2019 ANNUAL REPORT
E V T R FO
DISTRICT
1
ROSEVILLE AREA CHAMBER OF COMMERCE
The
is a
CONVENER for Leaders & Influencers,
LETTER FROM OUR CEO
CATALYST for Business Growth, and a
CHAMPION for a Stronger Community
1
Wendy A. Gerig
Oh what a year 2019 has been! Your Roseville Area Chamber continues to be hard at work for YOU and your business. This year we focused on helping our members better define the expectations of their membership- since it can look so different for every business. The outcome resulted in clearer value propositions and how our services and programs best fall into each of them. See pages 5 & 6 of this report to learn more. In addition to helping our members make better use of their membership, we have also been busy hosting stellar networking opportunities, advocating for businessfriendly legislation within our region, investing in our future leaders through our Ignite & Leadership Roseville programs and much, much more. Our
Chamber strives to be essential in making sure our community is a great place to live, work and do business. See pages 3 & 4 of this report to see the impact we have made over the year. But the accomplishment I am most proud of this year is the retainment of our 5 Star Accreditation status through the United States Chamber of Commerce. You might be wondering why that is important to you and your business. Ultimately, this status confirms that we do what we say we do.
receive Accreditation, a chamber must meet minimum standards in their operations and programs, including areas of governance, government affairs and technology. And your Roseville Area Chamber of Commerce continues to stand as the ONLY 5-Star Accredited Chamber in Northern California. This distinction puts us at the top 1% of Chamber’s nationwide and I couldn’t be prouder of all of our volunteers, Board of Directors, staff and members who continually pour into our organization to ensure our Chamber is truly the best of the best!
Accreditation is the only national program that recognizes chambers for their effective organizational procedures and community involvement. In order to
2
2019 by the Numbers
WE TOOK A STAND ON
30 BILLS
Let’s take a look at all that we accomplished together in 2019.
5-STAR
NETWORKING EVENTS We hosted over 40 events for our members to cultivate new relationships to help grow their businesses.
We successfully retained our Chamber’s 5-Star Accreditation through the U.S. Chamber of Commerce and received a perfect score in 6 out of the 9 areas evaluated, keeping us at the Top 1% of Chambers nationwide.
$42,000+ GIVEN TO LOCAL CHARITABLE CAUSES
We advocated for our members priorities by taking a stand on 30 bills at the State legislature through our UCAN program.
40+
ACCREDITATION WITH U.S. CHAMBER
Including $20,000 to the City of Roseville’s at-risk youth programs from the proceeds of our annual SPLASH event, $2,500 to the Placer Breast Cancer Foundation, $10,000 to REACH, $5,000 to the Roseville Public Safety Foundation, as well as funds to the Sierra College Robotics Club, KidsFirst, and more.
BLOG
15
65 BLOG ARTICLES 65,000+ WEBSITE VIEWS
TOURISM MEETINGS The Chamber focused on advancing tourism in our area by having 15 strategic meetings with PlacerValley Tourism.
We better informed our community through 65 blog articles and increasing our website views to over 65,000.
Our CEO attended
20+
24
CEO’S LEARNING
MEETINGS WITH MAYOR AND CITY MANAGER
We hosted over 20 large business CEO’s at our quarterly CEO Roundtables.
100+
to discuss issues affecting the business community and brainstorm solutions.
RIBBON CUTTINGS Increasing visibility within the community for our members.
9
100+ VOLUNTEERS Our volunteers serve on the Board of Directors, as Ambassadors, on our Committees, and more.
MIDDLE SCHOOL ACHIEVEMENT AWARDS We participated in our local schools by recognizing
seven outstanding teachers, giving out nine middle school achievement awards, and awarding one high school student an entrepreneurial scholarship.
40%
OF OUR CITY’S CURRENT BOARD AND COMMISSIONS ARE FILLED WITH LEADERSHIP ROSEVILLE GRADUATES We also had a record-breaking 40 applicants for our 24th Year of Leadership Roseville program training up future community leaders.
89%
OF COMMUNITY MEMBERS WOULD RATHER DO BUSINESS WITH A CHAMBER MEMBER
15
81%
OF CHAMBER MEMBERS RENEW THEIR MEMBERSHIP
INCREASED
OUR SOCIAL MEDIA VISIBILITY WHICH HELPS US EXPAND OUR MEMBERS REACH Facebook followers increased by 30% Facebook engaged users increased by 135% Instagram followers increased by 54% Twitter followers increased by 27%
ECONOMIC DEVELOPMENT & GOVERNMENT AFFAIRS
MEETINGS
3
The Chamber informed our community by holding 15 meetings focused on our region’s Economic Development and Government Affairs.
1,500+ HOURS
2019
OF CONFERENCE SPACE USED
Our members utilized over 1,500 hours of FREE conference room space for meetings, seminars, video recording, and more.
CE
ER SIN
MEMB
PROUD MEMBER
248
NEW MEMBERS Finally, the Chamber welcomed
248 New Businesses into the Chamber!
4
COMMUNICATING VALUE IN 2019
Your membership includes so much, and while all of these items are included in your membership, Chamber Leadership has found that most members have a targeted goal for their membership. Once the value is defined, staff can direct you to the services and programs the Chamber has that align with your company’s primary objective.
Limited Resources
Build Your Business
by participating in our events like our Quarterly Business Showcase & Mixer.
BUILD
ACCESS
YOUR BUSINESS
RESOURCES
Connect with potential new customers and business leaders within our community
Tap into money-saving benefits, resources, and opportunities to creatively showcase your business
Limited Resources High Investment of Time
ADVOCATE Champion programs and initiatives that impact our economy and position our region for success
5
INVEST
FOR THE REGION
Ample Resources High Investment of Time
Limited Resources Low Investment of Time
Low Investment of Time
High Investment of Time
Access Resources
by utilizing our free conference room space for your next meeting.
IN REGIONAL ECONOMIC PROSPERITY Support the strategic direction, vitality, and growth of our region
Ample Resources Low Investment of Time
Ample Resources
Advocate for the Region
by attending our monthly Economic & Government Affairs meetings.
Invest in Regional Economic Prosperity 6 by partnering with the Chamber to improve our community.
2019 FINANCIAL UPDATE Liabilities & Net Assets Assets $268,714
Total Current Assets: Other Assets:
$500
Fixed Assets:
$1,068,290
Total Non-Current Assets:
$1,068,790
Total Assets:
$1,337,504
Total Current Liabilities: Non-Current (Note Payable)
$172,133 $352,728
Total Liabilities
$524,861
Total Net Assets
$812,643 $1,337,504
Total Liabilities & Net Assets:
2019 Expenses
2019 Revenue $600,000 $532,663
$500,000
Programs & Events
$436,432
$283,976
$400,000 $300,000 $200,000 $100,000 $0
7
Advertising & Sales
$37,473
$172,147
Membership Dues & Fees
Programs & Events
Other Revenues
Administration & Operations
$819,773
8
CHAMBER STAFF
2019 CHAMBER MAKEUP
140
Businesses who have been members over 20+ years
NonProfit Members
Businesses located in Placer County
Amy Triplett
Director of Administration
(916) 783-8360 amy@rosevilleareachamber.com (inquiries regarding Leadership Roseville, Staff , facilities & general Roseville inquiries also supports the Chamber’s President Circle & Board of Director Programs)
82%
Director of Events & Sponsorships
(916) 783-8532 events@rosevilleareachamber.com
Emily Hoffman
Communications Specialist
(916) 783-8137 admin@rosevilleareachamber.com (all inquiries regarding Blog Postings/Social Media, Press Releases, Insight Newsletter, Flyers, and the Chamber Website)
Brenna Kelley
Office Administrator
(916) 783-0760 info@rosevilleareachamber.com
(all inquiries regarding member services (conference rooms, Office Depot, bulk mail & Certificate of Origin), relocation & tourism inquiries, payment receipts for events, and updating directory listings)
9
(916) 783-5138 beth@rosevilleareachamber.com (all inquiries regarding membership, retention, New Member Orientation, Ambassador Team, Entrepreneur Development Group (EDG), and Ribbon Cuttings)
Scott Otsuka
Retention Specialist (PT)
(916) 783-5997 scott@rosevilleareachamber.com (Inquiries regarding retention)
Kevin Hernandez
(all inquiries regarding events, volunteers, catering, event locations, & Ignite Young Professionals )
Businesses with less than 10 Employees
Membership and Programs Coordinator
Membership Services Staff
84%
(inquiries regarding State & Local Advocacy Efforts, the Chamber’s Board of Directors & the Chamber’s President Circle Program)
Beth Heneger
Business Development Staff
177
New Members
66%
(916) 783-8136 wagerig@rosevilleareachamber.com
Accounting Staff
286
Businesses located within the City of Roseville
81%
CEO
Management Staff
39k+
Employees Represented
Retention Rate
Wendy Gerig
Front Office Staff
1275 Total Members
Kate Hay
Business Development Representative
(916) 757-6880
kate@rosevilleareachamber.com (Inquiries regarding new memberships)
Laura Vineyard, Bookkeeper (916) 783-5922 laura@rosevilleareachamber.com (all inquiries regarding payments and invoices)
10
2020 STRATEGIC PLAN
2020 BOARD OF DIRECTORS
Annually, our Board spends time at a retreat reviewing the past year’s trends, areas of opportunities and accomplishments in order to create a strategic plan for the upcoming year. The following are the Board’s priorities for the Chamber going into 2020. These priorities also have tactics, tracking measurables and a Board Champion assigned to them.
PRESIDENT Doug Wagemann
Wagemann Holdings, Inc. 103 Lincoln St. Roseville, CA 95678 916-783-7171
VP of COMMUNITY DEVELOPMENT Darlene Cullivan Eskaton
5105 Manzanita Ave. Carmichael, CA 95608 916-334-0810
PAST PRESIDENT Jeff Richardson
Priority 1:
To retain & grow membership maintaining an 80% retention rate & actively engaging & promoting our community.
Westfield Galleria at Roseville 1173 Galleria Blvd. Ste. P210-B Roseville, CA 95678 916-787-2000
VP of ECONOMIC & GOV‘T AFFAIRS Jordan Herget Kaiser Permanente Medical Center 1600 Eureka Rd. Roseville, CA 95661 916-474-2038
PRESIDENT-ELECT John Mason
Gurnee Mason Rushford Bonotto & Forestiere LLP
VP of MEMBERSHIP SERVICES Edgar Quilala
2240 Douglas Blvd. Ste. 150 Roseville, CA 95661 916-797-3100
Consolidated Communications 211 Lincoln St. Roseville, CA 95678 866-787-3938
SECRETARY/ TREASURER Alex Brown
Priority 2:
1410 Rocky Ridge Dr. Ste. 150 Roseville, CA 95661 916-924-7527
Sutter Roseville Medical Center
One Medical Plaza Roseville, CA 95661 916-781-1000
Michael Laperche PRIDE Industries
10030 Foothills Blvd. Roseville, CA 95747 916-788-2160
11
Maggie BenderJohnson
Bender Insurance Solutions
516 Gibson Dr. Ste. 240 Roseville, CA 95678 916-380-5300
Christopher Onstott Kronick Moskovitz Tiedemann & Girard
3400 Douglas Blvd. Ste. 200
Roseville, CA 95661 916-321-4200
Sheila Cardno
Francisco Castillo
Justin Curry
5925 Granite Lake Dr. Ste. 130
915 L. St. Sacramento, CA 95814 916-789-5957
2998 Douglas Blvd. Ste. 100
Silvers HR, LLC
Granite Bay, CA 95746 916-761-9747
Lisa Peters
Randy Peters Catering & Event Center 105 Vernon St. Roseville, CA 95678 916-726-2339
Union Pacific Railroad
Umpqua Bank
Roseville, CA 95661 916-677-1164
Joe Flores
Michael Korpiel
919 Reserve Dr. Ste. 124 Roseville, CA 95678 916-396-4111
6501 Coyle Ave. Carmichael, CA 95608 916-537-5000
Flores & Associates Insurance Services
Sara Ryan
Geoff Sakala
Shannon Zajec
1544 Eureka Rd. Ste. 210 Roseville, CA 95661 916-251-1280
1131 Galleria Blvd. Roseville, CA 95678 916-780-7300 ext. 1200
224 Vernon St. Roseville, CA 95678 916-380-3256
5701 Lonetree Blvd. Ste. 305
Nordstrom
The Studio Coworking
Priority 3:
Economic Development
Priority 4:
Governance
Priority 5:
Board Engagement
Mercy San Juan Medical Center
Lori Prosio
Prosio Communications
Advocacy & Political Action Committee
To be an advocate for the interest of our members in the areas of the economy, business, local & state government & the strengthening of our community.
Genovese, Burford & Brothers
Brian Alexander
Membership & Community Engagement
Employers Select Insurance Services Inc. Rocklin, CA 95765 916-284-4777
To ensure our local economy grows through workforce development, business attraction & retention & ensuring a business-friendly environment.
To continually strengthen the governance of the Chamber through a strong Board, effective policies & forward-focused strategies.
To have the leaders of the organization be active and well-informed.
12
2019 PRESIDENT’S CIRCLE SIGNATURE LEVEL
P L AT I N U M L E V E L
P L AT I N U M L E V E L
GOLD LEVEL
GOLD LEVEL
S I LV E R L E V E L S I LV E R L E V E L
BRONZE LEVEL
T I TA N I U M L E V E L
T I TA N I U M L E V E L