January 2022 Newsletter

Real Estate & Corporate

We represent purchasers, sellers, lenders, and business owners in real estate and business transactions, including: home sales and purchases, business formation, and serving as closing and title agent.

Wanda Pistella Partner wpistella@leechtishman.com

Intellectual Property

We counsel clients in the life sciences, chemical, biotechnical, and mechanical fields regarding intellectual property, including: patent, trademark, and copyright applications, technology agreements, and IP counseling.

Alicia Passerin-Hunt, Ph.D. Partner apasserin@leechtishman.com

Estates & Trusts

We represent

and nonprofit organizations in estate planning manners including: drafting wills, trusts, durable powers of attorney/healthcare powers of attorney, estate/trust planning and administration,

Florida homestead planning, and business succession planning.

Ted Tishman Partner

Luis Silva Associate lsilva@leechtishman.com

FL

LWRBA Board of Directors

Shawna Hicks-Cranston//Chair of the Board PostNet of Lakewood Ranch

Amanda Parrish//Past Chair Fawley Bryant Architecture

Allison Imre//Chair Elect - 2023 Grapevine Communications

Dianne Kopczynski//Treasurer/Finance Chair Mauldin & Jenkins

Erik Hanson//Deputy Chair Shutts & Bowen LLP

Ashlyn McCarty//Secretary Buffalo Lodging & Associates

Toni Perren//Events Chair Observer Media Group

Annemarie Graff//Membership Chair Bank OZK

John Holz//Economic Development Chair Plunkett Raysich Architects

Ron Beck//Governmental Affairs Chair Gulfside Bank

Julia Heide//Community Engagement Chair Williams Parker Attorneys at Law Julie Fanning//Communications Chair Benderson Development

Mark Gordon//Programming Co-Chair The Business Observer

Devin Dash//Programming Co-Chair Axiom Strategic Consulting

Javar Baity//Young Leaders Alliance Chair Take Stock in Children of Manatee County

Charlie Murphy//At-Large Bank of Tampa

David Otterness//At-Large Willis Smith Construction

Darrin Rohr//At-Large HH Staffing Services

Frank Morgan//At-Large Sarasota Memorial Healthcare System

Monaca Onstad//SMR Representative Lakewood Ranch Communities

Robert Lewis//Sarasota County Representative Sarasota County Government

Zachary Buffington//Legal Counsel Williams Parker Attorneys at Law

Rex Jensen//Emeritus Schroeder-Manatee Ranch

Lou Marinaccio//Emeritus Gallagher Affinity

David Fink//Emeritus Family Office Services

Staff

Brittany Lamont//President/CEO

BrittanyLamont@lwrba.org

Dan Sidler//Vice President

DanSidler@lwrba.org

Janeth Gonzalez//Events & Programs Coordinator

JanethGonzalez@lwrba.org

Kristie Calandro//Member Services & Communications Coordinator KristieCalandro@lwrba.org

Jenna Nelson//Membership Development Representative JennaNelson@lwrba.org

Hello 2022! We could not be more excited for this new chapter at the Lakewood Ranch Business Alliance. Like many companies in our region, we have overcome obstacles, grown in many ways and experienced change along the way. This past year, we saw a transition of our CEO and the team at the Alliance continued to deliver excellent programs and engagement for our members. We are extremely grateful to the staff, Board of Directors and search committee who put in the extra hours to ensure a seamless transition. We were excited to welcome Brittany Lamont as our new President and CEO and look forward to what is on the horizon in the future.

Most of all, we are so thankful for you – our members. I have personally been a part of this organization for over 10 years and it’s been instrumental in building my business PostNet of Lakewood Ranch. It’s an honor to move into this role as your Chair of the Board and I look forward to making connections with each of you.

We, the LWRBA, are committed to continuing to be the Power of Connection for our members and providing opportunities for them to connect and engage with each other.

I hope to see you here soon at one of our upcoming events and wish you health and happiness in 2022!

Shawna Hicks-Cranston 2022 Chair of the Board

As I embark on my 3rd month at the Lakewood Ranch Business Alliance I am truly grateful for this opportunity to lead the organization as the new President/ CEO. I have been overwhelmed by the warm welcome I have received by the staff, Board of Directors and you, our members. I’ve been blown away by the engagement of our committees and the true connection this organization has with its members. I’ve enjoyed personally meeting so many of you, and those I haven’t, I look forward to doing so in the next couple months.

It’s been a busy 4th quarter for our team. I am in awe of the mighty team of 5 here at the Alliance and their passion for ensuring our members feel connected, supported and appreciated. We have so many amazing things to look forward to in 2022. Providing many opportunities for our members to connect through events and programming, educating our members on community related topics and the latest business trends and supporting our members through advocacy, as your voice of business here in Lakewood Ranch region.

Within these pages of the publication, you will see the amazing opportunities you have to engage with your fellow 600 members. We look forward to being a resource for you and I personally look forward to connecting.

Thank you for your membership and this opportunity to be a part of the Lakewood Ranch Business Alliance family.

Brittany Lamont President/CEO

What is a relationship?

At The Bank of Tampa, the relationships we have with our clients and communities go far beyond transactional banking—we stand by them every step of the way, during the good times and the uncertain ones. Each person, business, and situation is unique. You deserve personalized service. You deserve a relationship. And we are in the relationship business.

Congratulations Sandies Winners!

Welcome New Board Members!

Please help us in extending a warm welcome and congratulations to the newest members of the LWRBA Board of Directors. We’re excited for 2022 and can’t wait to see the energy they bring to our organization!

Special Thanks to our Outgoing Board Members

Colleen Bankuty Kerkering, Barberio & Co.

Susan Goldstein Michael Saunders & CompanyCommercial Division

Membership Chair Annemarie Graff Bank OZK

Young Leaders Alliance Chair Javar Baity Take Stock in Children of Manatee County

At-Large Frank Morgan Sarasota Memorial Healthcare System

At-Large Darrin Rohr HH Staffing Services

STRONGER TOGETHER

Join a Committee & Grow With Us

Are you interested in being more engaged in your community and our organization? Looking for a leadership position that aligns with your profes sional goals and objectives?

It’s no secret the heart of the Alliance has long been the strength of its 8 committees and volunteers. The 150+ members who give their time and energy are essential in supporting our staff and board in delivering member value and shaping the activities and opportunities the Alliance provides our busi ness community throughout the year.

The Alliance encourages you to become an involved member of our organization through committee engagement and leadership opportunities. There is something for everyone’s skillset and interests, and there is no commitment. Feel free to check out any of our meetings to see if it’s a fit. Select committees are even offering the opportunity to join virtually.

Serving on a committee can be highly rewarding! We asked a few highly engaged committee mem bers about their involvement to learn what they get back by volunteering. It’s about building communi ty, making friends, and growing together. We hope to see you soon!

“I have been part of the programming com mittee for about 11 years. My involvement has allowed me to strengthen relationships and develop better communication, organizational and leadership skills through the years and now have the opportunity to give back and help new committee members develop their skills.”

Lori Ruth, Observer Media Group

“The Lakewood Ranch Business Alliance has one of the most active, engaging, and productive membership groups I have ever been involved with. The talent, abilities, and experience that populate the membership and the staff is an amazing resource not only for network ing, and education but also for understanding our community. I encourage everyone to get involved on committees and share your talents and experi ence. Abraham Lincoln once said, “The best way to predict the future is to create it.” Your involvement will not only enrich your life and business, but ev eryone else’s in our community.”

Kent Jimison, Easterseals Southwest Florida

“My experience participating in the Eco nomic Development Committee has been so rewarding! The opportunity to befriend and engage with the other committee Ranchers is a constant pleasure and has led to many great outcomes for me personally and in our mission to increase awareness of the many businesses serv ing our great community.”

Hank Nirider, Smith Seckman Reid, Inc.

“I’ve always enjoyed connecting with peo ple and connecting people with each oth er. Being on a committee allows me to do that because you can’t help but form a relation ship with those on the committee with you. Those relationships fan out to forming others within the Alliance and that leads to business for our com pany. Personally, I enjoy the time spent with my fellow committee members and I feel good about contributing to the Alliance to further its mission!”

Fern Grace, Abacus Web Services

JOIN A COMMITTEE

Get the most out of your Lakewood Ranch Business Alliance (LWRBA) membership by joining a committee! It’s the perfect opportunity to connect with members while devoting your time and talents to

our organization. Find a committee that best fits your skills and meet

month with that team!

ECONOMIC DEVELOPMENT

Partner with Economic Development Corporations, local businesses and Schroeder-Manatee Ranch. Be a resource for Alliance members and companies considering relocation to Lakewood Ranch.

Meets Fourth Tuesday Each Month @ 4 pm

GOVERNMENTAL AFFAIRS

Stay at the forefront of legislative issues impacting our business community and become a voice reinforcing the Alliance’s relationships with local, regional and state officials.

Meets Second Wednesday Each Month @ 4 pm

MEMBERSHIP

Grow the Alliance by engaging our members and inviting new businesses to join. Share benefits, welcome new members, assist with ribbon cuttings and participate in other exciting opportunities.

Meets First Tuesday Each Month @ 4 pm

COMMUNICATIONS

Preserve our brand by connecting members and the community via media, website content, social media posts, e-blasts, press releases and more.

Meets Second Friday Each Month @ 8:30 am

To

COMMUNITY ENGAGEMENT

Call attention to our nonprofit members’ needs and connect them with the business community. Help organize various initiatives, like Alliance Gives Back – the annual volunteer event linking businesses, their families, and nonprofits.

Meets First Wednesday Each Month @ 4 pm

PROGRAMMING

Coordinate exciting luncheons, executive briefings, workshops and programs that strengthen our members’ businesses through relevant education and topics that resonate.

Meets First Monday Each Month @ 4 pm

YOUNG LEADERS ALLIANCE (YLA)

Unlock opportunities for young professionals to enhance skills in leadership, project management and communication through events and programs catered to their growth.

Meets Second Monday Each Month @ 4 pm

EVENTS

Create unique occasions, monthly networking socials and signature events that are impactful resources for Alliance members.

Meets Third Monday Each Month @ 4 pm

committees

alliance

liaison, at kristiecalandro@lwrba.org.

Banking for what’s next.

Perkins

Vice President

Renee Brady

Vice President

Ribbon Cuttings Celebrating new businesses!

Visit our website’s Member Directory to learn more about these new businesses.

If you’ve recently opened a new business, relocated or renovated your business, let us know! For more info, call our office at 941-757-1664.

The Lakewood Ranch Business Alliance representatives from the Government Affairs Committee - Susan Goldstein (GAC Chair), Casey Welch, David Fink and Greg Green recently went to Tallahassee to meet with the local delegation. While in Tallahassee, they had the opportunity to meet with Representatives Michelle Rayner, James Buchanan, Tommy Gregory, and Will Robinson; as well as Senators Jim Boyd and Joe Gruters. During those meetings, the LWRBA shared its legislative agenda which focuses on three key areas – Economic Development, Education and Workforce and Infrastructure.. The team was also able to meet with Assistant Secretary of Transportation to Courtney Drummond to focus on workforce and

transportation programs in place and soon to come to our area.

Locally, both Dan Sidler, VP and new CEO Brittany Lamont joined Susan Goldstein and incoming 2022 GAC Chair Ron Beck at the Manatee and Sarasota local delegation meetings. These meetings focused on reinforcing our public policy initiatives for the coming year.

Thank you to our local delegation for their time in commitment to creating a business-friendly climate here in Lakewood Ranch and for our GAC volunteers for representing our almost 600 member businesses.

Exclusive Shape LLC

LifeWorx

Hampton Inn & Suites -Buffalo Lodging

GOVERNMENTAL AFFAIRS Lakewood Ranch Business Alliance travels Far and Wide to Advocate for our Businesses

On the Calendar

Networking Social

Gold Coast Eagle - Courtyard

Wednesday, January 5 // 5:00-7:00 p.m. Gold Coast Eagle Distributing, 7051 Wireless Ct, Sarasota

Kick off the new year with an evening of networking with your Alliance friends outside in the courtyard of Gold Coast Eagle Distributing. Complimentary beer, wine and appetizers will be available. Don’t miss this one! Free for LWRBA

Breakfast of Champions // Creatures of Connection

Wednesday,

Lakewood

Signature Event // 2022 Annual Membership Luncheon

Friday, January 28 // 11:30 a.m.-1:15 p.m. The Ballroom at Grove, 10670 Boardwalk Loop, Lakewood Ranch Join us as we honor our outgoing board members and reflect on the successes of the past year, as well as introduce the 2022 Board of Directors. Keynote Presentation: “Your Story Matters:

Networking Social

Wednesday,

Nate’s Honor Animal Rescue

Alliance LEADS // When Crisis Hits

Wednesday, February 9 // 7:30 a.m.-9:00 a.m. Grace Community Church, 4080 Lakewood Ranch Blvd N Let’s face it, bad things can happen even to good organizations. The most important thing to remember is that it’s what you do after a crisis breaks that defines your reputation. Jeff Durosko, a former journalist and 25-year veteran of public relations, will discuss the key elements of building a crisis communications plan for your organization, including how to prepare yourself, or your spokesperson, for media interviews.

Members

// Non-members

Visit us online for a full calendar Visit www.lwrba.org/events for more information on these and other upcoming Alliance events.

Luncheon //Coming Soon to Lakewood Ranch

Wednesday, February 23 // 11:30 a.m.-1:00 p.m.

Lakewood Ranch Golf & Country Club, 7650 Legacy Boulevard

It’s an exciting time for the south Lakewood Ranch region, as three major commercial projects are set to open within the next year. In fact, a few tenants already open for business. Join us to learn what coming soon to our community, as we hear an update on Waterside Place at LWR, Center Point at Waterside, and Fruitville Commons.

Members $29 // Non-members $39

Networking Social // Gulfside Bank

Wednesday, March 2 // 5:00-7:00 p.m.

Gulfside Bank Lakewood Ranch, 8470 Enterprise Circle, Suite 101

Join us for an evening of networking with your Alliance friends on the beautiful outdoor terrace at the new Gulfside Bank in Lakewood Ranch. Enjoy a cash bar and appetizers. Free for LWRBA Members // Non-members $15

Luncheon // Changing Landscape for the Arts Community

Wednesday, March 23 // 11:30 a.m.-1:00 p.m.

Lakewood Ranch Golf & Country Club, 7650 Legacy Boulevard

Come and discover the future of the Players Centre for Performing Arts and the Van Wezel Performing Arts Hall, as CEO’s William Skaggs and Cheryl Mendelson share what’s in store for their organization’s future and what it could mean to you as a business person and citizen of the arts.

Members $29 // Non-members $39

Members-Only Event // Lunch with Ranchers

There’s something to be said about doing business with people you know, you like and you trust. Bring your business cards and connect with other professionals dedicated to promoting one another. This is a perfect opportunity to expand your network & build a rapport with like-minded individuals.

Thursday, January 20 // Lakewood Ranch Golf & Country Club

Thursday, February 17 // Ed’s Tavern Thursday, March 17 // Circo

Special Event // Springboard to Careers

SPRINGBOARD TO CAREER$

Find out about opportunities available to our students in the region at our trade and tech schools, opening the door to long-lasting, well-paying, and personally fulfilling careers. Full details at www.lwrba.org/springboard

Wednesday, January 19 5:30-7:00 p.m. State College of Florida Bradenton

Thursday, February 24 6:00-7:30 p.m. Suncoast Technical College

Thursday, March 3 5:30-7:00 p.m. Manatee Technical College

thealliance//winter 2022

WAGNER COMMERCIAL

W C

The Wagner Realty Business Brokerage Group is knowledgeable, experienced and discreet

for

Professionals

Say Cheese!

This fall brought back a number of our annual Signature Events, including Alliance Gives Back, Ranch Scramble Golf Tournament, and the Sandies Awards. It was great to see these events back in person and in full swing!

Find us on Facebook and Instagram for more photos from all of our events!

FOR YOUR OWN BRAND

PROUD

Christy

Increased Visibility 2022 Annual Sponsorships

There is no better way to ensure your company has year-round visibility across the entire Alliance than with one of our four Annual Sponsorship levels.

Get your name in front of 600+ member businesses, and 2,500 professionals to keep your company top of mind throughout the year.

For more information, visit LWRBA.org/sponsorships.

A friendly reminder that Lakewood Ranch Business Alliance memberships expired on December 31st, 2021.

Account admins can renew their membership for 2022 online by logging into their member profile on the Alliance website - www.LWRBA.org. Click Member ‘Login’ near the top right of the homepage, click ‘View Profile,’ and then ‘View/Pay Invoice.’

We are grateful for you and your participation in the Lakewood Ranch Business Alliance. The LWRBA is strong because of members like you, and we look forward to helping and serving your business in 2022!

Non-Profit Spotlight. Beyond the Spectrum.

Beyond the Spectrum is a not-forprofit organization serving as an educational center and Applied Behavioral Analysis therapy clinic for students ages 4-22 affected with diagnoses on the Autism spectrum. We were founded in 2007 with just one student, and now we have almost 90! Here at BTS, our goal is to help our families “Go Beyond” by providing high-quality therapies and education all in one location. We aim to provide our students with the skills necessary for them to reach their highest potential through an authentic environment of acceptance and support.

Visit www.beyondthespectrum.org to learn more about the organization’s mission!

Don’t miss 2022’s biggest events. Mark your calendar today!

2022 Annual Membership Luncheon Friday, January 28

Ranch Scramble Golf Tournament Friday, April 22

East Meets West Expo Thursday, September 15 Alliance Gives Back Volunteer Days October 6 - 8

2022 Sandies Awards Friday, November 18

Thank you

Presidential

Executive

Annual Sponsors!

Corporate Associate

Experience matters

Knowing the right people could make all the difference

The Zelniker Dorfman Carr & Heritage Group UBS Financial Services Inc.

Serving multigenerational families and business owners since 1992

– Proactive wealth management, in good times and bad

– Customized investment solutions

– Private banking for both sides of your balance sheet

– Estate planning strategies for charitable and multigenerational needs

– Liquidity options for business owners

Scott D. Zelniker, CRPC®, CRPS®

Senior Vice President–Wealth Management

Private Wealth Advisor

Senior Portfolio Manager 941-364-7271 scott.zelniker@ubs.com

Forbes Best-In-State Wealth Advisor, New York, 2020, 2021 Lakewood Ranch resident since 2013

New York 1285 Avenue of the Americas 15th, 16th, 17th and 18th Floors New York, NY 10019 212-713-3645

Florida

Sarasota City Center, Suite 900 1819 Main Street Sarasota, FL 34236 941-364-7271

ubs.com/team/zelnikerdorfman

Forbes/SHOOK Best-in-State Wealth Advisors list is comprised of approximately 5,000 financial advisors. It was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to measure factors such as: quality of practice, industry experience, compliance record, assets under management (which vary from state to state) and revenue. Although neither UBS Financial Service Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. For designation disclosures, visit ubs.com/us/en/designationdisclosures. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information, please review the PDF document at ubs.com/relationshipsummary. © UBS 2021. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. CJ-UBS-1150631399.v2 Exp.: 07/31/2022