FSAE Source- November/December 2013 by FSAE

SOURCE 20 M an ee 13 ne tin r ’s g Gu id e

SUCCESS BY ASSOCIATION

www.fsae.org

NOVEMBER/DECEMBER 2013

Employer Responsibility and the Affordable Care Act

The “Hidden Costs” of Credit Card Processing

Increase Your Bottom Line Profitability Associations and UBIT in Tough Economic Times

Maintaining Your Sanity in a Digital Age Technology Tools and Tips

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WHAT’S INSIDE

SOURCE MAGAZINE: THE OFFICIAL PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES NOVEMBER/DECEMBER 2013

Finance/Year in Review FEATURES 8

Employer Responsibility Provisions of the Affordable Care Act

Employers must understand how the implementation of the provisions of the Affordable Care Act will affect them and determine how best to prepare to properly comply with the complicated legislation.

New sources of revenue can often be generated from unrelated business activities, requiring the organization to comply with unrelated business income tax (UBIT) laws.

The “Hidden Costs” of Credit Card Processing Increase Your Bottom Line Profitability

The credit card business performs a vital function of maintaining the financial health of your organization – just like we need to maintain our health by exercising regularly, nonprofits must exercise their financial acumen when analyzing whether they have the best “credit card program” for their particular association. By jeffrey i. shavitz CEO of Charge Card Systems, Inc.

Chairs’ Corner.............................. 7 From the Top.............................. 18 Buyer’s Guide............................ 34 What’s Happening @FSAE....... 59 People, Places & Things............ 60 New Members............................ 61 Foundation Contributors............ 62 Calendar of Events..................... 62

Network

Why be Engaged? By Gene Schroeder Hilton Tampa Downtown

Think Tank White Paper Preview

By William Pawlucy, CAE, MPA, MBNQA Founder and CEO of Association Options

Maintaining Your Sanity in the Digital Age Technology Tools and Tips

Postmaster: Send address changes to: Association Source, 2410 Mahan Dr., Suite 2, Tallahassee, FL 32308-5302. Periodical postage paid at Tallahassee and additional offices. Copyright ©2013 FSAE This publication may not be reproduced in whole or in part without written permission. association source is published 6 times annually. Phone: 850-222-7994; Fax: 850-222-6350; E-mail: fsae@fsae.org; FSAE Online: http://www.fsae.org. ISSN #1066-8691.

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SOURCE • NOVEMBER/DECEMBER 2013

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Associations and Unrelated Business Activities in Tough Economic Times

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Source Florida Society of Association Executives 2410 Mahan Drive, Suite 2 Tallahassee, FL 32308-5302 contact numbers: Phone ........................ (850) 222-7994 Fax ............................ (850) 222-6350 E-mail ........................... fsae@fsae.org Website ......................... www.fsae.org Interim CEO: Bill Phelan, CAE CEO@fsae.org; (850) 702-0943 Director of Education and Events: Summer McKanstry summer@fsae.org; (850) 702-0942

PRSRT STD U.S.POSTAGE Office Manager/Bookkeeper: PAID Paige Graham PERMIT NO. 230 paige@fsae.org; (850) 702-0945 PANAMA CITY, FL

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Marketing, Communications and Technology Manager: Adrian Amos adrian@fsae.org; (850) 702-0946 Editor: Adrian Amos adrian@fsae.org; (850) 702-0946 Advertising Sales: Sue Damon, (850) 926-3318 suedamonmarketing@gmail.com Graphic Design: Kim Campbell, Graphic Visions kim@graphic-visions.net; (850) 561-0491 Printer: Boyd Brothers Kathy Ford (850) 510-6665 kathyford@boyd-printing.com Disclaimer: Articles in this publication are designed to provide accurate and authoritative information with respect to the subject matter covered. It is provided with the understanding that neither FSAE nor the authors are engaged in rendering legal or other professional services. If legal advice or other expert assistance is required, the services of a competent professional should be sought.

SOURCE • NOVEMBER/DECEMBER 2013 Lisa White Greensboro, NC

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A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

CHAIRS’ CORNER

From eleanor warmack, CAE, cprp Executive Director Florida Recreation and Park Association, FSAE Chair

he holiday season is officially upon us and soon we will begin a new year. FSAE’s horizons are bright and as we move toward a focused agenda with strategic components to assure the long term sustainability of the Society, I remain encouraged with the commitment of our Board and our volunteers. Recently I came upon an email message from former FSAE Keynote Speaker Michael Staver that commented: “A life well lived is not well lived by getting ready to live it or by being realistic. The big accomplishments are rooted in dreams and fueled by a refusal to accept limitation-based thinking. Not some cheesy, chronically chipper way of thinking, but a way of thinking that refuses to accept the limitations.”

This is so true and so timely for FSAE. By the time you receive this issue of Source, the Board will have completed their evaluation of programs and services, and will have refused to accept limitations, but rather will have developed plans to grow Society resources in order to remain progressive and aggressive in serving the FSAE membership. Just as is the case with our own Associations/Societies that rapid growth takes the commitment of many. Participating in committee and workgroup conference calls, I have become even more aware that FSAE has a resource that we must capitalize on – you, our member. Engaging members and utilizing your passion will assure we remain a trend setting Society. So, I invite you to become more informed on what FSAE offers you so that you can

select the best place in which to become involved. We need your involvement, and want to have the opportunity to provide the best membership experience possible. Soon, you will begin receiving information about the 2014 Conference. The Conference Committee has been working diligently to plan a memorable conference experience and one that you will not want to miss. Changes in the schedule and format have been made to assure that our important associate partners receive the highest level of return on their investment in the conference – another example of a partnership that is working to benefit FSAE and our associate members. Thank you for your continued membership investment in FSAE, and again, I look forward to seeing you become involved and engaged in the important work of your professional organization.

by jim ayotte, cae Executive Director Florida Manufactured Housing Association, Inc., FSAE Foundation Chair

he FSAE Foundation Think Tank has always been one of my favorite annual events and this year’s program at the Sirata Beach Resort & Conference Center in St. Pete Beach was no exception. There are two things I value about Think Tank. First, is having the ability to unplug from my hectic daily schedule and share ideas and experiences with some of the brightest minds in our profession. Second, is having the ability to dive deep into an important association management topic, listen to different perspectives and consider alternative solutions that I would not come up with on my own. For me, Think Tank is more than a learning opportunity. It is a renewal experience. I am able to engage in terrific conversation, take way more great ideas than

I can possibly put into practice, and get an energy boost that makes me even more motivated to tackle the challenges and opportunities at my association. If you have never attended Think Tank or have not attended in a few years, I encourage you make it a point to participate in the next one. I want to thank Connie Galietti and her Committee for identifying an important and timely topic, The Membership Nexus: Positioning Your Association in the Face of Challenging Revenue Streams and bringing in an excellent facilitator, Bill Pawlucy, CAE. One key difference between this year’s Think Tank and past programs was the outcome. While the FSAE Foundation will produce a White Paper summarizing key discussion points

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

and recommendations like it has done in the past, this year’s White Paper is intended to be a starting point for discussion not a source for definite solutions. The goal is to extend the value of Think Tank by getting more members engaged in the discussion, thus making the White Paper a living, breathing document that will continue to change over time and shed additional value. Membership and revenue challenges are not one-and-done issues, but are perpetual challenges for most organizations. One recommendation was to continue the dialogue at the 2014 Annual Conference by scheduling a follow-up session. I encourage you to read the White Paper when it is published and jump into the discussion on I Am FSAE – in fact continued on page 10 NOVEMBER/DECEMBER 2013 • SOURCE

By jeffrey d. slanker Sniffen & Spellman, P.A

Employer Responsibility Provisions of the Affordable Care Act

hile the political battles in the federal government over the future of healthcare reform – and, specifically, the Affordable Care Act (aka ObamaCare) - continue to dominate headlines, the various phases of the law’s requirements will continue to be rolled out over the coming years. Many of these provisions will have a very real effect on employers and the benefits that employers provide. Employers must understand how the implementation of the provisions of the Affordable Care Act will affect them and determine how best to prepare to properly comply with the complicated legislation. This article provides you with a summary of the important provisions of the Act.

The Individual Mandate

The individual mandate of the Affordable Care Act requires that all persons in the country maintain some type of health insurance beginning in 2014. If an individual does not maintain insurance, then that person must pay a penalty to the government. The individual mandate is a key requirement of the Affordable Care Act and is necessary to support the Act’s goals to provide health insurance to everyone. Insurers are now required to cover all individuals regardless of preexisting conditions, which can be more costly to treat. Therefore, the individual mandate provides a broad base, including healthy and young consumers who may not spend as much on health care, to support the insurance costs of those that are more expensive to insure.

While the employer penalty provisions of the Affordable Care Act do not take effect until 2015, employers should begin considering how to comply with the new law’s provisions now.

SOURCE • NOVEMBER/DECEMBER 2013

Consumers can secure mandatory coverage through a variety of ways, so long as they are covered by some sort of medical insurance. The healthcare coverage can be supplied through public welfare programs such as Medicare or Medicaid, an insurance policy supplied by an employer, or healthcare plans that individuals purchase on their own if these options are not available to them. To aid individuals who do not have access to health insurance, the Affordable Care Act mandates the creation of government healthcare insurance marketplaces, commonly known as exchanges, where individuals can obtain health insurance.

Exchanges

The exchanges are designed to provide a centralized location for consumers to compare available health insurance options. The Affordable Care Act requires each state to establish exchanges by October 1, 2013, to allow individual consumers to enroll in a health insurance plan for the 2014 plan year and therefore satisfy the individual mandate. States may choose to operate their own exchange, partner with the federal government to offer the exchange or allow the federal government to operate the exchange. Florida has opted to allow the federal government to operate the exchange for its citizens. There is also a government created health insurance exchange for small businesses called the Small-Business Health Options Program (SHOP). This exchange provides small businesses the ability to control the coverage offerings available to its employees and the amount that the businesses prefer to contribute to employee premiums, as well as a medium to compare plan options. The individual mandate and an individual’s decision to purchase health insurance on a healthcare exchange can have drastic effects on that individual’s employer - creating one of the most controversial portions of the legislation, the so-called “employer mandate.” continued on next page

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

The Employer Mandate

Under the provisions of the Affordable Care Act, beginning in 2015 employers with fifty or more full-time employees are required to either provide affordable, minimum value health insurance coverage to its employees or pay a penalty to the government - depending on whether employees seek and obtain subsidized health insurance on government exchanges. The complexity of these provisions and the potential impact that they will have on employers has left employers with a wide range of questions about the law and what it means for their operations. The following is an overview of some of the more typical questions employers have been asking: What organizations do the employer mandate and penalties provisions apply to? The employer responsibility provisions apply only to those businesses that employ fifty or more full-time or full-time equivalent employees. How is an employee defined legally? An employee is a worker that satisfies the common law test for identifying employee which largely centers on the degree of control an entity exerts over an individual. How is a full-time employee defined legally? A full-time employee is an employee that works an average of 30 hours per week. How do part-time employees affect this calculation? Part-time employees also contribute to the number of employees an organization employs based on a formula. The formula converts the number of part-time employees to a number representing the number of full-time equivalent employees based on the hours those part-time employees work. To calculate the number of full-time equivalent employees, an employer must take the total number of hours its part-time employees work and divide that number by 120. What kind of coverage does our organization have to offer our employees to not pay a penalty?

Employers subject to the employer mandate must provide their employees with affordable and minimum value health insurance coverage. Affordable coverage is defined as coverage that costs the employee no more than 9.5 percent of the employee’s income in premium costs. Coverage under a health insurance plan does not provide a minimum value if it does not pay for 60 percent of the allowed costs under the plan. What are the penalties if my organization does not offer the required coverage to our employees? If more than 5 percent of full-time employees are not offered coverage and one full-time employee obtains subsidized health insurance through an exchange, the employer must pay a penalty. This penalty is $2,000 per year multiplied by the total number of full-time employees. For the purposes of calculating this penalty, the first 30 full-time employees are disregarded. There are also penalties if an employer does not offer its employees affordable minimum value coverage. Coverage an employer offers will be deemed unaffordable or not satisfying minimum value requirements under the law if the employee’s share of the premium cost exceeds 9.5 percent of the employee’s income or if the plan does not pay for 60% of the allowed costs under the plan. If either of these conditions are satisfied, and the employee that is not offered an affordable minimum value plan obtains healthcare insurance coverage on the exchange and receives a subsidy for that insurance, then the employer is subject to a penalty. The penalty under these circumstances is $3,000 per year per employee that obtains subsidized healthcare coverage on the exchange. Should our organization provide health insurance for our employees or allow our employees to get health insurance on the exchange and pay the associated penalties? Whether your organization will benefit more from providing health insurance to its employees or allowing employees to obtain coverage on the exchange is highly fact specific and continued on next page

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

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Employer Responsibility Provisions of ACA continued .... will depend on how your organization is set up. There may be circumstances in which it is more beneficial for your organization, at least from a cost perspective, to not offer employees healthcare insurance, but rather pay the potential penalty mandated by the Affordable Care Act. My organization does not have fifty employees, should we care about the Affordable Care Act? Even if your organization does not have fifty full-time employees, there are still very good reasons to familiarize yourself with the provisions of the Affordable Care Act, as you might qualify for special tax incentives and credits. If your small business qualifies, you may receive a tax credit amounting to up to fifty percent of the costs expended on employee health insurance premiums with the option to continue to deduct from taxes the remaining premium costs. However, the tax credit is only available for plans that are purchased through the small business exchanges. Employers that have less than twenty-five full-time employees making on average of around $50,000 or less per year, and also contribute at least fifty percent to premium costs for their employees health insurance plans purchased on the small business exchange, may receive this tax credit. The credit is designed to provide the bigger the credit to the smaller the business.

Employer Takeaway:

What should employers do right now? • Begin complying with recordkeeping requirements • Begin assessing whether you actually have 50 full time employees (by legal definitions) • Research potential penalties that may apply • Research whether you are entitled to a small business tax break All of these questions involve looking at the hours employees work, the average amount of money they earn, and making internal assessments about what potential penalties the employer may face. There is also the employee morale aspect of continuing or discontinuing to offer healthcare coverage, so for many employ-

ers that may find it more cost effective to pay the penalty, assessing how employees will react to a decrease in benefits should also be considered. Don’t forget about the SHOP exchange - this tool allows small employers (those that would likely not be subject to penalties for failing to provide health insurance under the employer mandate) the ability to choose from a number of healthcare plans. SHOP allows employers to set the amount they want to contribute in premiums, and then allows employees to choose from the selected plans through the exchange. Depending on the employer, offering health insurance through SHOP may result in tax incentives.

Conclusion

While the employer penalty provisions of the Affordable Care Act do not take effect until 2015, employers should begin considering how to comply with the new law’s provisions now. This article only sets forth a basic overview of key points of some of the provisions. Compliance will be a complex undertaking for employers and will be very employer specific. Not to mention, other provisions of the legislation will continue to affect the way organizations operate, including recordkeeping requirements and special considerations for high value health insurance plans, as well as complex the interaction of employer policies from existing laws such as the Employment Retirement and Income Security Act. Proactive associations that recognize the value in getting ahead of the game and seize the opportunity to determine how their business will be affected by the Affordable Care Act will experience a much smoother transition into the new landscape created by this sweeping legislation. Jeffrey D. Slanker of Sniffen & Spellman, P.A., practices in the areas of labor and employment law, civil rights defense, insurance defense and administrative law. He received his undergraduate degree from the University of Central Florida and his J.D. from Emory University. He may be reached at jslanker@sniffenlaw. com or (850) 205-1996.

Chairs’ Corner continued .... it’s already gotten started in the “Executives Only” community. (If you’re an executive member, you already have access to this discussion.) Think Tank exemplifies one of the great values of FSAE and the FSAE Foundation: members learning from one another. As Foundation Chair, one of my goals this year is to broaden the donor base and increase contributions to the Foundation. Earlier this year, FSAE Board members and FSAE Foundation Trustees accepted the challenge to lead by example by committing to make an annual contribution to the FSAE Foundation. This same challenge is now being presented to the entire FSAE membership. 10

SOURCE • NOVEMBER/DECEMBER 2013

If everyone contributes just a little, the FSAE Foundation will be in a much stronger position to invest in new program development and underwrite the cost of existing programs. Everyone wins! As we approach the end of the year, I ask that you seriously consider making a cash donation to the FSAE Foundation. Donations to the Foundation are tax deductible. You can include a donation with your membership renewal or make a payment online at fsae.org/Foundation. Thank you in advance for supporting the good work of the FSAE Foundation.

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

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By jeffrey i. shavitz CEO of Charge Card Systems, Inc.

The “Hidden Costs” of Credit Card Processing

Increase Your Bottom Line Profitability

“W

hat is your rate?” This is the most common question that an Executive Director or CFO of an Association will ask when approached by a credit card processor. In fact, there are so many other issues that must be considered when choosing a source for your credit card solutions and executive directors often times are so busy in their day-to-day pressures that they don’t have the time to study their credit card costs. The credit card business performs a vital function of maintaining the financial health of your organization – just like we need to maintain our health by exercising regularly, non-profits must exercise their financial acumen when analyzing whether they have the best “credit card program” for their particular association. Yes, the word “program” is critical – there are different programs and solutions available depending on the needs of your organization. In addition and very importantly, credit card processors have numerous “hidden costs” which can and will inflate your credit card costs and in the majority of cases, you will never know it even happened. Did you know that there are different rate structures for how you set-up your organization? Similar to starting a business, why did you choose to become a Subchapter S, vs. a C, vs. a LLC vs. non-profit vs. becoming a partnership? Working with your accountant, there were important criteria you analyzed to make this decision, which would ultimately affect your tax consequences. The same holds true in the credit card business – there

SOURCE • NOVEMBER/DECEMBER 2013

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

Many credit card salespeople will offer a low introductory rate which to a layperson within the company will seem unbelievable – what will be unbelievable are the “downgrades” or penalties that the business will be paying, without even realizing it because there are so many additional issues that have to be addressed. are “retail” rates, “swiped” rates, “MOTO – Mail Order, Telephone Order” rates, mid-qualified, non-qualified, key-entered, international rates, batch fees, debit fees, early cancellation fees, voice verification fees, address confirmation fees – I think you can understand the point. Besides rates, there are “transaction fees” and when analyzing your fees, it is critical to make a fair comparison of the “bundled” rate of both your discount rate AND your transaction fee (fee charged by the processor for each transaction). Many credit card salespeople will offer a low introductory rate which to a layperson within the company will seem unbelievable – what will be unbelievable are the “downgrades” or penalties that the business will be paying, without even realizing it because there are so many additional issues that have to be addressed. Associations and businesses, whether for-profit, not-for-profit, retail, or restaurants are all being taken advantage of; -- why? Because organizations are not “credit- card sophisticated” and cannot carefully dispute their “Effective Credit Card Charges” which is the ultimate amount of money you pay. In order to run your company in a financially astute manner, you must know your “effective rate” (takes into consideration all the charges) vs. your “base rate” which is the initial rate charged by your processor. Other questions to ask your provider: how long until your money is deposited into your bank account? Most processors can take as long as 48-72 hours although some companies make deposits within 24 hours. When is your discount fee taken? Think about the savings on interest and increased cash flow if your fees were removed at the end of the month. It certainly adds up and these issues will help greatly with your cash management. A quantitative, credit processing analysis can save organizations upwards of 20% - profit that falls directly to the bottom line!

Jeffrey I. Shavitz is the CEO and Founder of Charge Card Systems Inc. – CCS is a national credit card processor representing many associations and is proud to be the processor for the FSAE and its preferred processing partner for its members. Mr. Shavitz can be reached at (800) 878-4100 or jshavitz@chargecardsystems.com; website address is www.chargecardsystems.com.

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

NOVEMBER/DECEMBER 2013 • SOURCE

By linda m. nelson, cpa Olsen Thielen & Co., Ltd.

Associations and Unrelated Business Activities in Tough Economic Times

ssociations have had to find ways in recent years to cut their budgets by reducing expenses and/or creating new sources of revenue. New sources of revenue can often be generated from unrelated business activities, requiring the organization to comply with unrelated business income tax (UBIT) laws. These laws can be complex, and often contradictory, so it is important to complete a UBIT analysis when your association has a new revenue source. Filing Form 990-T, the Business Income Tax Return filed by exempt organizations, is required when gross receipts from unrelated business reach $1,000, so it doesn’t take much activity to reach the filing requirement.

What is an unrelated business?

The IRS has three criteria which must be met for an activity to be subject to unrelated business income tax: • The activity must be a trade or business; • It must be regularly carried on; and • It must be unrelated to the exempt purposes of the organization. When an activity is determined to be an unrelated business activity, the association will allocate expenses to deduct from the unrelated income to determine taxable income that is subject to income tax at corporate income tax rates. Determining what is a deductible expense is often more art than science; it is important to develop a reasonable methodology for determining these expenses, and to consistently apply this methodology. Some typical allocations reflect percentages of employees’ time spent or office space used for the unrelated activity.

Exceptions to every rule

The Internal Revenue Code includes many

SOURCE • NOVEMBER/DECEMBER 2013

statutory exclusions from UBIT, including investment income such as interest, dividends and royalties, sales by volunteer labor, sales of donated goods, qualified sponsorship income, and qualified trade show or convention income. On the other hand, real estate rental income, which is normally considered to be excluded from UBIT, can become taxable if the property being rented is debt-financed.

A word about advertising

Many associations generate income from advertising in their member periodical publications. The rules for reporting this income and calculating deductible direct costs and readership costs are complex. If the organization has multiple publications, an election can be made to report the publications separately or on a consolidated basis. The net taxable results can differ significantly, depending on which method is used. Revenue from sponsorships, website or directory advertising can be taxable or not, depending on the facts and circumstances of the activity and the actual content presented. Revenue from displaying a sponsor’s name and logo on your conference program isn’t generally considered to be unrelated business income. However, when a sponsor receives a substantial economic benefit, such as an endorsement of its products or services by the association, or the content includes statements as to the quality of the sponsor’s products or services or a call to action, the revenue generated becomes taxable.

The importance of contracts

Properly drafted written agreements can be structured to minimize the association’s exposure to UBIT by taking advantage of statutory exclusions. As an excontinued on page 17 A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

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By gene schroeder Hilton Tampa Downtown

Why be Engaged?

look back on the past 9 years that I have been a member of FSAE and I would like to share that journey and experience with new members, as well as remind current members why you should be engaged in our association. Here’s a little history of how I found my way to FSAE: I moved to Florida in 2003 from Cape Cod, Massachusetts and was employed in the hospitality industry. I had absolutely no experience in working with associations nor knew exactly what they were. My first position in sales was with The Resort & Club at Little Harbor in Ruskin, FL and as with many hotels in Florida, a primary focus was State Associations. I joined FSAE in 2004 and have remained a member ever since. Over the years, I have learned about the purpose of Associations and how I can use that knowledge to better assist my new and prospective clients. Through this understanding, I am able to tailor my focus to emphasize opportunities that enhance my clients’ meeting objectives and work with them to remain on budget. As a supplier member, there are several ways to become engaged in FSAE. These include attending the Annual Conference, volunteering on a committee and attending the FSAE Meet & Greets around the state. My first FSAE conference was in 2005 where I was warmly greeted by the FSAE Staff and the Ambassadors that helped me navigate the conference and introduced me to other members.

SOURCE • NOVEMBER/DECEMBER 2013

Annual Conference offers great networking opportunities at the social mixers as well as the VIP Connection Reception, where you can get some one on one time with the Association Executives to make those important connections and build those vital relationships. Annual Conference also provides great educational sessions which offer solutions to the challenges associations face, which can also be relative to the hospitality industry. There are also sessions that are tailored to the suppliers, so there really is something of value and interest to all members. Two years ago was the turning point in my engagement with FSAE. I committed to becoming involved and joined the Associate Advisory Committee (AAC). For me, the AAC serves as a finger on the pulse of the supplier side of FSAE and encourages engagement from all FSAE members. We’ve learned that our newer members can teach us how to keep FSAE relevant to its membership by bringing fresh points of view from the emerging new workforce. We lead by example and help cultivate our new members to become our future leaders as they help us see our industries through a fresh set of eyes. The business relationships, customers and colleagues in the hotel industry that I have worked with over the years have not only helped me to be successful in my career but have also grown into great friendships, which is an added bonus to becoming engaged in FSAE!

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

Association’s and Unrelated Business Activities continued ....

Revenue from sponsorships, website or directory advertising can be taxable or not, depending on the facts and circumstances of the activity and the actual content presented. ample, an association’s royalty contract for affinity credit cards excludes this revenue from UBIT by statute, but it is important that the organization does not provide services as part of the agreement. Providing services can taint the royalty agreement; however, if services are provided by the association, a separate agreement for these services would keep the royalty revenue passive and excluded from UBIT. Only the service revenue would be subject to UBIT, and would be offset by related expenses to determine taxable income.

How much unrelated activity is too much?

An association’s tax-exempt status could be jeopardized if its unrelated business activities are more than an insubstantial part of its operations as a whole. “Insubstantial” isn’t defined by law, but common sense (and case history) would indicate that less than 5 percent is ok, but more than 20 percent could be too much. Organizations often consider moving a growing unrelated

activity into a separate for-profit subsidiary to protect the organization’s tax-exempt status. Tax laws affecting tax-exempt organizations and their related for-profit entities and transactions between them can differ from general tax-exempt laws, including situations where normally tax-exempt sources of income become taxable when received from a related for-profit subsidiary. For example, rent paid by the for-profit subsidiary to the tax-exempt organization is a tax deduction for the for-profit, so, it is taxable rental income for the exempt organization.

Conclusion

The decision by an association to pursue sources of revenue which are unrelated to its mission should be weighed carefully and executed with an understanding of the unrelated business income tax laws. Legal or accounting assistance can be very helpful when you have a new source of revenue – for determining whether or not the income will be taxable, drafting written contracts, and setting up accounting systems to properly allocate expenses to the revenue. Establishing and operating the unrelated activity in the proper manner can save you headaches and tax dollars, and provide resources for your association’s mission. Linda M. Nelson, CPA is a principal with Olsen Thielen & Co., Ltd., in St. Paul, MN. She has 28+ years of public accounting experience, most of those with exempt organizations. She can be reached at 651-621-8624 or lnelson@otcpas.com. This article was originally published in Midwest Society of Association Executives’ Association Focus magazine. Reprinted with permission.

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From the Top Members attending the 2013 Foundation Think Tank, “The Membership Nexus: Positioning Your Association in the Face of Declining Revenue Streams” were asked difficult questions about current practices in their associations, and whether they are or should be worth continuing. We asked our participants to share some of their insight with you:

If your organization had unlimited resources, what one added membership offering or service would you offer and why?

allen fugler, jr. Executive Vice President Florida Pest Management Association Orlando

As we discussed in my small group in the Think Tank, I would form a for-profit Buying Group subsidiary to purchase commodities used by the association members. Purchased in large quantities or by contract from exclusive providers, these commodities would be a 50% or more savings available over retail, and would allow members to levelize, lower and predict costs for years into the future. We would sell shares of stock in the corporation and contract for warehouse space to the extent necessary, based on the type and distribution need of the product. Stock ownership would be limited to association members, and dividend distribution would be dependent on profitability, resource need, and judgment of an independent board of directors and officers. Pricing could be extended to other associations with similar needs, such as other route-based businesses.

tom morrison CEO Metal Treating Institute Jacksonville

If our association had unlimited resources, I would seek to take our communication’s strategy to an entire new level that engaged our members in the process of communications thereby adding value to their company. The new system would connect member to member, member to customer and staff to everyone. The new system would track everything and provide for point and click video communications. The system would automate every18

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thing we do as an association for our members such as receiving membership application online, process their approval and send them a welcome video with a membership packet. It would allow members to cross post videos on products and services as well as allow members to record testimonial videos telling others about their products of the experience with the association. The goal would be to take everything we get in pieces from Youtube, Skype, Facebook and email and combine it into one universal system for enhancing commerce and member interaction. beth brunner, mba, cae Executive Director Florida College of Emergency Physicians Orlando I would offer daily updates on legislative and regulatory issues that may impact members on their practice. There are constantly new rules & regulations, and soon legislation dealing with health care. We would benefit through having a qualified source provide details on how changes in health care will impact their patients and their practice.

peter m. dyga, cae President & CEO Associated Builders and Contractors Florida East Coast Chapter, Inc. Coconut Creek

I would establish a service to help address one of my members’ greatest challenges: the unpredictability of material prices. For contractors who must bid today and establish material pricing on a project that may not be built for many months or years, they risk losing money because of the swings and fluctuations of material pricing like cooper, concrete, lumber, rebar, steel, etc.. I would contract with material suppliers for a guaranteed annual volume and price, and allow my members to purchase “allocations,” minimizing the volatility of material costs.

Where is your association’s “petri-dish” for experimentation? If it doesn’t exist, how could it be developed? beth brunner, mba, cae Executive Director Florida College of Emergency Physicians Orlando Create membership platform for FCEP’s sister foundation – Florida Emergency Medicine Foundation. Bring together stakeholders to discuss what benefits would be valuable for individuals A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

From the Top and organizations for them to join FEMF. Reach out to some of our key industry partners to identify if they would reduce costs for services provided to FEMF members. allen fugler, jr. Executive Vice President Florida Pest Management Association Orlando

Florida Pest Management Association, 501(c)6 would create an “innovation incubator” through its related 501(c)3 Foundation to develop, market and license products, services and patents. The Foundation would pursue patents to guard intellectual properties, referee the concepts and make the final products and available to for-profit companies through bid events for Foundation and association members. Foundation supporters would benefit from the addition revenue to pursue industry-related research and to underwrite association educational efforts, such as CEUs in member events, online learning, a research/scientific journal, etc. Lisa S. Stanley Chief Executive Officer OSCRE International Orlando Our petri-dish for experimentation is visioning sessions. We will hold a session in London for our Western Europe members in January, which includes several sessions through a webinar delivery platform for international participation and a live session in conjunction with another collaborative association in North America that also has an interest in industry standards development. It’s more than a strategic planning session – it’s learning first-hand what the needs of our stakeholders are, and exploring how we can address them. There are no sacred cows in these sessions – and no idea is too outrageous to be explored. Our industry is real estate – asset and property managers, investment advisors and consultants, government, facilities managers, building owners, software developers – virtually any organization whether forprofit or not for profit that leases or owns real estate can benefit from the use of standards. If we are to be relevant, we have to find a way to help the marketplace deal with the struggle to collect and analyze big data, improve business analytics and allow organizations to make better business decisions that improve performance.

tom morrison CEO Metal Treating Institute Jacksonville

than the rate of change inside the organization, the end is near.” Taking heed to that quote, our association’s “petri-dish” for experimentation lives itself out in a variety of different forums. First, we listen very intently to our members at meetings talking about their problems. Some of our best programs were designed from conversations over dinner about major problems. Secondly, our board brainstorms through a “What if we could... “ session every two years at our strategic planning session. This session opens the door for ideas that push our resources to create value. Thirdly, we have recently established a Next Generation Committee made up of tomorrow’s leaders who will dissect everything the association does to help us maximize innovation, change and value. With our net worth project to be 1,162% bigger by year end 2014 than it was year-end 2005, I would say it’s working.

If we didn’t have an existing association, how could we best build a new one right now the right way? dr. gayle carson, csp, cmc President Internet Association of Information Marketers N. Bay Village

We’d find a way to include younger members. Although we appeal to them, many do not think it is necessary to belong to a group since there are many other online mechanisms available to them. I would include them on an advisory board and tailor activities just for them.

What would we keep doing? peter m. dyga, cae President & CEO Associated Builders and Contractors Florida East Coast Chapter, Inc. Coconut Creek

We would continue to seek, in new, innovative ways and with unparalleled vigor, to provide the most value possible to our members, making us an indispensible investment for them. We’d continue our enthusiastic pursuit of our value proposition to our members of “helping them find work and deliver that work safely, ethically and profitably.” And we’d continue to challenge our assumptions, ask the tough questions, and evolve when necessary, to make sure we remain the leader we are today in our industry.

Our take on experimentation comes from a statement by Jack Welch, “Once the rate of change outside an organization is greater A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

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FSAE Foundation Think Tank

William Pawlucy, CAE, MPA, MBNQA FSAE Foundation Think Tank Facilitator Founder and CEO of Association Options wpawlucy@associationoptions.com

The Membership Nexus: Positioning Your Association in the Face of Declining Revenue Streams The White Paper Preview

mproving non-dues revenue streams, serving a dynamic membership demographic and keeping associations relevant is at the heart of all organizations looking to increase member value. On September 26th & 27th, 25 association executives sequestered themselves over one and a half days to examine these issues. This group of thought leaders made significant progress in the following ways: •

•

Identified 12 ways to create member value from “golden handcuffs” to subscription membership to creating member and prospect profiles from the universe of members. (We share one idea in this article and encourage you to visit www.fsae.org/ThinkTank to download the full white paper, which is a free benefit to members of FSAE.) Identified four exciting new membership value-add items that you can use in your association. The one included in this article involves getting new ideas in motion.

One example of the member value discussion that we want to share includes both capturing new members and creating value for your vendor partners. The perceived lack of value from your suppliers and sponsors is the top reason they don’t return or sponsor your organization in the future. Limited resources force suppliers to make the most beneficial value decision for them. The question they most ask prior to sponsoring or joining is “will the dollars 20

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I spend with your association contribute to my company’s bottom line?” These ideas on Vendor Partner Engagement include multiple options for getting your vendor partners and sponsors more involved and more value for their membership.

Vendor Partner Engagement Ideas

1. Your vendor partners can help you stay in touch with your members and prospects. Who sees your members every day? Who collects data on a regular basis to improve their company sales? The vendor partners within your organization are already creating new interactions and actively collecting data within your industry and profession. Actively engaging vendor partners to help you better understand your members and also help you “touch” your members more frequently in different ways is a golden opportunity. Negotiate ways in which your association can have access to their data so that you are better informed about not only current members but just as importantly, the prospects who you are not serving. 2. Use your vendor partners to help you grow membership. Provide a succinct marketing piece about your association that speaks specifically to the needs of that industry or profession your vendor partner is touching. This could be more than one promotional piece depending on the supplier’s market. Make it specific so that you

speak directly to the heart of your prospects through your vendor partner. Supplying vendor partners and sponsors with materials about your association that can be used as leavebehinds is crucial – it makes it much easier to introduce yourself to the prospect association. Materials could be business cards, tri-fold brochures, etc., but should be something tangible as members and prospects are possibly seeing your vendor partners more than they are seeing you.

3. Create a vendor-get-a-member referral campaign. For any new member brought on board by a vendor partners they receive either cash or promotional benefits within your association. Be creative in working with your vendor partners and the award system that is put in place. Also, don’t develop it on your own; get your vendor partners involved!

The Association Kickstarter Program Idea

Another example from the Think Tank session centers on association innovation and stimulating creativity in our members to generate new products and services in the industries/professions you serve: the Association Kickstarter Program idea. Every day our members work in their professions or industries and constantly strive to improve their workplaces, the industry or patient care. Every day they

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2013 Think Tank participants

are imagining new tools and processes by which their job can be done better. How can we help them bring potentially profitable new products to market? The Association Kickstarter Program idea allows members to submit new product improvements and inventions with a chance for your association to partially or fully fund the project while enjoying the revenue from product sales. It is a different way of thinking and here are a few helpful tips that the Think Tank thought leaders brainstormed: •

Consider creating a separate for-profit company to act as a holding company for all of the new products and services that will be launched.

•

Consider partnering with organizations such as Edison Nation to help bring a new product to the launch stage if your resources are limited. Using an outside invention partner may also give you the ability to make it a turnkey reality much quicker than if you created it on your own. Sharing risk also means sharing profit.

•

Select the winner at your annual event. Make it a big deal and a big splash celebrating a new product innovation.

•

Bring it to market with an expert in design and manufacturing. Use your association’s members as initial customers including you vendor partners that would carry your new product.

Market and promote the Association Kickstarter message that your association wants the members’ best ideas submitted and each year, the association will fund the top invention of a product or service.

•

product (think Shark Tank ).

Develop a Website to accommodate submissions from members on great ideas. Use Kickstarter as a model for your site. In addition, ensure all legal bases are covered and agreements are signed (i.e. ownership of product, licensing, use of your association’s brand, etc.) Seek out a panel of entrepreneurs and potential co-investors to review the

Imagine this Association Kickstarter as a program to generate non-dues revenue for the association through product sales. Innovation in the marketplace happens daily but members don’t know where to go to try to launch a new idea. Now they can look to your association. In addition to the great ideas generated during the session, we also concentrated on: •

• • • • •

What a Think Tank is and providing FSAE members with the questions to lead Think Tanks within their organizations Providing an overview related to optimal processes and results for associations Economic, Societal and Generational issues “Universe” of members as a more realistic view of member profiles and needs 12 Member Value areas Four new potential products or services

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Jim Ayotte and Bill Pawlucy

Download the Think Tank White Paper from www.fsae.org/ThinkTank to read all member value ideas as well as the other potential product and service offerings.

William Pawlucy, CAE, MPA, MBNQA serves as Founder and CEO of Association Options, a global management consulting firm which helps nonprofit associations in strategic planning, board development, management assessments & searches, executive searches and special long-term projects. For more information on William Pawlucy or Association Options, visit www.associationoptions.com. NOVEMBER/DECEMBER 2013 • SOURCE

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A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

By Adrienne Bryant Association of Florida Colleges

Maintaining Your Sanity in the Digital Age Technology Tools and Tips

f the title of this article caught your eye, chances are technology has driven you to the brink of insanity at some point over the last several years. I remember when technology was simple and made life better. Email, Bulletin Board Services, Prodigy, AOL, and CompuServe changed the way we communicated and networked. Of course these platforms have now given way to Facebook, Google+, LinkedIn, Twitter and the like. Previous and current platforms have expanded our sense of community beyond four walls, city limits, state lines, and international boundaries. Because of this, we find ourselves searching for ways to streamline, downsize, and weed out all the noise. I have always been a fan of all things related to technology including the latest and greatest gadgets, software, and pushing the envelope of what systems can do. But over the last four years I have felt overwhelmed at times by all of the options that are available. Are you as constantly amazed as I am at how others appear to seamlessly keep everything organized and be productive without tearing their hair out when they receive just one. more. email? Realizing that it is not going to get any easier, I set out to find tools, tricks, and tips that I could use to help maintain my sanity in this digital age. Through my own research and a very loose survey of colleagues in the Young Association Professionals (YAP) Facebook group, I present to you five categories of my favorite tips and tools.

1. Get Organized!

Evernote (www.evernote.com) – Create notebooks, add notes, pictures, and record audio. I love that I can use Evernote on my desktop, laptop, tablet, and smartphone. I have seen it integrated nicely with other products such as Live Minutes (www.liveminutes.com). You can save your ideas, things you like, things you hear and things you see. Add keywords and tags to search through notes and notebooks quickly. I use the free version which is quite robust and serves my needs well. You can upgrade to premium for $45.00 a year to add features such as passcode lock, offline notebooks, increased note size (100mb vs. 10mb), and the ability to allow colleagues to edit notes that you share. Doodle (www.doodle.com) – No more email threads and CC’ing the continued on next page

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Maintaining Your Sanity continued .... entire world to schedule a meeting or conference call. Create a Doodle poll quickly and efficiently. Enter a range of dates and times, save the poll and email a link to your team. Everyone enters their names, checks off the dates and times they are available and voilà, you can quickly scan and see the perfect or almost perfect day and time to schedule your meeting. And it is free. Of course free comes with pesky ads, but in my opinion, completely worth the time I save figuring out an email trail. Trello (www.trello.com) – It is Pinterest for project management and organization. I love this tool for its simple and clean layout. Create boards for projects and keep up with progress by creating to do, doing, and done cards. You can make your boards private or public and invite members to your boards using an email address. Also available across many platforms and has an upgrade option as well, but I am happy with the free product. Upgrade for $45.00 a year and have the ability to upload your own stickers, backgrounds, and larger attachments. Unrollme (https://unroll.me) – A new tool I picked up from the YAP Group on Facebook. I am now a very proud user of this little gem. Here the description from their website: “Imagine a world where you get deals when you want them and read newsletters when you feel like it. Envision the absence of social notifications, service updates and free vacation offers. Well, this is exactly how your inbox should be — with relevant information in one, tidy email that contains the subscription emails you actually want to receive. With all of your extra time, you just might start to consider those free vacation offers.” - Yeah, this is awesome. Go sign up NOW while it is still free! Thank you Meeghan DeCagna for the tip and Maggie McGary for the second!

2. Collaborate!

Dropbox (www.dropbox.com) – No more lost or broken flash drives. After losing precious information for what must be the fourth time in my life, I am finally giving up the constant struggle of searching through no less than five flash drives for a single document or image. Yep, I did it. I finally decided to recall my login information for Dropbox. Eight months later, I am still in love. I can locate files on the fly from my desktop, laptop, tablet, and smartphone. Yes, you need to make sure you are connected to the Internet so you can sync your files, but the ability to retrieve your documents anytime, anywhere is totally worth it. Bonus tip: Invite your organization’s visiting speakers to place their presentations directly into your Dropbox account. No more wondering if you saved the “correct” presentation. Basecamp (www.basecamp.com) – I used Basecamp a few years ago to manage our association’s AMS migration and implementation. While I was not a fan at the time, the YAP Group consistently gave Basecamp high marks. Basecamp is a project management tool that helps you organize work projects with your team. They do have a 60-day free trial so check it out. Next time 24

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I have a big project, I will take a look at it again because, well, YAPStars know their stuff.

Asana (www.asana.com) – Asana’s project management tool quickly became a favorite of mine. It was easy to implement, use and assign tasks. You will not need to send weekly status emails or have a lot of meetings. It is free and has a nice array of integrations for dashboards, time tracking, and mobile (www.asana.com/ apps). Evernote, Dropbox, Google Drive, and Mailchimp are just a few of the awesome integration apps they have available. With unlimited projects and up to fifteen team members each, the free price tag makes Asana a great option. You can upgrade to a premium plan for more team members and support starting at $50.00 a month.

3. Create and Share!

Jing (www.techsmith.com/jing) – Jing has changed my life. No, seriously. Here is another FREE tool that allows me to quickly add notated screenshots to my online communications. I can show members and clients exactly what I need them to see. In my association, I have used it to record five minute or less training videos for frequently asked questions. It has helped cut down the number of “Can you send me my password” emails and phone calls I receive. Use it to create cool marketing messages and advocacy videos for your members. Screenr (www.screenr.com) – The first screen casting tool I used based on a recommendation from my friend Deanna Mims. Nothing to download or install, but it does require the use of Java. Therefore, if your organization is not Java friendly, Jing would be a better tool for you. However, if you just want to test out screen casting and like to live on the edge on your personal device, it is a great starter tool. You can create and share five minute screencasts everywhere. I like it because you can record from a Mac or PC and the videos play well on iPhones. Read: No Flash required. Camtasia Studio (www.techsmith.com/camtasia) – If you are feeling extra spunky and have $299.00 burning a hole in your pocket or budget, then upgrade to Camtasia. Record your screen to capture PowerPoint slides, software demos, webpages, and more. You can edit recordings and camera video, and customize your recordings and videos with ready to use media themes. When I used it for the first time earlier this year to create a video continued on next page A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

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shares. Premium personal plans are $16.00 a month and you receive 1024mb upload limit (vs. 20mb on free), seventy-five recordings a month, and video uploads. Business premium plans start at $85.00 a month. You can have up to ten users and each user gets twenty recording per month. You also get offline playback, analytics and tracking, and security encryption.

5. Connect!

entry for the WellQuest Challenge, I could not believe how quickly and easily I was able to figure it out and design a pretty darn good video in just under five hours.

4. Present!

Previous and current platforms have expanded our sense of community beyond four walls, city limits, state lines, and international boundaries.

Prezi (www.prezi.com) – What is not to love? Tired of boring and static PowerPoint presentations? Prezi allows you to “lead your audience on a visual journey” (their words, not mine). I love Prezi because it keeps the mind active for both the speaker and the audience. If you have not used it in a year or so, check it out. They have tons of great standard templates or search through thousands of actual presentations to find a design you like so you do not have to recreate the wheel (provided the user has allowed their Prezi to be copied). Prezi is another great free option that your budget will love. Present.me (www.present.me) – If you find that Jing’s five minutes of recording time is not long enough and that Camtasia Studio is a little too robust for your needs, then Present. me is your solution. Personal plans start at free for just ten recordings a month with unlimited playback. You can embed the videos in your website and they playback on desktops, tablets, and other mobile devices. Present.me allows you to upload your slides (PowerPoint or PDF) and record a presentation with audio or video. Make a mistake? No need to start over, just trim the mistake and then continue recording. The free product also comes with limited analytics to measure loads, plays, likes, downloads, and

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Join.me (https://join.me) – Another tool that received five thumbs up from the YAP group. The free version allows for up to ten participants, screen sharing, Internet Calling, share control, chat, and file sharing. You can view it on iPad/iPhone or Android. I’ve used this for quick one on one help sessions with my chapter leaders and members. You can upgrade to a premium plan for $149.00 per year, per user. You can contact them directly for nonprofit pricing. Google Plus Hangout (https://plus.google. com) – Great alternative to Skype. Free video chat with up to ten participants and the ability to share your screen. Bring in files from Google Drive or add silly effects to lighten the mood. G+ Hangout has been a great tool for my ASAE Diversity Executive Leadership cohort. It has allowed us to better communicate with one another, especially one of our members who happens to be deaf. Not only can he see our smiling faces, but we can interact and bond with him and his interpreter - Priceless. As you have been reading, have you thought about ways you can integrate one or more of these tools into your life or organization? Can any of them save you time and/or money based on what you are doing or using currently? I challenge you to find a way that you can use at least one of these tools to improve communication with your members, boards, and on-site or remote staff. I also need to give a shout out to Beth Ziensenis (https://www.facebook.com/ AskBethZ). She has written two books on the subject of free and low cost online tools, tech tips, and apps you can use to get organized and creative. And oddly enough when I went to verify her Facebook URL, I saw that her Friday Nerd Words post is about one of my favorite tools listed in this article. Check out her post, “All About Evernote.” If you would like to learn more about these tools and others and how they can save you time and potentially money, then I invite you to join me on Tuesday, December 10, 2013, at Lively Technical Center for Tech Talk Tuesdays, sponsored by Reciprocate LLC. The session is free and begins at 3:30 p.m.

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

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By Shelly Alcorn Principal Alcorn Associates Management Consulting

You Might Be An Association Professional...

f you offer your husband a cup of tea and you ask him if he’d like lemon or constant contact... you might be an association professional.

If you find yourself running a SWOT analysis on someone you just started dating...you might be an association professional. If you find yourself discussing the “policy” regarding borrowing the car on Friday night with your teenager...you might be an association professional. If you refer to leaving for vacation as “load out”... you might be an association professional. If you land in an any random airport, disembark and know immediately where the nearest bathroom and Starbucks is...you might be an association professional. If you find yourself pushing family members to “reach consensus” as to who is hosting Thanksgiving this year...you might be an association professional. If you absentmindedly respond to your significant others suggestion on a restaurant for dinner by saying, “Yeah, yeah, I’ll second that...” you might be an association professional. If you text your meeting planner at 3:00 AM in the morning because you just had a great idea...you might be an association professional. If your children are complaining about a family decision and you respond, “Suck it up Charlie, we took a vote,” ...you might be an association professional. If you have a tic in your left eye that activates every time you think about a certain past President...you

SOURCE • NOVEMBER/DECEMBER 2013

might be an association professional. If your jewelry box contains a special, beaded, designer lanyard...you might be an association professional. If you have enough logo covered bags in your garage to take a small army camping...you might be an association professional. If you go to a family event and demand to see the program...you might be an association professional. If you can get ticked off five times in the first fifteen minutes of any hotel stay...you might be an association professional. If you go on vacation with the family and try to sneak in a site inspection while they are at the pool... you might be an association professional. If you feel compelled to develop a “theme” to go with a family outing...you might be an association professional. If you can’t explain what you do for a living...you might be an association professional. Shelly Alcorn, CAE is Principal of Alcorn Associates Management Consulting. She is obsessed with the idea that associations can make a significant difference in the world around us. Her consulting is focused on removing barriers, increasing participation and doing things that matter. She also travels and speaks on how things in our every day lives, like video games and popular culture - impact our ability to lead in the workplace. She is the author of the Association Subculture Blog and is the host of The Association Forecast internet show.

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

www.fsae.org

2014

FSAE Events

February 17: CEO Roundtable Featuring Attorney Robert Sniffen of Sniffen & Spellman, PA FSU Conference Center, Tallahassee Sponsored by XSite March 20: Central FL Meet & Greet Caribe Royale All-Suite Hotel & Convention Center, Orlando May 9: South FL Meet & Greet Doubletree by Hilton, Palm Beach Gardens July 9 - 11: 2014 Annual Conference Hilton Orlando Registration Opens March 1st! September 26-28: CEO Retreat South Seas Island Resort, Captiva Island November 6: Central FL Meet & Greet The Shores Resort & Spa Daytona Beach, FL

mark your calendar!

Planting the Seeds of Innovation

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By doug eadie

President & CEO Doug Eadie & Company

Satisfied Board Owners of Their Governing Work

ver the years, wearing my nonprofit consulting hat, I’ve interviewed hundreds of board members in the process of preparing for board retreats and strategic planning work sessions. One of the questions I always ask is, “Tell me about your experience as a board member. What’s it been like being part of this board?” If I hear answers like the ones from board members of a health clinic I worked with recently that serves lowincome, uninsured clients, I can be pretty sure there’s a CEO at work who’s got a lot of board savvy-ness: “I feel like I’m making a tremendous difference in the community, and I’m learning a lot to-boot.” “I can’t tell you how much it means to me that we’re doing a top-notch job of meeting a really pressing need.” “Working on this board is challenging, but worth the time and effort.” “Committee and board meetings are tremendously productive, and I feel like my time is well-spent.” The board members of this clinic weren’t only satisfied with their governing experience, they also felt like owners of their governing work, and I’ve learned over the years that nonprofit board member satisfaction and feelings of ownership are two of the lynchpins of a rock-solid board-CEO partnership. Satisfaction comes – above all else – from board members being actively engaged in 30

SOURCE • NOVEMBER/DECEMBER 2013

doing important governing work that capitalizes on the abundant resources that they bring to the boardroom – their knowledge, expertise, experience, connections with key stakeholders, money, and even more – and that impacts the affairs of their nonprofit in major ways. In other words, they’re intensively involved in making a real difference. Board member satisfaction also comes from involvement in governing work that is interesting, ego-satisfying, and even fun now and then. Closely related to satisfaction is ownership, one of the most powerful forces at work in leadership, which is the preeminent source of board member loyalty and commitment. In a nutshell, board members’ feelings of ownership result from their meaningful involvement early enough in making governing decisions to shape those decisions in significant ways. For example, Pam Shea’s school board out in Jackson Hole, Wyoming, was involved intensively – from the get-go – in the planning process that resulted in the Teton County School District’s updated strategic plan, so by the time Pam’s board members formally adopted the plan, this major governing product truly belonged to them. If Pam hadn’t been so board-savvy, she might have taken a more traditional and straightforward approach: merely having staff and/or a consultant just go ahead and crank out a strategic planning document, and sending the finished plan to the board to thumb through and comment on. The board might have been an appreciative continued on page 32 A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

NOVEMBER/DECEMBER 2013 • SOURCE

Satisfied Board Owners continued .... audience for the plan, admiring its logic and relevance, but they wouldn’t have been committed owners who could be counted on to support the plan over the long haul. I wish I could report that the majority of board members I’ve encountered over the years have been satisfied owners of their governing work, but, sad to say, the overwhelming majority, based on my interviews, have felt unfulfilled, underutilized, disengaged, dissatisfied, frustrated, disappointed, and the like. For example, when I interviewed the board members of a large national professional association a few months ago, responses to my question about the governing experience were typical of what I hear much of the time: “We spend all our time just listening to staff reports in board meetings – boring!” “I’m really not sure what my role is, and I definitely don’t feel like I’m making much of a difference.” “We just thumbed through the finished line-item budget a month before we had to vote on it, so any changes we could make at that point were pretty trivial – really a waste of our time.” “I can’t say we’re making any really strategic decisions, or dealing with any of our high-stakes issues; it’s like, you know, Nero fiddling while Rome was burning.” Early in my consulting career, the pressing need for a board-savvy CEO to concentrate on building feelings of satisfaction and ownership among board members was Closely related to satisfaction vividly brought home, teaching is ownership, one of the me a lesson I fortunately took to heart and incorporated most powerful forces at work into my consulting tool kit. I in leadership, which is the was working with one of the smartest, technically most preeminent source of board capable CEOs I’ve ever met. member loyalty and commitment. He actually intimidated me on occasion, which was no mean feat. He – let’s call him “Howard,” was in many ways an executive virtuoso, who’d really mastered his leadership craft – with one notable exception that proved deadly. Early one morning, walking into Howard’s office to discuss the upcoming board meeting, I found him ashen-faced. “For heaven’s sake, Howard,” I said, “what’s happened?” “Here,” he replied, handing me a piece of paper, “read this and tell me what you think.” It turned out to be the board’s most recent evaluation of Howard’s chief executive performance. As I worked my way down the page, I couldn’t figure out what the problem was; Howard was scoring really high on every item that had been ranked: strategic planning, financial management, public relations, and the like. But when I got to the bottom, I found that the board had decided he should apply his CEO trade elsewhere. In effect, what they said 32

SOURCE • NOVEMBER/DECEMBER 2013

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

we value your business as much as you do

was, “You’re really great at what you do, but you’ve left us out of the action. We feel uninvolved, uncreative, and condescended to. We’ve had it, and you’re out.” If feelings of deep board member satisfaction and ownership – these lynchpins of solid board-CEO partnerships – were routine spinoffs of nonprofit board work, my hundreds of interviews would have resulted in a radically different data base. What I’ve learned is that it takes lots of good thinking, planning and nuts and bolts process design to generate the kind of meaningful, active board member involvement that fosters satisfaction and ownership, and only a boardsavvy CEO has the knowledge and time to get the job done. For example, the boards of the International and American Associations for Dental Research couldn’t – on their own – have designed and carried out the process that resulted in their becoming strong owners of a new board structure. Not because they weren’t smart enough, or dedicated enough, but because only their boardsavvy CEO, Christopher Fox, had the time and expertise to figure out the steps involved (such as retaining a governance consultant to help plan and facilitate a daylong retreat that would involve them intensively at the very onset of the restructuring process) and to get the process implemented fully and on time. This article is excerpted from Doug Eadie’s 20th book, The BoardSavvy CEO: Building a HighImpact Partnership With Your Board (Governance Edge, 2014). Doug is President & CEO of Doug Eadie & Company (www.dougeadie.com). To contact Doug: Doug@DougEadie. com.

540 guestrooms and suites • 70,000 sq. ft. of indoor and outdoor function space Two championship golf courses, including The Breakers Rees Jones® Course Golf Academy • Ten lighted tennis courts • Four heated oceanfront pools 25 Beach Bungalows for daytime rental • One-half mile of private beach Rejuvenating oceanfront spa • Two fitness centers • Renowned on-site shopping Family Entertainment Center and activities • Nine world-class restaurants Nine bars, including HMF, Palm Beach’s hottest social drinking and eating destination

To plan your next meeting or event, visit www.thebreakers.com or call The Breakers Sales Department at 1-877-243-8174. Owned and operated by Flagler System, Inc.

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A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

Phone: (850) 926-3318 E-MAIL: suedamon1@aol.com

NOVEMBER/DECEMBER 2013 • SOURCE

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SOURCE • NOVEMBER/DECEMBER 2013

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SERVICES AMERICAN AUDIO VISUAL.................................................(407) 888-8300 americanaudiovisual.com BOYD BROTHERS, INC.........................................................(800) 677-BOYD (2693) boyd-printing.com dept. of family, youth & community sciences. ......(352) CHEF’S CORNER continued on273-3551 page 45

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

LINE1 COMMUNICATIONS..... (850) 668-6666 line1com.com MEMBERCLICKS.COM........ (800) 914-2441 TECH SERVICES GROUP...... (850) 577-1411 TSGforIT.com

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Key Contact: John Read E-mail: john.read@hilton.com Accommodations: In early 2014, the Hilton Cocoa Beach Oceanfront will showcase its completed multimillion dollar renovation. Every area of the hotel is new; this includes all guest rooms, meeting spaces, public areas, fitness center and a technology lounge. The renovation reinvented the lounge and restaurant areas and turned the oceanfront deck into the focal point of the hotel, which includes private cabanas, fire pits and a 2,000 square foot oceanfront Tiki Bar. Meeting Facilities: The hotel has 10,000 square feet of flexible meeting space that divides into 13 different meeting rooms. The largest ballroom is 4,200 square feet, the second ballroom is 1,500 square feet and there is a unique, 1,400 sq ft oceanfront banquet room. This full service Hilton hotel is ideally located on Central Florida’s East Coast, 50 minutes from Orlando, 20 minutes from Kennedy Space Center Visitors Complex and 5 minutes from Port Canaveral, now Florida’s 2nd largest cruise port.

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Our Multimillion-Dollar renovation will provide a new striking setting and attractive amenities, making Cocoa Beach the perfect destination for your next meeting.

FOR MORE INFORMATION CONTACT: John C. Read - Senior Sales Manager (321) 613-9023 john.read@hilton.com

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

NOVEMBER/DECEMBER 2013 • SOURCE

A letter from the Conference Sponsorship Committee SPONSHORSHIP COMMITTEE

HOLIDAY WISH LIST

NINA CRABTREE – CO-CHAIR SITE SEARCH, INC.

December 2013

AL PASINI, CAE – CO-CHAIR LEADINGAGE FLORIDA

It was Winston Churchill who said, “We make a living by what we get, but we make a life by what we give.” This is the season that gladdens our hearts by the exchange of gifts we give our family and friends that are expressions of our love and appreciation.

DAVID GARRISON, CPA FLORIDA REALTORS® FRAN GILBERT, CAE FLORIDA SCHOOL NUTRITION ASSOCIATION KIMBERLY LEE CASTLE HOTEL ORLANDO, FLORIDA BETTY ANN LEWIS B HOTEL FT. LAUDERDALE, FLORIDA

Dear FSAE Associate Members:

Nina and I, and the Sponsorship Committee, extend to you our love and appreciation for all you do for FSAE. Before we close the year and begin a new ledger, consider once more a sponsorship for the FSAE Annual Conference. Please know that a sponsorship from your company, in whatever amount, will be a token of your support for your fellow colleagues – this family known as the Florida Society of Association Executives. We are approximately 220 days away from the Annual Meeting and while you may think that is a long time from now, think of the long exposure and recognition you will get if you sign up as a 2014 Sponsor TODAY! Many wonderful opportunities still exist to put your organization’s name and logo front and center as a sponsor for one of FSAE’s Annual Meeting events. AS WE KEEP SAYING – “when they are gone they are gone” so the sooner you commit to a sponsorship the sooner you will start getting promotion and recognition. PLEASE JOIN US in making this year’s conference one of the best. Go to FSAE.org and click on the holiday wish list. It has the updated sponsorship menu for you to choose from. Thank you for all you do for FSAE. A Happy Holiday season to all in whatever ways you celebrate! Cordially, Nina Crabtree, Co-Chair Al Pasini, CAE, Co-Chair

I Conference, 2013 Annual r ei m th iu r ar fo u e q d si aA arriott Water d The Florid the Tampa M estination an d se r n with Visit o u o io ch ct th E n o A b ju S n in con When F show off o ti to ’t y ep it ec n u R rt e o istic and don elcom at the opp onsor the W sor, I am real n sp e o b to was excited sp to a ed d s re te A h . ag delig arium s and I Florida Aqu why I was so e ed h is to its attendee y T is jo h at T en it . o g te h by hostin be immedia association w Tampa Bay onsorship to with a large sp rivate tour s y p er m a n n n d o la le I p u O g ed R n h ti e sc th ee e t m W ec y . p b ex ents hand. t day upcoming ev contracts in o the very nex ad tw h ed n d h o ac an id ro ts b p atap even me to referrals from both of those and wanted er n n o o th ti o w p w ad ce fe h re a e e f th that ks w ow o n firmly say d within wee event and kn ions and I ca at and tasting an ive compliments on the ci so as ry st rece ith FSAE. w other indu I continue to than I did w for quite a fe r ip h so rs n o so n sp o a sp a tendees. I’m ster ROI on received a fa er ev n e av h I ll Jason Carro ts, ales & Even S f Director o mpa Ta m u Aquari a d ri lo F e h T

SOURCE • NOVEMBER/DECEMBER 2013

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

Call for

Nominations FSAE is looking for leaders! Now is your chance to be a part of the leadership that moves the association industry forward. Starting November 15, we will be accepting applications to serve on the 2014-15 FSAE Board of Directors and Foundation Board of Trustees. Go to www.fsae.org/nominations to review all criteria and complete your nomination application by January 12, 2014 and help direct the future of FSAE or the Foundation.

Plan a meeting that goes beyond the expected. Experience everything Clearwater Beach has to offer. Steps away from the powder white sands of Clearwater Beach, a luxurious resort is bringing world-class style and amenities to the west coast of Florida. All guestrooms are oversized suites with full kitchens, walkout balconies and Gulf of Mexico views. The hotel offers a full service spa & fitness center and indoor and outdoor meeting space, perfect for any business gathering or special event. For information, visit clearwaterbeach.hyatt.com. or call 727 373 1234. Hyatt. You’re More Than Welcome.

HYATT REGENCY CLEARWATER BEACH RESORT & SPA 301 SOUTH GULFVIEW BLVD. CLEARWATER, FLORIDA 33767 HYATT name, design and related marks are trademarks of Hyatt Corporation. ©2012 Hyatt Corporation. All rights reserved.

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

NOVEMBER/DECEMBER 2013 • SOURCE

Your Membership Expires Dec. 31* Which means: • this is your last issue of SOURCE Magazine

*Unless you return this form to stay an active part of the FSAE family. **Or unless you’ve already renewed and then THANK YOU! We’re happy you’re here!

• there is no reduced registration fee for Annual Conference • the opportunity to connect with peers in CEO-only conversations is gone • networking with association executives takes more time and money

Please print, type or attach a business card

• RESOURCE Directory - the “who’s who” of associations - has an empty space where your name should be

Title:

• someone else has innovative ideas for successful association management and member engagement

City:

Don’t miss out on the rewards that your membership provides. Renew today! Membership Types

Renewal Fees

Association Executive

$205.00

Association Executive 2nd, 3rd

$180.00

Association Executive 4th

$155.00

Associate/Supplier

$225.00

Associate/Supplier 2nd

$175.00

Retired

$120.00

Student

$ 55.00

Mail to: 2410 Mahan Dr., Ste. 2 Tallahassee, FL 32308 FAX: 850-222-6350 Renew online: www.fsae.org

Name: Organization: Address: State:

Phone:

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Website: Who referred you to FSAE? Dues amount ………………………………… $ Foundation donation+ ……………………… $

50.00

Total remittance ……………………………... $ Method of Payment: (Check One): o VISA o MasterCard o AMEX

o Check #:

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A full year’s dues must accompany your application. FSAE dues are NOT deductible as charitable contributions for federal income tax purposes but may be deductible as a business expense. An estimated 13% of your FSAE dues will be allocated to lobbying and political activities and are NOT deductible as a business expense.

Associate Members Make it Happen… Affordable fees are possible because of our Associates’ generosity and investment in FSAE 38

SOURCE • NOVEMBER/DECEMBER 2013

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

NEW from FSAE: The Comprehensive Overview of the Key Areas of Association Management includes:

FSAEs Affordable, Entry-Level Educational Program on the Principles of Association Management FSAEs Qualified Association Specialist (QAS) Certificate Program gathers seasoned experts from around the country to present a comprehensive overview of the many facets of working in or with an association. This program is perfect for young (or new) professionals in the association industry who want to better understand the many facets of their organization.

• Organization Types & Management Structures • Board Governance & Volunteer Management • Financial Management & Budgeting • Administration & HR • Legal Issues in Associations & Risk Management • Marketing, Communication & Crisis Management • Social Media & Online Communities • Membership Recruitment/Engagement/Retention • Meetings, Conference, Trade Shows • Non-Dues Development & Training Program • Public Policy & Government Relations • And More!

www.fsae.org/AssociationSpecialist

Introductory Rate of $195 for FSAE Members through December 31!

No other city works harder to make everything you do easier.

When it comes to meetings and events, Orlando always over delivers. A number of distinctive dining and entertainment districts. An ever growing number of accommodating hotels. And the No. 1 convention center in the country.* No wonder Orlando is a leading destination for meetings and events.

From four-star hotels to innovative meeting spaces to distinctive dining and entertainment districts... There’s more to meetings and events in Orlando. Visit us online and learn more.

*According to Business Review USA.

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

OrlandoMeeting.com

NOVEMBER/DECEMBER 2013 • SOURCE

Introducing the Meeting Planner’s Guide

The Heart of the Matter

W Nikki Wiktorsson Owner & Certified Planner, W Consulting, LLC (727) 906-4455 nikki@wconsultingusa.com

SOURCE • NOVEMBER/DECEMBER 2013

hat drives you? A few things may quickly come to mind, but if we peel away the layers and dig deep down, we’ll discover what really drives us are matters of the heart. We crave meaning and connection, so relationships are one of the most worthy investments we can make not only in our personal lives, but in our careers. When these positive relationships are nurtured and developed, they brilliantly enhance our lives and careers like nothing else. Over the years, I’ve been asked many times what it is about Meeting Planning that I enjoy the most. For me, that answer is connection. The relationships I’ve had the opportunity to develop and enjoy give meaning to my work and fulfillment to my life. This satisfies one of our core human needs. Fulfilling relationships aren’t just reserved in pretty little boxes labeled “Family” or “Home.” Positive business relationships play an important role in shaping who we are, how we think and the decisions we make. Think of someone you know professionally, particularly someone who has earned your admiration and trust. If you’ve been at your career any length of time, you are probably blessed to know a few or several such persons. Imagine for a moment that those trusted relationships are non-existent, yet you have the same business to attend to. As an Executive Director, you are expected to lead your association, anticipate trends and provide meaningful content to your membership. How much more successful are you at these tasks when you can collaborate with those you trust? How much more successful would you be if you were to broaden that circle and have several trusted colleagues you could turn to? Developing and maintaining healthy business relationships is a core function of our industry. How much more efficiently are you able to plan a meeting at a hotel when you have an established relationship with the Sales Manager? It’s like flying vs. driving. The trust and familiarity that’s there cuts through the non-essentials and gets down to business, honestly and effectively. It’s important that we take the time to realize how relevant and meaningful our professional relationships are and when reflecting on this, ask yourself how they can be made even better. We live in a rapidly changing world and the means of communication keeps evolving. What doesn’t change is that we still need each other and no matter how we communicate, or relate, that we are making the time and emotional investment necessary to really connect. On the pages that follow, you’ll see the faces of meeting industry professionals, some you already know and trust - others new and unfamiliar. I hope your connections increase and that you will find it a worthy investment of your time to nurture the relationships you have, but also reach out to continually develop new and productive relationships.

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

2013 Meeting Planners Guide 1216 21st Street Vero Beach, FL 32960 Phone: (772) 567-3491 Fax: (772) 779-3191 Web: www.indianriverchamber.com

Visit Jacksonville

208 N. Laura Street, Suite 102 Jacksonville, FL 32202 Phone: (800) 340-4444 Fax: (904) 798-9103 Web: www.visitjacksonville.com/meetings

Key Contact: Karen Townsend, Associate Director of Sales E-mail: convsales@ visitjacksonville.com Key Contact: Allison McNeal Email: tourism@ indianriverchamber.com Discover a unique enclave featuring world-class amenities in a quaint seaside setting where cultural and natural resources are treasured and preserved. With professional assistance every step of the way, planning is streamlined via indianriverchamber. com. You simply complete the request for proposal inquiry form and we will coordinate the RFP process from your initial input through completion. Additionally, we will assist you with recommendations that are tailored to meet your needs. Centrally located along the east coast, there are a broad variety of budget-to-luxury accommodations with on-site meeting facilities and off-site meeting venues that can accommodate over 1,000 attendees in distinctive settings that range from a botanical garden to auditorium seating in a state-ofthe art theater. In addition to productive meetings and team-building activities, guests enjoy pristine beaches, abundant fishing and boating excursions, worldclass spas, family-friendly museums and botanical garden, and an array of art galleries, boutique and outlet shopping.

Jacksonville, perfectly positioned along the Atlantic Ocean in Northeast Florida is called the “River City by the Sea”. Whether you are looking to discover the undiscovered, ignite romance, reconnect with family or be inspired by the city’s cultural offerings, unique cuisine or vivid sunrises, anything is possible. Jacksonville boasts over 20 miles of wide, un-crowded beaches. Visitors will find plenty to do with diverse activities, restaurants and nightlife. From convention hotels to resorts to boutique properties, there are more than 18,000 guest rooms, fitting every budget and preference. Jacksonville welcomes groups of all sizes to experience its unique meeting venues and event spaces, which are ready to welcome groups of 10 or 10,000! And, take advantage of Jacksonville’s Value Season from June December with offers including free convention center space, discounted rates and more! Beyond the meeting room, the possibility for an unforgettable experience is waiting in Jacksonville!

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

Experience Kissimmee

215 Celebration Place, Suite 200 Kissimmee, FL 34747 Phone: (407) 742-8253 Fax: (407) 742-8262 Web: meetinkissimmee.com

Key Contact: Janet Jones, Senior Sales Representative E-mail: meet@experiencekissimmee.com Number of Meeting Rooms: 290 Total Sq. Ft.: 960,000 Largest Room Capacity: 178,500 sq. ft. When you’re thinking Florida, think Kissimmee, your gateway to great meetings and closest to Orlando’s theme parks, which attendees love. Kissimmee also has its own unique activities such as airboating, zip-lines, distinctive dinner theatres, and custom events such as fishing or golf tournaments. The Kissimmee area has a variety of flexible meeting spaces and off-site venues to help create unique and inviting events. Kissimmee’s excellent location also gives you easy access to Orlando International Airport and major roadways. Ask about our “It Pays to Meet in Kissimmee” program. To learn more see 1500.meetinkissimmee.com.

NOVEMBER/DECEMBER 2013 • SOURCE

Convention & Visitor’s Bureaus Representatives

Indian River County Chamber of Commerce, Tourism Division

2013 Meeting Planners Guide Convention & Visitor’s Bureaus Representatives

Visit Tampa Bay

401 E. Jackson St. Tampa, FL 33602 Phone: (813) 218-3879/ (813) 223-1111 Fax: (813) 218-3379 Web: VisitTampaBay.com

Key Contact: Lisa Chamberlain E-mail: LChamberlain@ VisitTampaBay.com From intimate board meetings to large-scale events like the Republican National Convention, Tampa Bay has experience hosting meetings of all sizes. We’re best known for our authentic culture, cigar history, thrilling attractions, premier shopping and sporting events. The award-winning Tampa International Airport is located just seven miles from downtown – home to a walkable convention and meetings district. The waterfront Tampa Convention Center and the area’s off-site venues offer unique experiences. Plan a memorable meeting on the Yacht Starship, with the sharks and fish at The Florida Aquarium, or at the waterfront Tampa Museum of Art. When meetings are done, explore a fascinating region sizzling with adventure. Take the TECO Line Streetcar to the Historic Latin Quarter, Ybor City, and enjoy a meal at the Columbia, the oldest restaurant in Florida. Or walk to the Sail Pavilion, a 360-degree waterfront bar next to the convention center, and enjoy the great weather!

SOURCE • NOVEMBER/DECEMBER 2013

Visit Central Florida

Visit Orlando

2701 Lake Myrtle Park Road Auburndale, FL 33823 Phone: (863) 551-4709 Fax: (863) 551-4740 Web: www.visitcentralflorida.org

6700 Forum Drive, Ste. 100 Orlando, FL 32821 Phone: (407) 363-5839 Fax: (407) 370-5014 Web: OrlandoMeeting.com

Key Contact: Carol DeHaven E-mail: carol@visitcentralflorida.org

Key Contact: Aitza Diaz National Business Development Executive Email: Aitza.Diaz@VisitOrlando.com

With a landscape dotted with citrus trees and 554 freshwater lakes, Central Florida’s Polk County is one of Florida’s most naturally beautiful destinations. Our central location, between Orlando and Tampa, is the ideal place to hold conferences, retreats, board of directors meetings and training sessions. Opening early 2014 – Streamsong Resort will feature 216 meticulously designed guest rooms, 18,500 square feet of meeting space and a rooftop pavilion. Visit Central Florida can assist with a wide range of needs. Whether it is local transportation, meeting venue assistance, special promotional and attendancebuilding materials or spouse tours, we are here to meet your needs. We also offer a Group Meeting Sponsorship Program that might assist your group financially. With over 300,000 square feet of meeting space, 6,500 hotel rooms and 8,000 vacation homes, Central Florida’s Polk County offers a relaxing locale where your delegates can get down to business.

Orlando is a top destination for meetings and conventions from around the globe. Welcoming almost four million delegates on an annual basis, Orlando was recently named the No. 1 meeting destination in the U.S. by Cvent. At the center of Orlando’s convention district is the second largest convention center in the U.S., offering 2.1 million square feet of exhibit space with covered walking bridges to four hotels. For after-hour activities, the area’s six distinctive dining and entertainment districts present everything from award-winning restaurants and celebrity chefs to vibrant nightlife and live entertainment. Recent expansions at the theme parks include Antarctica: Empire of the Penguin™ at SeaWorld® Orlando, TRANSFORMERS™: The Ride-3D at Universal Orlando® Resort, and the all-new Fantasyland at the Magic Kingdom® Park at Walt Disney World® Resort. Construction is also underway at I-Drive Live in Orlando’s convention district, which will include more than 75 shops, restaurants and attractions, including a Madam Tussauds wax museum and a Sea Life Aquarium.

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

Lisa Chamberlain, CMP National Sales Manager LChamberlain@VisitTampaBay.com 813.218.3879 Congratulations on winning the FSAE 2013 Associate Member of the Year award!

When you Unlock Tampa Bay, youâ&#x20AC;&#x2122;re planning a meeting or event like no other. With a variety of hotel choices at great values, unique dining options and a waterfront convention center, Visit Tampa Bay will take care of your group from arrival to departure.

Discover more at VisitTampaBay.com

2013 Meeting Planners Guide Bellasera Hotel

Property Representatives

221 9th Street South Naples, FL 34102 Phone: (800) 548-5284 Fax: (239) 649-6233 Web: www.BellaseraNaples.com/ MeetingsGroups

Key Contact: Jennifer Seaborn E-mail: naplessales@sunstream.com Accommodations: A hidden gem located in the heart of Olde Naples, Bellasera Hotel offers spacious studio, 1, 2 and 3-bedroom suites with private balconies and gorgeous furnishings. Meeting Facilities: Bellasera Hotel in Naples offers 4,000 square feet of meeting space including ballrooms, an executive boardroom, meeting rooms, Zizi’s Restaurant and Lounge and an enchanting outdoor terrace overlooking the pool area. Support Services: From audiovisual and meeting space decor to organizing team-building activities, your event will be orchestrated by our experienced sales & catering staff allowing you to sit back and relax! Recreation: The Esterra Spa located on property is ideal for relaxation and offers massages, pedicures, manicures and body treatments. This Tuscan-inspired, 4-Diamond Hotel is walking distance from world class shopping and dining on the famous 5th Avenue in Naples and just minutes from the Naples Pier and the beautiful white-sand beaches of Southwest Florida.

SOURCE • NOVEMBER/DECEMBER 2013

The Breakers Palm Beach

One South County Road Palm Beach, FL 33480 Phone: (877) 243-8174 Fax: (561) 655-6654 Web: www.thebreakers.com

Key Contact: Kimberly Chorniewy E-mail: kimberly.chorniewy@ thebreakers.com Accommodations: 540 newly renovated guestrooms, including 68 suites and The Flagler Club – The Breakers’ private Concierge Level. Meeting Room Facilities: 46,000 sq. ft. of versatile indoor space features venues of distinct style and flexibility: an oceanfront conference center, four grand ballrooms and small meeting/ board rooms, including the new South Mezzanine meeting rooms located in a dedicated wing of the hotel. 24,000 sq. ft. of outdoor function space, including an oceanfront lawn and picturesque courtyards. Support Systems: A highly-personalized conference services division provides comprehensive in-house support, from audio/visual to all-inclusive destination management. A “24/7” business center. Recreation: The resort features the ultimate beachfront experience with a private beach, four oceanfront pools, five whirlpool spas, 25 beach bungalows for daytime rental, and watersports. Additional amenities include 36 holes of championship golf, 10 tennis courts, an oceanfront spa, a family entertainment center, eleven on-site shopping boutiques, nine distinctive restaurants, and nine bars including HMF – an exciting destination for social drinking and eating.

Caribe Royale All-Suite Hotel and Convention Center 8101 World Center Drive Orlando, FL 32821 Phone: (407) 238-8000 Fax: (407) 238-8050 Web: www.cariberoyale.com

Key Contact: Lisa M. Miller, CMP E-mail: LMiller@cariberoyale.com Accommodations: Situated on 53 acres and offering exceptional allsuite accommodations and unsurpassed hospitality, Caribe Royale has been described as a meeting planner’s dream. Each attendee will enjoy spacious onebedroom suite or two-bedroom villa accommodations. Meeting Facilities: The 150,000 square feet of flexible meeting space can comfortably accommodate groups up to 4,400 people, and includes a 40,000-square-foot ballroom, 26,000-square-foot ballroom, 6,400-square-foot ballroom and 51 breakouts. The Caribe Royale is pleased to be a member of Stash Hotel Rewards, a hotel rewards program for distinctive, independent hotels. Ask about the exclusive Stash Meeting Planner Points Program. Recreation: The Caribe Royale offers many amenities, from relaxing treatments in the Island Spa to the stateof-the-art fitness center. Savor an incredible assortment of culinary delights in the AAA Four Diamond-rated The Venetian Room, or order a late-night snack through 24 hour room service. The Caribe Royale is just 1.5 miles from the Walt Disney World® Theme Parks.

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

see the new face of fsae.org • clean, fresh streamlined design • more user-friendly community interface • pertinent information at your fingertips Website & Community Powered by:

E ASY PE ASY LEMON SQU EEZ Y. PLANNING A CONVENTION D O E S N ’ T H AV E T O B E D I F F I C U LT.

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A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

NOVEMBER/DECEMBER 2013 • SOURCE

2013 Meeting Planners Guide DiamondHead Beach Resort & Spa

Property Representatives

2000 Estero Blvd. Ft. Myers Beach, FL 33931 Phone: (888) 865-5844 Fax: (239) 765-1694 Web: www.DiamondHeadFL.com/ MeetingsGroups

Key Contact: Kristin Marshall E-mail: sales@sunstream.com Accommodations: DiamondHead offers 121 one-bedroom suites with a king-size plush pillow top bed, private bath, living room with queen-size sleeper sofa and a fully stocked kitchenette. Complimentary high-speed Internet is available in all guest rooms, meeting rooms and wireless “hot spots” throughout the resort. Meeting Facilities: With 8,000 square feet of event space including an executive board room, ballroom and outdoor terrace overlooking the Gulf of Mexico, DiamondHead Beach Resort & Spa on Fort Myers Beach is the perfect spot for your next meeting, conference, reunion, retreat or theme party. Support Services: From audiovisual and meeting space decor to organizing team-building activities, your event will be orchestrated by our experienced sales & catering staff allowing you to sit back and relax! Recreation: The Esterra Spa and Salon located on property is ideal for relaxation and offers beautiful waterviews, massages, pedicures, manicures and body treatments. Enjoy casual dining at Cabana’s Beach Bar & Grill and upscale dining at Chloës and Chloës Lounge.

SOURCE • NOVEMBER/DECEMBER 2013

Embassy Suites Ft. Lauderdale

1100 SE 17th Street Ft Lauderdale, FL 33316 Phone: (954) 315 1326 Fax: (954) 315 1314 Web: ftlauderdale.embassysuites.com

Embassy Suites Orlando – Lake Buena Vista South

4955 Kyngs Heath Road Kissimmee, FL 34746 Phone: (407) 597-4100 Fax: (407) 597-4101 Web: orlandolakebuenavistasouth. embassysuites.com

Key Contact: Andrea Balogh E-mail: Andrea.Balogh@hilton.com Accommodations: Our all-suite hotel is close to Fort Lauderdale attractions, including Port Everglades and Fort Lauderdale Beach. Relax in a two-room suite and experience more living area and working space to catch up on business. We have a complimentary business center. Your rate includes our Cooked to Order Breakfast and Evening Reception. Meeting Facilities: Our hotel provides over 12,000 sq. ft. of meeting space for up to 450 guests and is within walking distance of Convention Center. Our charming hotel has recently renovated our meeting space, lobby and atrium. Recreation: Expect many great amenities, including a heated outdoor pool and modern fitness center. Our hotel is surrounded by shopping and dining options. The hotel also offers complimentary beach shuttles daily. We are close to Las Olas Historic Boulevard’s Shopping and Cultural Arts District. Plus there are many water activities available from sunset cruises to the famous Water Taxi.

Key Contact: Kim Wetzel E-mail: kim.wetzel@hilton.com Accommodations: Imagine an Embassy Suites designed for successful meetings. The hotel features 40,000 square feet of meeting and prefunction space, 300 spacious two-room suites, and is conveniently located just 3.5 miles from the Walt Disney World™ Theme Parks. There are plenty of amenities to enjoy such as our free cookedto-order breakfast and complimentary Evening Reception*, the perfect way to begin and end your day. This brandnew hotel boasts several unique outdoor areas, a 15,000 square foot ballroom and two 5,000 square foot junior ballroomsaffording15 flexible breakout options. In addition, the 13 boardrooms are perfect for small meetings for 8 to 14 people. Please ask about our special meetings offers. *Service of alcoholic beverages subject to state and local laws. Must be of legal drinking age.

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

Helmsley Sandcastle Hotel 1540 Ben Franklin Dr. Sarasota, FL 34236 Phone: (941) 388-2181 Fax: (941) 388-2655 Web: www.helmsleysandcastle.com

Property Representatives

E-mail: sandcastlesales@ helmsleysandcastle.com Key Contact: Laurie Pike, Director of Sales & Marketing Accommodations: First class level resort located on 600 feet of beautiful white sand beach directly on the Gulf of Mexico. 179 well-appointed guest rooms featuring refrigerator, coffeemaker, iron/ironing board, hairdryer, and safe. Free Wi-Fi throughout the property including in guest rooms and meeting rooms. Meeting Room Facilities: 2400 sq. ft. of meeting and banquet space where our professional staffers will make your event a memorable one. All audio/visual equipment in stock and property-wide Wi-Fi are complimentary. Group activities both on and off property can be arranged by our sales team. For groups of 10 to 225, the emphasis is always on the service that made the Helmsley Sandcastle famous. Support Systems: 2 restaurants, pool bar, lounge with live entertainment, 2 outdoor heated pools, work-out room. Free Wifi. Free parking. Recreation: Full line of water recreation vehicles including kayaks, aqua cycles, sailboats and bicycles for hire; shuffleboard, volleyball and table tennis are complimentary.

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

NOVEMBER/DECEMBER 2013 â&#x20AC;˘ SOURCE

2013 Meeting Planners Guide Hilton Key Largo Resort

Property Representatives

97000 Overseas Highway Key Largo, Florida 33037 Phone: (305) 852-5553 Fax: (305) 852-3530 Web: www.keylargoresort.com

Key Contact: Ines Vrielynck, Senior Sales Manager E-mail: ines.vrielynck@hilton.com Accommodations: 190 spacious guest rooms, each with its own private balcony overlooking the Gulf of Mexico, surrounding island or nature trails, and 10 spacious suites with private Jacuzzis. Meeting Facilities: Excite and impress the guests at your next meeting or special event with the breathtaking Hilton Key Largo Resort. The Resorts 17,000 sq ft of flexible meeting space provides all of the services and amenities to ensure nothing falls short of perfection. Recreation: World class fishing and water sports, jet skis, wave runners, parasailing, snorkeling, diving and boat eco-tours. Two outdoor heated pools, with poolside massage services available. Fitness center with state-ofthe-art cardiovascular and weight training equipment. Two on-site outdoor lighted tennis courts.

Hilton Sandestin Beach Golf Resort and Spa

4000 Sandestin Boulevard, South Destin, FL 32550 Phone: (850) 267-9600 Fax: (850) 267-3076 Web: hiltonsandestinbeach.com/meeting

Key Contact: Matthew Price E-mail: mprice@hiltonsandestinbeach.com Accommodations: Hilton Sandestin Beach Golf Resort and Spa, a Conde Nast rated Top US Resort and Top 20 Florida

Golf Resort is NW Florida’s largest full-service beachfront resort and the South’s premier destination for group events. The resort recently completed an elaborate renovation and unveiled beautifully redesigned meeting spaces. The renovation transformed the 32,000 square feet of award-winning, flexible indoor space into an unparalleled venue with large and small meeting facilities capable of accommodating more than 2,000 guests. The resort features a multitude of indoor or outdoor venue options ideal for large corporate gatherings, memorable events, breakout sessions and strategic planning. Located near Destin, Florida, convenient to three regional airports, this area is called the Emerald Coast for its remarkable sugar white sands and emerald green waters. The property’s 600 rooms and suites offer a variety of accommodations. Call (850) 267-9600 or visit hiltonsandestinbeach.com/meeting to plan your perfect meeting.

business, mee t pLe a suRe. Allow the natural splendor and cool ocean breezes of the Florida Keys to be the perfect setting to relax the mind and inspire productivity. Receive a 3% Rebate* & Double HHonors Points on the total master account when you book a program that operates June - December 2014.

97000 Overseas Highway, Key Largo, FL 33037 | KeyLargoResort.com | 305.852.5553 *Rebate will be applied based on total master account amount. Group must actualize at least 10 rooms on peak night. Offer applicable to new business only and cannot be combined with any other promotions, or special offers, must be requested in advance and included in the group sales agreement. Does not include vendors and services not provided by the resorts. ©2013 Hilton Worldwide.

SOURCE • NOVEMBER/DECEMBER 2013

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11/1/13 2:14 PM A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

2013 Meeting Planners Guide Hyatt Regency Clearwater Beach Resort & Spa

301 South Gulfview Boulevard Clearwater Beach, Florida 33767 Phone: (727) 373-1234 Fax: (727) 373-4450 Web: www.clearwaterbeach.hyatt.com

Property Representatives

Key Contact: Erin Beck E-mail: erin.beck@hyatt.com Accommodations: Just steps from the powder white sands of Clearwater Beach, this new resort is bringing world-class style and amenities to the west coast of Florida. Balanced between the turquoise blue waters of the Gulf of Mexico and the picturesque Intracoastal Waterway, Hyatt Regency Clearwater Beach Resort & Spa delivers an idyllic location along with the sophistication, style, comfort and convenience of a luxury resort. All guest rooms feature fully equipped kitchens with granite countertops and full size appliances, furnished balconies and water-views. Recreation: The hotel is the centerpiece of the new Clearwater Beach Walk one-half mile active pathway and offers a beautiful resort pool on the eight floor Vista Terrace, Sandava Spa, Hyatt StayFit Gym, Camp Hyatt, SHOR American Seafood Grill, Skimmers Bar, Swim Bar & Grill, 20 air-conditioned poolside cabanas and 32,500 sq. ft. of flexible indoor & outdoor meeting space.

“To Source Advertisers! With the economy changes that are happening, there is one area that should not be left off your budgets and that is advertising in the FSAE Source. What better way to reach Executives/Meeting Planners throughout the state of Florida to let them see what you have to offer? I know I look at the advertisements, copy information and add that to my address book for potential meetings.” — Barbara Solis, CMP, Associate Director/Membership Development/ Meetings; FL League of Cities

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

NOVEMBER/DECEMBER 2013 • SOURCE

2013 Meeting Planners Guide

Property Representatives

JW Marriott Marquis Miami

255 Biscayne Blvd Way Miami, FL 33131 Phone: (305) 421-8600 Fax: (305) 421-8601 Web: www.jwmarriottmarquismiami.com

Orlando Marriott Lake Mary

1501 International Parkway Lake Mary, FL 32746 Phone: (407) 995-7016 Fax: (407) 995-1101 Web: www.marriott.com/mcoml

Mission Inn Resort & Club

Key Contact: Darlene Davis-Hord E-mail: Darlene.Hord @mdmusa.com

Key Contact: Jackie Rhody E-mail: Jackie.rhody@pinnaclehm.com

Key Contact: Dawn Lafferty, National Sales Manager E-mail: dlafferty@missioninnresort.com

Accommodations: The JW Marriott Marquis Miami is situated in Miami’s new Metropolitan Miami development. Opened in November 2010, the firstto-market JW Marriott property boasts 313 guestrooms, inclusive of 56 suites, along with a broad array of amenities, including renowned chef-restaurateur, Daniel Boulud’s db Bistro Moderne and a full service salon and spa. Meeting Facilities: Offering a diverse setting for business, meeting and pleasure travel pursuits, the 41-story hotel features three concierge levels; 80,000-square-feet of total function space including a 20,000 sq. ft. Grand Ballroom. Recreation: The JW Marriott Marquis Miami also has one of the most unique indoor sports, lifestyle and entertainment complexes of any hotel in the U.S. The 50,000-square-foot, twostory indoor facility includes a NBAapproved basketball arena, tennis court, Mariano Bartolome indoor Golf School, virtual bowling alley, billiards, enliven: a full-service spa & salon and much more.

SOURCE • NOVEMBER/DECEMBER 2013

Seasoned travelers will enjoy the prestigious Heathrow/Lake Mary community, with a variety of trend-setting restaurants, shopping, and movies within walking distance. Accommodations: Enjoy custom crafted European furnishings and Marriott’s new luxurious Revive Bed in our 304 guestrooms and suites. Complimentary wireless/wired internet are included in all guestrooms, lobby and concierge lounge. Meeting Rooms: Ideal for groups of 10-500, our 12,000 sq ft Convention Center with (12) meeting rooms, exterior terraces, and (2) poolside hospitality suites, includes the largest ballroom in Seminole County (8400 sq ft). Amenities on Property: Our new Great Room Lobby, with its distinctive metropolitan flair, features the Espresso Lounge, proudly brewing Starbucks coffee. Fresh contemporary cuisine is showcased in Cobalt’s lounge and Bistro 1501. Recreation: Maintain your healthy lifestyle in our newly renovated fitness center and relax in our heated outdoor pool and whirlpool. Championship style golf courses and jogging/bike trails are within minutes of the hotel.

10400 County Road 48 Howey in the Hills, Fla. 34747 Toll Free: (800) 523-22890 Fax: (352) 324-2350 Web: www.missioninnresort.com

Location: Central Florida destination resort situated on 1100 citrus-filled, rolling acres, 35 minutes from Orlando; 90 minutes from Tampa. Accommodations: Mission Inn features 181 deluxe guest rooms and 6 suites. Oversized rooms are recently renovated with new carpet, matching soft goods, flat-screen televisions, draperies, wireless internet access, private screened lanais. Meeting Facilities Mission Inn provides 19 meeting rooms, including 5,000 and 3,000-square-foot ballrooms. Scenic patios and torch-lit courtyards are ideal for receptions and dinners for groups of 30 to 300 people. This destination resort provides a relaxed atmosphere to learn, share ideas, strengthen relationships, or simply unwind during company retreats. The Mission Inn Outdoor Adventure Learning Center provides “handson” teambuilding activities with experienced instructors across a rustic 50 acre complex. Amenities: Two award-winning golf courses, Spa Marbella, Trap and Skeet range, Cybex fitness center, lakeside marina and four exceptional restaurants.

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

inn-teraction!

Central Floridaâ&#x20AC;&#x2122;s Ideal Meeting Destination Our setting among rolling citrus hills provides the perfect environment to discover, interact, and pursue common goals.

Howey-in-the-Hills, FL

Our on-site activities foster camaraderie and include two championship golf courses, spa, trap & skeet, marina and Outdoor Adventure Learning Center.

MissionInnResort.com | 800-874-9053

Well-located to the Florida Turnpike & all Interstate routes.

2013 Meeting Planners Guide Ocean Reef Club

Property Representatives

35 Ocean Reef Dr., Suite 200 Key Largo, FL 33037 Phone: (305) 367-6509 Toll Free: (800) 843-2730 Fax: (305) 367-5909 Web: www.oceanreef.com

The Pelican Grand Beach Resort 2000 North Ocean Boulevard Fort Lauderdale, FL 33305 Phone: (954) 556-7620 Fax: (954) 566-4623 Web: www.pelicanbeach.com

Plantation on Crystal River

9301 West Fort Island Trail Crystal River, FL 34429 Phone: (352) 795-1605 Fax: (352) 795-1156 Web: www.PlantationOnCrystalRiver.com

Key Contact: Rudy Gonnella E-mail: rgonnella@oceanreef.com Accommodations: Recognized by the Robb Report as one of America’s most exclusive private club communities, Ocean Reef Club features 275 luxurious accommodations, many with ocean views, plus a dozen outstanding restaurants and lounges. Meeting Facilities: The Club combines Caribbean style with stateside convenience, creating a private haven for meetings, retreats and incentive travel. Venues include executive boardroom, an elegant 7,500 sq. ft. ballroom, 5,000 sq. ft. junior ballroom, 11 additional breakouts, rooftop terrace, outdoor patios and a private beach for wonderfully memorable “Theme parties”. Support Systems: With more than 30,000 sq. ft. of meeting space, the Club provides sophisticated services and firstclass conference capabilities—perfect for mixing business with paradise. Features include high-speed wireless Internet, excellent audio/visual resources and flexible configurations for 10-500 people.. Recreation: Located on northern Key Largo, an hour south of Miami International Airport, the Club’s 2,500 lush tropical acres offer 50 different activities—Fishing; deep-sea, reef, flats and back-country, snorkeling and scuba diving, two 18-hole golf courses, tennis, croquet, fitness center, two ocean side swimming pools, beach volleyball, kayaking, wind surfing, paddle boarding, kiteflying—just to name a few! SOURCE • NOVEMBER/DECEMBER 2013

Key Contact: Joseph Maijala E-mail: jmaijala@pelicanbeach.com 7500 Accommodations With square feet of event space, the Pelican Grand Beach Resort is the perfect place for small meetings and retreats up to 50pp. Our outdoor oceanfront venues provide a unique setting for receptions, meals, team-building or incentive groups up to 120pp. Meeting Facilities: The Pelican Grand is one of a few resorts located directly on Fort Lauderdale Beach. Each of our 51 guestrooms and 105 oceanfront suites is designed in a Key West Victorian décor. Guests can dine in OCEAN2000 restaurant or enjoy lighter fare at O2K lounge, our pool or on our private beach. Attendees can relax in our zero-entry pool with Fort Lauderdale’s only Lazy River. Plan your next event at our boutique resort where small meetings get the attention they deserve. At the Pelican Grand, we do everything possible to make your event simply “Grand”. For information, call (954) 556-7620 or visit www.pelicanbeach.com.

Key Contact: Kelsey Harned, Sales Manager E-mail: KHarned@ PlantationOnCrystalRiver.com

Accommodations: Located in Crystal River, Florida, amid the unspoiled splendor and beauty of Florida’s Nature Coast, the newly renovated 196-room Plantation on Crystal River is the perfect setting for a unique and relaxing Florida meeting that is unlike any other you’ve had before. Meeting Facilities: Our 12,000 sq. ft. of flexible, state-of-the-art meeting space is an ideal location for Orlando, Tampa, Jacksonville and Gainsville area Association events. Support Services: Our convention services department will help coordinate all your meeting needs including audiovisual, catering, and banquet requirements. Recreation: Once the business is over, take advantage of the all the amenities that are set upon our 232 acres. Choose from 27 holes of challenging golf, fishing, swimming with manatee tours, boating or just plain relaxing by our pool or in our full service Aveda Spa Bleu. Our Crystal River resort has all you need for a fabulous event.

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

Out and About Meet & Greet sponsored by

Thank you Wyndham Grand for hosting our November board meeting!

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

NOVEMBER/DECEMBER 2013 • SOURCE

2013 Meeting Planners Guide The Plaza Resort & Spa

Property Representatives

600 North Atlantic Avenue Daytona Beach, FL 32118 Phone: (386) 267-1639 Fax: (386) 253-7543 Web: PlazaResortandSpa.com

Key Contact: Julie Ayers E-mail: jayers@plazaresortandspa. com Accommodations: Stretching across the Seabreeze Avenue beach approach, the historic Plaza Resort & Spa has been entertaining guests for over a century. Discover the grand tradition of hospitality and service by hosting your next meeting at The Plaza. The Plaza features 323 spacious guest rooms and suites offering amazing views of the Atlantic Ocean and the Halifax River. Meeting Options: Far beyond the typical meeting resort, The Plaza offers 32,000 sq. ft. of unique function space. The resort features elegant oceanfront ballrooms and spacious outdoor locations, accommodating groups of 10 to 1,000. Dining/Downtime: The Plaza offers the 15,000 sq. ft. Ocean Waters Spa, the area’s only full service European Spa. Enjoy our large oceanfront pool while sipping a tropical frozen cocktail from the Poolside Bar & Grill. Dine at Magnolia’s Café and unwind nightly in the soothing atmosphere of the oceanfront Veranda Lounge. The Plaza is within walking distance to a wide variety of shops and restaurants.

SOURCE • NOVEMBER/DECEMBER 2013

Reunion Resort

7593 Gathering Drive Kissimmee, FL 34747 Phone: (407) 396-3794 Fax: (407)) 662-1025 Web: www.reunionresort.com

Key Contact: Tara Collins E-mail: tcollins@ salamanderhotels.com Accommodations: The AAA Four Diamond-rated Reunion Resort in Orlando features a unique combination of accommodations including luxury villas and vacation homes. The resort’s accommodations are highlighted by the Reunion Grande, an 11-story hotel, replete with stunning lobby and bar, exquisite décor and elegantly appointed meeting space. Dining: One of Reunion’s dining options, Forte, serves Italian cuisine in a warm rustic atmosphere. Forte’s private dining area offers an intimate setting perfect for entertaining clients. Eleven, the resort’s rooftop restaurant, provides one of Orlando’s most unique dining experiences as well as stunning views of views of EPCOT’s nightly firework display. Recreation: Reunion also boasts top-notch golf. It’s the only location in the United States with signature course designs by golf greats Jack Nicklaus, Arnold Palmer and Tom Watson in one location, as well as the home to the nation’s only ANNIKA Academy by Annika Sorenstam. For more information, visit www. reunionresort.com or call (407) 6621000.

Seminole Hard Rock Hotel & Casino Hollywood

1 Seminole Way Hollywood, FL 33314 Phone: (800) 937-0010 Web: www.seminolehardrockhollywood.com

Key Contact: Mark Tascione, Director of Catering & Sales E-mail: mark.tascione@ seminolehardrock.com At Seminole Hard Rock Hotel & Casino Hollywood, find all the solid gold amenities and service to make your next meeting a Number One hit! Accommodations: 500 luxury guestrooms, all featuring Hard Rock’s “Sleep Like a Rock” signature bedding and lavish amenities. Meeting Facilities: Approximately 40,000 sq. ft. of meeting and exhibit space, including • a 16,000 sq. ft. grand ballroom divisible into eight sections • several smaller rooms for breakouts or board meetings • 7,000 sq. ft. of poolside function area • a multi-purpose space perfect for exhibitions, concerts and sporting events. All come with service fit for rock royalty. Recreation: Sizzling entertainment alternatives include a colossal 140,000 sq. ft. casino with 2,500 slots and 90 table games; the Rock Spa; and a 4.5-acre tropical pool oasis. Seminole Paradise, an electrifying 350,000 sq. ft. nightlife district, features awardwinning restaurants, high-energy nightclubs, lounges and bars, plus boutique shops fronting Lake Paradise.

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

2013 Meeting Planners Guide TradeWinds Island Grand Resort

5500 Gulf Blvd. St. Pete Beach, FL 33706 Phone: (727) 363.2236 Fax: (727) 363.2221 Web: www.TradeWindsMeetings.com

In The Heart of Daytona Beach

The Premier Meeting Destination

Key Contact: Katie Murray, Florida Association Sales Manager E-mail: kmurray@twresort.com Accommodations: The sophisticated look of a West Indies plantation is reflected in the newly remodeled guest room décor of this 20-acre resort on the Gulf of Mexico, 30 minutes from Tampa and St. Petersburg/Clearwater airports. All 585 hotel rooms and suites feature new HDTVs, luxury pillow-top bedding, travertine tile, new carpet and custom furniture. Meeting Facilities: 70,868 sq. ft. of remodeled flexible meeting and function space for groups up to 1,000 people. Three meeting rooms are in excess of 8,000 square feet with 21 breakout rooms, while tropical courtyards and beachfront terraces offer diverse settings. Award-winning, full-service resort, Green Lodge certified. Support Systems: On-site audiovisual services company, Wi-Fi, business center, concierge, car rental, 10 dining and entertainment venues. Recreation: Directly on one of the world’s best beaches with 5 pools, fitness center, tennis, spa, extreme water sports, giant waterslide, children’s activities, paddleboats, hammocks and beach cabanas. Nearby golf, museums, fishing.

• Daytona Beach’s 1st Oceanfront “Certified Green Lodging” Hotel • 32,000 Sq. Ft. of Flexible Banquet, Meeting and Event Space with Professional Onsite Meeting Services Support • 323 Oversized Guest Rooms with Stunning Views of the Atlantic Ocean and Halifax River • 15,000 Sq. Ft., Full-Service Ocean Waters Spa • Walking Distance to the Daytona Beach Ocean Center, the Main Street Pier, Peabody Auditorium, and Shopping

Property Representatives

• Daytona’s Most Historic Resort

877-797-6231

PlazaResortandSpa.com

“The Source magazine lives up to its name! I find it to be a source for information in just about every area of association management, from meeting planning to HR issues to tax rules. It’s worth the read every time.” - Lisa H. Harrington, CPCU, CAE, AAM, AAI, AIP, Vice President of Education, Florida Association of Insurance Agents

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

NOVEMBER/DECEMBER 2013 • SOURCE

RESORT &

2013 Meeting Planners Guide Services

Boyd Brothers, Inc.

Boyd Brothers is your tri-certified eco-friendly Printer providing publication and commercial printing to the Southeast and beyond since 1931. Our philosophy at Boyd is that we want customers, not just orders. By listening to and satisfying our customers needs, we have built many relationships that have lasted for decades and endured the many transitions that have changed the printing industry. Boyd Brothers is a full service, high quality sheet fed and heatset web printer. We not only have the finest equipment available but also the skilled personnel to achieve what today’s demanding markets require. By providing complete printing services under one roof, we can satisfy our customer requirements without requiring any outside services. We have a complete digital prep department including the latest technology in CTP and on-line proofing. In our pressrooms you’ll find Heidelberg Speedmaster and GOSS Sunday 2000 presses. Our bindery includes both saddle stitch and perfect binding capabilities along with die cutting, foil stamping and embossing. In addition we offer a complete mail service utilizing our Video Jet and Mail Manager mailing systems.

425 East 15th Street Post Office Box 18 Panama City, FL 32402-0018 Phone: (800) 677-BOYD (2693) or (850) 763-1741 Fax: (850) 769-6526 Website: boyd-printing.com

Key Contacts: Sales: Kathy Ford E-mail: kathyford@boyd-printing.com; Customer Service: Laura Strappel E-mail: laura@boyd-printing.com

r e h t o n a t Ju s d a y at t h e

! h c a e B

A PUBLICATION PRINTER YOUR PRINTING PARTNER – YESTERDAY, TODAY AND TOMORROW PANAMA CITY, FLORIDA

SOURCE • NOVEMBER/DECEMBER 2013

Printing

Excellence

S I N C E 1 9 31

425 East 15th Street Post Office Box 18 Panama City, FL 32402-0018 1-800-677-BOYD(2693) • 850-763-1741 Fax: 850-769-6526 www.boyd-printing.com

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

2013 Meeting Planners Guide 545 22nd Avenue North St. Petersburg, FL 33704 Phone: (727) 822-4414 Fax: (727) 822-8702 Web: www.sitesearchinc.com

Services

Site Search is one of the industry’s most respected site selection firms for one reason – our commitment to our clients. From a weekend retreat to a citywide convention, we have the expertise to source your event needs through our network of professionals, negotiate the best rates and terms, and present you with a thorough and comprehensive cost comparison of locations. An extensive background in hotel negotiations gives us the ability to prepare proposals quickly and accurately, saving you valuable time and resources. Your organization maintains total control of the decision-making process, all without having to handle the time-consuming research and paperwork. Our services are provided to you at no charge and we guarantee the rates we negotiate are lower then, or equal to, what you would find on your own. Our goal is to positively impact your bottom line and lead you through the contract process as effortlessly as possible.

Site Search, Inc.

Key Contact: Richard Miseyko, CMP, CMM - President E-mail: richard@sitesearchinc.com

Everything. In the right place.

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, fexible

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• Largest beachfront meetings resort on Florida’s west coast • Over 70,000 square feet of fexible meeting and function space • Centrally located 10 minutes off Interstate 275 and 30 minutes from Tampa and St. Pete/Clearwater airports.

TradeWindsMeetings.com FSAE Source Guide NovDec2013_02.indd 1

Sales@TWResort.com

800.345.6461

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

10/10/13 9:26 AM

NOVEMBER/DECEMBER 2013 • SOURCE

Associations are a great hedge against inflation U

he best advertising is found in frequency. Meeting venues and suppliers who advertise with a multiple schedule are tapping into this thriving market. Call Sue and she can put together a frequency proposal that can put you front of FSAE decision makers all year. You can reach Sue at suedamon1@aol.com or by calling her at (850) 926-3318

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Experience the unconvention al

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Conference video series

ntroducing two new ondemand video series that capture the best of FSAE’s 2013 Annual Conference and offer CMP/CAE credit to viewers! The FSAE Annual Conference gathers some of the best minds in the industry to provide excellent education for association professionals and our supplier members. We are happy to extend these educational opportunities to our members with the help of our partners Association Studios and Peach New Media:

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Fort Myers Beach, Florida

Naples, Florida

Daytona Beach, Florida

121 Suite Beachfront resort with 8,000 sq. ft. of meeting space.

100 Suite Tuscan-inspired hotel with 4,000 sq. ft. of meeting space.

171 Room Beachfront hotel with 2,250 sq. ft. of meeting space.

DiamondHeadFL.com 888-865-5844

BellaseraNaples.com 800-548-5284

OceansideDaytona.com 800-224-5056

Unique and Flexible Event Spaces for Groups of All Sizes • Experienced Sales Team Spacious Suites • Superb Catering Options • Activities and Excursions

For a Limited Time, Select Your

• The 2013 Annual Conference CMP Series includes three of the top rated breakout sessions from the 2013 Annual Conference that qualify for 1 hour CMP credit each. • The “Taste of Annual Conference” series features five of our highest-rated sessions from 2013 and can earn up to 5 hours CAE credit. Go to www.fsae.org/FSAE-U to learn more about these great programs and get the educational credit you need today!

Savings!

SunStream.com/FSAE • Sales@SunStream.com

SOURCE • NOVEMBER/DECEMBER 2013

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

What’s Happening @FSAE

lease welcome FSAE’s Interim President/CEO, Bill Phelan. Bill is a long time member of FSAE and has served as President of the Society and has been involved with the Foundation as well. His deep understanding of not only the historical foundations of FSAE, but also the opportunities that are ahead to grow and thrive make him a wonderful choice to continue to lead FSAE until a permanent CEO can be selected. Bill can be reached at the FSAE Office at (850) 702-0943 and by email at ceo@fsae.org. On October 22, we announced that Deanna Menesses departed FSAE and that the FSAE Board will soon be appointing a committee to begin a search for a new President & CEO. The Board of Directors remains committed to continuing our forward momentum on programs and services of value to your membership. We will move swiftly and expeditiously to find an individual who can propel FSAE toward a future of growth and long term sustainability. We look forward to a bright future for FSAE! Plantation ad 10-29-12_Layout 1 10/30/2012 3:24 PM Page 1

196 guest rooms with over 12,000 sq. ft. of meeting space 2 restaurants; 2 lounges 27-hole golf course Full-service Aveda spa Full-service marina with “Swim with the Manatee” tours, fishing, boat rentals & diving certification 2 lighted tennis courts Lagoon-style swimming pool Sand volleyball court, regulation croquet and horseshoes

The Plantation on Crystal River 9301 W Fort Island Trail, Crystal River, FL 34429 800-524-7733 or 352-795-1605 www.PlantationOnCrystalRiver.com sales@PlantationOnCrystalRiver.com

he Plantation on Crystal River features an outstanding array of amenities that will ensure the success of your next meeting. With three ballrooms and over 12,000 square feet of meeting space, our professional staff can graciously accommodate a wide variety of conferences and events. d

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

NOVEMBER/DECEMBER 2013 • SOURCE

MEMBER NEWS

OTHER NEWS

People, places HOTEL NEWS Kessler is proud to announce the opening of the Castle Hotel, an Autograph Collection boutique hotel and spa: The experience is rooted deeply in the artistic and cultural history of a turn of the century middle-European (Bohemia) Castle. Neuschwanstein. The art and cultural richness of that era is evoked through the design and decor of the hotel. The service and amenities are tailored to a more intimate and personalized leisure experience. Art collections, artistic getaway for those seeking a unique and intimate experience on Orlando’s famed International Drive. This unique experience, yet which has been brought to contemporary times and evokes an air of exclusivity and panache. Magnificent art collections adorn the Castle and gardens. Warm inviting service is tailored to the high end leisure traveler. Oasis from which you can experience all that I Drive has to offer.

ASSOCIATION NEWS Congratulations to The Chris Craft Antique Boat Club: The Chris Craft Antique Boat Club recently received a Hall of Fame Award at the Annual Meeting of the Antique and Classic Boat Society in Coeur d’ Alene, Id. CCABC is the longest standing marine marquee club in the world and they are celebrating their 40th year in 2013. FSAE Members Honored at TSAE at 2013 Education Day: Congratulations to FSAE Members Adrienne Bryant, Kimball Mathews, Connie Galietti and Lisa Chamberlain for their recent awards from TSAE! • Adrienne Bryant of Association of Florida Colleges was named Association Professional of the Year; • Kimball Mathews of Beaches of Fort Myers & Sanibel was named Associate Member of the Year; • Connie Galietti’s association, the Florida Psychological Association was named Association of the Year and • Lisa Chamberlain’s organization Visit Tampa Bay was named Supporting Organization of the Year. In addition, two FSAE members were awarded TSAE’s Ethel Z. Gilman Scholarship which recognizes an individual who is relatively new in the field of association management, 8 years or less, and has shown a pattern of excellence in their work and a strong commitment to the field of association management. The$1,000 scholarship is to be used for the US Chamber of Commerce’s Institute for Organization Management. 60

SOURCE • NOVEMBER/DECEMBER 2013

things

• •

Johanna Byrd, ACSW, National Association of Social Workers, and Jillian Heddaeus, CMP, Partners in Association Management

Audrey Brown Named New CEO for FAHP: Audrey Brown has been named president and chief executive officer of the Florida Association of Health Plans. Brown most recently has served as chief of staff to state Insurance Commissioner Kevin McCarty and previously worked in the governor’s office and for AvMed Health Plans. Congratulations to Alina Cooper on her recent promotion: Alina was promoted from Certification Manager to Director of Certification with the American Culinary Federation. Partners in Association Management is pleased to announce that it has been retained as the new management company for the following associations: Architectural Precast Association, Florida Surplus Lines Association. Florida Recycling Partnership names new Executive Director: The Florida Recycling Partnership has named Keyna Cory as its new Executive Director. Florida Recycling Partnership is a coalition of companies who are at the forefront of developing and adopting sustainable business practices that not only promote recycling, but reduce and reuse our resources. “I am honored to work with such a dedicated group of businesses who are trying to increase Florida’s recycling rate. Thru education and public awareness we believe more companies will recycle appropriate materials as well as work on sustainability programs to reduce and reuse our natural resources,” said Cory. Cory has been actively involved with solid waste and recycling issues for over 20 years. She will continue her role as President of Public Affairs Consultants working with current and future clients.

Rob Sniffen Named Labor & Employment Lawyer of the Year: Robert J. Sniffen of Sniffen & Spellman, PA, was recently selected by his peers for inclusion in The Best Lawyers in America© 2014 in the fields of Employment Law – Management and Labor Law – Management. Mr. Sniffen was also named the 2014 Tallahassee, Florida Litigation – Labor and Employment “Lawyer of the Year.” Shepard Expo Rolls Out Next Generation Online Client Portal: Shepard Exposition Services recently rolled out the next generation of their online customer portal, giving customers more collaborative capability with their Shepard team and efficiency in managing all aspects of their programs. The new user-friendly features were designed to create an online experience that supports Shepard’s east-to-do-business-with philosophy while enhancing the transparency of information between all members of a project team. Association Trends Magazine names Jack Cory as a 2013 Leading Association Lobbyist: Association Trends Magazine has released their “2013 Leading Association Lobbyists” list and has named Jack Cory one of the recipients. Cory, a founding partner of Public Affairs Consultants, received special recognition for his work with the Florida Alliance of Boys & Girls Clubs (FABGC). Cory’s award winning grassroots program, specially designed for the FABGC, has helped the organization receive over $23 million in state appropriations. Public Affairs Consultants has over 20 years of experience representing clients before the state legislature and agencies, as well as local governments. Others receiving the award include the Executive Vice President of the National Restaurant Association and the Senior Vice President of the National Retail Federation.

www.fsae.org A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

Welcome NEW MEMBERS

EXECUTIVE Barbara Denmark, CAE CFO Margaret Lynn Duggar & Associates Phone: (850) 222-0080 www.fasp.net Jayne Fifer, CAE President & CEO Volusia Manufacturers Assn Phone: (386) 673-0505 wwwVMAonline.com Emily Fritz Interim Executive Director FL Optometric Assn Phone: (850) 877-4697 www.floridaeyes.org Meridith Gould Meeting and Membership Director Beer Industry of FL Phone: (850) 222-8960 www.floridabeer.org

Kim Gordon Chief Staff Executive Partners in Assn Management, Inc. Phone: (850) 205-5641 www.yoursearchisdone.com Jeffrey Grady President/CEO FL Assn of Insurance Agents Phone: (850) 893-4155 www.faia.com Kathy Keiffer, CMP Executive Assistant LeadingAge Florida Phone: (850) 671-3700 www.leadingageflorida.org Ryan Tucholski, RCE CEO West Volusia Assn of Realtors Phone: (386) 774-6433 www.westvolusiarealtors.com

Neal Garvey IT Administrator Adaptive Network Solutions Phone: (850) 321-2431

William Watson Executive Director National Mango Board Phone: (407) 629-7318 www.mango.org Nealy Wheat, CAE VP, Finance & Administration Greater Tampa Chamber of Commerce Phone: (813) 276-9416 www.tampachamber.com Alexis Simoneau Marketing & Technology Coordinator Tallahassee Society of Assn Executives Phone: (850) 561-6124 www.tallysae.org

ASSOCIATE Heidi Brumbach, CMP, CTA Executive Producer Technisch Creative Phone: (702) 992-2367 www.technischcreative.com Anthony Fabrizio, III Partner Creative Staging Services Phone: (386) 986-0929 www.cssiav.com

Judi Hartstein Sales Manager B Ocean Fort Lauderdale Phone: (954) 564-1000 www.boceanfortlauderdale.com Milissa Holland Lobbyist Southern Strategy Group Phone: (904) 614-7102 www.sostrategy.com Ashley Mayo, CGMP Sales Manager Holiday Inn Lake Buena Vista Downtown located in the Walt Disney World Resort Phone: (407) 827-7064 www.hiorlando.com Molly Meeker Catering Sales Manager Embassy Suites Orlando Downtown Phone: (407) 835-6848 www.hilton.com Katie Murray National Sales Manager TradeWinds Island Resort Phone: (727) 363-2236 www.tradewindsmeetings.com

Mark Your Calendar!

Registration opens march 1st

Planting the Seeds of Innovation A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

NOVEMBER/DECEMBER 2013 â&#x20AC;˘ SOURCE

FSAE and FSAE Foundation

CALENDAR OF EVENTS May 2014

February 2014 17 17 18

CEO Rountable FSU Conference Center Tallahassee Associate Advisory Committee Meeting FSU Conference Center Tallahassee FSAE & Foundation Board Meetings FSU Conference Center Tallahassee

March 2014 9-11 ASAE Great Ideas Conference Hyatt Regency Orlando 20 Central FL Meet & Greet Caribe Royale All-Suite Hotel & Convention Center, Orlando 25-26 ASAE American Associations Day Washington, DC

South FL Meet & Greet Doubletree by Hilton, Palm Beach Gardens AAC Meeting Doubletree by Hilton, Palm Beach Gardens

9 9

July 2014 9-11

2014 Annual Conference Hilton Orlando

September 2014 26-28

CEO Retreat South Seas Island Resort

Dates Subject to Change. Please see www.fsae.org for the most up to date information.

September/October 2013 DONATIONS Kathryn L. Bradley, CAE FL Assn of Criminal Defense Lawyers Jaime Caldwell, ACHE South FL Hospital & Healthcare Assn Barbara L. Denmark, CAE Margaret Lynn Duggar & Associates Anthony Fabrizio, III Creative Staging Services Kathy Ford Boyd Brothers Printing Carolyn D. Hinson, CGMP Leon County Schools, Labor and Employee Relations Milissa Holland Southern Strategy Group Paget Kirkland Kirkland Event and Destination Services, Inc. Steven Louchheim, CAE Tallahassee Board of REALTORS

GREAT LOCATION, within walking distance of shopping, restaurants and the Broward County Convention Center. Only two miles from the airport, downtown and beaches. 361 spacious 2-room suites 12,000 sq. ft of meeting space, including boardrooms and outdoor meeting space Complimentary full breakfast daily and evening reception nightly. Complimentary use of business center, fitness center and pool Complete meeting packages available Earn Hilton HHonors ™ Points & Miles with every stay. For More Information Contact 954-315-1321

Rachel Luoma Partners in Assn Management, Inc. Kristin McWhorter, CAE National Poultry & Food Distributors Assn Bennett E. Napier, II, CAE Partners in Assn Management, Inc. Rich Robleto, CAE FL Healthy Kids Corporation William Watson National Mango Board

SOURCE • NOVEMBER/DECEMBER 2013

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

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