Scottsdale Airpark News - Aug. 2016

AUGUST 2016

3CORPORATE CUTTING-EDGE DIGS Headquarters retool for new generation of worker

SPREADING THE WORD

A helping hand for foster families

A BETTER WAY TO REACH L.A. Book private jets on new app

Vixxo CEO Jim Reavey

Perhaps you’re tired of paying for poor and inattentive management services.

If so, you would find it most worthwhile to meet with our Camidor owners and staff.

Established in 1978, we continue in providing “The Very Finest in Tenant Services and Working Environment.”

Unlike the much larger/national management firms, Camidor maintains a practical portfolio size, enabling our ownership to report directly to you and our clients.

Camidor Property Services takes pride in providing exceptional service to our tenants, which is reflected in our buildings’ occupancy and Tenant retention performance.

TERRY BIEHN

tbiehn@camidor.com

NICOLE LONSDALE

nlonsdale@camidor.com

JOE BLEGEN

jblegen@camidor.com

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August 2016 contents FEATURES

16 | High Corporate Style Now Arriving in Airpark New-age facilities for new generation of worker 22 | Building the Future Scottsdale architects discuss state of their craft 28 | Casual Sophistication JetSmarter expands unique Scottsdale/L.A. service

16

30 | Medicine for the Whole Person Orion gathers data to make diagnosis more precise 32 | Arizona Pride Leader proudly calls Airpark his business home 34 | Lending a Hand Wanting what’s best for foster kids

22

37 | Effective Communication Airpark Toastmasters work to improve public speaking 38 | Remember When Scottsdale-area schools rich with history 42 | Ambassadors win with Scottsdale tourists Friendly helpers aid visitors to city 44 | Understanding Title Insurance Protections are mutually beneficial 46 | Comfortable with kids Aiming to change children’s lives here, abroad 52 | ‘Who is Gym?’ Airpark writer tells stories of high school sports venues

COLUMNS 54 | Insurance & Benefits Your health insurance

By Paul Breslau

28

56 | Financial Fundamentals Gains without losses, and reasonable rates of return

By Thomas K. Brueckner 58 | Commercial Real Estate and You Negotiating lease extensions

By Stephan A. Cross, CCIM

38

60 | Legal Perspectives Estate planning a form of insurance

By David McCarville 61 | Coach’s Corner Hope is not a strategy

By Jen Smith 62 | The Real Deal Buy home with 1% down using Double Match

By Rod Dennis 4 | Editor’s Note 6 | Business News 50 | Dining Destinations 64 | Business Directory

on the cover: 69 | Advertiser Index 70 | Business Horoscope 71 | Scottsdale Airpark Map

Vixxo CEO Jim Reavey

August 2016 Scottsdale Airpark News | 3

Editor’s Note Cutting-edge at the Airpark

S

cottsdale Airpark is home to many corporate headquarters, where culture and environment take center stage to attract a new generation of employees.

This month, Jimmy Magahern takes us on a tour of today’s Airpark workspaces, which look nothing like the regimented cube farms that dominated office buildings for decades.

High-walled cubicles are out. Open space encourages communication. Some firms enable employees to wander the building and find a space designed to inspire creativity. From treadmill desks to colorful cubed barstools near a game room, hushed tones and disengagement are a thing of the past.

As important as the Airpark’s future is, it was built on a rich past, which is also reflected in some Airpark offices. Fifthgeneration Arizonan Matt Dana includes distinct Old West flavors in his Airpark office. Dana aspired to become a CPA until he found himself handling the estate of his late father as co-trustee.

Roberta Peterson That task inspired him to want to help Editor In Chief others through similar experiences. Dana changed career directions and chose a career in estate law. Two years ago, he partnered with Quarles & Brady in the Airpark.

Dan Shufelt, another professional headquartered in the Airpark, also started out as a CPA. But he was moved by his sister’s last wish to change course and more directly help others. He found his calling after volunteering at his church, where he learned about Arizona Helping Hands and its support of foster families.

Change seems to be a theme this month, as we also offer a glimpse into how Airpark-area architecture might evolve in the not-distant future – through the eyes of three local experts in the field.

Erik B. Peterson, founder of PHX Architecture; Zahir Poonawala, project architect at Oz Architects; and Douglas Sydnor, who for more than two decades led his own firm before joining national architecture firm Gensler, share their visions of how commercial design will evolve through the next decade.

Finally, whether for business or pleasure, you’ll learn about a new way to fly from Scottsdale to Los Angeles with a company that doesn’t own or operate a single jet.

JetSmarter partners with companies that own thousands of jets, and soon you’ll be able to engage a flight at your convenience just by using their app. Sound familiar?

Join us again in September, as we spotlight Airpark companies making a splash through technology. Until then, enjoy your treadmill desk – or whatever you do to keep things moving in your workplace.

1620 W. Fountainhead Pkwy., Ste 219, Tempe, Arizona 85282 Phone: (480) 348-0343 • Fax: (480) 348-2109 Website: www.scottsdaleairpark.com PUBLISHER Steve T. Strickbine steve@scottsdaleairpark.com EDITOR IN CHIEF Robbie Peterson rpeterson@timespublications.com EXECUTIVE EDITOR Christina Fuoco-Karasinski christina@timespublications.com MANAGING EDITOR Lee Shappell ken@timespublications.com CONTRIBUTING WRITERS Joan Fudala, Shelley Gillespie, Weiss Kelly, Kenneth LaFave, Jimmy Magahern, Scott Shumaker, Steven Solomon DESIGNERS Jay Banbury jay@timespublications.com Erica Odello, Design Director erica@timespublications.com AD DESIGN Paul Braun pbraun@timespublications.com ADMINISTRATION Courtney Oldham production@timespublications.com SENIOR ACCOUNT EXECUTIVE Lou Lagrave lou@scottsdaleairpark.com EDITORIAL ADVISORY BOARD Maryglenn Boals - MgBoals & Associates Beth Brezinski - Underwriter Beth Cochran - Wired Public Relations Steve Cross - Cross Commercial Realty Advisors John Meyer - Airport Property Specialist Kevin Newell - Hymson Goldstein & Pantiliat

Published monthly since 1981, Scottsdale Airpark News serves the fastest-growing area in Arizona. Scottsdale Airpark News is delivered to businesses in and around the Greater Airpark Area. ©2016 Scottsdale Airpark News.

For calendar and news items, the deadline for submission is the first of the month previous to the month you would like it to run. All submissions are handled on a space-available basis. Unsolicited manuscripts, photographs, or illustrations will not be returned unless accompanied by properly addressed envelope bearing sufficient postage. Scottsdale Airpark News has made every effort to authenticate all claims and guarantees offered by advertisers in this magazine, however, we cannot assume liability for any products or services advertised herein. Copies delivered by First Class mail: $48.00 per year. The tradename Scottsdale Airpark News is registered. Reproduction of material in Scottsdale Airpark News in whole or in part without permission is prohibited.

Times Media sets high standards to ensure forestry is practiced in an environmentally responsible, socially beneficial and economically viable manner. Scottsdale Airpark News is printed by American Web on recycled paper fibers with inks containing a blend of soy base. Our printer is a certified member of the Forestry Stewardship Council, the Sustainable Forestry Initiative, and additionally meets or exceeds all federal Resource Conservation Recovery Act standards

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4 | Scottsdale Airpark News August 2016

480.348.0343

airparkbusinessnews

WE WANT YOUR NEWS!

Send your Greater Airpark/North Scottsdale business news to editor@scottsdaleairpark.com.

Corporate Center at Kierland

Subway donates 800 meals to VYT Sponsor-ASeat Program

Subway Restaurants of Arizona, headquartered in Scottsdale Airpark, donated more than 800 Subway meals to Valley Youth Theatre’s 20th annual Sponsor-A-Seat program, which provides at-risk youth with a fun-filled day of performing arts.

This year, VYT took the children to see “Into the Woods” at Herberger Theater in downtown Phoenix. After the performance, children participated in a talk-back, received autographs and enjoyed their meals with the cast and crew. The children have physical disabilities, come from broken homes or regularly deal with domestic violence and poverty.

VYT created the Sponsor-ASeat program to contribute to the healthy development of at-risk youth through the magic of live theatre, which may be the first-andonly theatrical performance these children have been able to experience.

$25M renovation adds conference, meeting space at resort

Embassy Suites by Hilton Scottsdale Resort, which has been rebranded from Chaparral Suites Scottsdale, at 5001 N. Scottsdale Road, now features more than 60,000 square feet of event space, including an 11,000-square-foot conference center after a $25 million makeover.

Redesigned restaurants, lobby, exterior, landscaping and pools are part of the 15-acre renovation.

“With this volume of space, we can accommodate almost any kind of event and tailor it to our guests’ needs,” said Alan Klein, general manager.

Josh Gosnell

Trent Rustan

Corporate Center at Kierland sold

Scottsdale-based Kierland Sky, LLC has purchased the Corporate Center at Kierland, a 107,860- square-foot, Class A office building at 14635 N. Kierland Blvd. in Scottsdale, for $24.35 million.

Trent Rustan and Josh Gosnell of Commercial Properties represented the Scottsdale-based buyer. Barry Gabel and Chris Marchildon of CBRE represented the seller.

Caliber acquires Gilbert commercial tech property

Caliber, The Wealth Development Company in Scottsdale, purchased the 42,111-square-foot Fiesta Tech Center, a technology-centric office building in Gilbert, for $4.7 million. It becomes the largest commercial real estate property in Caliber’s portfolio.

The building requires minimal renovation, allowing immediate cash ow. Caliber will o en the ro ert at 100 percent occupancy with three tenants on multiyear leases, including THR Property Management, L.P., Smart High Reliability Solutions and CampusLogic, Inc. “Caliber clients are extremely excited about the acquisition of the Fiesta Tech Center because of cash flow it adds to their portfolios,” said Zach Fuller, Senior

Vice President of Investment Services of Caliber, The Wealth Development Company. “The property needs little to no renovation and is in an optimal location for leasing opportunities. This purchase has added variety and additional credibility to our portfolio and with the value of tenants in the area, we are confident this will be a significant return for our investors.”

Caliber purchases Hilton Tucson East, plans $8M renovation Caliber Hospitality, a division of Caliber, The Wealth Development Company in Scottsdale, has acquired the seven-story, 232-room, Hilton Tucson East in Tucson, for $9.27 million.

The property has 12,000 square feet of meeting/convention space, a resort-style pool and upgraded dining facilities.

Caliber plans an $8 million renovation to restore the property a premier fullservice business hotel.

The purchase expands Caliber’s lodging investment portfolio to six hotel properties.

“The Hilton Tucson East is the proverbial ‘diamond in the rough’ that with the proper renovation plan and managerial expertise will be transformed into one of the finest hotels in Caliber’s portfolio,” said Chris Loeffler, CEO and co-founder of Caliber, The Wealth Development Company. “The property will provide significant investor value creation as it was purchased approximately 70% below estimated replacement cost. Due to its solid market fundamentals, we’ve wanted to expand within Tucson beyond our current single-family and multifamily residential portfolio. This hotel is an excellent opportunity to do just that.”

The hotel is on 6.36 acres along one of Tucson’s main east-west thoroughfares, Broadway Boulevard. …continues on page 10

6 | Scottsdale Airpark News August 2016

August 2016 Scottsdale Airpark News | 7

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airparkbusinessnews …continued from page 6

Caliber among state’s top ranked, fastest growing firms

Who’s Who in Business 2016, a special online publication of Republic Media, announced the top 10 Arizona companies naming Caliber, The Wealth Development Company of Scottsdale, to the respected list.

The publication recognized the company’s growth and innovation, along with its CEO, Chris Loeffler, and COO, Jennifer Schrader, for their leadership.

“To be listed in the Who’s Who in Business 2016 publication is an honor for Caliber,” said Chris Loeffler, CEO and co-founder of Caliber. “We have seen exceptional growth over the past few years and it is due to our trailblazing team, loyal clients and unique approaches to real estate investment that we have been placed on this prestigious list.

“As we continue to exceed growth

expectations year after year, we will continue to infuse innovation with unique real estate investment strategies to stay at the forefront of the Arizona real estate market.”

Jet Linx enhances its jet-card offerings

Jet Linx Aviation, a private-jet company headquartered in Omaha that operates at Scottsdale Airport, has augmented its jet-card services with a new model to simplify the way members fly.

Its consumer-friendly, cost-effective Club and Executive jet cards provide guaranteed availability of any size jet, guaranteed hourly rates and guaranteed highest-standard of safety, and Elevated Lifestyle benefits program that includes partnerships with more than a dozen luxury services.

“While we’ve watched competitors expand their programs nationally and even internationally at a fast pace, we

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Among et Lin offerings is round tri rates based on occu ied ight time onl .

LGE Design Build completes office for Bahia 101 in N. Scottsdale

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DIVORCE •CUSTODY• MEDIATION

airparkbusinessnews Jim Riggs, president of SAXA. “Bahia 101 is 95 percent sold or leased by shell completion in early June.”

National Horseman Magazine is Bahia 101 s first bu er. he maga ine will occu 5,000 s uare eet on the first oor.

Ingenu, a leading San Diego technology company, signed a long-term lease for the second oor and will move its cor orate headquarters to Bahia 101 this year.

Bob & Renee Parsons Foundation donates $1M to National Museum of Marine Corps

Bahia 101 101, the first new Class A office building in Scottsdale Airpark since 2009.

Bahia 101 features 360-degree McDowell Mountain views, 14-foot clear heights and sliding doors on the second and third floors to allow fresh air into suites. The building, on 2.5 acres on the northeastern corner of Pima Road and Bahia Drive in Scottsdale, is accessible

to Loop 101.

SAXA, a 20-year-old Scottsdalebased developer, owns the property and has designed ahia 101 as an office condominium. SAXA has sold an entire oor, leased an entire oor and s lit u another oor into three suites or sale. his is the first s eculative office s ace in the area since the Great Recession,” said

The Bob & Renee Parsons Foundation has presented an unexpected $1 million gift to the Marine Corps Heritage Foundation to fund the final phase of the National Museum of the Marine Corps’ construction, to finish in 2017.

The foundation was established by entrepreneur Bob Parsons and business …continues on page 12

Protecting Your Family Is Your Most Important Decision

Abbie Shindler Partner Estate Planning Revocable Living Trusts Irrevocable Trusts Probate Prenuptial Agreements Trust Administration

David McCarville Partner Probate Litigation Guardianships Conservatorships Powers of Attorney Advanced Health Care

NUSSBAUM GILLIS & DINNER, P.C. ATTORNEYS AT LAW

480.609.0011 | www.ngdlaw.com 14850 N. Scottsdale Road, Suite 450 Scottsdale, AZ 85254 August 2016 Scottsdale Airpark News | 11

airparkbusinessnews …continued from page 11 executive Renee Parsons. The Foundation serves low-income and underserved populations, marginalized communities and causes that often are overlooked or underfunded.

For Bob Parsons, a U.S. Marine Corps Vietnam Veteran, support of the country’s veterans is critical to the Foundation’s mission.

“It is vitally important to remember and honor the men and women who have served and the sacrifices the make to defend our great country,” said Parsons, who received the Purple Heart, Combat Action Ribbon and the Vietnamese Cross of Gallantry for his service. “Everything that I’ve ever accomplished, I owe to the Corps.

Being a Marine made me who I am today.” hen finished, the additional 11 ,000 square feet will include historical galleries that tell Marine Corps history from 1976 to the present. It will include a 369-seat, large-format theater, Hall of Valor, art studio and gallery, children’s gallery and Marine Corps Sports gallery, as well as a changing exhibits gallery.

Morgan to chair Diabetes Association Valley of the Sun leadership board

Craig Morgan is the new chairman of the American Diabetes Association’s Valley of the Sun Community Leadership Board and will lead that organization’s efforts in Arizona.

ADA’s Valley Of The Sun Community Leadership Board is responsible for implementing the organization’s mission through key fundraising, programs, advocacy, volunteer and corporate recruitment activities.

Morgan served as vice chair of the board in 2015.

“Craig keeps our board focused on our mission to prevent and cure diabetes and to im rove the lives o all eo le affected by diabetes,” said Anne Dennis, Area Executive Director of ADA. “Craig leads and shows the way to our vision of a life free of diabetes and all of its burdens.”

Morgan has been active in the ADA since 2009 and previously served as the chair of the Advocacy Committee,

Craig Morgan where he organized volunteers to help those with diabetes-related legal issues.

He won an Advocacy Award for the …continues on page 14

CELEBRATING 25 YEARS OF HOME CRAFTSMANSHIP

Tim Larson and the La Casa Builders team thank their clients and industry partners for 25 years of success — building homes, building dreams.

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airparkbusinessnews …continued from page 12

initiative and it continues to serve as a “model” for similar ADA programs across the U.S. Morgan is an attorney with the law firm of Sherman & Howard.

Ex-Firetag Stoss & Dowdell partners join Nussbaum Gillis & Dinner

John L. Stoss and Paul F. Dowdell have joined Nussbaum Gillis & Dinner P.C.’s Scottsdale office as partners.

Dowdell’s practice is dedicated to business and real estate law and litigation, with a particular emphasis on real estate contracts and disputes, business contracts and disputes, postjudgment collections, title insurance and escrow matters, and the enforcement of creditors’ rights and remedies. He has 24 years of legal experience in Arizona and holds an AV Preeminent

John L. Stoss

Paul F. Dowdell

Peer Review Rating by MartindaleHubbell, the highest rating issued by that organization for legal ability and professional ethics.

Stoss has 27 years of legal experience in Arizona. His practice is concentrated in business, commercial real estate, and corporate finance and securities transactions. He is adept at understanding problems and situations quickly and developing strategies and plans that meet both immediate short-term objectives as well as the

long-term goals of his clients. Stoss represents local and regional real estate management companies in real estate transactions, including acquisitions and dispositions of commercial real estate and multifamily housing properties, and the financing and management of those projects.

“We are extremely pleased to have Paul and John join us,” said Randy Nussbaum, founding shareholder and managing partner of Nussbaum Gillis & Dinner. “We are actively expanding the firm’s practices to provide clients with additional legal services, and adding Mr. Dowell and Mr. Stoss to our firm is another step towards achieving this objective,” he stated.

Scottsdale cyclists in Ride Across Iowa

A team of five current and former Scottsdale city employees, more accustomed to the scenic vistas around

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airparkbusinessnews the Airpark area, will trade that for the cornfields o owa a ter the were chosen by lottery to participate in the annual Great Bicycle Ride Across Iowa.

The ride, established in 1973, covers 419 miles in seven days, from the Missouri River to the Mississippi River.

Several of the team members have helped build a swell of bike riding and commuting in Scottsdale.

It has grown from the 300 participants in the first one to ,500 s ots, all b lotter draw. he ride, which ollows a different route each year, will climb 18,488 feet during the seven days.

Scottsdale has 138 miles of bike lanes and 90 miles of bike paths and is among 29 communities nationwide rated a gold level or higher bicycle-friendly community by the League of American Bicyclists.

Team members include senior transportation planners John Kelley and reg Davies, senior traffic engineering technician Pete Peralta, maintenance technician Andrew Dorame and retired senior budget analyst Jack Miller.

Wellness series set by Trivita, Inc.

TriVita, Inc. in Scottsdale Airpark plans a free monthly public health and wellness series about the nine systems of the body and how to support and maintain them through nature and nurture for optimal wellness.

The events take place at Trivita’s Event

Trivita’s Event Center Auditorium Center Auditorium, 16100 Greenway Hayden Loop, Suite 950. The next, on the brain, sensory and nerve system, is 9:30-11 a.m. Thursday, Aug. 25.

Information: Stacia Kurtenbach, 480-656-8140 or stacia.kurtenbach@trivita.com.

AISAIRPARK Office Space to Lease 7320 E Butherus Dr Scottsdale

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J. Darren Wallace

New York Life agent Wallace honored

New York Life agent J. Darren allace o the Ari ona eneral Office was acknowledged by the company for achievement in life insurance sales in the first hal o 016.

Wallace has assisted families and businesses in their communities with life insurance protection that could help ensure a college education, homeownership, entrepreneurial endeavors and even multigenerational assets in the future.

“We are honored that Darren has been recognized for his efforts,” said Marc Braden, managing partner of the Arizona General Office. “New York Life has known for quite some time what a valuable asset Darren has been to our New York Life family and to the community. We are pleased that his dedication to helping families and businesses as they work to protect their financial futures is being realized in this way.”

J. Darren Wallace has been a New York Life agent for 12 years.

He is the owner of Wild Olive Insurance & Financial Services LLC based in Scottsdale. 

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AISAIRPARK 480-873-8107 Lorraine Joyce Lorraine@aisairpark.com August 2016 Scottsdale Airpark News | 15

Staff Photo by Cheryl Haselhorst

James Huffman, foreground, uses a standing desk within the offices of Go Daddy in Scottsdale.

High corporate HQ style now arriving in Airpark Nestled among one of the Valley’s strongest economic engines are new-age facilities designed for a new generation of worker

By Jimmy Magahern

T

hey have treadmill desks, hip hallway coffee stations and more unique spaces to collaborate in than a Silicon Valley co-working incubator.

Corporate headquarters in Scottsdale Airpark today are as varied as the companies that call it home. A company’s headquarters does more than just house workers in cubicles, middle management in offices and the CEO in a corner spread with the most palatial view.

These days, it fosters communication and creativity, exemplifies the corporate culture, sets place-making trends and occasionally provides a little fun and games

16 | Scottsdale Airpark News August 2016

between tasks.

Scottsdale Airpark plays host to a wide range of company headquarters, as varied in style and design as the companies that occupy them.

Best of all, many of the most innovative firms are actively hiring.

Brush up that resume!

JDA SOFTWARE 15059 N. Scottsdale Road, Suite 400, Scottsdale

It’s easy to find a comfortable place

to work at JDA Software, which in March moved from its nearly 30-year-old home near Loop 101 and Raintree into a primo location cleared by Gov. Doug Ducey, Scottsdale Mayor Jim Lane and Economic Development Director Danielle Casey to keep the innovative tech company from relocating to another city.

Perched on the fourth and fifth of six floors in Scottsdale Quarter’s newest building – anchored at street level by American Girl store and the Design Within Reach showroom – the international supply-chain management firm’s new headquarters offers as many varied spaces

Staff Photo by Will Powers

Jill Clark of JDA in Scottsdale touts the headquarters' open-plan design . to work as the coolest Silicon Valley startup incubator.

The exclamation mark on the space is a wrap-around-window view of north Scottsdale that’s the pride of the city.

“We wanted the space to be completely open, where no one in the organization, including the CEO, has a private office,” said Jill Clark, the company’s equivalent of a human-resources director. Her title here is vice president of talent management.

“Everyone is working in an open-plan design,” she added.

At most companies, “open-plan” means a lot of low-walled cubicles with a deliberate absence of privacy to discourage employees from playing with their smartphones or surfing the web on company time.

But JDA’s headquarters is designed to encourage employees to wander with their laptops to whatever environment best engages their creativity—from nooks near the training room, to couches by the wide staircase, to colorful cubed barstools.

Those barstools are in the dedicated game room, where PacMan and pool tables are afforded a better window view than even that of CEO Baljit Dail. His desk is indistinguishable from other workstations on the floor.

Every nook and cranny throughout the space is outfitted with an assortment

of colorful toadstool-style seats inviting the largely tech talent to unleash their collective genius.

“The desks are pretty stationary, except some are adjustable, so you can pull them up if you want to stand or lower them if you want to sit,” Clark said. “And associates can pick whether they want to have stationary, adjustable or even L-shaped desks.

“But if they want to be heads-down and not be interrupted by things that are going on around them, they can go find a ‘huddle room’ to work in or even go to another floor if they want. You’ll see lots of different heights of tables, so if some folks want to sit and others stand, they can all be part of the conversation.”

There’s even space along the windows to grab a spot at night when the Quarter lights up.

“We tried to be very creative in terms of having unique spaces to fit different group sizes, and different work modes,” Clark said. “From a quick ‘let’s drop in here and chat’ room fitting three or four people to a private space for a one-on-one phone call, people want more options now in their workspaces.”

JDA’s floors are linked by a wide glasswalled staircase at the center that evokes an upscale multilevel shopping mall.

“We wanted a fun design element that feels like the floors are connected, and not have to go to a stairwell or elevator to move between floors,” Clark said.

Other elements also mimic a mall -from the coffee stations, not hidden in breakrooms but instead strategically placed on high-traffic corners like mini Starbucks tucked behind long bar tables, to the large café, game room, to the fitness center (complete with lockers and showers), which would be right at home in the Quarter’s hottest shopping districts.

“We have associates who come in on the weekends just to use this fitness center,” Clark said, adding that the treadmills are outfitted with Wi-Fi and on-demand, movie-streaming services that “our …continues on page 18

JDA CEO Baljit Dail.

August 2016 Scottsdale Airpark News | 17

Staff Photo by Will Powers

JDA has many opportunities for relaxation and interaction for employees. …continued from page 17 millennials are really good at figuring out.”

“You don’t just come to work and shut off,” she added. “You’re a whole person, and we want to make sure we’re always looking out for that.

GODADDY 14455 N. Hayden Road, Scottsdale

GoDaddy’s newer campus in Tempe, with its centerpiece slide, pedal go-karts

and hallway putting greens, has been garnering attention on all of the “Coolest Places to Work” lists. But the company’s original headquarters, across the street from the Scottsdale Airpark post office, still is a model of fun-meets-innovation workplace design, and recently added a cool attraction, although one that easily could be overlooked.

“As you can see, we have a lot of parking spaces now for expectant mothers,” said Katee Van Horn, the company’s humanresources director, who goes by the title

Blake Irving is the Chief Executive Officer and Board Director of the GoDaddy group of companies.

18 | Scottsdale Airpark News August 2016

vice president of people operations.

Walking among the campus’ three sprawling buildings that stretch from Hayden to 82nd Street south of Raintree, she added, “Like a lot of tech companies, we’re doing things to be more inclusive of women.”

She points out the company’s generous family-leave policy that allows 12 weeks for maternity and six weeks for paternity.

It offers reduced-cost child care, dependent care and adoption assistance.

“It’s pretty cool,” Van Horn said.

Increased outreach by the internetdomain registrar and web-hosting company is attracting more women to an organization once known for its racy Super Bowl television commercials that played more to men.

Upon taking the reins in 2013, following former CEO Bob Parsons’ retirement, new CEO Blake Irving proclaimed that the values inside the company “didn’t square with” its ads and image in the marketplace.

GoDaddy’s image shift includes creation of the GoDaddy Women in Technology network, which supports professional development and networking.

It hired a woman, Elissa Murphy, as chief technology officer, placing her among the few female CTOs of a large tech firm.

The company’s headquarters has gone open-plan to foster collaboration but, like JDA’s, the SmithGroupJJRdesigned interior provides small breakaway areas with glass-enclosed lounges

Staff Photo by Cheryl Haselhorst

Drum set ready for use in the office of Go Daddy CEO Blake Irving.

GoDaddy raised the ceilings to expose the beams and increase the brightness of the room and lowered the cubes to create a more collaborative work environment.

Staff Photo by Cheryl Haselhorst

and secluded spots.

A unique touch at GoDaddy is the random scattering of treadmill desks, which allow employees to park their laptops while going for a walk to hit the goal that their fitness watches pester them to maintain.

“When we decided to redesign the offices several years ago, there were just a lot of hallways in here, very dense and dark, with a lot of high-walled cubicles,” Van Horn said.

Staff Photo by Cheryl Haselhorst

Abhishek Dhasmana plays while taking a break from his position of Director of Product Management India at Go Daddy headquarters in Scottsdale.

A food truck serves lunch to Go Daddy employees in the parking lot in Scottsdale.

“But we also thought it was important to have some huddle spaces, being that we do have a lot of introverts here who can be scared of the open-plan design,” Van Horn added, smiling. “So we created some spaces where they could get away from it for a bit, put on some headsets and find some quiet time, or duck into one of these small rooms with a project partner, write out their ideas on a whiteboard and do a little ‘peer coding.’ It’s all about being able to have different types of working environments based on what’s needed at the moment.”

In 2011, Parsons sold off all but 28% of his shares of the company and resigned as CEO, but still retains strong ties to the Airpark, operating several other large businesses in the area.

Something that hasn’t changed is the company’s commitment to fun, which shows in the prevalence of …continues on page 20 August 2016 Scottsdale Airpark News | 19

Staff Photo by Will Powers

Staff Photo by Will Powers

Jim Reavey in the offices of Vixxo.

Matthew Morales and Satandan Ghosh take a bit of down time at Vixxo.

…continued from page 19

VIXXO

shuffleboard tables, dart boards and even complimentary “beer fridges” (for on-site happy hour use) throughout the buildings and extends to the office of Irving, whose corner laird is outfitted with a recessed space filled by a big Roland drum kit.

“Our CEO always plays drums with the bands at our holiday parties, and every once in a while you’ll hear him back there playing jazz,” Van Horn said with a laugh.

“Hey, if you’re running a place like this, it just seems right to have a drum set in your office, you know?”

On an interior wall of the Vixxo headquarters, employees are greeted by wallpaper bearing various maxims.

“Be so good they can’t ignore you.”

“Great minds think differently.” “Servant leadership is not a weakness; it is the ultimate form of strength.”

They overlook the ping-pong table in a low-walled, open-plan area occupied by the tech team that management calls the Agile Pit.

The tone trickles down from CEO Jim Reavey, a veteran of eight years in the U.S. Marine Corps Reserves.

There is, indeed, a strategic precision to Vixxo’s employee training. It involves heavily indoctrinating new hires into what chief human-resource officer Natalie Dopp calls “the Vixxo Experience.” The datadriven facilities-management company monitors service needs of international companies like Starbucks, 7-Eleven, PetSmart and Michaels craft stores.

“We’ve spent a majority of our time from March through this summer putting about 650 associates through the training, and we’ve had multiple senior leaders attend

Staff Photo by Will Powers

11333 N. Scottsdale Road, Scottsdale

Natalie Patten, Satandan Ghosh, Jenny Calcagno and Matthew Morales play a game of foosball.

20 | Scottsdale Airpark News August 2016

Staff Photo by Will Powers

every session,” Dopp said. “That’s our first step in really setting the expectations of what kind of culture we want to have, and it gives us a platform to reinforce it repeatedly through multiple avenues.”

Some of those multiple reinforcements can be seen just walking through the work areas, where Vixxo’s associates are encouraged to display printed materials on their desks that talk about the company’s core values to keep them top of mind.

Recognition cards in the break room are for workers to present to others they observe “living the Vixxo values,” according to marketing vice president Natalie Patton.

“So people have these on their desks, in their workstations, and it’s a nice way to reward co-workers while ensuring that culture is front and center,” Patton said.

There’s a reason why Vixxo, has been making such a deliberate effort to proselytize its associates for a united corporate culture.

“About three years ago, First Service Networks, which was the company that was here, bought Facilities Maintenance, which was in Hartford, Connecticut,” Dopp said.

“And so basically when the two companies were put together, they started to think about how they were going to change this

Tracy Meyer, Natalie Dopp and Michele Shuey are reminded of Vixxo's values on a hard-to-miss sign.

culture so that we were one combined entity and everybody was rowing in the same direction.”

Beginning last year with a rename to Vixxo, the company began rolling out its new training curriculum.

“Setting the stage for what we want and expect from our associates,” Dopp said, “and it’s really been aligning everyone. We interview for cultural traits and behaviors along our core values, and ask specific questions along the lines of, ‘What does it mean to be mission critical?’ and ‘How do you demonstrate respect for individuals?’ and ‘Tell us a time when you seized the opportunity.’

“We really do drive our recruiting process to ensure that we have a good cultural fit.”

Dopp is convinced their method is working.

“It’s easy to go through an orientation and hear a company’s mission, vision and purpose once,” she said. “But we want, environmentally, to keep it top of mind all the time so that when you have that frustrating day, you can look at that card and say, ‘OK, I know what I need to do.’

“As ‘culture champions, we see our associates living those values every day.” 

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August 2016 Scottsdale Airpark News | 21

Building the future Scottsdale architects discuss state of their craft in the city

By Scott Shumaker

S

ince Arizona became a territory in 1863, many building styles have had their moment in the sun -- literally and figuratively.

At times builders and architects have looked to the past to create Scottsdale’s living and working spaces, as seen in Spanish- and Pueblo-revival-style buildings. But developers also have looked

22 | Scottsdale Airpark News August 2016

to the future for inspiration, as captured in the Valley’s mid-century modern and contemporary architecture.

In 2016, what’s next for the region’s architecture? Will buildings look sleek and uturistic all glass and metal affairs or will they pay homage to classic styles from the past?

Will we live and work in masterdesigned spaces in the future, or cheaply

made boxes in the desert?

We spoke with prominent local architects to find out what the ne t decade of architecture might hold.

Meet the architects

Erik B. Peterson is president and founder of PHX Architecture, an awardwinning firm ounded in 00 , in Scottsdale Airpark. PHX specializes in cutting-

Photo courtesy of Douglas Sydnor and Scottsdale Public Library

The innovative Cummings Residence, designed by Douglas Sydnor, displays contemporary style built on classic principles.

edge designs for private residences, the hospitality sector, and commercial spaces. Past projects include expansion and remodeling of McDowell Mountain Golf Club, J.W. Marriott Desert Ridge, and design of Market Street Kitchen at DC Ranch.

Zahir Poonawala is a project architect with Oz Architects, founded in 1994, in Scottsdale Airpark. Oz serves residential

and commercial clients with traditionally based designs that incorporate reclaimed and antique building materials.

Poonawala’s recent work includes numerous custom home projects in the Silver Leaf community.

Douglas Sydnor is a long-time Valley resident and architect. He led Douglas Sydnor Architect and Associates for more than 20 years, and in 2013 joined the senior management team of Gensler, a national architecture firm with offices in Phoenix. He is also columnist for Arizona Contractor & Community Magazine and has published a history of Scottsdale architecture. His past architectural projects include the Appaloosa Library and the Loloma Transportation Center.

Technology

The architects interviewed see technology as a major driver of change in Scottsdale’s architecture.

The miniaturization of technology—such as smaller screens and speakers, for example—means that less and less space in homes and buildings must be set aside for technology. Erik Peterson of PHX architecture believes that today’s growing technology will result in cleaner-looking, more adaptable spaces.

“You used to have to design certain depths and certain space requirements… for TVs, and now TVs can pretty much be seamlessly mounted anywhere. We used to have to make room for where speakers were going to be. The speaker technology is so amazing now, it’s mounted behind drywall—you don’t see it anywhere,” says Peterson.

An earl side-effect o new audiovisual technology has been the decline of home theaters, once common in high-end homes. ou can have the ull-theater effect right in your kitchen and family room without having to go into a dark and

Photo courtesy of Douglas Sydnor and Scottsdale Public Library

The Appaloosa Branch of the Scottsdale Public Library, designed by Douglas Sydnor Architect and Associates, received numerous awards for design and sustainability.

closed basement theater with all the fi ed seats, like we were doing 10 years ago,” says Peterson. “People don’t want to walk down the hall and be alone in their own separate room.”

Peterson is also welcoming mobile technology that allows homeowners to operate all of their household systems from a smart phone. Automated and app-controlled systems allow designers to eliminate distracting control panels and knobs that have previously cluttered interior walls—what Peterson describes as “control acne.”

But it’s not just digital technology that’s changing the landscape. Zahir Poonawala, of Oz Architects, points out that new materials and building techniques are constantly expanding possibilities for built spaces today. Builders and architects can do much more than they could just a few years ago, and the science of building continues to grow.

“Technologically, it’s a constant battle to keep up with what’s going on. I’ll just say that. It’s an interesting time to be an architect,” says Poonawala.

Poonawala sees no shortage of technologies creating exciting new possibilities for designers. LED lighting, for example, “has completely revolutionized the way we think about lighting,” he says.

Poonawala also believes that improved insulation, radiant cooling and mechanical window shades might also have a big impact on buildings of the future.

“Just yesterday I had a really interesting conversation about structural glass, and how large windows and doors can be made now, he sa s. S ecificall , we were talking about a…sliding door that was 13 feet tall and nine feet wide. That’s quite amazing.”

Mixing the old and the new

Just because a building of the future will be high-tech doesn’t mean it will …continues on page 24 August 2016 Scottsdale Airpark News | 23

necessarily look futuristic. Despite all of the whiz-bang technology making its way into buildings today, our sources agreed that traditional and classic looks will be prominent in the coming years. Buildings of the future, they suggest, will be blends of the old and new.

In some cases, designers and clients will use traditional architecture and construction methods deliberately.

Traditional architecture can give buildings

a timeless quality that will help them remain relevant decades—even centuries— into the future. In other cases, blends of old and new architecture will arise from renovations of older buildings—a growing trend that many architects welcome.

S dnor, o the ensler architecture firm, says that there is a movement underway to “take advantage of the existing inventory of structures and buildings” in the Valley.

“We’re not going to be so quick to dispose of (existing buildings) because

This living room designed by Airpark firm PHX Architecture demonstrates the blending of classic and innovative design.

24 | Scottsdale Airpark News August 2016

In this modern living room, the architecture serves as the backdrop for the owner’s own art and style. people are discovering there is great value in them,” he says. “I think you’re going to see architects step up and be much more innovative and creative about how you use those existing good bones of a building.”

Peterson seconds this observation.

He sees “a whole other respect level in the Valley all of the sudden for reusing existing spaces.” Peterson says a boom in “adaptive reuse” projects is giving new life to brick warehouses and similar historic structures. The trend is especially strong in

Photo courtesy PHX Architecture

…continued from page 23

Photo courtesy PHX Architecture

Photo courtesy PHX Architecture

This kitchen displays the bright and open qualities that are increasingly popular in architecture today.

Photo courtesy PHX Architecture

the restaurant sector, and Peterson says that many historic buildings are quickly bought up today and repurposed as restaurants.

“That’s exiting to see because that wasn’t happening ten years ago,” he says. “These projects, I think, are the most interesting types of architecture because they have a newness to them, but they also give a nod back to the historic construction here in the Valley.”

“If you ask us what we’re really into in terms of trends,” adds Poonawala, “it’s that mixture. It’s trying to respect history, respect tradition, but also to see what we can do to bring really beautiful modern detailing into the conversation.”

Mixing functions, too

Sydnor and Peterson also believe that buildings of the future will increasingly blend uses. The architects see growing experimentation in the Valley with groupings of buildings and activities housed under the same roof. The lonely commercial building with its own parking lot might be fading away.

For Sydnor, a powerful example of synergy created by grouping two buildings is the Maryvale Community Complex

A building exterior combines regional and innovative design elements. in Phoenix, which links the Palo Verde Library with the Maryvale Pool through a covered breezeway. The complex has been a big hit in the community, and Sydnor believes that developers are increasingly open to trying unexpected combinations. “(When) you bring together various

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uses and blend them together in a single structure or grouping of structures…it brings about very interesting dynamics and relationships among them. … I’ve seen some very strange mixes, and yet you can just see the dynamics that come from these …continues on page 27

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The interior of the Cummings Residence, designed by Douglas Sydnor, displays a clean and uncluttered character.

26 | Scottsdale Airpark News August 2016

…continued from page 25 kinds of unexpected adjacencies,” he says.

“Scottsdale, I think, is ripe for that.”

Peterson sees increasingly diverse combinations of function appearing in the Valley’s shopping centers. Designers, he says, are revisiting the traditional formula of an anchor retail store attached to several smaller retail stores.

“I think that one of the most exciting (shopping centers) that’s being built right now is at Central and Camelback,” he says. “They’ve got a Shake Shack, a Lou Malnatis from Chicago, the Flower Child, and then intermixed between those are all sorts o other different, mi ed-use sho s and offices that all share those s aces. And it all has a retro-historic component to it, so it’s super-exciting to see that type of commercial work going on.”

Keep an eye on the Valley

Photo courtesy of Douglas Sydnor and Scottsdale Public Library

For the architects, the Sonoran Desert’s “world unique” qualities make the region an exciting arena for architecture—

especially when the world is looking for innovative solutions to problems. Sydnor says that a new generation of talented architects has been drawn to the Valley, and is ste ing u with finer and finer work.

Peterson believes that Scottsdale Airpark will be an important player in the future of architecture.

“The Airpark, I think, is the next cutting-edge location as we start to see Scottsdale planning out the future for the Airpark. This could be a groundbreaking opportunity for Scottsdale to show what the future of a city can become with the best architects and the best design for what I think could be a really amazing location within the city,” he says.

The architects all agreed that architecture in the Sonoran Desert is going to be more exciting.

“The world is taking notice of the architecture that is being produced in the Southwest region, and particularly in Arizona,” says Sydnor. “I think the next 10 to 20 years in the Valley are going to be absolutely extraordinary.”

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Photo courtesy PHX Architecture

The curves incorporated into this PHX Architecture-designed home create a warm and inviting effect.

JetSmarter doesn’t own or operate a fleet. JetSmarter’s partner for the Los Angeles to Scottsdale route will be Advanced Air LLC.

Casual Sophistication’ JetSmarter’s new Scottsdale/L.A. route expands its unique service

By Steven Solomon

R

esidents of metro Phoenix will be able to fly direct between Scottsdale Airport and Los Angeles using the JetSmarter booking app beginning Sept.

25, according to an announcement from the private travel service company. The route will be available on Friday and Sunday afternoons.

JetSmarter’s founder and CEO, Sergey Petrossov, said the expansion is to meet the needs of frequent travelers on the West Coast.

“With the growing demand for private jet services in this region, we are proud to be the first to offer the option of a luxurious, direct service between Scottsdale and Los Angeles. We expect to have several passengers on our flights as we continue to grow in this area. We’re excited to see our membership base grow in Scottsdale.”

He explains that JetSmarter is available via three tiers of memberships. The most

28 | Scottsdale Airpark News August 2016

The key to JetSmarter’s claim of being unique is its use of a smartphone app that can check flights, book charters and receive payment in 132 currencies. popular is the “Smarter” version, which is priced at $9,990 per year with a one-time initiation fee of $4,950.

Members have access to free seats on any of JetSmarter’s more than 4,000 JetShuttles and JetDeals flights across the

United States, Europe and the Middle East.

JetShuttles offers scheduled flights from select cities around the world and JetDeals provides sporadic one-way flights.

Members can also create on-demand charter flights through JetCharter, and are guaranteed hourly rates and availability.

With free flights available for members through its JetShuttle service, Petrossov says the membership pays for itself within the first few months. Members can also get one to four seats free on a JetDeals flight depending on the route.

The typical customer for flying private is someone who wants to save time by arriving at the airport just minutes prior to the scheduled departure time.

“For frequent travelers, membership eliminates the need to go through the TSA and the extremely long delays, saving up to two to three hours of travel time,” Petrossov says.

The company boasts that all domestic

private jet flights offer complimentary refreshments, champagne and snacks. A flight attendant is on board every heavy jet.

On its website at jetsmarter.com, “Pretty Little Liars” actress-model Ashley Benson offers a testimonial to JetSmarter in a short video, during which she touts its “casual sophistication.” The company states, “The truth is, she loves the convenience.”

JetSmarter started in 2013, with funding from the Saudi royal family, music and entertainment celebrities, and executives at companies such as Goldman Sachs and Twitter, according to media reports. It has been called the Uber of airline travel.

The key to the company’s claim of being unique is its use of a smartphone app that can check flights, book charters and receive payment in 132 currencies.

Flight confirmations, itineraries and other essentials are also a tap away. The app is available for iOS and Android, downloadable from iTunes or Google Play.

JetSmarter doesn’t own or operate a fleet. Petrossov explains that JetSmarter connects to the scheduling software and GPS feeds of the aircraft operators to track the exact positioning of jets, occupancy and availability. For JetShuttles and JetDeals flights it has an exclusive arrangement

JetSmarter boasts that all domestic private jet flights offer complimentary refreshments, champagne and snacks. A flight attendant is on board every heavy jet. with aircraft carriers that operate these flights. For JetCharter it has access to more than 3,200 aircraft worldwide. Petrossov says that JetSmarter’s partner for the Los Angeles to Scottsdale route will be Advanced Air LLC. And what does Petrossov think of his

latest venture?

“We are excited to announce this expansion in Scottsdale, to provide even more travelers the opportunity to fly private and join our ‘Country Club of the sky,’” Petrossov says.  Information: www.facebook.com/JetSmarter.

August 2016 Scottsdale Airpark News | 29

Medicine for the Whole Person Orion gathers data to make diagnosis more precise

By Kenneth LaFave

David Bennett

F

or years, patients thought their doctors had all the information they needed: age, weight, medical history and medications.

They were wrong.

“Doctors have access to only about 10% of the information they need to make an accurate diagnosis,” says David Bennett, executive vice president of Airpark-based health management company, Orion Health.

Individuals differ so radically from one to another that particulars like DNA make an important difference in diagnosing or determining the best treatment.

What can be done to change this?

Orion calls its answer Precision Medicine. It consists of assembling and crunching data to represent a patient in every aspect of his or her life.

“In a nutshell, what we go to market with is a platform that can collect data from many sources. All the hospitals submit their data to Orion. A platform called Rhapsody integrates everything into one

30 | Scottsdale Airpark News August 2016

database,” Bennett says.

“The technology is fantastic.”

Bennett has nurtured the Orion company from a small office 4½ years ago to this year’s opening of its new development center in Scottsdale. Orion intends to hire more than 500 employees at an average base wage of $88,000 per year.

Instead of a patient’s information consisting of data from only one or two sources, Orion streams it from unlimited sources. Not only such physical information as DNA, but lifestyle factors show up as well.

“Orion really wants to find the right answer,” Bennett says. “The doctor knows your blood type and whether you have diabetes or high blood pressure. But what about social factors? Do you live alone?

People who live alone tend to be in hospitals more often. Do you participate in social media? People who engage in a lot of social media tend more toward depression.”

It’s medical data that represents the whole person, not just 10%. Just how much of a difference can be made with complete

as against incomplete data is illustrated in the case of someone close to Bennett: his son, Carter.

“About a decade ago, Carter was diagnosed with cystic fibrosis (CF). He had a host of physical problems, like lung infections due to mucous build-up and issues like pancreas blockages. He made monthly visits to the ED and had regular sinus surgeries. In his eighth grade year alone, he was hospitalized for three consecutive weeks while his lungs underwent a thorough cleaning. Every year, his lung function went down.”

Complicating CF is the fact that it exists in no less than 1,200 variations, and treatment can differ from one another. Carter belonged to a 4% group within the community of CF sufferers.

“We were in the CF Clinic at Phoenix Children’s Hospital, and we told Carter’s doctor that we were very excited about a new drug that was meant for his mutation of the disease. There are actually new drugs created for specific genome mutations.”

Based on the data at hand, the doctor dismissed the new drug as ineffective for Carter. But when Bennett produced “about a hundred pages” of intensive additional data, the doctor reviewed it—and reversed his opinion.

“This is a game changer,” the doctor says of the data.

Today, Carter is 19, off to college on his own, breathing well without surgeries and, as his father puts it, “now he has a shot to outlive me.”

Carter’s doctor was, Bennett emphasizes, “a great doctor.”

“But he didn’t have the tools to analyze my son and get him on a life-saving medicine until those pages were produced.

It’s trial and error for most doctors. In the future, payers (insurance companies) and providers (physicians) will be able to rely on technology that synthesizes and analyzes the data, and utilize it in the right context at the right time.”

Doctors with less than complete data are sometimes forced to prescribe drugs on a trial-and-error basis. Statins, for example, work on only 30% of the population. And there are people for whom Ibuprofen has no effect. Such things used to be part of the hit-and-miss of medicine. With Orion’s help, they will soon belong to the past.

Orion houses the data for 100 million people worldwide. The public company, based in New Zealand, was headquartered in Boston until 2012, when it moved to Scottsdale Airpark. While that may sound like a random move, it was a cautionary one. The lack of tornadoes, hurricanes and other natural disasters in Arizona make it a prime destination for businesses that rely on data storage.

“We may keep our data on a cloud, but there still has to be a building somewhere,” Bennett says.

Bennett points out that when Hurricane Katrina hit New Orleans in 2005, an untold amount of data was lost. That can’t happen where the greatest danger to storage is the air-conditioning going out.

In addition to making diagnosis more precise, Orion’s data crunching can help reduce cost.

“You can drive down cost by using this technology to address social determinates. One of our clients in South Carolina had what they called ‘frequent fliers’—60 patients who were making over 1,000 visits to Emergency in a single year. It turned out that some of these people just needed medicine and couldn’t get to the pharmacy to buy it. So the company worked with the ambulance company to set up a triage service in the ambulance to track what the patient needed. If it was just medicine, that

David Bennett is executive vice president of Airpark-based health management company, Orion Health. became a matter of a $3 co-pay instead of a $2,500 ED visit.”

Accumulating data is a never-ending quest at Orion, where 30 percent of annual revenue goes back into research.

For Bennett, who came over to Orion from his own Scottsdale software integration business, building out the company is more than business.

“It’s a mission. For me, that’s what it is. I want to help these doctors and patients in making decisions about what will help them. To do this work, you really need focus at the mission level, because it’s going to change health care for the better and make a difference in people’s lives. How many other people get that opportunity?” 

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August 2016 Scottsdale Airpark News | 31

Matt Dana, a fifth-generation Arizonan, followed a winding path to estate law.

Arizona pride Local business leader proudly calls Airpark his business home

By Alison Bailin Batz

V

eteran attorney Matt Dana’s business roots in Scottsdale Airpark go back to the 1980s. His family’s roots in Arizona, however, are much deeper—by a full hundred years.

“I am a proud fifth-generation Arizonan,” says Dana, whose family settled in Arizona in the 1880s. “I grew up on 10 acres of land, along with my five siblings and parents, taking care of everything from pecan and fruit trees to cows, chickens, horses and goats.”

Hard work was instilled in Dana and his siblings from a young age, some-

32 | Scottsdale Airpark News August 2016

thing that would prove invaluable as he worked toward an accounting degree at ASU, and then again when he passed all four sections of the CPA exam in one sitting while studying for his law degree, also at ASU, during the early 1980s.

Saddling up to estate planning

“Though I had my degrees and CPA designation in hand; estate planning law was not initially on my radar. But, after helping my parents put together their estate plan, fate intervened,” says Dana, whose father passed away unexpectedly

just six months after getting the plan in place, naming Dana as the co-trustee of the estate. “This was really his final gift to me, as the experience both with the grief and handling the estate showed me first-hand the impact I could have in this area of law.”

That was 1985, and Dana hasn’t looked back.

In many cases, I was actually looking down—if you want to be specific,” Dana says with a laugh.

He explains that he had a passion for helping people in more rural areas with

their estate planning, asset protection planning and retirement planning needs, which led him to earning his pilot’s license so he could fly from the Valley to Payson, Prescott and even Sedona for meetings on any given day and still be home for dinner with the family.

“We clearly filled a need in smaller cities across Arizona.”

Case in point, by 2014 Dana had satellite offices littered in 13 cities and towns in addition to the flagship headquarter office in the Airpark.

Saddling up in the office

Speaking of the Scottsdale flagship office, it is among the most uniquely— and lovingly—decorated in the Airpark.

Decidedly rustic with a clear Scottsdale chicness and sophistication, much of the natural wood that gives the office its charm is from Dana’s father’s old barn and corral, including his desk.

“When you walk in, the first thing people often notice—aside from the woodwork—is the framed photo of my dad, Harvey Hyrum Dana, atop his horse,” says Dana, who displays the image above a genuine Old West saddle in a clear homage to both Dana’s heritage and Arizona’s.

These themes don’t end there.

“Each of the conference rooms in our 6,000-square-foot space are named for two of Arizona’s most famous cities from the Old West—the Prescott Room and the Tombstone Room,” says Dana. “And, almost all of the artwork in the space has been done by Western artists, including some notable watercolors done by artist and Western actor Buck Taylor, of ‘Tombstone’ and ‘Gunsmoke’ fame.”

The only non-Western pieces, in fact, are a massive family portrait of Dana with his wife of nearly 40 years, Nancy, children and grandchildren and several photos and plaques thanking Dana for his community service and leadership.

Matt Dana and his wife, Nancy, in front of a family portrait. & Brady in 2014, our team’s ability to give back has grown exponentially,” says Dana. “Through the Quarles Cares volunteer initiatives, the firm provides opportunities for attorneys and staff to commit themselves personally to civic and charitable efforts.”

According to Dana, through this program, Quarles & Brady’s Phoenix office coordinates a variety of ongoing, annual, and one-time events with his Scottsdale team as part of its mission to provide volunteer experiences that have wide appeal to its staff and attorneys, and a wide reach across the community. As a result, they’ve been able to impact organizations from Big Brothers Big Sisters to Make-a-Wish to the Girl Scouts in some very big ways.

Saddling up to Quarles & Brady

Dana’s partnership with Quarles & Brady goes far deeper than just community outreach initiatives though.

“Although I loved managing Dana Law Firm, as we grew, a part of me missed

focusing all of my attention on clients,” says Dana, who met with Quarles & Brady office managing partner Nicole Stanton in mid-2014 to plant the seeds for a formal business partnership.

By November 2014, Dana and his Scottsdale firm—including long-time Dana Law Firm partners and fellow business leaders Trevor S. Whiting and Todd Smith—joined Quarles & Brady in its Estate, Trust & Wealth Preservation Group, effectively making Dana’s Airpark law office Quarles & Brady’s first formal office in Scottsdale.

“Through our alignment, our attorneys are now able to tap into and work with the nation’s top legal minds as we plan every stage of life for our clients,” Dana says.

“This national presence is particularly important as many of our clients have homes, businesses and financial commitments in several states. Being back in the saddle again with clients full time is proving to be the ride of a lifetime, one for which this old cowboy is eternally grateful.” 

Saddling up in the community

A member of the professional advisory board for the Phoenix Theatre and a longtime Scottsdale Rotarian, Dana is a past board member of Phoenix Suns Charities, the Scottsdale Healthcare Foundation and the Arizona Community Foundation.

His firm is also a staunch supporter of all things maroon and gold, a formal “Partner of ASU Athletics,” and together his Scottsdale team hosted a radio program on 1510AM for more than five years, providing tips and advice on finances to listeners across Maricopa County.

“And since partnering with Quarles August 2016 Scottsdale Airpark News |

33

Lending a hand Dan Shufelt and Arizona Helping Hands want what’s best for foster kids

By Christina Fuoco-Karasinski

D

an Shufelt used to keep his volunteer work under wraps, preferring to stay behind the scenes. But the Phoenix resident is so enthusiastic about Airparkbased Arizona Helping Hands that he’s willing to spread the word.

“I’m so impassioned by what we do that it’s easy for me to speak about it,” says Shufelt, who serves as Arizona Helping Hands’ president and CEO. “I spoke to the In-N-Out Foundation with 120 people in the room and they had to drag me off the stage.

“I want this to gain momentum and make a difference in this community.”

Arizona Helping Hands, which has been invited to have a booth at the McDowell Mountain Ranch Oktoberfest, is looking for companies to hold collection drives and for people who would like to volunteer for the organization at 7850 E. Gelding Drive, Suite 500. Call 480-889-0604 or email

34 | Scottsdale Airpark News August 2016

dreamcatcher@azhelpinghands.org.

For more information, visit facebook.com/ azhelpinghands/; azhelpinghands.org/ blog-post/ or azhelpinghands.org.

“We assist foster families who have stepped up to provide a safe, loving environment for children in the Department of Child Safety system,” Shufelt says. “Our programs are designed to provide many basic needs for these boys and girls.”

Offering support

A CPA by trade, Shufelt was encouraged to volunteer in the 1980s by his thenmanager. Shufelt took it to heart and began working with the Boys and Girls Clubs of Metro Phoenix. In the early 2000s, he met Kathy Donaldson at his church. She founded Arizona Helping Hands with her nowdeceased husband, Paul.

“I was volunteering for church functions

and Dan belonged to the same church,” Donaldson says. “He asked the pastor what I did because he always saw me running around and networking. He told him about Arizona Helping Hands.

“Dan offered his support as a volunteer bookkeeper and CPA. So, he was our CPA as a volunteer and also a board member.

About 2 1/2 years ago, we talked him into the president’s position.”

The experience changed his life. He took on the positions of president and CEO even though he was committed to two jobs.

“I run a real estate trust and, at the end of 2013, our organization (Arizona Helping Hands) was going through a leadership crisis,” he says. “We were poised for growth. I went to the board and said I had these two other commitments—lifelong commitments—but I was so enamored by what they were doing there that I said I

would give them 20 hours a week and take over the leadership role.”

Shufelt wanted to narrow the focus of Arizona Helping Hands, which Donaldson started in response to her sister’s last wish to do a good deed regularly.

“We were an organization that was a mile wide and an inch deep,” Shufelt says. “They did a lot of good work, but it didn’t have a focus. There were a variety of initiatives and activities to help kids and families, but it was as broad as broad could be.”

That was until the 2013 CPS crisis hit the media.

“That was the first major attention on that issue,” he says. “Kids were not being attended to.”

Prayers answered

Donaldson calls Shufelt “an answer to her prayers.”

“He’s organized,” she says. “He has a vision and, most of all, he has passion. He loves the kids. We see them at the worst time in their lives. We want to provide some comfort, something that’s theirs that they can call their own. It’s so important for their self-esteem.”

She admires Shufelt because, she says, he expects big things for Arizona Helping Hands.

“He knows what he wants to see for the

future and how much we could help the foster children of the state.

“There’s nothing phony about him. He’s real. He’s exactly what you see. It’s a pleasure to be associated with him.”

Donaldson and Arizona Helping Hands, which set foot in the Airpark nine years ago to be closer to volunteers, credits people like Shufelt for their hard work. The nonprofit

now boats 250 volunteers and a 5% overhead, Donaldson explains.

“We started in 1998 and me and my husband, who has now passed, never took a salary,” she says. “To this day, I don’t take a salary. We have seven staff members who do.” …continues on page 36

Dan Shufelt says that Arizona Helping Hands was “a mile wide and an inch deep.”

August 2016 Scottsdale Airpark News |

35

Dan Shufelt hopes to expand the Birthday Dreams program. …continued from page 35

Coming together

Shufelt deemed it important to meet with similar organizations in town. He befriended Kris Jacober, founder of Arizona Friends of Foster Children. He asked her how he could help, as he wasn’t interested in duplicating

36 | Scottsdale Airpark News August 2016

efforts. He wanted to bolster them.

“I thought it would be the start of a long discussion,” he says. “But she succinctly says that we could change lives if we provided beds or cribs to children in foster care.”

In 2014, Arizona Helping Hands provided 470 beds to kids in foster care.

Last year, the donations reached 1,515 and

in 2016, Arizona Helping Hands is poised to hit 2,000.

“As the community support for the program has grown, we’ve been able to expand our services,” he says.

The 8,000-square-foot warehouse has beds, cribs, clothing, an personal-care packages. The “coolest” initiative, he says, is Birthday Dreams. Foster children are surprised with gifts for their birthdays, something, he says, is often overlooked.

“My wish list includes expanding that Birthday Dreams program,” he says. “It’s fun to donate toys and games to younger kids. It’s a challenge to come up with items for teenagers. But this is a dream job.”

Shufelt also foresees an “entry point for families in foster care.” A sort of one-stopshop for families new to foster care where they can learn about basic needs, seek outreach, visit a resource center and visit with a representative of a licensing agency.

All he wants is what’s in the best interest of the 19,000 kids in the foster-care system.

Donaldson wants the same.

“We’re here to serve the foster children,” she says. “It’s a privilege and honor to serve them. We have to all work together. It takes a village to take care of our precious children.” 

Effective Communication Airpark Toastmasters work to improve public speaking skills

By Christina Fuoco-Karasinski

W

hen Brad Taft was in high school and early college, he struggled with public speaking. In college, after initially majoring in biology, he switched his major to speech and that helped ease his fears.

But it wasn’t until he joined the Airpark Toastmasters that he really honed his skills.

“I got involved with Toastmasters when I self-published my book in 2006,” says Taft about “Boom or Bust!: New Career Strategies in a New America,” which discusses issues around employment for mature workers.

“I had to promote the book and get out in front of different groups and speak about it. I’ve been a Toastmaster now for close to 10 years.”

Founded in 1924, Toastmasters is a nonprofit organization that works to develop public speaking and leadership skills through practice and feedback in local clubs.

The Airpark Toastmasters meets from noon to 1:15 p.m. Thursdays at the Jewish Community Center, 12701 N. Scottsdale Rd. The membership fee is around $80 a month. For more information, visit http:// airpark.toastmastersclubs.org/.

“It really been an excellent experience,” Taft says. “With Toastmasters, it gives everybody an opportunity to learn to prepare speeches and to deliver them in a very supportive environment.

“Some people are scared to death about having to get up in front of other people

Brad Taft and give a speech. We want to help people to do it; just get out of their chairs and give a presentation.”

At meetings, members take on different roles.

“In other words, we designate one person to be the Toastmaster, the master of ceremonies,” he says. “Then we have other roles within the meeting. We rotate so everybody takes a turn doing different things.

“Another part of our meeting is table topics. We have a person designated as the table topics master, if you will. It provides an opportunity for people to practice their extemporaneous speaking.”

The leader throws out a question and calls on members to answer within 45 seconds to a minute and 15 seconds.

“It really gets people to think on their feet. The questions are built around a theme that is presented at each meeting.

The Toastmaster of each meeting pick a theme they want to present.”

At the heart of the Toastmasters curriculum is the communication track, defined by the Competent Communication manual and a set of advanced manuals.

The Competent Communication manual consists of 10 speech projects, each building upon the other in skills and difficulty.

“One speech is an icebreaker,” Taft says. “We also work on things like vocalization, where we make sure they’re speaking clearly and using pauses and vocal variety in a speech. With another speech, you have to use visual aids like PowerPoint or something. There’s a humorous speech, an entertaining speech, persuasive speech. Once a person completes those 10 initial speeches, they receive their first certification.”

If they desire, members can move on to more advanced speeches.

The Airpark Toastmasters group is open to the public, while others may be closed.

“We have a diverse group of entrepreneurs, individuals who are from Canada and Latin America, for example.

It’s a good mixture of individuals who come together for the common interest of improving their communication.”  August 2016 Scottsdale Airpark News |

37

Scottsdale Historical Society photo

rememberwhen

Scottsdale residents built the first wooden schoolhouse in September 1896 (Camelback Mountain in the background).

Scottsdale-area schools rich with history I

t’s August. Kids are heading back to class.

It’s a great time for the rest of us to get educated, too, about Scottsdale-area schools’ history.

For 120 years, Scottsdale public, parochial and private schools have produced a bumper crop of well-rounded citizens.

Memorize these facts about them. There might be a test!

When Scottsdale had fewer than 100 residents, Alza Blount began teaching her children and a few others in her home, the Adobe House, circa 1894-95. By 1896, there were enough school-age children to warrant a school. Residents chose Winfield Scott, John Tait and Frank Titus to the first school board, and Scottsdale School District No.

38 | Scottsdale Airpark News August 2016

Scottsdale Historical Society photo

By Joan Fudala

George Judson founded the Judson School in 1928 in what is now El Chorro restaurant. It later moved to a larger campus, and closed in 2000.

48 officially was recognized. One weekend in September, 1896, townsfolk built a oneroom wooden schoolhouse – with outhouse, which served its educational purpose during the week, and then hosted ecumenical church services and community events on weekends. Winfield Scott was a frequent speaker, captivating students with his Civil War recollections.

After several additions to the wooden schoolhouse, a larger, more permanent structure was needed. In 1909, Scottsdale voters unanimously passed the town’s first school bond issue, $5,000, to fund construction of the Scottsdale Grammar School. Classes began in September 1909.

The “Little Red Schoolhouse” was dedicated

rememberwhen and Pima and Supai as well as Arcadia High School in 1959.

In 1955, Scottsdale students received the new Salk anti-polio vaccine, a threeshot series, to combat the polio epidemic.

Scottsdale residents met at Scottsdale High to learn Civil Defense measures at the height of the 1950s Cold War. New private and parochial schools also met post-war Baby Boom demand.

Camelback Desert School was established in 1950. In 1953, the Arizona Conference of Seventh Day Adventists relocated

Scottsdale Historical Society photo

opened on the grounds of the Jokake Inn on Camelback Road as a private girls’ school in 1933. Guests of the inn as well as co-eds of the school took overnight trips via horseback to the Jokake Desert Camp at the foothills of the McDowells. Brownmoor School for Girls moved into what had been the Ingleside Inn, between Indian School and Thomas roads along the Crosscut Canal, in 1945, and operated as a boarding and day school through 1958.

The post-World War II population boom created the need for additional public and

Scottsdale High School opened for the 1922-23 school year, on Indian School Road just east of Scottsdale Road. private schools in Scottsdale. In this schoolbuilding era, the Scottsdale School Board made two key decisions: Students should be able to walk to a neighborhood elementary school and schools should have names honoring Native American traditions. First to open was Tavan in 1954, followed by Kachina in 1955, Ingleside and Tonto in 1956, Kiva in 1957, Kaibab and Tonalea in 1958,

its Thunderbird Adventist Academy boarding and day school to what had been the World War II aviation cadet training base Thunderbird II Airfield. The Sisters of Charity of Seton Hall, with guidance from Father Eugene Maguire, opened Our Lady of Perpetual Help School on Miller Road in 1956. In 1960, Mae Sue and Franz …continues on page 40

Scottsdale Historical Society photo

Feb. 26, 1910, on Winfield Scott’s birthday.

Scott was joined by Arizona Territorial Governor Richard Sloan and Governor of Indiana Thomas Marshall, a frequent winter visitor with his wife, Lois Kimsey. Today the building is the Scottsdale Historical Museum and is listed on the National Register of Historic Places.

Since Scottsdale was a farming and ranching village during its first six decades, school hours were tailored to the needs of farm families. Students had to do their farm chores before and after classes. Many children rode their horses to school. Bus service began in the 1920s.

To meet the demands of a growing population, Scottsdale High School was built on Indian School Road in time for the 1922-23 school year. A new, larger Scottsdale Grammar School opened at the southwestern corner of Marshall Way and Second Street in 1928. It was renamed Loloma Elementary and now is home to the Scottsdale Artists School. The Little Red Schoolhouse was renamed the Coronado School and used as a transitional school for Grades 1-3 for immigrant children, who then transferred to Scottsdale Grammar School.

Scottsdale High and Scottsdale Grammar School were enlarged during the 1930s using Depression-era WPA funds. Scottsdale High was closed in 1983 and razed for site redevelopment in 1991-92 During the 1930s and 1940s, the Scottsdale area’s first private schools debuted. George Judson opened Judson School for boys in 1928 in what is now El Chorro Lodge in Paradise Valley. The school moved to a larger campus and girls were admitted to Judson in 1956. The school closed in 2000. The site now is a luxury-home enclave. Jokake

When the student population outgrew the 1909-vintage Little Red Schoolhouse, a new Scottsdale Grammar School was opened in 1928 at Marshall Way and 2nd Street.

August 2016 Scottsdale Airpark News |

39

Scottsdale Historical Society photo

rememberwhen

During the Baby Boom era, many schools were built. Tavan Elementary was the first new, post-World War II public school in Scottsdale. …continued from page 39 Talley founded Talley Academy, later named Phoenix Country Day School.

When television began broadcasting educational programming, three women with Scottsdale ties were pioneers. Miss Francis (Arlene Horwich) hosted “Ding Dong School” on NBC in the 1950s. She retired in Scottsdale. Miss Sherri (Finkbine) hosted the local “Romper Room” during the early 1960s.

Former principal of Scottsdale and Chaparral High schools Evelyn Caskey taught classes on “Seminar 61” via the Chicago area CBS affiliate in 1960-61 before coming to Scottsdale’s Coronado High School.

As Scottsdale’s population grew from 10,000 in 1960 to more than 88,000 in 1980, school construction continued in all directions, especially in newly-annexed land. Hohokam, Hopi and Navajo opened in 1960. Paiute and Yavapai elementary schools opened in 1961 as did Coronado High

40 | Scottsdale Airpark News August 2016

In 1953, the Arizona Conference of Seventh Day Adventists moved its Thunderbird Academy into facilities that had been the Thunderbird II Airfield where World War II aviation cadets trained. The academy continues to operate at the southern end of the Scottsdale Airport runway.

School. Mohave opened in 1962, Cocopah and Apache opened in 1965-66, Saguaro High School in 1966-67, Pueblo in 1970, Chaparral High School in 1972, Cherokee in 1974 and Cochise in 1980.

During the 1960s and 1970s, schools closed whenever Indian Bend Wash flooded connecting streets. Development of the Indian Bend Wash Greenbelt Flood Control Project solved that perennial issue. A more enjoyable day off from school occurred every winter when schools closed on Parada del Sol Friday so that families could attend the parade and rodeo.

Scottsdale High co-eds were selected to serve as Scottsdale’s official welcoming committee, the Howdy Dudettes, during the 1960s and 1970s. Students collected coins to help fund the Bennie Gonzalesdesigned Youth Fountain adjacent to the new City Hall. In 1968, the Scottsdale High Key Club helped the newly-formed Scottsdale Historical Society circulate petitions to save the historic Little Red Schoolhouse.

In 1971, local youth were first appointed to the Scottsdale Mayor’s Youth Advisory Board. During the early 1990s, local students collected pennies to fund a civil-rights exhibit at the Lincoln Memorial.

In 1976, the city installed a Honeywell computer system that it agreed to share with Scottsdale Unified School District.

As Scottsdale annexed land and the population moved north, students were now living within the boundaries of the Paradise Valley Unified School District, which begins as far south as Cactus Road, goes north to Jomax Road and east to Pima Road

in Scottsdale. Among the first schools Scottsdale students attended within the PVUSD was Desert Shadows Elementary, opened in 1972. Then came Sonoran Sky Elementary in 1994, just south of Scottsdale Airpark, Grayhawk Elementary in 1998 and Pinnacle Peak Elementary in 2001.

Scottsdale Unified School District built schools east and north during the 1980s and 1990s: Anasazi School in 1986, Laguna in 1987, Sequoya in 1988, Zuni in 1989, Mountainside Middle School in 1991, Aztec in 1993, Desert Mountawin High in 1995, Desert Canyon Middle School in 1996, Copper Ridge Middle School in 2002.

Notre Dame Prep and the King David School opened in 2004, Rancho Solano in 2012. During the past decade dozens of private, charter, parochial and specialneeds schools have opened throughout the Scottsdale area.

Students living north of Jomax Road in Scottsdale attend Cactus Shadows High School in the Cave Creek Unified School District.

Teachers and administrators have not only made history through their dedication to teaching; several have distinguished themselves outside the classroom. For example, Scottsdale High civics teacher

Joan Fudala photo

rememberwhen

Many Scottsdale students in northern Scottsdale attend schools in the Paradise Valley Unified School District, such as Grayhawk Elementary School.

Bill Jenkins was Scottsdale mayor from 1974 to 1980. Tom Smith, a teacher and administrator at several Scottsdale schools, was in the Arizona Legislature and a retired U.S. Marine Corps officer. Former Coronado High history teacher Marshall Trimble is Arizona’s Official State Historian and author of many books.

Scottsdale schools have produced worldrenowned athletes, scholars, astronauts, scientists, media personalities, authors, actors, musicians, politicians, entrepreneurs, parents, voters, volunteers and neighbors.

Now you’ve been properly schooled in Scottsdale’s educational history. Thank a teacher, and see you at recess! 

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www.pastriesnchaat.com August 2016 Scottsdale Airpark News |

41

Scottsdale Downtown Ambassadors

Joe Crios of the Scottsdale Ambassadors volunteers at an information cart providing tourists and visitors with information about sites, transportation, restaurants, and recommendations from October through May.

Ambassadors winning with tourists in Scottsdale

By Shelley Gillespie

A

n Airpark visitor ventures downtown for dining or entertainment. They’re standing on a sidewalk holding a map or looking confused.

Chances are a red-shirted volunteer with a personality as warm as a Scottsdale evening will be there to guide them.

One hundred strong, the Scottsdale

42 | Scottsdale Airpark News August 2016

Downtown Ambassadors program is gearing up for an even bigger 2016-17 season.

Coordinator Joy Racine, in her fifth year heading the program, plans to recruit as many as 50 new volunteers for the coming season.

Although every time slot was filled last season, Racine hopes to expand to

two people assigned to each period this year, working daily October through May, primarily near information carts at Brown and Main streets and Fifth Avenue and Stetson.

“If you join the Scottsdale Downtown Ambassadors, it doesn’t matter how long you’ve lived here you’re going to

learn a lot,” Racine said.

Although most Ambassadors return each year, Racine can find spots for more. She hopes to encourage volunteers to serve in the evening as rovers and trolley riders. Rovers walk the more heavily traveled tourist areas, approaching people who seem to need assistance. Trolley riders share knowledge with tourists from stop to stop on the free trolley.

The Ambassadors began as a Chamber of Commerce initiative and is now run by the city. Volunteers may join at any time, but the season starts in October, and full training is available then. Orientation for the program is Oct. 1. Registration for the orientation is requested by Sept. 23.

Ambassadors, who each receive a nametag, hat, shirts and sweatshirt for chilly mornings, are all about assisting visitors. New Ambassadors are not expected to know every location in Scottsdale. Training is provided and is ongoing. And by pairing experienced Ambassadors with new volunteers, everyone learns.

A flexible schedule -- 3-hour blocks or whatever a volunteer can manage – helps Racine assign rovers and trolley-riders.

Learning about restaurants, museums, new stores, hikes, navigating the area, including the trolley makes being a Scottsdale Downtown Ambassador an appealing experience and gives volunteers knowledge to share.

For example, when an Ambassador found some visitors puzzled by trolley connections and locations, she joined them on the trolley and stayed with them until they reached their stop.

Another Ambassador gave tourists ideas for hiking and about Scottsdale sites, then bumped into them on the hiking trail a few days later. The tourists had been to all of the recommended sites and loved the suggestions.

Typical of the Ambassadors is Marilyn Perkins, who has been in the program for 11 years. A transplant from the Midlands of Great Britain, she enjoys assisting visitors and is pleased to meet fascinating people who may come from Japan, Australia, New Zealand, and even just Phoenix who need information.

“Most of the time, visitors are from the East Coast, and are so happy to be here in warm weather in winter. Everyone is pleasant,” Perkins said.

Among those who choose Scottsdale as a permanent home, Perkins found the weather inviting and the flowers and decorations appealing. So, she’s happy to share that with others. She’s especially

pleased to see downtown Scottsdale thriving.

“It has a lot of character and is a true downtown with individuality,” she said.

With a special interest in history and how the area evolved, Perkins uses her knowledge to assist tourists to find locations they will enjoy. Ambassador carts stock brochures like a “Discover Guide.”

Others focus on hiking, walking tours and the arts.

Perkins quickly assesses interests by asking a few questions and then arms the visitor with useful information and brochures.

Typically, Ambassadors are retirees,

but adults with flexible or part-time work schedules often volunteer, too, especially on weekends. Volunteers are from a variety of backgrounds and most have travel experience.

And they love to talk.

“You don’t go wrong with people who love to talk, laugh and share knowledge,” Racine said.  Information: www.scottsdaleaz.gov/downtown/downtown-ambassadors. Contact Joy Racine at (480) 312-2342 or email her at jracine@scottsdaleaz.gov.

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43

Understanding Title Insurance

By Erich Reichenberger

T

he land-title transfer system in America works so well that most consumers never take the opportunity to learn how or why it works, or understand the personal and societal benefits derived from it.

However, when an individual sits at a closing table to sell one house and buy another, the main reason such a complex realestate transfer can be quickly accomplished is because an independent, third-party title/ settlement professional already has: • Searched various public records, including property and tax records, to establish legal ownership of the property being sold and any restrictions on its use.

• Identified any title or public-record defects that must be cured prior to closing, which is a critical step to reveal a title or public record defect • Accounted for and transferred all of the money intended to change hands.

• Committed to issue a policy of title insurance to the buyer and/or lender after closing, insuring against a variety of title risks and defects in accordance with the terms and conditions of the policy.

Given the importance of title professionals and title insurance to home ownership, property transfers and

financing, below is a quick explanation of title insurance and how it works.

What is title insurance?

In its simplest terms, title insurance is a contract of indemnity that protects a buyer and/or lender against loss or damage arising from certain problems affecting the title to real property being purchased or for which a buyer/owner is seeking financing.

Types of title insurance

The two most typical types of title insurance are an owner’s policy, which protects the buyer’s interests, and a loan policy, which protects the lender’s interests.

An owner’s policy is generally issued in the amount of the purchase price, and remains in effect for as long as the owner(s) or their heirs retain an interest in the property. A standard policy insures against public-record matters that may affect ownership of the property, marketability of the title, or legal access. Extended and homeowner’s policies provide coverage for certain off-record and post-policy matters. If a covered claim arises, the insurer will undertake to cure the defect, pay any actual losses incurred and/or provide a defense of the covered matter.

A loan policy assures the lender of the validity, priority and enforceability of its lien (mortgage), serving as protection for the lender’s security interest in the property. A loan policy is issued in the amount of the loan, and liability decreases as the mortgage is paid by the borrower.

How is a policy issued?

Before a title policy is issued, a title search of the public records is made in an effort to locate any potential problems that may impact the transaction.

Examples include: • Someone other than you owns your property.

• Forgeries in the chain of title.

• A claim by a previously undisclosed relative of a former owner.

• Unpaid taxes and assessments • Unpaid judgments.

• Unpaid deeds of trusts and mortgages.

The title search also discloses easements, rights-of-way, mineral reservations and other record matters affecting a buyer’s use of the property. These items will be disclosed on the title commitment. Once any noted problems are cured, the title insurer will be in a position to issue its policy.

Why is title insurance important?

Think about it: As a buyer, wouldn’t you be more willing to purchase property if you were insured against property fraud and defects in the public record? And as a lender, wouldn’t you be more willing to make loans because the priority and enforceability of your loan is insured?

It is win-win for everyone’s peace of mind.  Erich Reichenberger is Vice PresidentMaricopa County Sales Manager at Pioneer Title Agency in Kierland. Information: www.ptaaz.com.

44 | Scottsdale Airpark News August 2016

August 2016 Scottsdale Airpark News |

45

Subway Kids & Sports of Arizona, of which Chad Barnett is a board member, awards a 2015 grant to C.O.P.S. Arizona, which provides services to children who have lost a parent in the line of duty.

Comfortable with kids Chad Barnett aims to change children’s lives here, abroad

By Alison Bailin Batz

F

or many, the prospect of being kneedeep in hundreds of kids is daunting. But for father-of-three Chad Barnett—a co-founder of the Arizona Children’s Business Fair and past board member of Partners in Action—if there is a chance to help a child, he is in.

“Of all things, I have sandwiches to thank for a lot of the good I am able to do these days,” says Barnett with a laugh, but he is only half-joking.

In 1993 at just 19, he worked in operation management for TCBY. Newly married, he and his wife, Jeana, moved from Texas to Arkansas to Indiana and finally to Arizona with the organization.

In 2000, Barnett met Rick Ueable, who owned about a dozen Subway franchisees in Arizona. He and his partner were looking for someone to assist in operations management, and Barnett—who had fallen in love with the Valley—jumped at the opportunity.

“Over the past 15 years, we’ve

46 | Scottsdale Airpark News August 2016

worked together to expand the business to 43 Subway locations and counting,”

says Barnett, who serves as president of Airpark-based Foods 2000, as well

Subway Kids & Sports of Arizona, of which Chad Barnett is a board member, awards funds to Lions Camp Tatiyee, which offers camping for children with special needs.

Chad Barnett enjoys a morning with local Special Olympics athletes during a 2015 partnership with the organization. Locally, Subway has successfully raised more than $55,000 for the athletes. as chairman of the Subway Franchisee Advertising Fund Trust (SFAFT). That oversees marketing and advertising for the Subway brand statewide.

Partners in Action

“In 2005, Rick started to talk to me about his project of passion, Partners in Action,” says Barnett. “The nonprofit is focused on developing and funding orphanages, soup kitchens and women’s shelters in more than 20 under-developed countries worldwide.”

At the time, Ueable was visiting Africa twice a year to lend a hand as well as ensure all program and projects were moving along appropriately. Barnett eventually joined Ueable in East Africa, which included stops to provide aid to women and children in Ethiopia, Kenya and Uganda.

“My life changed in an instant,” says Barnett, who provided 10 years of service to the organization. “While I am certainly proud of the help we provide, I would be lying if I didn’t say that I needed Africa and those great kids more than they need me by a longshot.”

Subway Kids & Sports of Arizona

Eager to also help kids right here in Arizona, Barnett also began volunteering with Subway Kids & Sports of Arizona in the mid-2000s. The organization has been focused on to providing sports equipment, uniforms, registration fees and access to major sporting events for kids who might not otherwise be able to participate.

“We raise money in order to provide

…continues on page 48

August 2016 Scottsdale Airpark News |

47

Chad Barnett and Subway worked on a successful fundraising campaign last year. …continued from page 47 grants to local kids’ sports organizations each year. But in addition, we work with partners on a program called Cycle for Success, which goes into schools and rewards children with new bikes, helmets, locks and a Subway-catered party for doing random acts of kindness that might otherwise go unnoticed,” says Barnett.

“Throughout the summer, we’ve been awarding our 2016 grants—you would not believe the amazing things local chil-

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dren’s programs are doing with the funds,” said Barnett.

Just some of the nonprofits positively impacted this year by Subway Kids & Sports donations are: • Frances H. McClelland Pediatric Rehabilitation Center • Concerns of Police Survivors, Arizona Chapter • Candlelighters Childhood Cancer Foundation • Arizona Burn Foundation’s Camp Courage • Phoenix Woman’s Sports Association • Arizona Friends of Foster Children • Girls on the Run of Northern Arizona • Arizona Recreation Center for the Handicapped • Child Crisis - Summer Shelter Program • Arizona Spinal Cord Association • Lions Camp Tatiyee • Playworks • Chagolla Foundation • Mesa Association of Sports for the Disabled • Swift Youth Foundation • Gene Lewis Boxing Club • Chavez Boxing Foundation • Vision of Hope Youth Center The organization was recently honored for its work at the first “Franchise Excellence Awards” by the Phoenix Business Journal.

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48 | Scottsdale Airpark News August 2016

Earlier this year, Barnett and his team presented several groups that provide boxing programs to at-risk youth grants across Arizona.

AZ Children’s Business Fair

Speaking of first-time events, Barnett just managed to pull one off for kids.

“I belong to a men’s group of likeminded entrepreneurs, the Camelback Society. While we all had causes we personally supported, we wanted to do something collectively to inspire and impact local kids,” says Barnett. “We’d heard of Acton Children’s Business Fair in Austin, which is the largest entrepreneurship event for kids in North America, and thought Phoenix would be a perfect place for a similar program.”

So, the entrepreneurs got to work on the first AZ Children’s Business Fair in 2015. The one-day event gave kids the opportunity to spread their entrepreneurial wings by creating a product or service and eventually launching the business at the fair.

“Through an application process, we worked with kids on product ideas, development and even strategies to pitch their product to customers,” says Barnett, noting his two daughters joined in with their own business ventures.

“Our goal was to sign up 50 kids. We ended up with more than 150 kids, who

Subway Kids & Sports and Barnett are in their second year of supporting the Candlighters Cancer Foundation, a parent-run organized support network that educates, serves and advocates for families of children with cancer, bereaved families, survivors of childhood cancer. Their biggest expense, putting on this annual camp for the brave children and their siblings. sold products at 100 booths.”

Now two years of events behind

them, they are looking forward to growing the event in 2017. 

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49

diningdestinations

A taste of Japan Freshness, authenticity await at Hiro Sushi in Scottsdale

By Kenneth LaFave

H

ow to get to Japan from Scottsdale: Get on the 101 and take the Pima/90th Street exit. Proceed to Hiro Sushi, arguably the finest and certainly among the most authentic Japanese restaurants in the Valley.

When you enter the tiny, storefront digs (maximum capacity: 42) that have been Hiro Sushi’s home since the 1990s, you see a wall of little framed photographs showing chef/owner Hirofumi Nakano with a host of Japanese athletes and actors who have made a point of eating his cuisine when they’re in the Valley. It’s common to overhear Japanese conversation among the diners, mixed with English.

While I have never been to Japan, friends who know that country well have

The Rainbow is salmon, tuna, shrimp (cooked), whitefish and yellowtail over a simple California roll. accompanied me to Hiro Sushi over the years, and without exception they proclaim wonder at Hiro’s authenticity. Part of that is the conviviality of the staff and the clientele, who make new friends and reconnect with old ones over nigiri at the busy sushi bar.

On a recent visit, three of us began with

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50 | Scottsdale Airpark News August 2016

chicken katsu as an appetizer ($6.95). The katsu enthusiast among us proclaimed it the best she had ever tasted, the tender white-meat chicken a tasty foil for a katsu sauce of just the right pungency and not too sweet. (“Katsu” was adapted by the West, which added tomato and called it “Katsup”—ketchup.)

We then ordered two rolls that are ubiquitous in the sushi world: The Caterpillar and the Rainbow. The keys to both are freshness and presentation. The Caterpillar ($13.95) is especially tricky, as the avocado that gives it its greenish glow must be ripe without any hint of brownness, yet able to hold the wormy shape.

Ours held firm, enclosing a feast of broiled eel with cucumber, in a tangy eel sauce.

The Rainbow ($13.95) is always a good way to test a sushi restaurant’s readiness. Consisting of salmon, tuna, shrimp (cooked), whitefish and yellowtail over a simple California roll, it is a panoply of colors and flavors. Each of the ingredients at Hiro were perfect specimens and distinctly flavorful, from the succulent, rich salmon to the meaty red tuna.

Pieces of nigiri sushi (individual sushi) vary in price. The albacore, the butteriest of all fish, is highly recommended, wither as sushi or sashimi (larger cuts of fish, without rice). For those timid about raw fish, try the smoked salmon sushi.

The meal was accompanied by cold sake, of which Hiro boasts a large selection. Dessert was mochi (ice cream wrapped in dough) in a wild range of flavors: mango, green tea and red bean among them.

Hiro Sushi is small and popular; reservations well in advance (24 hours is best) are recommended for one of its eight tables. Seating at the sushi bar is firstcome, first served. Even on a weeknight, expect to wait for half an hour or more. It will be worth the wait.  Hiro Sushi 9393 N. 90th St. Scottsdale 85258 480-314-4215 hirosushiaz.com

SOL Mexican Cocina hosts four-course Clase Azul tequila-paired dinner

By Christina Fuoco-Karasinski

T

he extravagance of a fourcourse meal meets the excitement of authentic Clase Azul tequilas on Wednesday, Aug. 31, at SOL Mexican Cocina.

“It’s an exciting opportunity to bring in the owner of Clase Azul Tequilas to educate our guests,” says Shelly Hayes, event coordinator at SOL in Scottsdale.

“Executive Chef Deborah Schneider has worked tirelessly to pair just the right dish with these tequilas.”

The $125 ticket allows guests to have a welcome margarita upon arrival, using Clase Azul Blanco and La Pinta tequilas.

The first course will include blanco tequila paired with Fresh Bay Scallop Ceviche con Toronja (grapefruit).

The second course is a Napalito Salad on a corn gordita and reposado tequila.

The third course serves mezcal accompanied by short rib beef tartare.

The last course offers the Clase Azul Ultra Extra Aged Anejo Tequila (retailing at more than $1,700 per bottle) and the house favorite smoked Pato con Mole—also known as an apple tamale.

“Tequilas help bring out the different flavors in each of the dishes,” says Beverage Director Colin Pflugradt.

“Each dish was thought of with the beverage in mind.”

Tequila is not something SOL takes lightly. With dozens of tequilas, specialty cocktails and their own exclusive barrel—picked straight from Jalisco, Mexico—the possibilities extend far beyond the average margarita.

For this event, the owner of Clase Azul will be on hand to explain and give insight to the process on the tequila.

“When guests come to our pairing events they don’t realize the complexities of the different tequilas,” says Pflugradt. “You leave with a true appreciation of just how different a blanco is from an anejo.”

Those new to SOL will get a chance to taste some of what Schneider is known for.

“I like my dishes to be bold and modern interpretations of traditional/coastal Mexican cuisine with a focus on fresh, sustainable ingredients,” Schneider says.

SOL Mexican Cocina is at 15323 N. Scottsdale Road, Scottsdale. Space is limited for the event, which begins at 6 p.m. For tickets, call 480-404-2833 or email Shelly@Solcocina.com. For more information about SOL, visit www.solcocina.com. 

diningdestinations

Finely crafted

Plates for one of the starter courses filled with salad from SOL Mexican Cocina.

Three snifters of tequila sit on the bar at SOL Mexican Cocina.

Clase Azul tastes are lined up and ready to be sampled.

August 2016 Scottsdale Airpark News |

51

‘Who is Gym?’ Airpark’s Scott Hanson shares stories behind high school sports venues

By Alison Bailin Batz

D

preparing to officiate the school’s varsity football game,” Hanson says. “The field was named M.L. Huber Stadium. Not familiar with Huber, I asked a couple people at the school who he was. To my surprise, they didn’t know who Huber was either. Then a week later, our football crew was at Independence High School and I asked about the story behind their Tolmachoff Stadium. I got the same answer. It was then that I was motivated Who is Gym? “Who is Gym?” is the result of three to action.”

His first action—a years of research and interviews with Arizona’s high school athletic directors, conversation with Arizona administrators, alumni, librarians, local state historian Marshall historians, long-time school employees, Trimble on the topic.

Who is Gym? book cover “We got to talking, and relatives of those honored, the honorees collection for our state. Those were themselves and others who may have Marshall was quick to point out there powerful words.” known the people whose names adorn was no one place where all of this Once the book was in process, the buildings and fields across Arizona. history lived. No collection. No official Hanson turned back to Trimble, this “The idea for the book started three records,” Hanson says. “He told me time for more than just advice—to ask years ago on a Friday night at Cactus right then and there I should take it Trimble to write the official foreword.

High School as my football crew was upon myself to create a record and A passage from his foreword: Among my fondest memories growing up in northern Arizona during the 1950s is playing high school sports in a small town along Route 66. Ash Fork was one of the smallest schools in the conference that included Williams, Flagstaff, Winslow, Holbrook, Snowflake, St. Johns, Round Valley and a host of others. We were the Spartans. I like to think we were wellnamed because like the 300 Spartans at Thermopylae, we were always outnumbered.

Unlike the original Spartans, we lived on to fight and lose again and again. We got beat so often our cheerleaders were trained as grief counselors. If lessons are to be learned in defeat, we got a dang good education…

Scott has gathered a plethora of stories and historical information about Arizona’s high school gyms and ball fields. This is a book I’m sure you’ll all enjoy.

Scott Hanson umpiring national tournement. o you recognize the names Jerry Loper, Jim Wall, John Wrenn or “Bill” Austin? You’ve probably seen their names on the football fields of your local high school, but have you ever wondered what they did to gain such recognition?

If not, don’t worry because Airparkarea resident and 30-year high school football and baseball official Scott Hanson does—and he wants to share them with the world with his new book focused on all of the stories behind Arizona’s high school sports venues, “Who is Gym?”

52 | Scottsdale Airpark News August 2016

Among the schools’ stories shared in the book are North Canyon, Paradise Valley, Shadow Mountain, Horizon, Coronado, Chaparral and Saguaro high schools; Notre Dame and Scottsdale

Preparatory; Scottsdale Christian Academy; and Thunderbird Adventist.

Beyond the book

In addition to his role officiating high school sports across the state, Hanson is president of an area marketing communications firm. He’s a former Arizona sports broadcaster at both KNAZ-TV in Flagstaff and KPHO-TV in Phoenix.

He is a member of Valley Leadership Class XX and serves as the professional adviser for NAU’s Public Relations Student Society chapter. Hanson sits on the board of directors for Junior Achievement of Arizona and served for

more than a decade on the board for The Arthritis Foundation’s Greater Southwest Chapter. He also served on the board for the NAU School of Communication and the Society of Professional Journalists’ Phoenix Chapter. In 2012, Hanson was inducted into the Rocky Mountain Emmy Silver Circle Society for his dedication to the broadcast community in the region and honored with the Public Relations Society of America Phoenix Chapter ’s Percy Award for his dedication to the advancement of the public relations field across the state.

“Who is Gym?” is available for $19.95 at whoisgym.com. 

Scott Hanson writes about sportsvenue history.

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Scott Hanson penned "Who is Gym?" August 2016 Scottsdale Airpark News |

53

Insurance&Benifits

Your health insurance

By Paul Breslau, Breslau Insurance & Benefits Inc.

The following is my first Scottsdale Airpark News article published in November 2004.

The comments in bold after each paragraph highlight what has changed.

W

hy are you paying significantly more for your health insurance?

First, medical inflation is about 15% each year due in large part to more expensive treatments administered more frequently. Secondly, the cost swing due to aging is over 400% from a person in their 20s to a person in their upper 50s and lower 60s. The good news is that you’re alive; the bad news is you can’t afford it.

Medical inflation is reduced although still higher than general inflation. The

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cost swing for aging is limited to 300% by the Affordable Care Act (ACA). The good and bad news are the same, you are alive and you may not be able to afford health insurance.

Compounding the situation is the fact that employer-based group insurance and private health insurance for individuals and families are dependent on good health.

Chronic or severe medical conditions will increase your group rates or will get you declined for individual and family insurance. Medical underwriting is prohibited by the ACA. The current environment is that employer-based group insurance is moving to a loophole of medically underwritten self-funded plans with lower rates. Health insurance for individuals and families will be increasing difficult to obtain and afford although there is no medical underwriting.

For years HMO Managed Care plans controlled costs through volume discounts.

This was unpopular and limited the treatments, doctors, hospitals and prescriptions people could use. Insurance is designed for sudden and unforeseen events with large financial consequence. The two opposing concepts of HMO Managed Care and insurance are entwined in today’s health products in a confusing way. However, the trend is moving toward health insurance, and away from HMO Managed Care.

HMOs and limited provider network plans are back in the market now and on steroids. The concept of separating health care from insurance remains the same. The new Redirect Health option in my last article addresses this concern.

Your first step in arranging your best health insurance program is to find an honest and knowledgeable agent that specializes in health insurance. In Arizona today, there is no advantage to going direct. A good health insurance agent will help you navigate group versus individual coverage from dozens of health insurance companies, each with a multitude of plan options. Like in most industries, health insurance companies specialize and go after different markets. The trick is to

be matched by an expert to one that fits your needs. This need for an experienced agent is more true than ever. There are many in Arizona so if you want referrals to an expert who will meet your needs please contact me. The number of health insurance companies in the market is greatly reduced.

Next, review several plans but only from one of the quality health insurance companies in the Arizona market. Again, you are trying to be matched to a plan that is good for your age, your industry, your family status and your health situation.

Also, examine the new Health Savings Account (HSA) plans for individuals and groups. While you may want to wait for HSAs to become mainstream, there are several good options available now. HSAs are still relevant for employer-base and individuals. For employers with 10 or more employees the self-funded option may be a solution for you. Also, contact me to discuss the Redirect Health concept or ask your health agent.

Finally, a good health insurance agent will also try to help you if you have insurability problems. While agents don’t participate in Mercy Healthcare Group, HIPAA Guarantee Issue, PEOs and other programs, they know about them and refer people and employer groups to them if applicable. Congratulations, you are alive! Now, please let me or one of my fellow health insurance agents help you find the best value in your health insurance program. The paragraph remains true although the ACA has eliminated insurability as a problem. Affordability remains an issue.  Paul Breslau, Registered Health Underwriter (RHU), Registered Employee Benefit Consultant (REBC), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL), is president of Breslau Insurance & Benefits Inc. Contact: 602-692-6832; HRaz.com; Paul@HRaz.com.

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55

financialfundamentals

Gains without losses, and reasonable rates of return

By Thomas K. Brueckner, CLTC Second in a three-part series

A

s our monthly seminar attendees are settling into their seats, I often pose this question: “How many of you would be willing to give up some of your gains, in exchange for never losing money in the stock market again?”

Every hand in the room goes up.

As our 50-something clients approach retirement, their ongoing needs easily can be broken into three areas: Accumulation, Income and Legacy. In this article, we will deal with the need for accumulation: consistent, reasonable returns without risk.

Accumulation: A case study

It’s September of 2007 and the stock market just recovered the 51% declines of

the Tech Wreck and dot-com sell-off, yet Frank and Nancy, both 60 and still working at IBM, are nervous. A long-time student of the markets, Frank believes the next shoe is about to drop amid a housing bubble that went from euphoric to just plain ridiculous before crashing in panic. Frank and Nancy are skeptical that the stock market can go much higher.

Both have been highly comfortable with risk and market fluctuations for most of their investing lives, yet Frank believes that the real-estate crash is about to infect equities and their 401(k) accounts at IBM. Having just turned 59½ several months earlier, both Frank and Nancy want to affect an in-service rollover of their 401(k)s, even though each intends

to work for three more years. This little-known option allows employees the ability to rescue their account dollars from their employer plan into safer investments, CDs, annuities, or a private IRA, even as they continue to contribute to the still-open 401(k) from each week’s payroll.

So where do such investors go? Our most popular holding is a savings platform first developed by insurance companies in the mid-’90s called a fixed index annuity. FIAs credit market-linked interest (like a CD) during years when the indices (S&P 500, DJIA, etc.) advance— while retaining such gains amid a sell-off or meltdown the following year. FIAs protected their owner’s account balances magnificently during both the 51% “Tech Wreck” sell-off in 2000-02, and again during the 57% decline that followed the Subprime Mortgage and Financial Crisis in 2007-09. Indeed, they have grown so much in popularity that even some of the brokerage firms that once maligned them have recently partnered with the companies that developed them, for the benefit of their more risk-averse clients, lest their advisory sales forces lose such clients to other firms.

Employing the simplicity and genius of time-tested hedging via the use of options, FIA firms guarantee a) their client’s original principal, b) any bonus monies credited (in exchange for a longer enrollment), as well as c) each year’s market-linked interest gains against losses. Like an ever rising tide leaving a new high-water mark, an FIA owner will only see their account value grow or hold— and only decline when they take a withdrawal. While they’ll never again hit a market “home run,” they’ll hit a lot of singles, doubles, and occasional triples, while never losing the retirement game.

The solution

56 | Scottsdale Airpark News August 2016

After three meetings with us, Frank and Nancy each affect an in-service rollover of 95% of their 401(k) balances into two separate fixed index annuities. Each understands that, while they will continue to earn market-linked interest during gain years, they can never lose principal or gains to a market decline, regardless of how severe. The vehicle they chose includes linkage to seven market indices,

and three annual crediting strategies. Since inception in September, 2007, Frank and Nancy, now retired, have averaged a 6.78% annual return, or 82% of the market’s historical average of 8.3%, with none of the market risk. As this goes to press, the S&P 500 is up 46.2% from their 9/5/07 date of issue, while Frank and Nancy are up 54.3% during that same period.

The best part, according to Nancy, is that “we sleep well at night, knowing that the dollars we worked so hard to save are not at the mercy of geopolitical events, central bankers, and the irrational herd on Wall Street. That was important to us in 2007, and it’s become even more so since.”

If this case study resonates with you or someone you know, contact a qualified retirement specialist to evaluate your finances.  Thomas K. Brueckner, CLTC, is President/ CEO of Strategic Asset Conservation in Scottsdale, a conservative wealth-management firm with clients in 18 states and six countries. He is a 2011 Advisor of the Year national finalist, a radio talk-show host and an Arizona Premier™ Financial Advisor.

Thom may be reached for comment at www. go2knight.com.

August 2016 Scottsdale Airpark News |

57

commercialrealestateandyou

Negotiating lease extensions

By Stephen A. Cross, CCIM

T

his discussion sets forth a threestage process that commercial tenants can use when deciding whether to extend a lease or relocate the business or practice, as well as how to neutralize tactics that landlords and their property managers and real estate agents employ when negotiating lease extensions.

Stage 1: Assess your present and projected space requirements: Begin by evaluating your space/location/ budget requirements with fresh eyes. Is the layout efficient? Can seldom-used files be stored offsite (at a lower cost)?

Would additional work-area help create greater revenue? Are you paying for unproductive space? Would a different location help the bottom line? And while you’re at it, size up the landlord’s circumstances. Ask yourself if vacating would have a significant impact on the landlord’s cash flow or negatively affect his ability to sell or refinance the property. Answering “yes” means you possess negotiating leverage.

Stage 2: Educate yourself on market conditions: While many buildings display “Available” or “For Lease” signs, few include size or price. No database exists that contains every commercial vacancy. The terms and conditions of existing leases are largely proprietary.

This intentional scarcity of availabilities and comparative information makes true arm’s-length commercial-lease transactions (where the parties are dealing from equal bargaining positions) virtually impossible for the majority of tenants. To obtain meaningful information about market conditions, including price, typical terms and concessions, many business owners and physicians outsource their real estate to an experienced commercial realty adviser who specializes in tenant representation and does not list properties.

58 | Scottsdale Airpark News August 2016

Stage 3: Proactively negotiate on the current space and the best alternatives: Tenants considering extending a lease should be proactive, and start the process nine to 12 months prior to the expiration date of their current lease. Of note is that many landlords delay extension discussions until the tenant no longer has adequate time to perform essential due diligence or conduct meaningful negotiations on other properties. I call this tactic “negotiation by ambush” because it forces the tenant to extend the lease on the landlord’s terms or incur significant holdover penalties, which can be 150% to 200% of the present rental rate.

I also suggest conducting simultaneous negotiations on alternative sites. That’s because the rates, terms and conditions available from competing properties

represent strong leverage when negotiating with the present landlord.

Closing thought: Treat a lease extension as you would a new lease. Seek the pricing, terms and incentives a fully-informed tenant could reasonably negotiate.  Stephen A. Cross, CCIM, owns CROSS Commercial Realty Advisors and advocates exclusively for tenants and buyers. Since 1984 he has advised more than 2,700 business owners, attorneys, physicians, facility executives and corporate decision-makers on ways to lease and purchase property at the lowest cost and most favorable terms.

Cross is also an expert witness and opines on matters involving professional standards of care, procuring cause disputes, and forensic lease and purchase analyses. Contact: 480-998-7998 or steve@crossrealty.com.

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Think of Me as YOUR Real Estate Department August 2016 Scottsdale Airpark News |

59

legalperspectives

Estate planning is a form of insurance Avoid time, expense of probate

By David McCarville Partner, Nussbaum Gillis & Dinner

I

nsurance can be purchased for a wide variety of things. Some insurances are mandatory, like health, auto and homeowners. Others are voluntary, like life, disability and long-term care.

All of them provide a way for you to pay a monthly, quarterly or annual premium to minimize out-of-pocket cost in case of a catastrophic event.

While we all understand the necessity or usefulness of these policies, for some reason taking the time to develop an effective estate plan is not appreciated in the same context as an insurance policy.

Estate planning probably should be viewed as a similar tool, as a form of insurance that can be used to eliminate or reduce very real risks.

Risk is 100%, but more than 50% fail to plan for it

In some ways, the risks associated with estate planning are much more likely to happen than the risks that we routinely pay for through mandatory or voluntary insurance premiums.

It may seem obvious that our mortality rate is 100% and that some day we will all pass away, but a recent survey showed that 51% of Americans age 55 to 64 did not have a Last Will and Testament. The same survey showed that 62% of those age 45 to 54 and 67% of women in this age range do not have a Last Will and Testament, according to Richard Eisenberg in the April 9, 2014 Forbes article “Americans’ Ostrich Approach to Estate Planning.”

It is important to note that in Arizona, even if you have a Last Will and Testament, your loved ones will not be able to avoid the time and expense associated with having to implement the terms of your Last Will and Testament by becoming appointed personal representative (executor in other

60 | Scottsdale Airpark News August 2016

states) of your estate.

A Last Will and Testament instructs the Probate Court who will be your personal representative, who will manage your estate, who will be the guardian of your minor children and who will inherit your estate assets.

Estate planning should address risks of disability, incapacity

While disability and incapacity may not be as certain as death, these are still risks that are much more likely and common than most of us appreciate.

“Sixty-four percent of wage earners believe they have a 2 percent or less chance of being disabled for 3 months or more during their working career. The actual odds for a worker entering the workforce today are about 25 percent,” according to the Council for Disability Awareness in a July 3, 2013 article, “Chances of Disability, Me Disabled.”

The risk of incapacity becomes more of a concern and about one in four adults ages 65 and older report experiencing memory loss, about one in six report they have trouble paying bills and one in seven cannot drive, according to a June 29, 2009 Pew Research Center article, “Growing Old in America, Expectations vs. Reality.”

The legal impact of being disabled and

incapacitated may mean that a loved one will need to obtain a Probate Court order that will allow them to legally act on your behalf with regard to managing your medical care, known as a guardian, and they will also need to be appointed to manage your financial affairs, known as a conservator. The legal process to be appointed conservator and guardian is costly primarily because a courtappointed attorney will represent and protect the incapacitated ward’s interests. As a result, the courtappointed attorney will be paid for representation out of the incapacitated ward’s assets.

A Living Revocable Trust can address death and incapacity risks

If you want to minimize or avoid the risk of a lengthy and expensive probate process for your loved ones after you pass away or if you become incapacitated, a Living Revocable Trust, when properly funded, will allow your assets to be managed outside of the court system.

This will avoid the time and expense of an informal or formal probate after you pass away or an even more time-consuming and expensive process to have a loved one appointed guardian and conservator in the event of your incapacity.  David McCarville focuses his practice on estate planning, trusts and probate, domestic relations, real estate and litigation. He can be reached at 480-609-0011 or by email at dmccarville@ngdlaw.com.

The information contained in this column is for informational purposes only and should not be construed as providing legal or tax advice.

If you have any questions regarding the topics discussed here, you are advised to contact an attorney or tax adviser.

coach'scorner

Hope is not a strategy vision + action = results

By Jen Smith

B

lazing through the summer of 2016, we have arrived at our August issue covering architecture and design. Reflecting on this topic is of special interest to me at the moment as we are doing some home renovations.

We started with a vision and then created a plan (a 42-item Excel spreadsheet divided into five phases) that is keeping us focused, on track, and, thus far, very happy with the outcomes.

Even on a project this small that simple plan is critical. That’s what architecture and design is all about.

It starts with a vision, then a plan, then executing on that plan. Of course, adaptations are made along the way, corrections will be required and changes are to be expected. But the plan provides the guardrails that honor the vision and delivers it to expectations.

Being a word wonk, I always have to look things up. Dictionary.com lists seven definitions for “architecture,” the first being the common understanding about creating and designing buildings, structures and communities. But the last is my favorite. “The structure of anything.” Architecture refers to the structure of anything, as in the example “the architecture of a novel.”

So what about the architecture of your life? The architecture of your business? Do you have a vision? Do you have a plan? Do you know how to execute that plan? Coaching can help you become the architect of your life and business, creating a vision, being clear and deliberate about what you want, taking accountability and ownership for the outcomes. A thrilling prospect! So how does it work?

The International Coach Federation defines coaching as “partnering with clients in a thought-provoking and creative process which inspires

them to realize their personal and professional potential.” That process includes conversation, deep questioning, self-examination, skills and knowledge acquisition, action plans and metrics, and relationship and team-building skills.

Think of those home-design shows on television, one of my guilty pleasures.

The hosts and homeowners start with what is, create a vision of what could be, jump into the mess of creating and end up with the finished product.

Coaching is just like that, only the work being done is on the much grander scale of your life, your relationships, your business, your career.

Who, then, might want to work with a coach? The ICF website offers these suggestions: Something urgent, compelling or exciting is at stake.

• A gap exists in knowledge, skills, confidence or resources.

• A desire to accelerate results.

• A lack of clarity with choices to be made.

• Success has started to become problematic.

• Work and life are out of balance, creating unwanted consequences.

• Core strengths must be identified, along with how best to leverage them.

Source: www.coachfederation.org.

If any of these hit home, consider working with a coach. It’s an investment that will empower you to create the life you envision. We can be deliberate about our creations, or we can just let things happen and hope for the best. The choice is ours. 

Are you seeing lots of activity, but no results?

You run your business well.

Sometimes you need help to grow or to improve.

Our mission is to help Scottsdale business succeed.

We can help.

• Grow your business • Improve profitability • Develop your team • Plan for succession Airpark News Readers: We offer a Risk-Free Discovery Session:

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Line of Sight offers a Discovery Session at no charge so you can learn if coaching is right for you and your business. Contact us: 480-518-7241 or jen@mylineofsight.com.

August 2016 Scottsdale Airpark News |

61

therealdeal

Buy a home with 1% down using the Double Match program

By Rod Dennis

S

ometimes circumstances make saving for that big down payment difficult.

Guaranteed Rate has introduced a new down payment assistance program to help get buyers into a home faster.

The new Double Match program allows a homebuyer to get into a home with just 1% of the sales price down. You put 1% of the sales price down and Guaranteed Rate with invest the other 2% of your down payment, bringing your total down payment of 3%.

This grant doesn’t have to be paid back if you move or refinance.

So what is needed to qualify?

• Purchase transactions only • 1-unit properties only

• 680 credit score or higher • Loan amount of $417,000 or less • Maximum income-to-debt ratio is 45% • Income limits: In Maricopa County, the maximum income is $62,900 in most areas, however there are many census tract areas throughout the county that are considered underserved areas. In these underserved areas, there is no income limitation. Check http://bit.ly/29TOI9X to see which census tracts have no income limitations.

• Home buyer counseling required if all borrowers are first time home buyers.

• Condos, homes and townhomes are all OK. A lower interest rate may also be available

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Vehicles requiring more than 5 quarts, or requiring synthetic blend oil will be slightly higher. Not applicable to modified or commercial vehicles over 3/4-ton trucks or vans. Taxes, Waste Fees, and Shop Supplies are additional.

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Example: Monthly principal and interest (P&I) payment of $1,158, based on a purchase price of $250,000, down payment of 3% ($2,500 or 1% provided by borrower and $5,000 or 2% provided by Guaranteed Rate), 30-year fixed rate mortgage (360 monthly payments) and rate of 4% / 4.075%

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TRANSMISSION FLUID EXCHANGE Call us for what a regular price would be on your specific vehicle as the type of fluid and the capacity vary between vehicles.

therealdeal APR (annual percentage rate). Advertised rates and APR effective as of July 20, 2016, and are subject to change. Assumes a first lien position, 720 FICO score, 55-day rate lock, based on a single-family home in Arizona. Subject to underwriting guidelines and applicant’s credit profile. Sample payment does not include taxes, insurance or assessments. Actual payment obligation will be greater. Applicant’s interest rate will depend upon the specific characteristics of applicant’s loan transaction, credit profile and other criteria. Contact Guaranteed Rate for more information and up to date rates.  Rod Dennis is vice president of mortgage lending, for Guaranteed Rate. He can be reached at 480-695-0733 or rod.dennis@guaranteedrate. com. His website is guaranteedrate.com/roddennis. NMLS ID 150049.

All information provided in this publication is for informational and educational purposes only, and in no way is any of the content contained herein to be construed as financial, investment, or legal advice or instruction. Guaranteed Rate, Inc. does not guarantee the quality, accuracy, completeness or timelines of the information in

this publication. While efforts are made to verify the information provided, the information should not be assumed to be error free. Some information in the publication may have been provided by third parties and has not necessarily been verified

by Guaranteed Rate Inc. Guaranteed Rate Inc. its affiliates and subsidiaries do not assume any liability for the information contained herein,

be it direct, indirect, consequential, special, or exemplary, or other damages whatsoever and howsoever caused, arising out of or in connection with the use of this publication or in reliance on the information, including any personal or pecuniary loss, whether the action is in contract, tort (including negligence) or other tortious action.

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63

businessdirectory

For information regarding business directory placement call 480-991-9057 x2 or email advertising@scottsdaleairpark.com for more details.

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Certi e e iali t in n r and Wrongful Death Litigation Steven A. Cohen Of Counsel to Nussbaum Gillis & Dinner 14850 N. Scottsdale Rd., Suite 450 Scottsdale, AZ 85254 Phone: 602-677-3216 Fax: 602-422-9198 www.cohenlawgrp.com

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Feature Marketing, Inc. 15650 N. Northsight, Suite 3 Scottsdale, AZ 85260 Phone: 480-922-1068 Email: bmwpitcrew@ultimateautoworks.com www.ultimateautoworks.com

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businessdirectory

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Judy Amland, Designated Broker 7820 E. Evans Rd., Suite 400 Scottsdale, AZ 85260 Phone: 480-483-2853 • Fax: 480-951-7460

CPI's management portfolio consists of over 175 properties totaling more than 6.2 million are eet o o e in trial an retail a e 2323 West University Drive Tempe, AZ 85281 Phone: 480-966-2301 | Fax: 480-966-0132 Karlene Politi, CPM®, President www.cpiaz.com

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August 2016 Scottsdale Airpark News |

67

businessdirectory

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68 | Scottsdale Airpark News August 2016

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Best Buddies Arizona is now recruiting for our new Young Business Professionals Board! We are seeking 8-10 aspiring young professionals who are looking to make a difference in their communities by helping us develop a specific event with fundraising and programmatic goals.

Best Buddies is a registered 501(c)(3) nonprofit organization dedicated to improving the lives of people with intellectual and developmental disabilities (IDD).

To get involved, please contact State Director Timothy Bolen at timothybolen@bestbuddies.org today!

Visit www.scottsdaleairpark.com to join our mailing list Airport Property Specialists .................................. 05, 67 AIS Properties ................................................... 1,15, 68 ARC Point Labs .......................................................... 66 Best Law Firm ............................................................ 10 Boardroom Suites................................................ 27, 67 Camidor Property ......................................................IFC Colliers International ................................................... 29 Commercial Properties Inc. ......................................... 67 Cross Commercial Realty Advisors ................. 59, 67, 68 Cutler Commercial ................................................ 14, 68 Direct Carpet One....................................................... 66 Dolce Salon & Spa...................................................... 47 Feature Marketing....................................................... 65 First International Bank & Trust ................................... 43 Flyers Direct................................................................ 55 Gould Staffing ............................................................ 66 Grayhawk Awards ...................................................... 59 HonorHealth .............................................................. 21 Impact Marketing........................................................ 33 Inchins Bamboo Garden ............................................. 12 Irgens Partners LLC .................................................... 36 Jeffrey D. Clark DDS ................................................... 65 La Casa Builders ........................................................ 12 Line of Sight ............................................................... 61 Longfellow Law Group ................................................ 55 Los Arcos ............................................................. 49, 68 Mercado Dental ............................................................ 2 Michael's Creative Jewelry ................................... BC, 66 Money Radio .............................................................. 57 MP&E Equipment Rental ............................................ 68 North Scottsdale Endodontics .................................... 65 North Valley Locksmith ............................................... 66 Nussbaum Gillis & Dinner PC ....................11, 64, 65, 68 Outrageous Olive Oil ................................................... 31 Pastries N Chaat ........................................................ 41 Penchetta Pen & Knife ................................................ 66 Pinnacle Bank ............................................................ 65 Pinnacle Lock & Safe .................................................. 66 PostalMax ............................................................ 66, 68 Prestige Cleaners ....................................................... 57 Rayco Car Service ................................................ 65, 72 Rejuvenation Dental .................................................... 10 Rinaldi's Italian Deli ............................................... 50, 68 Scottsdale Airport Autocare ........................................ 62 Scottsdale Chamber of Commerce....................... 63, 67 Scottsdale Printing ..................................................... 41 Service Master Cleaning Solutions .............................. 55 Shell Commercial Investment ................................ 13, 68 Splash Printing & Graphics ......................................... 67 Storage West ....................................................... 07, 68 Strategic Asset Conservation ...................................... 49 Sunstate Marketing Solutions ................... 64, 66, 67, 68 Taylor Made Refrigeration ........................................... 65 The Scottsdale Resort ............................................... 48 Times Media Group .................................................... 45 Tom's Thumb Fresh Market ........................................ 53 Ultimate Auto Works ................................................... 65 Van Chevrolet ............................................................ 8,9 Vuria ................................................................... IBC, 66 Weiss Kelly ................................................................ 54 Zinburger ................................................................... 25 Zoe's Kitchen ............................................................. 65

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advicefromweiss

AUGUST Business Horoscopes

By Weiss Kelly Professional Member of the American Federation of Astrologers 2016 will be a year of wonder, riding the rapids of the world, alternating crises, events, new technology and exciting scientific discoveries that will have a lasting impact on our lives.

ARIES 3/21-4/20: August may be full of dramatic happenings. Play by the rules. Focus on being more effective with use of your time. Work toward completing tasks that you may have left unattended. Transform your plans into more realistic action.

professional issues. Waste no time in addressing them. This fun month can bring out the best in your creative thinking. You’ll be in the spotlight, so dress and act accordingly. Be ready to make progress and move forward fast on the 14th, 18th and 24th.

TAURUS 4/21-5/20: The month offers exciting and challenging experiences.

Circle the week of the 13th as financial/ work related, especially in reference to shared income. Expect to be more intent on group activities. Challenges of another order may be likely around midmonth. Look for some good news around the 27th.

VIRGO 8/23-9/22: Nothing lasts forever, and neither do all those positive opportunities and changes that came your way, including a move or job change in the last 11 months. First half of the month is best spent combining business with pleasure. Enjoy some fun-related events. Professional matters or duties pick up momentum after the 23rd. You’ll have something to celebrate by the end of August.

GEMINI 5/21-6/20: Although unpredictable happenings could occur at any moment this year, August is especially marked for a commitment.

August’s theme is mental rapport.

Look for what you have in common with fellow associates or business groups. Avoid conflicts regarding beliefs or politics. Don’t address any heavy topics. Silence can be golden this month. Personal security with money can be favored around the 17th and forward.

LIBRA 9/23-10/22: You’ll be entering a more personal active cycle in a few weeks. So why not take advantage of low-key August to reflect on the past year—recent gains, networking, learning new methods and inner growth. You can easily utilize those many entertaining events and social gatherings to your advantage.

Tolerance is a virtue, and you may need it, starting the week of the 22nd.

CANCER 6/21-7/22: This can be a tricky month. You would be wise to set up a budget or financial business plan for the next two months. Some confusion can occur. Check out all money facts or agreements, including any personal plans by the third week.

Be prepared for the period of delays, misunderstandings and mini panic in the month ahead.

SCORPIO 10/23-11/21: Taking a more social approach in your work can work to your advantage. The first week may be a bit confusing. Check the 7th to the 13th as it’s not ideal for business or addressing financial issues. You may have to make a hard decision regarding your priorities this month. Expect an opportunity for expansion by the 27th.

LEO 7/23-8/22: August looks tricky in any shared personal/work/

SAGITTARIUS 11/22-12/21: You may be breaking into new territory in this

70 | Scottsdale Airpark News August 2016

life-altering month ahead. August holds strong potential for personal and career/work developments. Mars entering your sign on the 3rd, gives you the personal momentum to go after your goals, be more aggressive and cultivate more time making contacts. Your actions will prove profitable. The 17th is fab for business.

CAPRICORN 12/22-1/19: This month’s intensity may have you wanting to break away from your current work binds or situations. The first half of August may be poor timing for making any sense of anything, in addition to some unexpected developments later in the month around the 22nd and 27th. Expect rapid advancements by the third week.

AQUARIUS 1/20-2/18: August brings major decisions regarding your career.

Interacting with others is important.

An offer is extended. Others play a prominent role in your financial and professional growth. September is a month of re-evaluating and making a major change. Good month for forming a partnership or signing an agreement, providing you do it before the 31st.

PISCES 2/19-3/20: Certain key relationships in your business and health matters are not to be ignored this month. There is great potential for progress in spite of lack of cooperation or hesitancy the 1st through the 13th.

Any differences should be cleared by midmonth. Preparation is a keyword.

Mini consultations by phone or email available.

Contact Weiss at weissastro@aol.com or weisskelly24@gmail.com.

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72 | Scottsdale Airpark News August 2016

40 | Scottsdale Airpark News November 2012