. Vincent de Paul, 58 Squire Patton Boggs, 40 SRP, 10, 11 Starbucks, 46 Stearns Bank, 6 Support My Club, 24, 63 TeamViewer, 12 Technicians for Sustainability, 66

Patagonia, 66

U&Improved, 31

Pioneer Packaging, 12

Uber, 26

Polsinelli, 53

Upward Projects, 43, 66

Press Coffee Roasters, 46

USAA, 32

Qwaltec, Inc., 10

Village Coffee Roastery, 46

Questica, 63

West Valley Women, 44

R.O.I. Properties, 63

WESTMARC, 45

Radix Law, 8

Wholesum Harvest, 43

Ruspan Communications Group, 50

Zingerman’s Delicatessen, 42

Intel Corporation, 61 Jennings, Strouss & Salmon, PLC, 18

CHECK US OUT

JIVE, 6 JLL, 2 Launch Real Estate, 35

/inbusinessphx

LGE Design Build, 14 Local First Arizona, 43, 66

@inbusinessphx

Lovitt & Touché, 16 Lutheran Social

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

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

20 1 7 65 SEPT. INBUSINESSPHX.COM


A CANDID FORUM

BY

What Corporate Social Responsibility Looks Like in AZ CSR followers burgeoning among companies and consumers by Helene Tack

Confidential

Informati

MAGAZINE

SEPT. 2017

IN BUSINESS

Dos & Don’ts to Protect Business

WOMEN OF ACHIEVEMENT

Achieving Greatness Honoring the best in busin ess

SEPTEMBER

Meet this year's

2017 • INBUSINESSPHX.COM

Woman of Achievement THIS ISSUE

Global Chamber Alliance of Arizona Nonprofits

Headline News Impacts

Real Estate Corporate

Social

Responsibility in AZ Trajectory Woman-Ownedof Businesses $4.95 INBUSINESSMAG.COM

DON’T MISS OUT!

Get a year of In Business Magazine Subscribe now at inbusinessphx.com

Helene Tack is program development director with Local First Arizona, a statewide nonprofit organization working to strengthen communities and local economies through growing, supporting and celebrating locally owned businesses throughout the State of Arizona.

This year’s SOCENT Summit will be held Oct. 4 at Because Event Space in Phoenix. See article on page 31. localfirstaz.com

SEPT. 20 1 7

66

INBUSINESSPHX.COM

on

What pops into people’s heads when “corporate social responsibility” is mentioned? Most likely it is a large company with happy employees, in a building with sleeping pods in the breakroom, engaged managers who create a fun environment for their team, and a lengthy list of how the business acts in an environmentally friendly way. What might not be top of mind are small to medium-sized businesses like the local coffee shop, dairy farm or tire shop. Taking out the word “corporate” will reveal a significant number of Arizona businesses that are performing in a socially responsible manner — not because it’s required by their stakeholders but because it comes naturally to them. Corporate social responsibility (CSR) refers to how businesses operate in a manner that considers the effect they have on the community, the people their product or service touches, and the environmental impact they have. Companies like Patagonia, Ben & Jerry’s and Etsy are high-performing in the realm of CSR, well-known for having incredible company cultures, above-and-beyond sustainability initiatives, strong voices that advocate for their industries and a high level of transparency about their supply chain. Demand for businesses that are acting in a responsible manner has been burgeoning, thanks in part to a more educated consumer. It is evident in a myriad of ways, from citizens moving their money to financial institutions that are aligned with their values, to people purchasing footwear that also gives to those in need. On a local level, the success of the Local First movement in Arizona is proof that consumers are not only paying attention to the impact their spending has, but they are acting on it. Locally owned companies are overwhelmingly acting in a responsible manner. And, while consumer demand plays a part, most often independent companies are creating positive impact because it is part of their personal belief system. Take Fair Trade Café, a Phoenix coffee shop that has been implementing social responsibility for years. Owner Stephanie Vasquez has incorporated sustainability initiatives like recycling and composting into her operations, and, as the café’s name implies, serves ethically sourced food products. Vasquez is a vocal proponent of supporting fair wages and Ban the Box legislation, and puts her advocacy into practice by paying a living wage and creating jobs opportunities for women leaving the prison system. Other examples of local companies acting in a socially responsible manner include Community Tire, which started a community garden on an empty lot across from its South Phoenix shop; Danzeisen Dairy, whose milk stays fresh in returnable glass bottles; and Upward Projects restaurants,

which keeps its employees engaged in an industry known for high turnover by inspiring and empowering them. Arizona is also home to certified B corporations like Goodmans Interior Structures, Carolyn Sechler CPA and Technicians for Sustainability, which have gone through a rigorous assessment that proves they are walking the talk when it comes to CSR. According to results from the Quick Impact Assessment, a drilled-down version of the full B Lab certification, Arizona businesses are excelling in areas like ownership diversity, impactful banking, high to low pay ratios between owners and staff, donating to nonprofits and sourcing from local suppliers. However, there is room for social responsibility to grow. The Assessment results show that Arizona businesses can improve by screening suppliers for their social impact, seeking out businesses to work with from disadvantaged groups and monitoring the environmental impact of their operations. Another area for improvement is businesses getting better at telling their story, which helps nurture the demand for socially responsible businesses. Business owners should be measuring the impact their operations have, with an eye toward finding areas for improvement and transparency. Tools like the Quick Impact Assessment are great for opening a business owner’s eyes to the areas where the business can improve, and can be taken for free through the Local First Arizona website. When owners are present at their business and actively engaged, they see the impact their operations have. An overflowing dumpster shows that a company should look at recycling and composting options. A high employee turnover rate shows that a company should be thinking about ways to better engage its workforce. Chronic problems in the community can spur business owners to advocacy. Knowing the sweat equity that goes into operating a business can inspire business owners to create strong relationships with fellow local businesses. Whether it’s called social responsibility, or simply doing the right thing, it’s apparent that Arizona businesses are charging forward with impactful business models.

Certified B Corporation vs. Benefit Corporation: A certified B corporation goes through an assessment and audit by the nonprofit B Lab, which calculates strengths in advocacy, sustainability, employee relations and supply chain. A benefit corporation is a legal way to structure a business that focuses on transparency and protects mission.


GIVE YOUR EMPLOYEES THE FREEDOM TO BE

FEARLESS

Winning ideas and solutions can impact your bottom line. You can count on us for innovative ideas and proven programs that lead to healthier employees and a stronger business. Plus, an expanded portfolio of products and services give employees more reasons to be fearless.

D14302B 10/16

Blue Cross Blue Shield of Arizona is an independent licensee of the Blue Cross and Blue Shield Association.

325690-17

1-877-384-BLUE Or, call your broker. Hablamos EspaĂąol azblue.com/brand

September 2017 issue of In Business Magazine  
September 2017 issue of In Business Magazine