Tradebank Times - Holiday Edition | Fall/Winter '23

TRADEBANK UNITED STATES • VOL 1 • 2023

T I M E S

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HEADS UP CANADA! TRADE’S THE NEW TREND.

BARTER VETERANS IAN CHARNOCK AND RICHARD REIST GRANTED TRADEBANK MASTER FRANCHISE LICENSE IN CANADA HOLIDAY EDITION

CONTENTS A Letter From Our CEO

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Tradebank’s 35th Anniversary

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Tradebank Mobile

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Tradebank Canada

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Franchising

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Awards

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Tradebank Tactics

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Affiliate Accounts Specific Customers 5-Point Priorities

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Tradebank Halloween 2023

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Traits of a Great Trader

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Our World School

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Closing & Donations

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EDITORIAL John Perry Pellegrino Writer & Editor Michelle Murdock Editor

CONTRIBUTIONS Valerie Hale Articles Christine Kaundart Content Sourcing Felicia Slattery Biography

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A MESSAGE FROM OUR

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Looking back on the past year, I am thrilled to share the remarkable journey that Tradebank has embarked upon. While we recently celebrated our 35th anniversary, our roots extend even further into the late '70s when our former CEO, John Davis, pioneered a barter exchange. This venture underwent a transformative rebranding, officially becoming Tradebank in 1987. I express genuine appreciation for the longevity we have achieved, spanning over 45 years in business—a testament to the exceptional support from our valued client base.

Building an organization thrives through a unified team effort, whether it involves answering phones, brokering deals, or managing a franchise office.

Our success is intricately woven with our team's dedication and hard work, complemented by the steadfast support we receive from clients like you.

In the past year, we proudly expanded our reach by launching two new franchises in Greenville, SC, and Atlanta-South, GA. Additionally, the launch of Tradebank Canada in May was a cause for elation, marking a significant milestone achieved in collaboration with Ian Charnock and Richard Reist. This expansion directly reflects our commitment to offering more purchasing options for our clients.

Innovation has been at the core of our strategy, and we've made substantial investments in technology to enhance your experience. The recent revamp of our Tradebank Mobile App, the introduction of a new Travel Directory, and other enhancements are just a glimpse of what's to come. We are genuinely excited about continuing to bring more features to you and our franchised offices, ensuring a seamless and rewarding experience.

One of the most rewarding aspects of our journey has been witnessing your success stories. In my 26 years with the company, hearing about your achievements has been the highlight of my role. We hope to remain an integral part of your business growth, as your success is undeniably intertwined with ours. We eagerly anticipate the opportunity to continue supporting you on your journey.

As we celebrate these achievements, I extend my heartfelt thanks to each of you for your continued trust and partnership. Tradebank remains steadfast in delivering exceptional service, fostering innovation, and contributing to the success of our clients.

Here's to the next chapter of growth and prosperity together!

- Valerie Hale, CEO of Tradebank International 5 | TRADEBANK TIMES

CELEBRATING 35 YEARS

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In 1987, the seeds of innovation were planted when John P. Davis, a visionary entrepreneur, founded Tradebank. Recognizing the potential of modern barter, Davis set out to revolutionize the way businesses interact, laying the groundwork for a company that would endure for decades. The 35th anniversary of Tradebank represents a milestone that not only reflects our enduring legacy but also our unwavering commitment to our clients.

Through the years, Tradebank has transformed into a reputable cashless payment system with over 15 regional offices, servicing thousands. Valerie Hale, esteemed CEO, continues to propel Tradebank forward. With more than a quartercentury of barter experience, her strategic foresight and tech-savvy approach keep things ahead of the curve.

Tradebank Mobile offers our clients the fastest and easiest way to discover trading options and manage their accounts from our easy to download app on Apple Store or Google Play. It has developed into a highly effective tool for clients, improving trade efficiency and user friendliness.

We are more connected to our clients than ever before, utilizing robust back-end systems to communicate and cater to needs and requests.

We continue to focus on building and strengthening our communities

Tradebank Regional Kickoff Meeting; 2023

Jurgen Mootz (Right) shaking hands with John. P Davis (Left) while displaying his President’s Award; 2001

Danny Effland’s No. 4 Chevy Car sporting a Tradebank sponsor logo; May 5 2012, Talladega Superspeedway

through charity and non-profit support, unique networking events, tradeshows, and even educational programs such as Trade University.

focus on franchising efforts, especially in areas with an existing client base, we aim to ensure our clients are best served with a local Franchise Owner in their city.

We extend our gratitude to every client, partner, and team member who has journeyed with us. Happy Anniversary, Tradebank – here’s to many more years of setting the barter standard!

Our flame in the north has been rekindled with Tradebank Canada, thanks to the leadership of Ian Charnock and Richard Reist, ensuring that our Canada clients receive the same caliber of service our U.S. clients have grown to know.

In February of last year, Tradebank grew by over 300 new clients with the acquisition of Better Barter in Johnson City, Tennessee. As we continue to

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Scan to download Tradebank Mobile on the Google Play Store

GO CASHLESS, GET CONNECTED. Tradebank Mobile, available on iOS and Android, contains all of the cutting-edge tools you would expect from a modern money app. Alongside the ability to process cashless payments, you can browse our network of business ads, shop for products on the marketplace, and manage any and all aspects of your account.

View your digital card and trade dollar balance

Browse members and shop products

Multiple payment methods including QR!

View and book Tradebank Travel stays

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Scan to download Tradebank Mobile on the Apple App Store

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TRADEBANK EXPANDS INTO CANADA On May 8th, 2023, Tradebank officially expanded in Canada. This meant granting a new Master Franchise License, which marked a memorable step in Tradebank’s International efforts. Led by Ian Charnock (Trade Director) and Richard Reist (Marketing Director), Tradebank now offers client and franchising opportunities across the vast Canada region.

Ian and Richard have a wealth of experience in franchising and operating a trade exchange, and are committed to delivering the same high-quality services that Tradebank clients have come to expect. Our Canada clients will benefit greatly from this agreement, as they will now have access to a broader range of trading

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partners and opportunities.

Neatly headquartered in the greater Niagara area, the Tradebank Canada team has big plans for the exchange initially focused on building a close-knit, reputable group of business owners to grow and trade together. Ian is recognized for his rigorous sales experience and punctual approach to helping companies grow smarter.

“Do not write the cheque!”, a frequently heard phrase that he uses to drive home the obvious benefits of barter.

Richard Reist brings invaluable marketing experience to the Canada team. His professional background reaches deep into branding, content, communication and prospecting.

With their combined expertise and dedication to the industry, it’s no surprise that their trade exchange is already gaining rapid traction.

If you’re interested in operating your own Tradebank Canada franchise, visit online at https://tradebank.ca/ franchising Tradebank Canada is also open to new clients. Join risk free at https://tradebank.ca/join

Ian Charnock (Left) and Richard Reist (Right), with Valerie Hale after signing their Master Franchise license at the Tradebank Corporate Headquarters | Canton, GA

NEW FRANCHISE

Tradebank of Atlanta-South We are thrilled to announce our latest Tradebank expansion with the assignment of Ray McBerry as the new franchise owner for the Atlanta-South region.

Previously a long-term and valued Tradebank client since 2009, Ray brings a wealth of expertise and enthusiasm to his new role.

Ray McBerry at the Tradebank Corporate Headquarters | Canton, GA

In just a few months after onboarding, Ray has brought in 30 new participating Tradebank members. The Atlanta-South region, roughly comprising Butts,

Henry, Jasper, Morgan, Putnam, Rockdale, Spalding, Newton, and Lamar counties, represents a key area of growth and opportunity for all of our clients.

“We are delighted to welcome Ray as the new franchise owner for Atlanta-South,” says Valerie Hale, CEO of Tradebank. “Ray’s commitment to Tradebank and his extensive experience in the media industry make him an excellent addition to our network. We are confident that under his leadership, businesses in the Atlanta-South region will thrive through our innovative barter and trade solutions.”

NEW FRANCHISE Tradebank of Greenville

We warmly welcome John Ashby as the new owner of Tradebank of Greenville/Spartanburg, SC. John was also a former Tradebank client who ran a successful Italian restaurant in Huntsville, Alabama. He recently moved to Greenville, where he will oversee the franchise’s dayto-day operations and build a strong Tradebank clientele.

We often have previous members that chose to buy a franchise, and we find the experience with Tradebank can be advantageous, as it helps to reduce the learning curve. The Greenville area has enormous potential, and we are excited to see what John will accomplish.

John Ashby at the Tradebank Corporate Headquarters | Canton,

Your Regional Office

Join us in redefining commerce

WE’RE LOOKING FOR FRANCHISE OWNERS We provide a step-by-step process to setup your Regional Office and provide ongoing, comprehensive training for you and your staff to succeed.

Click here to apply online at tradebank.com/franchising/

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AWARDS

By John Perry Pellegrino

LISA SMITH

Top Gun Award No. 1 in Sales Nationally

Lisa Smith, owner of Tradebank of Huntsville, triple-crown winner of Tradebank’s President’s award, Rookie of the Year, and this year, the Top Gun award. She has grown her membership at an above-average rate, with over 50 new members in 2023 alone.

Lisa is a retired Registered Nurse with a strong business background as well. She is a former account executive for a local radio station and television station and accustomed to using fundamental customer service skills to work in any situation.

“I have The Offices at Spenryn, that serves our entrepreneurial community here in the Valley.

There is no reason to have a big building unless you create a work-family to occupy it, and that was also how I felt about Tradebank”, says Lisa.

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“My ‘Barter Family’ is equally important to me for networking and helping each of them grow their business by increased referrals – with both Trade and Cash clients.”

of Huntsville’s reputation by letting her leadership skills and personality shine through. huntsville.tradebank.com

She continues to strengthen her personal brand and Tradebank

Lisa Smith, Regional Owner | Tradebank of

TERESA WATSON John Davis Award 2023 This particular award stands as a callback and acknowledgement to the success of John Davis, founder and former CEO of Tradebank.

Teresa started with Tradebank in 2003, as a member and owner of a BBQ restaurant in Conyers, Georgia. She has participated in every aspect of Tradebank, including being an ambassador, salesperson, broker, and now as the owner of two Tradebank franchises: Panama City and Columbus.

She is, without a doubt, an integral player in the success of small businesses in her communities.

She understands trade from every angle. She has a deep passion and commitment to charity work, from ‘First Female President’ at the Rotary Club of the Emerald Coast to raising funds for women’s scholarships in her local community.

When Teresa walks in the room, her confidence, loving nature, and willingness to help and participate is hard to ignore. We thank Teresa for her constant commitment to Tradebank’s growth and success.

Teresa Watson, Regional Owner | Tradebank of Panama City, Tradebank of Columbus

FELICIA SLATTERY Million Dollar Circle Felicia Slattery, Trade Broker at Tradebank of Knoxville, has an expertise and personality worth quite frankly, $1M. She is a seasoned professional in business ownership, public speaking, communication and consulting, and she has helped countless small businesses around the globe. Her marketing, networking, media and writing skills are just a few of many that contribute to her success at Tradebank, as well as her entreprenuerial endeavors.

She’s also a best-selling author, plant-based cooking enthusiast, church volunteer, wife and mother of two - the list goes on!

Felicia Slattery, Trade Broker | Tradebank of

The Million Dollar Circle Award is given to any individual that generates one million dollars in Trade Volume. We recognize Felicia for her exceptional ability to foster growth and participation in her region.

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RICHARD ADAMS

CHARLOTTE GREATHOUSE SAMANTHA CONNER

SUSAN NOOJIN

TAMI KENT

Silver Award, Sales

Half Million Dollar Circle

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Half Million Dollar Circle

Half Million Dollar Circle

Half Million Dollar Circle

JENNIFER MINCHOFF HALF-MILLION DOLLAR CIRCLE Regional Owner of Tradebank of Charleston

We congratulate and recognize Jennifer Minchoff for her years of succesful brokering at Tradebank, and her recent acquisiton of Tradebank of Charleston as Regional Owner.

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TRADEBANK TACTICS Dive into our top trading strategies to maximize your growth, opportunity, and effectiveness on the Tradebank Network.

In this edition:

Affiliate Accounts Customer requests Five-point priorities

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TRADEBANK TACTICS

AFFILIATE ACCOUNTS

A Tradebank Affiliate account is an ideal opportunity for dividing personal and business spending, as well as incentivizing staff through bonuses payments.

Click here to setup your Affiliate accounts today

Pay salaries, sales contests, year-end bonuses, anything that recognizes and rewards key employees; all without having to spend cash.

Affiliates recieve their own Tradebank account, card, and access to myTradebank platforms. All account information is secure and private.

*Payroll taxes on Affiliate Accounts are the responsibility of the parent account and employee. Brokerage fees are paid by the parent account upon transfer.

Trade dollars are credited from the parent account into the affiliate account. You have full discretion in the exact amount.

For more information, contact your broker.

To setup through myTradebank: 1. Click Manage My Account 2. Click Manage Users 3. Select the “Affiliates” tab 4. Click “Create Affiliate” 5. Fill out their information

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TRADEBANK TACTICS

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ATTRACT SPECIFIC CUSTOMERS

Tell us about a business you would like as a new customer, and we’ll approach them to join on the basis that they can spend their trade dollars with you.

Contact your broker and take advantage of this!

At Tradebank, we’re serious about not just the growth of your business, but the growth of the entire network. Although we are constantly targeting A Tradebank Affiliate account is an ideal opportunity new clients to bring on, there might be one company in particular that you wouldfor likedividing to do business with onand Trade.

We will reach out to that personal business spending, asbusiness, well as educate them on how Tradebank works, and ensure that when they join, incentivizing staff through bonuses payments. your products and services are top-of-mind.

If you want to attract a specific customer, our brokers are ready to assist you. Reach out to your broker and express the kinds of businesses that you are trying to reach, and provide them with any additional details that would assist them in their search.

Do you have a specific business in mind?

Do you think they would participate fairly on Trade?

How soon would you like to do business with them?

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TRADEBANK TACTICS

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5-POINT PRIORITIES

Whether you’re a brand new member or need some help strategizing your trade dollar spending, these five purchases are guaranteed to get new business flowing.

1. WEB DESIGN

A responsive, well designed website is crucial for scaling your business and converting online visitors. If you’ve recently joined Tradebank and are wondering where to spend, this is absolutely the first option to consider.

There’s a lingering misconception that unless you’re selling digital products, a good website serves little to no purpose. Quite the opposite!

Your online info and services need to be just as accessible.

Login to myTradebank and search “Web Design” or “Development”.

2. ADVERTISING

You can get advertising and marketing deals on Trade as well, oftentimes with minimal or zero cash required. You can view a filtered list of our media members right here on myTradebank.

Advertising with cash can get very expensive, very fast. Trade for it instead! You’ll benefit from the organic brand awareness of the Tradebank Network, on top of any paid promotion you secure with your trade dollars.

Ask your broker about social media, billboard, radio and TV advertising!

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3. RESIDENTIAL & COMMERCIAL SERVICES

If something needs fixing at home or at the office, the first place you’ll look is your wallet. Consider how effective it would be to supplement your typical repair and maintenance services with trade dollars.

Our home service members happily accept trade dollars as a form of payment, and you can expect the same quality of work and repairs while your cash sits comfortably.

Download the Tradebank Mobile App and use the “Near Me” map!

4. SOCIAL MEDIA

Online engagement is crucial for your business, but we often don’t have the time or budget to properly post on social media. Tradebank has an extensive list of reputable social media marketers that you can work with, cash-free.

Did you know? A majority of social media platforms today utilize algorithms that reward consistent posts and high-quality video. Get professional assistance and keep your cash at the same time. Think Trade!

Search our Business Ad Directory with the keyword “social media”.

5. LEARN FROM THE BEST

Coaching is often an overlooked investment because of the upfront cash investment. One of the biggest benefits of your new Tradebank membership is the instant access to consulting and coaching with trade dollars.

Start by identifying some areas in your business that you’ve struggled to improve or optimize. If you’re a small business owner, things like time management and customer retention might be your biggest focus.

Try searching “classes” or “business coaching” in the Directory.

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TRADEBANK CORPORATE

OUR MEMBERS:

A SPOOKY

SUCCESS!

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TRAITS OF A GREAT TRADER

When business owners make professional decisions, they do so with careful consideration. Each choice, whether large or small, carries significant weight. One such choice that demands special attention is the decision to engage in modern cashless payments and transactions.

At Tradebank, we provide a unique solution that empowers business owners to exchange their goods and services for Trade Dollars, a versatile currency within our network.

Utilizing Trade Dollars to Support Employees

Great traders are skilled at harnessing the power of Trade Dollars to benefit their valued employees. They recognize that a thriving workforce is the backbone of a successful business.

Tradebank allows business owners to extend their support by offering wellness benefits such as chiropractic care, massages, acupuncture, or counseling, all paid for in Trade Dollars. Additionally, they can provide essential medical benefits, including X-rays, dental care, or preventive health measures.

For those who prefer a hands-

off approach, Tradebank provides the option to deposit Trade Dollars as bonuses into affiliate accounts.

This flexible use of Trade Dollars enhances employee satisfaction and well-being, ultimately contributing to business success.

Leveraging Trade Dollars In the fast-paced world of business ownership, free time often feels like a rare commodity. However, great traders recognize the value of time and use their Trade Dollars strategically to preserve it. By working with

Trade Brokers, they identify tasks and responsibilities that can be outsourced, both at home and in the office.

For instance, a salon owner can hire a maid service to help close the shop, allowing her to pick up her children from practice without stress.

Similarly, a contractor can enlist a landscaper to maintain his property, ensuring he has clear Saturday mornings. These savvy owners make the most of their Trade Dollars to gain precious time and focus on growing their businesses.

Expanding Business Horizons Competitiveness is a cornerstone of successful entrepreneurship. Great traders understand that expanding their product and service offerings can set them apart from competitors.

For example, a local spa may aspire to introduce a new

skincare line to attract more customers.

By partnering with fellow Tradebank clients who offer the desired products, they can seamlessly incorporate them into their offerings.

This strategic move not only brings new customers into their spa but also increases revenue. Business owners leveraging Trade Dollars gain a competitive edge and drive more cash flow into their enterprises.

members. Every transaction becomes a word-of-mouth endorsement, attracting additional cash business.

For those seeking an extra boost, great traders can collaborate with their Trade Brokers to secure prime placements on the client portal homepage or feature in special email blasts.

These marketing strategies, powered by Trade Dollars, help businesses thrive while conserving cash.

Low-Cost Marketing and Advertising Marketing and advertising are essential components of any business strategy.

With Tradebank, business owners gain access to cost-effective marketing channels. After becoming Tradebank members, they can promote their products or services by placing ads on our client portal, making their businesses visible to all

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Non-Profit: Hope Park

Transforming Dreams Into Reality

A success story of Tradebank Member Our World School in Henry County, GA Linda and David Clark’s journey began with a passion for the special needs community. They found a supportive community in neighbouring Henry County, and their focus shifted to a pressing need: establishing a special needs school in McDonough, GA. Despite their dedication, the Clarks faced substantial challenges. Running on a shoestring budget, they struggled to fund the school and provide affordable education to special needs students whose families often faced additional financial burdens.

After operating in temporary church spaces, the school found a permanent home in a repurposed HVAC fabrication facility in 2018.

This transition required significant renovations – a daunting task for a nonprofit with limited funds. The school’s director, overseeing everything from repairs to financial management and event planning, was stretched thin, juggling numerous responsibilities to ensure the school’s success.

The non-profit’s eventual partnership with Tradebank became a true game-changer.

With limited cash resources,

Don Dunlap, Executive Director of OWS

Tradebank opened doors to goods and services that were previously out of reach.

From silent auction items to holiday lunches, furniture, and essential maintenance services; Tradebank’s network provided invaluable support. Their personal broker, Christine Kaundart,

became a vital link, immediately connecting them with vendors and services, easing the pressure.

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OWS (and all of our nonprofit members) are able to seamlessly supplement typical cash expenses with trade dollars instead.

OWS has seen remarkable improvements since joining the Tradebank family.

The quality, safety, and functionality of the facility have been significantly enhanced, directly impacting the students’ learning environment and capabilities.

The school has become more than a simple educational institution; it’s a well-known community hub.

“My life is so hurried”, says Don Dunlap, Executive Director of Our World School. “...but I know if I need something I can drop her (Christine) an email and she will connect with her network and promptly get back to me with suggestions for folks that can meet my needs.”

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Our Tradebank brokerage team is highly experienced in not just servicing requests, but also connecting you and your organization with the right people, at the right time. Have you connected with your personal broker yet?

OWS Students - 2023 Valentine’s Day Photoshoot

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Each year, Tradebank actively supports nonprofit and charity efforts.

Our Giving Tuesday initiative helps with widespread awareness, and our client portal provides the ability to donate trade dollars in just a single click.

Don’s advice to similar organizations is clear: “Join business organizations where you can efficiently get the word out about your mission... and how they can help you achieve it with their time, talent, and treasure.”

Do you know of or participate in a non-profit organization that could benefit from Tradebank? We love referrals, and you can submit their information online at https:// tradebank.com/referrals/ We thank Don and everyone at Our World School for sharing their story with us, and for being a valued Tradebank member over the years.

Kimberly Walden of OWS

More Info Hope Park: Our World School is a private, nonprofit school for children in grades K-12 who have been diagnosed with special needs, including but not limited to, autism, cerebral palsy, hydrocephalus, ADHD, and other medical/ learning disabilities.

Our World focuses on academics, life skills, social skills, and partnering with the parent/guardian to provide consistency for the child for the transition from home to school and back home again.

Please consider leaving a Trade donation through myTradebank: https:// mytradebank.com/ members/ads/AD707470

Thank you for reading this Tradebank Times edition! Tradebank Times is a bi-annual publication that showcases our network of clients, community occurences, and valuable trading strategies and insights.

If you’d like to share your story or be featured in the next edition of Tradebank Times, please reach out to us below.

For questions about your Tradebank account: operations@tradebank.com For features and feedback: jp@tradebank.com

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