Forward Thinking
for a brighter tomorrow
2015 ANNUAL REPORT FSAE FOUNDATION
Forward Thinking for a Brighter Tomorrow
Mission: To support education, research, professional development, publications, and public relations efforts for the association management professional.
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The FSAE Foundation Annual Report printed by
My Friends and FSAE Family, As FSAE Foundation Chair I have experienced first-hand how philanthropic my fellow members of FSAE are. You are amongst the most generous individuals with whom I have ever been associated. As Mother Teresa once said, “It’s not how much we give, but how much love we put into giving.” I can tell you, Mother Teresa’s sentiment is embodied in this organization. We have received donations of all sizes with the same goal in mind: to provide educational and professional development opportunities for our members who may not be able to afford these programs on their own. The membership should be proud because since 2002, well over a half-million dollars has been invested by our members to ensure that the Foundation’s educational and grant programs are properly underwritten. Wow, think about it - all of those donations have come from us to help our fellow members! All our investors, large and small, should be proud of their accomplishments. While I am pleased that we surpassed our budgeted contributions for 2015, I am even more excited that the number of investors grew by almost 25 percent over 2014. We increased from 145 in 2014, to 181 in 2015. This is a trend truly worth watching. “I slept and I dreamed that life is all joy. I woke and I saw that life is all service. I served and I saw that service is joy.” These thoughts expressed by Kahlil Gibran are fundamental to this organization. Whether your service comes from financial contributions or the donation of your time, thank you for investing in your fellow members and in the future of FSAE. I look forward to an even-better 2016! Yours in Service,
Jaime Caldwell, ACHE 2015-16 Foundation Chair Interim President, South Florida Hospital & Healthcare Association
FSAE Foundation Board of Trustees 2015 - 2016 OFFICERS Jaime Caldwell, ACHE Chair
Total Cash Donations:
$15,734
Foundation Donors:
181
Donna Son Chair-Elect Carolyn Fazio, ECAM Treasurer Deborah Marie Boza-Valledor, CIPS, CRB, CRS Immediate Past Chair
Total Auction Proceeds:
$30,472 on-site auction
$13,200 online auction
TRUSTEES Cheval Breggins
Grand Total:
$43,672
Meg Caldwell, CMP
Total Auction Donors:
Sue Fern
201
Pam Fields, CHME Fran Gilbert, CAE Dan Sullivan Rusty Payton, CAE FSAE Chair
Total Auction Patrons:
134
several patrons purchased multiple items
2015 by the Numbers “It was an honor to be the recipient of a 2015 Hyatt Hotels in Florida grant! I look forward to attending FSAE events each year, but with a small professional development budget, it’s not always possible. This grant enabled me to attend the 2015 FSAE Annual Conference in St. Pete and return with knowledge, great connections within the industry, and many fun memories! Thank you Hyatt and FSAE!” Amanda Wood
Board of Trustees 2014 - 2015 OFFICERS Deborah Marie Boza-Valledor, CIPS, CRB, CRS Chair Jaime Caldwell, ACHE Chair-Elect
Membership, Programs & Competitions, National Association of Teachers of Singing, Inc.
Professional Development Grants Awarded:
15
Donna Son Treasurer
Grant Funding Awarded:
$9,450
Jim Ayotte, CAE Immediate Past Chair TRUSTEES Kathy Anderson, CAE, CRMA
Contribution to FSAE Educational Programming:
$20,000
Meg Caldwell, CMP Gayle Carson, CSP, CMC, EdD Pam Fields, CHME Fran Gilbert, CAE Marsha Kiner Chip Minick Al Pasini, CAE
Foundation Event Attendees:
199
Janegale Boyd FSAE Chair
Foundation Investors Received January 1 - December 31, 2015 Visionary: $1,001 and higher
Investor: up to $100
Tina Darnell
Deborah Boza-Valledor, CIPS,CRB,CRS,GRI,TRC
Kathy Anderson
Graham Demont
Carlene Baker
Linda Dennis
Peggy Ball
Jan Dobson, CAE, APR
Erin Daly Ballas
Allen Douglas
Stan Barnes, CFP, CLU, AIF
Zack Dunlap
Paula Baumgardner
Peter Dyga, CAE
Debby Beck
Jeff Eacker
Timothy A. Bell
Alexandra Earnhardt
Michele G. Bemis, CMP
Andrew Eason, CAE
David Bennett, CAE
Gabriel Eckert, CAE
Merrily Bennett
Tony Farina
Jason Berthiaume
Lina Farrell
Barney T. Bishop, III
Carolybn Fazio
Ian Black
Stacy Feldhusen
Noelle Bonard
Sue Fern
Kathryn L. Bradley, CAE
Connie Galietti, JD
Martina Brawer
Suzanne Giacchino
Linda Bridges
Nicole Gibson
Peggy Brogan
Steve Glass, CAE, CMP
Gregory Brooks
Rudy Gonnella
Beth Brunner
Christie Grant
Adrienne Bryant, CAE
Ben Graybar
Jaime Caldwell, ACHE
Jennifer J. Green, DPL, CAE
Meg Caldwell, CMP
Angie Harris, CMP
Gayle N. Carson, CSP, CMC, EdD
Barbara Harrison, CAE
Steve Casey
Joe Anne Hart
Elizabeth Castro
Darin Henry
Anjie Cheatham
Gina M. Hill
Amy Colon, CHSP
Carolyn D. Hinson, CGMP
Barbara A. Cook
Betty Homan-Bolick
Ian Cordes
Danielle Hopkins, CMP
Jack Cory
Cheryl Horne
Steve Crist
Michael Howland
Richard Curran
Jessica Hughes
Al Pasini, CAE Frank H. Rudd, CMP, CAE Benefactor: $750 -$1,000 Steward: $501 - $750 Janegale M. Boyd Champion: $251 - $500 William Glenn East, CAE Bennett Napier, II, CAE Sandy Nicotra Angela O’Reilly Altruist: $101 - $ 250 Jim Ayotte, CAE Cheval Breggins Dominic M. Calabro Jaime Caldwell, ACHE Keyna Cory Pam Fields, CHME Mark P. Fontaine, CAE Frances M. Gilbert, CAE Letreze Gooding, CMP John F. Harkness, Jr. Teresa King Kinney, CAE, RCE Rachel Luoma, MS, CAE Michael McQuone Donna H. Ross, CAE Retired Donna M. Son Lisa S. Stanley Dan Sullivan Stephen B. Trickey, CAE
Investors Continued Cathy Irvin
Brook Mills
Susan Stafford
Amy Issersohn
Richard Miseyko, CMP, CMM
Leigh Stehlik
Belton Jennings
Penny Mitchell, CMP
Pat Swartz, CMP
Laura Jersey
Cindy Molnar, CMP
Crissy Tallman, CMP, CAE
Robert P. Jones
Bill Montford
Jennifer Tedder
Judith Kalfon
Tom Morrison
Stephanie Thomas, CMP
David L. Kanagy
Terry Natwick
Amelia Tillman
Kenneth Kent
Debra S. Nolan, CAE, IOM
Tami Torres-Fillyaw
Mary Pat King, MS
Jaime Nolan, CAE
Michael Townes
Julie Kissel
Alan Null
Abby Vandergrift
Jeff Kottkamp, P.A.
Thomas O’Bryant, Jr.
Robert Vice
Sharon Laing
Wendy Parker-Barsell
Kevin Vinchattle
Mark D. Landreth, CAE, CCD, DPL
Matt C. Pave
Michelle Waddell
Renee LaPlante
Rusty Payton, CAE
Latoya D. Washington
Michelle Winn Larson, CAE, CMP
Melody Pleasant
Lisa Waters
Frederic Larue
P. Christine Poole, CMP
Sherry Whitney
Paul A. Ledford, CAE, DPL
Lonny T. Powell
Kelli Williams
Betty Ann Lewis
NaSheba Prentis
Lance Wilson
Ashley Liveoak
Bob Renka
Wilson W. Wright, CAE
Laura Lothridge
Noelle Ricciardi
Debbie M. Wysocki
Steven Louchheim, CAE
Kimberly Rice
Lance Lozano
Rich Robleto, CAE
Cathi C. Lundgren, CAE
Sam Rogers, Jr., CPCU
Diane Major
Julie L. Ryczak
Christy Manderson
Ginny Schatzman
Lisette Mariner, CAE
John Seegers
Gwendolyn Marshall
Fred Segal, CAE
Tondra Matthews, CMP
Michael Sheedy
Rebecca A. McCollum
Larry Short
Colleen McGarvey
Alexis Simoneau
Leslie A. Menichini
Holly Sinco
David R. Mica, CAE
Christy Stacey, CMP
Cecily Millan
Mary Stafford
Get involved with the FSAE Foundation in 2016. Visit www.fsae.org/foundation to learn more.
Mark A. Miller, CMP Lisa Miller Pacella
Thank You!
Foundation Volunteers 2014-15 Committees Finance & Audit Committee Chair: Donna Son Committee Members: Kathy Anderson Jaime Caldwell Jim Zaniello
Deborah Boza-Valledor Carolyn Fazio
Nominating Committee Chair: Jaime Caldwell Committee Members: Jim Ayotte Marsha Kiner Al Pasini
Deborah Boza-Valledor Chip Minick
2015-16 Committees Finance & Audit Committee Chair: Carolyn Fazio Committee Members: Fran Gilbert Dan Sullivan Nevin Edson
Nominating Committee Chair: Jaime Caldwell Committee Members: Deborah Boza-Valledor Meg Caldwell Fran Gilbert Sue Fern
Grants Committee
Grants Committee
Co-Chairs: Chip Minick and Marina Mitusova
Co-Chairs: Timothy Bell and Chip Minick Committee Members: Deborah Boza-Valledor William Deutsch Steven Louchheim Deborah Mandel Vicki Sumagpang
Committee Members: Susan Crolla Dana Plotke Jaime Caldwell
Larry Darnell Janet Roach
Auction Committee
Auction Committee
Co-Chairs: Crissy Tallman and Meg Caldwell
Co-Chairs: Elaine Carpenter and Kimball Mathews
Committee Members:
Vice-Chair: Crissy Tallman
Sherri Banyas Gail Cummings Christy Gandy Kristen Goodnow Kristin Jordan Deborah Mandel Carrie Millar Sarah Rossio Leigh Stehlik
Committee Members: David Bennett Peggy Brogan Amber Bulloch Chris Capozzi Anthony Fabrizio Betty Ann Lewis Carrie Millar Wanda Minick Terry Natwick
Cheval Breggins Joe Weil, CPA Jaime Caldwell
Deborah Boza-Valledor Adrienne Bryant Meg Caldwell Keyna Cory Betty Homan-Bolick Tondra Matthews Lisa Miller Marina Mitusova Linn Wheeling
Amber Bulloch Kristen Francis Suzanne Giacchino Laura Haag Claudia Lupo Tondra Matthews Lisa Miller-Pacella Adrienne Segundo Jaime Caldwell
Supporting Education Executive Series Luncheons The Foundation’s Executive Series Luncheon is a sponsored luncheon exclusively for association executives. The luncheons are held in Tallahassee, several times each year. Luncheon speakers are selected for their insight on topical issues regarding Florida government such as finance, regulatory and social reform, etc. All FSAE executive members are invited to attend and the luncheons are free thanks to our generous sponsors!
February 2015
April 2015
September 2015
Why Charlie Crist Lost (and almost no one saw it coming)
“Political Intelligence” (yes, it really does exist)
The Real Winners & Losers in Florida’s Redistricting Mess
Speaker: Steve Vancore, VancoreJones
Speaker: Brecht Heuchan, ContributionLink
Speaker: Trimmel Gomes, Gomes Media Strategies, LLC
Sponsored by Tourism Toronto
Sponsored by Ocala/Marion County CVB
Sponsored by Experience Kissimmee
Think Tank The FSAE Foundation hosts a bi-annual Think Tank to contribute to the association management knowledge base. The meeting gathers a small group of association decision makers to contemplate an issue, concern, topic, or idea concerning the operation of associations and/or the association management profession. The group, with the assistance of our informed facilitator, draws conclusions and drafts a report to contribute to the association community.
2015 Think Tank Associations 2024: The Next Generation of Leaders and Associations Facilitator: Gabriel Eckert, CAE White papers since 1999 are available to download on the FSAE website: www.fsae.org/think-tank
Professional Development Funds Professional Development Grant Descriptions CAE or CMP Grant: These grants are designed to assist an association professional in gaining the American Society of Association Executive (ASAE) designation of Certified Association Executive (CAE) or the Convention Industry Council’s (CIC) designation of Certified Meeting Professional (CMP). The FSAE Foundation provides financial awards to help recipients cover the costs of the application fee, study class registration, and the standard CAE or CMP study materials.
Hyatt Hotels in Florida Grant This grant assists an association professional in gaining professional development through education at the ASAE or FSAE Annual Conference, or other approved Association Management Program or for training to earn the CAE or CMP. These awards are offered to assist recipients cover the costs of the fees associated with the professional development.
Marriott International Hotels & Resorts of Florida Grant This grant is designed to assist an association professional in gaining professional development through education or training at the FSAE Annual Conference. This award is offered to assist recipients to cover the costs of the registration fee, study materials, or travel expenses for attendance at the FSAE Annual Conference.
2015 Grant Recipients Hyatt Hotels in Florida Grant Recipients:
Johanna Byrd, Director of Government Affairs, NASW-FL Barbara Harrison, CAE, Project Manager, Federal Alliance for Safe Homes (FLASH) Carolyn Hinson, Assistant to the Board, Leon County Schools/ School Board Administration Christine Poole, CMP, Director of Events, Foundation for Excellence in Education Amanda Wood, Membership & Program Coordinator, National Association of Teachers of Singing (NATS)
Marriott International Grant Recipients: Beth Brunner, Executive Director, Florida College of Emergency Physicians Lynn Hupp, Chief Operating Officer, Kautter Wenhold Management Group Laurie LoRe-Gussak, Executive Director, Florida Disabled Outdoors Association Lisette Mariner, CAE, Executive Director, FL Independent Automobile Dealers Assn Adrienne Segundo, COO/Chairman, Limitless Association Solution Resource Keith Segundo, President/CEO, Limitless Association Solution Resource
FSAE Foundation CAE & CMP Grant Recipients: Mary Malone, Sales Manager, Grand Hyatt Tampa Bay Lisa O’Donnell, Director of Membership & Marketing, AIA Florida
FSAE Associate Member Grant Recipient: Elizabeth Baranik, CMP, National Account Manager, Experient – A Maritz Travel Company Felice Levy, Owner, Gulfcoast Meetings and Events
Apply for a 2016 Professional Development Grant. Applications due April 30, 2016. Visit www.fsae.org/grants to learn more.
“Without the Marriott & Renaissance Hotels of Florida Grant, I would not have been able to attend the FSAE Annual Conference. I made so many new connections and was able to reconnect with people I hadn’t seen in years. The programming provided insights that helped me enhance our operations immediately. I am grateful to Marriott and Renaissance Hotels for the opportunity!!” Laurie LoRe-Gussak, MBA, IOM, CAE Executive Director, Florida Disabled Outdoors Association
“I would have never been able to reach my goal of becoming a CMP without the endowment of an FSAE grant. Becoming a CMP has been a goal ever since entering the industry. Not only was I able to acquire enough credit hours through FSAE events to apply but I was also able to get the financial assistance needed to make this dream a reality. The support from the FSAE community in my journey to becoming a CMP has been incredible and a highlight of my career! Mary Malone Sales Manager, Grand Hyatt Tampa Bay
Grant Descriptions Continued
Associate Member Grant This grant is designed to assist an FSAE Associate/Supplier Member in gaining professional development through education or training at the FSAE Annual Conference. These awards are offered to assist recipients to cover the costs of the registration fee or travel expenses for attendance at the FSAE Annual Conference.
Institute for Organization Management (IOM) Tuition Grant FSAE is proud to partner with Institute for Organization Management, the U.S. Chamber of Commerce Foundation professional development program for non-profit executives, and offer two $500 partial tuition grants to one of Institute’s 2015 sites. The two
scholarships, available to any of FSAE members, will be awarded to students attending Institute for the first time to assist with enrollment fees and cannot be combined with any other Institute scholarships.
Corporate Grant Partners Many of our grants are possible because of our corporate partners. Hyatt Hotels in Florida and Marriott International Hotels & Resorts of Florida have supported members’ professional development for numerous years through their generous donations to the Foundation. Thank you!
Hyatt Hotels in Florida Representatives at 2015 FSAE Annual Conference
“Hyatt Hotels & Resorts in Florida appreciates our long-term relationship with Florida’s association community. We want to continue to be a great partner by supporting association professional development. Since 1984, through Hyatt Hotels in Florida, we have contributed nearly $110,000 to benefit the professional development of association executives.” Bob Harris, CAE, Association Representative
Marriott Hotel Representatives at 2015 FSAE Annual Conference
“Marriott International Hotels & Resorts of Florida value our great relationships with all the association members and we are looking forward to continuing our partnership. We are honored to be able to work with and give back to such a great group of friends and professionals.” Chip Minick Sr. Account Executive, Marriott International Inc.
2015 Online & Silent Auction
Online Auction: May 29 - June 5 | Silent Auction: July 15-16 Total Raised:
Big Ticket Donors:
$43,672 Donations Received:
201 Wine & Liquor Toss:
3603 rings tossed
over $1,600 raised Onsite Auction Volunteers:
38
Big Tickets Sold:
394
Top Sellers: 33 Keyna Cory
22 Barbara Harrison 20 Kimball Mathews
Big Ticket Winners:
Coleen Briley Pamela Gadol Katherine Sisson Tim Spolar
2015 Auction Donors Al Pasini, CAE
FL Dental Assn
Janegale Boyd
Ashley Liveoak
FL Thoroughbred Breeders’ and Owners’ Assn
Jeanine McLeod
Sandestin Golf & Beach Resort
Jupiter Beach Resort & Spa
Seagate Hotel and Spa
Banyan Tree Investment Group
Florida Dental Association
Keynotes Piano Store
Florida Everblades
Kristin McWhorter
Sharon Armstrong and Associates
Beaches of Fort Myers and Sanibel
Florida Festivals & Events Association
Laurie LoRe-Gussak & Dave Gussak
Boca Raton Resort & Club
Letreze Gooding
Sheraton Tampa Riverwalk
Brazilian Court Hotel
Florida Recycling Partnership
Sirata Beach Resort
FSAE
Letreze Gooding, CMP
Busch Gardens Tampa
Loews Don CeSar Hotel
Sofitel Miami
Canoe Outpost - Peace River, Inc.
Gaylord Texan Resort & Convention Center
Marriott International
Sonesta Fort Lauderdale
Grand Hotel Marriott Resort Golf Club & Spa
mbassy Suites Lake Buena Vista South
Sue Damon
Caribe Royal All-Suite Hotel & Convention Center Cathy Ennis
Greater Fort Lauderdale CVB
Meg Caldwell
Tallahassee Automobile Museum
MemberClicks
Tampa Marriott Westshore
Hancrafted Portraits
Minor League Baseball
Tara Laucius
Harborside Event Center
Mission Inn Resort & Club
The Breakers
Hard Rock International
N.E. FL Assn of REALTORS
The Florida Aquarium
Hawks Cay Resort and Marina
Naples Bay Resort
The Florida Hotel & Conference Center
Avenue A Jewelry Design
Cirque Du Soleil La Nouba Cloud 9 Studios Convention Center Crissy Tallman, CMP David Bennett, CAE Daytona Beach Resort & Conf. Center DiamondHead Beach Resort & Spa Disney Destinations Doubletree by Hilton Tampa Airport Westshore Doubletree Orlando Downtown Eau Palm Beach Resort & Spa Elite Island Resorts Embassy Suites Orlando North
Hilton Clearwater Beach
Naples Marco Island Everglades CVB
Hilton Cocoa Beach Oceanfront
Naylor LLC
Hilton Fort Lauderdale Marina
Oceanside Inn
Hilton Orlando Bonnet Creek / Waldorf Astoria Orlando Hilton Tampa Downtown Holiday Inn Tampa Westshore Airport Hyatt Place Sarasota Airport
Ocean Reef Club Omni Orlando ChampionsGate One Ocean Resort & Spa Pelican Grand Beach Resort PGA National Resort & Spa Plantation on Crystal River Plantation on Crystal River Pretty Pristine Cleaning Services
Emerald Coast CVB, Inc.
Hyatt Regency Clearwater Beach Resort and Spa
Executive Women’s Golf Association
Hyatt Regency Coconut Point Resort & Spa
PRP Wine International
Experience Kissimmee
Hyatt Regency Orlando
Expo Convention Contractors, Inc.
Hyatt Regency Pier SixtySix
Resort Collection
Fazio International, Ltd.
Hyatt Regency Sarasota
Fern Management Services
InterContinental Hotels Group
Fit In Your Pants Virtual Personal Trainer
Intercontinental Tampa Hotel
PRP Wine International Public Affairs Consultants Rosen Shingle Creek Rusty Payton Saddlebrook Resort Safety Harbor Resort & Spa Salamander Hotels & Resorts
Sheraton Boston Sheraton Tampa East
The Ritz-Carlton, Amelia Island The Ritz-Carlton, Key Biscayne The Ritz-Carlton, Naples The Ritz-Carlton, Sarasota The Shores Resort & Spa Tom Morrison Tondra Matthews, CMP TPC Tampa Bay TradeWinds Island Grand Beach Resort Villas of Grand Cypress Visit Norfolk Visit Orlando Visit Sarasota County Visit South Walton Visit St. Pete/Clearwater Visit Tampa Bay WonderWorks Orlando XSITE Yacht StarShip YourMembership.com
Auction Patrons The auction’s success would not be possible without our donors and the generous patrons who purchase the incredible items available. Thank you! Arelis Abatte
Bill M. Deutsch, CMP
Bill Kyte
P. Christine Poole, CMP
Keith Alexander
Sean Doherty
Maunda Land, CMP, CAE
Rosemary Prince
Adrian Amos Honderick
Julie N. Dross, CMP
Iris Langanke
Cassidy Puttick
Lowell Applebaum
Nancy Dunning
Bruce Larsen
Janet Roach
Cora Baker
Beth Dye
Tara Laucius
Becky Robinson
Andrea Balogh
Peter Dyga, CAE
Paul Ledford, CAE
Mylinda Roth
Paula Baumgardner
Andrew Eason, CAE
Debie Leonard
Frank Rudd, CAE, CMP
Marty Bear
William Glenn East, CAE
Felice Levy, CMP
Claudia Sachs
Timothy Bell
Cathy Ennis
Vicki Long, CAE
Ron Sachs
Michele G. Bemis, CMP
Chris Esposito
Laurie LoRe-Gussak
Kathleen Sanz, Ph.D.
Amanda Bernstein
Carolyn R. Fazio, ECAM
Steven Louchheim, CAE
K D Sarrett
Doug Booth, CAE
Sue Fern
Jessica Lowe-Minor
Diana Schneider
Janegale M Boyd
Pam Fields
Becky Macaluso
Gene Schroeder
Joe Boyd
Shannon Fleshman
Lisette Mariner, CAE
Fred Segal
Deborah Boza-Valledor
Mark Fontaine
Kristin Marshall
Christy D. Shell
Kathryn Bradley
Jeannette Gabay
Douglas Martin
Skylar Siminovsky
Paul Brawner
Christy Gandy
Corey G. Mathews, CAE
Tim Spolar
Colleen Briley
Tammy Gantt
Kimball Mathews
Lisa Stanley
Beth Brunner
Kathleen Gardner
Tondra Matthews
Janet Stevens
Jaime Caldwell
David Garrison
Celeta McClamma
Pam Swensen
Chris Capozzi
Ed George
Kristin McWhorter
Crissy Tallman
Jason Carroll, CMP
Nicole Gibson
Corrie Melton
Pamela Tatum
Kris Cloonan
Letreze Gooding, CMP
Cecily Millan
Jennifer Thomas-Simmons
Ali Collins
Debra Govaker
Carrie Millar
Stephen Trickey
Tara Collins
Ann Marie Green-Vibbert
Brooke Mills
Ryan Tucholski
Amy Colon
Lorie Grooms, CMP
Marina Mitusova, CMP
Maureen Turner
Barbara A. Cook
Allison Harrell
Tom Morrison
Desiree Ugosmith
Mercy Corlew
Carol Hawk
Paula Musgrove
Pamela Vargas
Keyna Cory
Gayle Heideman
Bennett Napier
Kim Wetzel
Wesley Costa
Danielle Hopkins, CMP
Suzanne Neve
Linn Wheeling
Jennifer Coto
Lynn Hupp
Leticia Oliver
MadelynWilliams
Steve Crist
Lisa Kamper
Mary Ann Passi
Lissette Zuknick
Linda Curtis
Kenneth Kent
Christina Phillips
Debra Desmidt
Marsha Kiner, CAE
Sam Pollack
Thank You!
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