RISBJ Volume 3 Issue 6

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volume three issue six

Guide to Non-Profits & Corporate Giving

Building Company Teams Beyond Non-Profit Event Sponsorship

CELEBRATE INSPIRING PHILANTHROPY

CAUSE MARKETING Is it right for your company?

featured non-profits WaterFire Providence | J. Arthur Trudeau Memorial Center | MS Dream Center FEATURED www.risbj.com | volume three issue six 1 The Rhode Island Foundation | Extraordinary Child | Leukemia and Lymphoma Society nonprofit Kent Center

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C O R N E R S TO N E PAY R O L L

Payroll Simplified To simplify your administration and maximize efficiencies, Cornerstone Group offers fully integrated payroll processing.

Our convenient payroll administration features employee self-service; access by phone, fax, email or internet; tax depositing and filing; and general ledger integration.

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931 Jefferson Blvd, Suite 3001 . Warwick, Rhode Island 02886 . 800.678.1700 . teamcornerstone.com RISBJ | rhode island small business journal

Consider taking a personal or professional development course through the Professional Education Center at RWU’s School of Continuing Studies.

This summer, we’re pleased to offer: • Visual Social Media

• Purchasing and Contracting

• Microsoft Office: Excel Certification

• Microsoft Office: Word Certification

For more information on these or any of our offerings, visit us online at scs.rwu.edu/pec

Professional Education Center www.risbj.com | volume three issue six

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Welcome to RISBJ’s first annual Guide to Non-Profits and Corporate Giving! In this issue, you will find profiles of several amazing local non-profits, ways to get more involved in corporate giving and ideas on how to get more engagement from your staff and peers.

I have always felt that giving back was a part of my own personal social responsibility. For me, it started (way) back in my high school and college days, where I volunteered in a variety of campus organizations. The experiences were fulfilling in a lot of ways, and when I took my first corporate job, I joined the company’s internal United Way Committee. Over the past several years, I’ve enjoyed volunteering my time and services to causes that are important to me. I strongly believe that giving back to the community is something that we should all try to adopt into our professional culture on some level.

Here are a few important things I’ve personally learned over the years of being involved with various organizations:

from the founder

DO NOT OVERCOMMIT It’s so easy to say yes…to everything, especially when it is for a good cause. The problem with this is if we are not being realistic with how much time we have and how much we can contribute, then we are not setting ourselves or the organization up for success. Saying no isn’t always easy, but in the long run it will help you maintain a stronger reputation and make a greater impact on the causes that you devote your time to.

IT’S NOT ALWAYS ABOUT THE MONEY Sometimes people feel as though donating means giving money. In reality, non-profits do a whole lot of fundraising to work toward their mission delivery. But they often also need donated time, services and other resources. From volunteers at fundraising events, to volunteering your expertise and knowledge to help organizations reach their goals, the value of our time can often exceed the value of our financial gifts.

GETTING OTHERS INVOLVED When was the last time you asked someone else to help support a cause you feel passionately about? There truly is strength in numbers and the more people we can get to commit to help on some level, the more we can help support our cause. From forming company teams for non-profit events, to holding your own company sponsored fundraising event, when we’re passionate about a cause, it’s infectious and others will do what they can to help. All we have to do is ask!

There are many ways to get involved to help the community and I hope this issue provides the resources and inspiration to support the many non-profits we have in Rhode Island that work hard every day to strengthen our community.

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BE IN DEMAND.

Gil Lantini Founder Ralph Coppolino Co-Founder John Resnick Marketing Coordinator Mike Casale Senior Designer Pam Walsh Managing Editor Sara Celano Production Assistant Intern Amanda Silverman Brianna Duffy Brighid Donnelly Contributing Writers Chris Barnett Jim Clarkson Rachael Elmaleh Susan Esposito Jennifer Gingras Judith G. Hoffman Heather Kennedy Michelle Lantini Peter Mello Secretary of State Ralph Mollis Marie Perna Andy Posner Benjamin L. Rackliffe, Esq. Gina Raimondo Karyn Rhodes Dr. Ronald G. Shapiro Krista Snyder Neil Steinberg

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UPCOMING EVENTS NETWORKING AND WORKSHOPS For More Events Visit www.risbj.com JUNE

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Friday, June 27 East Bay Chamber of Commerce Coffee & Commerce: Getting to the Core of Educational Standards The Wharf Tavern 215 Water St., Warren 7:30am-9:00am

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Monday, June 30 Southern RI Chamber of Commerce Getting the Word Out: How to Publicize Events in Local Media Peace Dale Library 1057 Kingstown Rd., Peace Dale 6:30pm-7:45pm

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Wednesday, July 23 Coping with Difficult People Centerville Seminar Center 875 Centerville Road, Building 2, Suite 5 11:00am-12:00pm

Friday, July 11 Southern RI Chamber of Commerce First Friday Coffee and Blood Drive South Bay Retirement Community 1959 Kingstown Rd., South Kingstown 8:00am-9:00am Wednesday, July 16 Seminar: Don’t Say It When You Can Show It! East Bay Chamber of Commerce 16 Cutler St., Warren 1:00pm-2:00pm

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Wednesday, July 23 Adoption Rhode Island Summer Camp Fundraiser Finn’s Harborside Water St, East Greenwich 6:00pm-9:00pm JULY

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Friday, July 18 Southern RI Chamber of Commerce Partners in the Community 2014 Golf Tournament Exeter Country Club 320 Ten Rod Rd., Exeter 2:00pm-6:00pm

Thursday, July 24 Northern RI Chamber of Commerce City of Woonsocket Workshop Series: Financing Your Small Business Woonsocket Harris Library 303 Clinton St., Woonsocket 9:30am-11:30am Thursday, July 24 Newport Chamber of Commerce Business After Hours Norman Bird Sanctuary’s Paradise Farmhouse 583 Third Beach Rd., Middletown 5:00pm-7:00pm

Thursday, July 17 Newport Chamber of Commerce Business During Hours Brown Bag Networking Lunch Newport County Chamber of Commerce 35 Valley Rd., Middletown 12:00pm-1:30pm Thursday, July 17 East Greenwich Chamber of Commerce Main Street, East Greenwich Dogs on Main Stroll 5:00pm

Wednesday, July 23 Capital City Connection Networking Capitol Ridge Assisted Living Facility 700 Smith St, Providence 7:30am Wednesday, July 23 East Bay Chamber of Commerce Government Contracting 101 Quinta-Gamelin Community Center Conference Room 101 Asylum Rd., Bristol 9:00am-11:00am

Wednesday, July 16 Capital City Connection Networking Capitol Ridge Assisted Living Facility 700 Smith St, Providence 7:30am

Tuesday, July 8 Centerville Seminar Center Maximize Your Power to Communicate: Navigating Male/Female Communications 875 Centerville Road, Building 2, Suite 5 6:00pm-8:00pm Wednesday, July 9 Capital City Connection Networking Capitol Ridge Assisted Living Facility 700 Smith St, Providence 7:30am

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Thursday, July 10 YP Social BLU on the Water 20 Water St, East Greenwich 5:00pm-7:00pm

Monday, June 30 Centerville Seminar Center Ten Business Practices That Will Change the Way You Organize Your Business 875 Centerville Road, Building 2, Suite 5 6:30pm-8:00pm Wednesday, July 2 Capital City Connection Networking Capitol Ridge Assisted Living Facility 700 Smith St, Providence 7:30am

JULY

Thursday, July 10 Morning Coffee RE/MAX Central 37 Sandy Bottom Rd, Coventry 8:00am-9:00am

Friday, June 27 21st Century Business Development: Marketing, Sales and Customer Service Integration Centerville Seminar Center 875 Centerville Road, Building 2, Suite 5 9:00am-11:00am Friday, June 27 Northern RI Chamber of Commerce Blood Drive 6 Blackstone Valley Place, Suite 402, Lincoln 12:00pm-2:00pm

Thursday, July 10 Are You Ready to Overcome, Overwhelm and Be a Leader In Your Life Centerville Seminar Center 875 Centerville Road, Building 2, Suite 5 12:00pm-1:00pm

Thursday, July 24 East Greenwich Chamber of Commerce Business After Hours Raymour & Flanigan 444 Quaker Lane, Warwick 5:30pm-7:30pm JULY

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Friday, July 25 Leads Luncheon Clouds Hill Victorian House Museum 4157 Post Rd, Warwick 12:00-1:30pm Wednesday, July 30 Capital City Connection Networking Capitol Ridge Assisted Living Facility 700 Smith St, Providence 7:30am

contents

volume three issue six

INSIDE THIS ISSUE

6 Upcoming Events, Networking and Workshops

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8 Secretary of State Ralph Mollis 10 Non-Profit News 14 Rhode Island Foundation 18 Is Cause Marketing Right for Your Company?

21 WaterFire 22 J. Arthur Trudeau Memorial Center 24 Leukemia & Lymphoma Society 30 MS Dream Center 32 Extraordinary Child 34 Automatic Revocation of Tax-Exempt Status 35 Build a Company Team – Beyond Non-Profit Event Sponsorship 36 Non-Profit Directory 39 Corporate Institute Finds a Way to Meaningfully Tell Stories 40 NASA Partners with Businesses to Support US Industry 42 7 Reasons to Outsource Your Accounting Practice 45 What Small Business Owners Need to Know About Banking 46 Featured Chamber: Newport County Chamber of Commerce 47 Does Your Not-for-Profit Contribution Include Learning?

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ON THE COVER

49 Smart Money Tour is Back

Featured

50 Top HR Compliance Issues Facing Small Businesses

Special Edition

53 Setting the Stage for Change 56 The Wrong Kind of Budget

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Guide To Non-Profits And Corporate Giving

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SECRETARY OF STATE | Ralph Mollis

Important

Voting Deadlines for 2014

by Secretary Of State Ralph Mollis

First, I hope everyone is enjoying the start to a great summer, and looking forward to a festive Fourth of July!

As the 2014 September primary and November election nears, I want to make sure voters and candidates alike are aware of upcoming important deadlines they must meet in order to make sure their voice is heard as they cast their ballots on Primary and Election Day this year.

As we move into July, the next important step for candidates begins July 1st and runs through July 11, 2014. During this period, Rhode Island candidates running for elected office must collect signatures from enough eligible voters to officially put their name on the ballot. The thresholds range from 50 signatures for some municipal offices to 1,000 signatures for U.S. Senate.

IMPORTANT DATES TO REMEMBER: Following the July 11th deadline, August 10th is the very next date voters need to keep in mind. August 10th is the deadline to register to vote, if you wish to vote in any party primary. Then, August 19th is the deadline to apply for a primary mail ballot.

The date of the primary is September 9, 2014. After the primary, October 5th is the deadline to register to vote, if you plan to vote in the general election. October 14th is the deadline to apply for an election mail ballot. And finally, November 4th is the general election.

Our office hopes more people than ever register to vote, and come out to vote in this year’s primary and general election, as this is a right so many have fought for across the world.

Our office hopes more people than ever register to vote, and come out to vote in this year’s primary and general election, as this is a right so many have fought for across the world.

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This year will see election contests for many municipal offices, General Assembly seats, the U.S. House of Representatives, the U.S. Senate, and statewide general offices, including all five General Office seats (Governor, Lieutenant Governor, Secretary of State, General Treasurer, and Attorney General).

Again, Rhode Island’s statewide primary is September 9, 2014, and the general election is November 4, 2014. For more information on this year’s election, and for a complete list of deadlines, resources for voters, and candidates, please visit our online elections page at www.sos.ri.gov/elections. Also, to learn who your elected officials are, check your voter registration, locate your local board of canvassers, view sample ballots for upcoming elections and find out where your polling place is, please visit our online Voter Information Center at https://sos. ri.gov/vic/.

Your name, date of birth and zip code or city/town of residence are required to view your personal voter registration record. All other data is available by using the general search option and entering just a street address and zip code or city/town.

It’s also important to note that poll workers will ask you to show a current and valid photo ID when you vote at your polling place this year.

Poll workers will accept the following valid and current Photo IDs: • RI driver’s license • U.S. passport • ID card issued by an educational institution in the United States • U.S. military identification card • ID card issued by the U.S. government or State of Rhode Island like a RIPTA bus pass • Government-issued medical card • RI Voter ID Registered voters who don’t have an acceptable current and valid Photo ID can get a free Voter ID at our office, located at 148 West River Street in Providence, during normal business hours.

As Secretary of State, I am committed to making it easier to vote, making it easier to do business in Rhode Island, preserving Rhode Island’s history and making government more open and accessible.

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NON-PROFIT

NEWS

Local Panera Bread Bakery/Cafes

Present $26,708 Annual Donation to Children’s Friend

Panera Bread/Howley Bread Group announces that its twelve local bakery-cafes in Rhode Island and Massachusetts (Cranston, East Greenwich, Lincoln, Newport, Providence, Smithfield, Wakefield and Warwick, Rhode Island and North Attleborough, North Dartmouth, Plainville and Seekonk, Massachusetts) assisted in the generation of an annual donation to one of its charity partners, Children’s Friend, the state’s oldest child welfare organization based in Providence, Rhode Island. The check, totaling $26,708, was recently presented to Children’s Friend at its 12th Annual Children’s Friend 5K Walk & Run Sponsored by Panera Bread which was held at Roger Williams Park. Including the Panera donation, the Children’s Friend 5K Walk & Run raised over $83,000. Despite the wet weather at the Walk & Run, participants also enjoyed a variety of entertainment, complimentary breakfast and lunch provided by Panera Bread Catering and more.

held on April 1st at participating bakery-cafes and a Walk & Run wristband donation campaign that was conducted for several weeks leading up to the event at each of the twelve participating bakery-cafes.

“Panera/Howley Bread Group’s generous donation of $26,708 was much appreciated and certainly more than we were ever expecting,” said David Caprio, President and Chief Executive Officer at Children’s Friend. “Once again their commitment and support of Children’s Friend and the most vulnerable children in the state has been truly inspiring. We remain honored and lucky to work as partners with Panera Bread.”

Howley Bread Group, LTD based in Cumberland, Rhode Island, a franchise of Panera Bread, owns and operates a total of 28 bakery-cafes in Rhode Island, Southeastern Massachusetts and Greater Hartford/Eastern Connecticut markets. For more information, please contact wendy.kopp@panerabread.com or visit the company’s web site at www.panerabreadhbg. com. Also, like HBG on Facebook at /howleybreadgroup and follow the company on Twitter @panerabreadhbg to hear about upcoming new and returning menu items, community involvement and events, employment opportunities, Panera culture and much more!

The $26,708 donation included Panera Bread/Howley Bread Group’s commitment as the name sponsor of the Walk & Run, which encompassed website fundraising by cafe teams who participated, a Walk & Run Free Coffee Kick-Off fundraiser

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Children’s Friend, a non-profit organization founded in 1834, is Rhode Island’s oldest child welfare organization and a leading provider of child welfare, family support, mental health and youth development services. With centers in Providence, Pawtucket and Central Falls, Children’s Friend served more than 31,000 of Rhode Island’s most vulnerable children and their families in 2013. The agency’s programs range from Adoption, Foster Care, Birth Parent Counseling, Child Care and Adoption Support and Preservation, to Dads Making A Difference, WIC, Head Start, Early Head Start, Early Intervention, Family Counseling and Project Connect.

NON-PROFIT

NEWS

Washington Trust

Collects 5 Tons of Peanut Butter For RI Food Pantries

The Washington Trust Company collected approximately 10,000 pounds, or more than 5 tons of peanut butter, during the fourteenth annual Washington Trust Peanut Butter Drive to benefit the Rhode Island Community Food Bank and food pantries across the state of Rhode Island. To date, the Drive has collected more than 100 tons of peanut butter.

“As the largest bank headquartered in Rhode Island, Washington Trust is committed to helping our neighbors,” explained Joseph MarcAurele, Washington Trust Chairman & CEO. “Our Peanut Butter Drive not only continues to help feed Rhode Island families in need, but also puts our Washington Trust volunteers into the community with volunteers from local schools, organizations and businesses as advocates for change,” adds MarcAurele, who also serves as President of the Board of Directors for the RI Community Food Bank.

Washington Trust locations across the state worked with area businesses, schools and organizations to make this year’s Drive a success. This year’s biggest contributor was the CVS Caremark Customer Relations team, which donated one ton of peanut butter, nearly one-fifth of the total amount collected. The schools that collected the most peanut butter included Eden Park School in Cranston, St. Philomena School in Portsmouth, St. Paul School in Cranston and St. Raphael Academy in Pawtucket. Among the numerous businesses and organizations contributing, those who collected the most were Roger Williams Park Zoo, Yawgoo Valley Ski Area, Marasco & Nesselbush LLP and The Rotary Club of Providence.

Washington Trust donated peanut butter to the Rhode Island Community Food Bank as well as local food pantries including Comprehensive Community Action, Helping Hands of Block Island, Holy Family Parish’s food pantry, Jonnycake Center of Peacedale, Jonnycake Center of Westerly, North Kingstown Food Pantry, Pawcatuck Neighborhood Center, Peacedale Jonnycake Center, WARM Shelter, Welcome House of South County and West Bay Community Action.

“Every year, Washington Trust comes through for us with an important contribution of peanut butter,” said Andrew Schiff, Chief Executive Officer of the Rhode Island Community Food Bank. “One third of the people served by our statewide network of food pantries are children under the age of 18, and peanut butter is really essential for this population. It’s a high-protein food that requires no preparation, and it’s something that most children enjoy. We are immensely grateful to Washington Trust for this year’s successful Peanut Butter Drive.”

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NON-PROFIT

NEWS

Ocean State Job Lot

Alleviates Hunger in Five States with Seven-Truckload Food Donation

Ocean State Job Lot, a 113-store discount retail chain headquartered in North Kingstown, R.I., announces an initiative to help alleviate the food crisis throughout the area.

As part of its 2014 “Three Square Meals” family meal assistance program, Ocean State Job Lot’s Charitable Foundation has made arrangements for a purchase of seven truckloads of General Mills products for delivery to seven area food banks.

On Tuesday, June 3, 2014, the food banks each received a 30,000 lb. truckload of nutritious food items including mashed potatoes, soup and pasta.

Established in 2003, Three Square Meals is a public-private initiative funded in part by Job Lot customers who donate $1 at the store’s cash registers during the holiday season; sponsors and vendors; and Job Lot’s Charitable Foundation. The June 3rd donation to the seven food banks is part of a yearlong total of $4.2 million worth of shelf-stable food that is earmarked for distribution to 13 food banks and pantries across six New England states and New York.

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“Thanks to one of our most valued business partners, General Mills, and the generosity of Job Lot customers, we are able to fight food insecurity starting with our local communities and food banks,” comments Ocean State Job Lot Owner/Partner Alan Perlman.

The seven food banks in the region receiving the General Mills/Job Lot donation are: Rhode Island Community Food Bank (Providence, RI), Connecticut Food Bank (East Haven, CT), Foodshare (Bloomfield, CT), New Hampshire Food Bank (Manchester, NH), Worcester County Food Bank (Shrewsbury, MA), Food Bank of Western Massachusetts (Hatfield, MA), and the Regional Food Bank of Northeastern New York (Latham, NY).

“Food insecurity is something we take seriously,” Mr. Perlman continues. “Together with quality products from General Mills, we are leading the fight against hunger.”

NON-PROFIT

NEWS

BankRI Raises $11,000 for Junior Achievement through “Achieve-A-Bowl,” Takes Home Title of Banking Industry Challenge Champion

For the ninth consecutive year, Bank Rhode Island (BankRI) has been named the Banking Industry Challenge Champion

by Junior Achievement of Rhode Island after raising $11,143 to support the organization’s work through its recent “Achieve-ABowl.” In addition to being the top fundraiser among participating banks, BankRI’s Scott Lajoie, of Warwick, was named the event’s Largest Individual Fundraiser after raising $4,810.

“While I’m honored to be recognized by Junior Achievement, the event’s success was truly a team effort,” said Scott Lajoie, Vice President, Commercial Lending for BankRI. “It was amazing to see so many people coming together on behalf of their important work—it’s a cause that I’m proud to be a part of.”

The BankRI team was led by Jay Farland, Vice President, Senior Business Lender and member of Junior Achievement’s Board of Directors and consisted of 41 bowlers. In total, more than 750 people from across the state participated in the 30th annual event—which represents Junior Achievement’s largest and oldest fundraiser. Along with Banking, other Industry Challenge categories included Accounting, Finance &

Investments, Insurance, Legal, Manufacturing, Small Business, and Technology.

“As a community, one of the most important things we can do is support the educational development of students,” said Farland. “I applaud all of my BankRI colleagues and everyone who participated for giving so generously of both their time and money.”

As a nonprofit, Junior Achievement of Rhode Island works to inspire and prepare young people to succeed in school and continue on to careers in the constantly-evolving 21st century economy. Through a dedicated network of volunteers, Junior Achievement provides in-school and afterschool programs for students in grades K through 12, focusing on workforce readiness, entrepreneurship and financial literacy. During the last year, the organization worked with 10,339 students across the state, representing nearly 10 percent of RI’s student population.

For more information on Junior Achievement of Rhode Island, please visit. www.jarhodeisland.org.

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www.rifoundation.org One Union Station, Providence RI 02903 14

RISBJ | rhode island small business journal

Guide To Non-Profits And Corporate Giving

Celebrate

Inspiring Philanthropy

by Neil Steinberg

Our annual meeting was inspiring. Where else but in Our Backyard would hundreds of business leaders, donors, grant recipients and community leaders gather in one place to celebrate a state teeming with philanthropy?

Our goal, our aspiration is to be nimble, innovative, collaborative and solution- and impact-driven. Let me assure you, we do not underestimate the many challenges we all face, but we embrace them. We are inspired to strive for long-term systemic change, while not ignoring the need for urgency in our community and the need to break down the status quo. But we cannot do it alone.

Now in our 98th year of philanthropy, we believe that change is a journey, not a destination. But it is good to pause to celebrate milestones. Last year, a wide variety of generous donors contributed $43.7 million. In fact, three of our best years ever have come since 2008.

We awarded a record $31 million in grants to empower more than 1,300 nonprofit organizations to innovate, serve and produce. We achieved an investment return of 17.7 percent, and our assets stand at close to $800 million.

While we are proud of these results, proud to be one of the oldest and largest community foundations in the country, we humbly recognize that we need to do more, that the community needs us to do more, that it truly is our obligation and responsibility to do more.

Inspiration is everywhere. We are inspired by our donors.

Without exception they are amazing people with great vision and enormous dedication. They believe in their responsibility to the community. They dig deep and act on their values. When you work with people like this every day, it is impossible not to be inspired.

We are inspired by the rich diversity of our community and our cultural strengths. Rhode Island’s demographics make this a very special place to live and work.

We are inspired by those community partners who educate our children and develop innovative ways to improve educational outcomes at scale.

We are inspired by those who provide affordable and accessible health care, while testing new ways to deliver primary care within a changing system.

We are inspired by the many individuals and organizations that champion Rhode Island’s world class arts and culture community.

We are inspired by those working diligently to preserve our quality of life on the land, in the air, and on the water, and to address the challenge of resiliency in the face of climate change.

We are inspired by the hard and dedicated work of our many partners providing services to children and families and ensuring an adequate safety net for those most in need.

We are inspired by the quest to end chronic homelessness and provide shelter and affordable housing to all.

We are inspired by the wonderful boots-on-the-ground work that our nonprofit partners do. They are constantly striving for excellence.

Lastly, we are inspired by all those who express optimism when times are tough, confidence when there is doubt and commitment to action when challenges arise. If the Foundation can be of any assistance in your personal or corporate philanthropy, please contact us at (401) 274-4564 or visit rifoundation.org. Working together, we will find a way to just do it.

Neil Steinberg is President and CEO of the Rhode Island Foundation, the largest and most comprehensive funder of nonprofit organizations in Rhode Island.

401.274.4564 info@rifoundation.org

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Welcome to Our Backyard, a state brimming with global industry and cutting-edge innovation, thriving entrepreneurship, world-class universities and a vibrant arts and culture scene.

////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

OurBackyardRI.com Share your story!

@ourbackyardri

Post your great Rhode Island news and then spread the word. Invite your network to join us in celebrating what’s great about our state.

@ourbackyardri

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ourbackyardri.com/blog info@ourbackyardri.com

Guide To Non-Profits And Corporate Giving

Making A Difference

Through Giving

by Chris Barnett

Nonprofit groups from Bristol to Woonsocket received more than $31 million in grants from the Rhode Island Foundation last year, the most in the organization’s 98-year history. More than 1,300 organizations received funding.

As the largest and most comprehensive funder of nonprofits in the state, the Foundation works in partnership with donors and organizations to meet the needs of the people of Rhode Island.

The Foundation also had its third-best fundraising year ever last year, raising $43.7 million in new gifts from individual, organizational and corporate donors, up from $38.5 million in 2012. At the end of 2013, the total assets stood at more than $780 million.

Of the more than $31 million in awards, nearly $11.4 million were discretionary grants directed by the Foundation’s staff and directors, including: • $325,000 awarded to the Highlander Charter School for its Center for Blended Learning initiative • $200,000 for services to persons who are blind • $75,000 to develop and implement outreach activities for the Rhode Island Shoreline Change Special Area Management Plan, which will address the threats of erosion and flooding caused by storm events and sea level changes • $351,000 to food banks, homeless shelters and free clinics to provide needy Rhode Islanders with basic human needs.

Donor-directed grants totaled $19.7 million last year, up from $17.3 million in 2012.

“We are grateful to our dedicated donors for joining with us to take on the state’s challenges and opportunities,” said Neil Steinberg, the Foundation’s president and CEO. “Their inspiring generosity enabled us to invest in Rhode Island as never before.”

In addition to grantmaking and fundraising, community

leadership is central to the Foundation’s activities and business. In 2013, the Foundation raised $264,089 in the second year of its annual Civic Leadership Fund, which enables the Foundation to go beyond traditional grantmaking to provide leadership and a forum for dialogue on critical community issues.

The fund supported the Foundation’s Make It Happen RI initiative, which had several major achievements last year.

The Foundation announced the last of $1 million in grants to jumpstart 19 economic development initiatives, launched the positive “It’s All In Our Backyard” public awareness campaign and convened a series of focus groups to develop a new economic action agenda for state policymakers.

“Make It Happen continues to move forward on its goal of creating jobs and jumpstarting the economy. It has sparked collaborations in digital design, manufacturing and health sciences that already are producing results,” said Jessica David, the Foundation’s vice president of strategy and community investments.

Under its competitive strategy grant program, the Foundation invests in organizations and programs that strive for longterm solutions to significant community issues. In 2013, nearly $5.6 million was awarded to nearly 100 Rhode Island nonprofits.

Strategy grants fell into six sectors: arts and culture, community development, education, environment, health, and human services. Additionally, the Foundation supported signature initiatives in two areas it believes are critical to the state’s economic wellbeing: public education and primary health care.

“We are proud to support the work nonprofits do tackling the crucial issues confronting our state. Through strategic investments in their activities, we are working together to improve the lives of Rhode Islanders,” said David.

401.274.4564 info@rifoundation.org

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Is Cause Mar

by Susan Esposito

just business means more than These days, being a “good” a ring offe with ng Alo . service offering a quality product or ers sum con st mo ds, nee ir the ets product or service that me t tha ss ine y’re suppor ting a bus also want to know that the for g kin loo are fit; consumers cares about more than a pro their employees, the local in st inve will t tha companies nt, and deserving causes at community, the environme eur As an article from Entrepren home and around the world. ers tom cus and m nor is now the explained, “Cause marketing w kno to t wan g sin erti adv r see you who visit your website and ce pla to make the world a better that you share their desire cause.” nt by suppor ting an importa Customers Care ting on business profits and The impact of cause marke . business leaders may realize growth is greater than many ial Soc n atio nic mu Cone Com According to the 20th annual sumer appetite for corporate con S. “U. 3, 201 in vey Impact Sur mental issues appears suppor t of social and environ d of consumers surveyed sai insatiable.” More than 90% ntal me iron env or suppor t social they expect companies to of 93% se, cau a ts por y sup causes. And when a compan of that ge ima itive pos re mo a e consumers said they will hav and more likely to trust the brand, business, with 90% being flip the On nd. bra t loyal to tha 90% stating they’d be more said they would be likely to ed vey sur se tho of side, 89% t a company associated with por switch brands in order to sup a good cause.

Employees Care vious company’s consumers. Pre This issue goes beyond a t tha nd veys have also fou Cone Communications sur s. rent and potential employee cur s act imp cause marketing a er sid con y the t tha ted sta More than 75% of Americans

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RISBJ | rhode island small business journal

hip before deciding to work company’s corporate citizens their employees said they want there. Additionally, 70% of 85% to social causes, with employers to be committed if their employer was socially s job ir stating they’d quit the irresponsible. ur Business Do What’s Right for Yo marketing is important to a se cau t There’s no doubt tha se. have to choose the right cau business’ success, but you t tha se cau “A , iew Rev ss ine According to the Harvard Bus itive business goals, compet connects with a company’s of ertise has the best chance exp d context and specialize also ile wh age ant adv competitive increasing the company’s and y pan com the h bot o, for having a social impact.” Als that cause must be something the , efit ben to fit pro non the and s yee plo iness leaders, em everyone, including the bus ut. abo e nat sio pas customers, are Fit Make Sure It’s a Good t cause, you must find the righ the Even beyond finding the for your business. And, for nonprofit that’s the best fit for the fit t bes the be o als uld sho best results, your business with t tac make the initial con nonprofit. From the time you ry cause marketing effort you eve ugh the organization thro n ar, constant communicatio undertake, there must be cle can ting rke ma se cau ous enu ing bet ween the two of you. Dis bad on your company, from have a very negative impact on so make sure you’re clear e, rag out er publicity to custom ng goi ’re how you what the nonprofit needs and to help.

Think Beyond Money at of your profit is always a gre Donating a set percentage only the not it’s but se, cau d ate way to suppor t your design a business can exemplify its s way re mo the t, fac In . way ich is cause marketing will be, wh suppor t, the more impactful ss ine bus ized m-s diu me a small- to especially helpful if you’re

rketing . So, flow for large donations yet that doesn’t have the cash er nte volu to , ers even custom encourage employees, and ate don , ble lica app If . you e with and give the gift of their tim e the vid pro ducts or services. Or, your company’s specific pro o als to ers tom ployees and cus opportunity for individual em ether tog g utin trib con s, Plu cause. donate money to suppor t the with can help build relationships by volunteering or donating . employees and customers potentially away anytime soon. With This new norm isn’t going y if awa k wal to ing will ng bei ers almost 90% of your custom lf, itse ted sen sible company pre another, more socially respon r you ng usi ile be a priority. Wh cause marketing needs to derful, world a better place is a won the ke ma p business to hel well and ic teg stra be st mu rts effo admirable thing to do, your is ge llen cha eur pointed out, “The orchestrated. As Entrepren n itio pos pro g nin win sible efforts a to make your socially respon

Right For Your Company? for the nonprofit group you business.”

suppor t, the community and

your

ation isn’t impossible. Many Finding the winning combin h to meet the challenge, suc companies have been able en’s ildr Ch ting por at Day sup as Dairy Queen’s Miracle Tre Kellogg’s more than 30and tals spi Ho rk two Miracle Ne erica. There’s a cause for Am g year par tnership with Feedin munity of business, from local com every size and every kind might You be. glo the efforts across campaigns to life-changing al loc a e om bec ld cou ss r busine be surprised how easily you marketing. hero thanks to a little cause supporter of the onals of Warwick is a proud Express Employment Professi as well as Foster Forward rity, Cha e orat Corp ’ ress Exp Children’s Miracle Network, dation. and the Make-A-Wish Foun Susan Esposito, Business Developer ssionals of Warwick Express Employment Profe

Cause marketing is now the norm and customers who visit your website and see your advertising want to know that you share their desire to make the world a better place by supporting an important cause. www.risbj.com | volume three issue six

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RISBJ | rhode island small business journal

2014 Full WaterFire Lightings:

Guide To Non-Profits And Corporate Giving

WaterFire Providence

Saturday, June 28th Full Lighting – Sunset 8:25PM Sponsored by: Unitarian Universalist Association Saturday, July 12th Full Lighting – Sunset 8:21PM Sponsored by: Fidelity Investments and Nortek, Inc. Saturday, July 26th Full Lighting – Sunset 8:11PM C is for Cure: A WaterFire Lighting for RI Defeats Hep C Sponsored by: Gilead Saturday, August 9th Full Lighting – Sunset 7:55PM Sponsored by: National Grid Saturday, August 23rd Full Lighting – Sunset 7:35PM Sponsored by: Amica Insurance and Cox Business Saturday, September 27th Full Lighting – Sunset 6:36PM Sponsored by: Webster Bank and Confucius Institute Saturday, October 11th Full Lighting – Sunset 6:12PM Sponsored by: Gloria Gemma Breast Cancer Resource Foundation – Flames of Hope: A Celebration of Life® Saturday, October 25th Full Lighting- Sunset 5:51PM Sponsored by: Brown University in celebration of its 250th Anniversary Saturday, November 8th Full Lighting- Sunset 4:33PM Sponsored by: Alex & Ani, Bank of America and thanks to the generous support of the Textron Charitable Trust For More Information On Waterfire And Its 2014 Season, Please Visit www.waterfire.org.

WaterFire Providence is an independent, non-profit arts organization whose mission is to inspire Providence and its visitors by revitalizing the urban experience, fostering community engagement and creatively transforming the city by presenting WaterFire for all to enjoy.

Started in 1994 as a single installation of 11 bonfires by artist Barnaby Evans to celebrate the 10th anniversary of First Night Providence, WaterFire has grown tremendously and today centers around an installation of 86 bonfires floating on the urban rivers of Downtown Providence.

WaterFire events draw over 1 million people a year to downtown Providence, making the City a popular international cultural tourism destination. WaterFire activity creates $114,000,000 of spending in local businesses, generates $9,300,000 in tax revenue for the State of Rhode Island and City of

Providence and supports 1,294 jobs in the community. WaterFire is recognized internationally as a sterling example of art’s ability to support and drive the economy.

Every WaterFire event is completely free and open to the public. Largescale programming varies from event to event, making no two WaterFire lightings alike, and is often a result of partnerships with other organizations and groups. WaterFire partners with many community cultural organizations and groups to highlight the rich diversity that resides in the Ocean State, and in doing so, it shares inspiring, life affirming art that is accessible and free to millions of visitors. 2014 Sponsor and Corporate Partners include Brown University, Fidelity Investments, National Grid, Nortek Inc., Cox Communications, Amica Insurance, Alex and Ani, GTECH, the Gloria Gemma Breast Cancer Resource Foundation, Webster Bank and many more.

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Automated Business Solutions is a proud supporter of the J. Arthur Trudeau Memorial Center RISBJ | rhode island small business journal

Guide To Non-Profits And Corporate Giving

Trudeau Center This year, the Trudeau Center is proudly celebrating their 50th anniversary. As one of the biggest nonprofit agencies in Rhode Island, the Trudeau Center employs over 950 people and serves more than 1,500 individuals in Rhode Island and Massachusetts.

Their annual revenues exceed $26 million, allowing them to continue growing and providing innovative programs that enhance the quality of life for people with intellectual and developmental issues.

Created by a group of families that wanted an alternative option to the Ladd School, the Trudeau Center’s mission is to help people with disabilities become members of their communities through comprehensive recreational, vocational, and special education programs. “Trudeau offers an array of services, ranging from educational and social facilitation to assisting and finding employment and residency and beyond. Our staff are wholly committed to helping those who are in need and we expend the maximum effort to ensure their needs are met,” said CEO Don Armstrong.

THE TRUDEAU CENTER’S SERVICES INCLUDE: • Integrated Day Care – Crayons • Early Intervention • Community Support Services & Home-Based Children Services • Residential & Community Living • Recreation & Leisure Services • Respite and Family Support • Pathways Strategic Teaching Center for Children with Autism The Trudeau Center’s new company, Employment Concepts, has helped many people with developmental disabilities find jobs at all kinds of companies, from banks to restaurants to department stores. The company gets to know their clients’ interests so they can determine which jobs to apply for and which skills need to be developed to get that job. Once they’ve built their skills, Employment Concepts sets the clients up with

Celebrating 50 Years of Dedicated Service to Those with Developmental Disabilities

businesses that are hiring and continues providing them with support as they move forward. According to Armstrong, the Trudeau Center hopes to provide employment services for 40-50 additional clients over the next couple of years.

Another integral part of the Trudeau Center is their schools.

Located in Coventry, Pathways Strategic Teaching Center is a school for autism and related disorders that uses proven teaching techniques to improve the lives of their students and their student’ families. Currently, the school is at full capacity at 70 students and they’re looking to expand in the future to meet the increasing demand. The Trudeau Center’s second school, Crayons Early Care and Education Center, is one of the few preschools in Rhode Island to be nationally accredited and offers early care and education for children ages 6 weeks to 36 months.

The Rhode Island community has been very supportive of the Trudeau Center, and as a way of saying thank you, the organization is holding a Hall of Fame Gala at Quidnessett Country Club at 6pm on September 5, 2014. Every mayor that has served in Warwick during the Trudeau Center’s 50 years will be inducted into the Trudeau Hall of Fame, including Phil Noel, the former governor who notarized the articles of incorporation 50 years ago, and the Honorable John Orton, who signed the articles of incorporation. The Trudeau Center also invites all to their golf tournament on August 25, 2014 at the Warwick Country Club and their annual Keep the Dream Alive breakfast fundraiser on November 18, 2014. If you are unable to attend their events and are interested in helping out, the Trudeau Center can be reached at 401-739-2700, X 278 – eegan@trudeaucenter.org, or by mail at J. Arthur Trudeau Memorial Center, 3445 Post Road, Warwick, RI 02886.

401.739.2700 info@trudeaucenter.org

www.trudeaucenter.org www.risbj.com | volume three issue six

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e l a n i F d n a r

Eleven Local Men and Women Raise Over $400,000 for Leukemia & Lymphoma Society’s Rhode Island Chapter Man and Woman of the Year Campaign

G

Winners of the 2014 Campaign Announced

May 17, 2014, Newport - The Rhode Island Chapter of The Leukemia & Lymphoma Society (LLS) wrapped up its 2014 Man & Woman of the Year competition on May 17, with a Grand Finale in Newport with Amanda Leonardo of North Providence and Brewer Rowe of Newport, coming out victorious in this 10-week fundraising competition.

Both the Man and Woman of the Year -- Brewer, the Director of Special Events for the International Tennis Hall of Fame and Amanda, Co-Host of the Cat Country Morning Show for Hall Communications -- together raised over $200,000 in its 10-week campaign.

Community leaders competed for the national title of Man & Woman of the Year, an honor surrounded with a great deal of fanfare, including a fullpage ad in USA Today, but the most important reason candidates participated was for families like this year’s Boy and Girl of the Year, Cameron who is 11 years old and from Exeter, and Georgia, who is 12 years old and from North Kingstown. Cameron and Georgia are local children who are survivors of blood cancers and who are sources of inspiration. Every dollar raised counted as one “vote.” The male and female candidates with the most “votes” were awarded the title of 2014 Man & Woman of the Year.

The money raised by candidates over the ten-week period is used by LLS to fund research seeking cures and better therapies, and to provide information and support so that patients have the best possible outcomes throughout their cancer experience. “We are thrilled to announce our 2014 Winners. Congratulations to Brewer and Amanda as well as our Runners-Up Billy Turrell, of Alex and Ani and Amy Diaz, Winner of the Amazing Race Season 23, 2009 Miss Earth United States, 2008 Miss Rhode Island USA. Even though there are winners, it is the collective total of the entire 11 candidates that is truly amazing. Over $400,000 raised in RI for blood cancer research and patient services program is amazing.

1 What a wonderful group of candidates!” said Bill Koconis, the Rhode Island Chapter’s Executive Director. “We cannot express enough how lucky we areRISBJ to have associated with the LLS. We could not do any of this without them.” Everyone wins when cancer loses. | such rhode amazing island smallvolunteers business journal 24

MAY 17, 2014

H YAT T R E G E N C Y H O T E L & S PA One Goat Island, Newport, Rhode Island

r a e Y e h t f o l r i G & Boy Meet Cameron Cyr, Age 11 Exeter, RI, CML/Diagnosed November 2011 CAMERON CYR, AGE 11

Cameron was diagnosed on November 28, 2011 with Chronic Myelogenous Exeter, RI, CML/Diagnosed November 28, 2011 Leukemia. The average age of someone with CML is 52 years old. An 8-year-old beingCameron diagnosed was with CML was verywith rare.Chronic There is neither rhyme nor reason for him diagnosed Myelogenous to have gotten this form of leukemia.

Leukemia. The average age of someone with CML is 52 years old.

An 8 year old being diagnosed withbegan CML his treatment, We followed the oncologist’s recommendation and Cameron whichwas consisted of taking anisoral chemotherapy drug called Gleevec very rare.

There neither rhyme nor reason for him which he would haveto to have take every day this for the restofofleukemia. his life - unless researchers discover a shot or gotten form

something that would keep the Philadelphia chromosome at bay. LLS funded the research that led to Gleevec and today Cameron is in remission and playing hockey, We followed the oncologist’s and Cameron began his treatment his recommendation favorite sport.

which consisted of taking an oral chemotherapy drug called Gleevec which he Cameron is an young man who does not give He is a hero and would have to take every day for the restincredibly of his lifestrong - unless researchers discover a up. shot idol to his parents. November 28, 2011 changed their lives forever. They do not take or something that would keep the Philadelphia chromosome at bay. LLS funded the time for granted and enjoy every minute they have with each other. research that lead to Gleevec and today Cameron is in remission and playing hockey, his favorite sport.

Georgia Wettergren, Age 12

N. Kingstown, RI, ALL/Diagnosed May, 2007 and April, 2011

Cameron is an incredibly In strong young who does not give she up.successfully He is a herobattled and four years earlier April 2011 sheman learned that the Leukemia had returned. had their been lives diagnosed withThey Acute Lymphoblastic idol to his parents. November 28, 2011,Georgia changed forever. do not take Leukemia (ALL) for the second time in her young life. The second time around was tougher, but time for granted and enjoy every minute they have with each other. not for Georgia’s spirit.

Georgia, with her parents by her side, underwent 2 ½ years of chemotherapy, spending half of that time in the hospital.

GEORGIA WETTERGREN, AGE 12

N. Kingstown, RI - ALL, Diagnosed May, 2007 and April, 2011 Georgia is looking forward to getting back to that her crafts dancing, and playing In April 2011, Georgia learned the and Leukemia with her little sister. She, her doctors, and her family have no doubt she will someday she successfully battled four years earlier in 2007 achieve her goal of “being a scientist just like Daddy!”

had returned. Georgia had been diagnosed Georgia loves dancing, Hello Kitty, listening to Justin(ALL) Beiber for andthe watching old re-runs with Acute Lymphoblastic Leukemia of Fullsecond House – time and ofin course spending time with her younger sister her young life. The second time Maggie!

around was tougher, but not for Georgia’s spirit.

Georgia, with her parents by her side, underwent 2 years of chemotherapy, spending half of that time in the hospital.

Georgia is looking forward to getting back to her crafts and dancing, and playing with her little sister. She, her doctors, and her family have no doubt she will someday achieve her goal of “being a scientist just like Daddy!”

Georgia loves dancing, Hello Kitty, listening to Justin Beiber and watching old re-runs of Full House – and of course spending time with her younger sister Maggie!

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idates Candidates Candidates AMANDA LEONARDO AMANDA LEONARDO Cat Country 98.1 - HallCat Communications CountryLEONARDO 98.1 - Hall Communications AMANDA

BILLY TURRELL

BILLY TURRELL

Alex and Ani

Alex and Ani BILLY TURRELL Alex and Ani

Cat Country 98.1 - Hall Communications

AMY DIAZ

AMY DIAZ

Amazing Race SeasonAmazing 23 Winner, Race Season 23 Winner, AMY DIAZ 2009 Miss Earth United 2009 States, Miss EarthSeason United States, Amazing Race 23 Winner, 2008 Miss Rhode Island2008 USA Miss Rhode Island USA 2009 Miss Earth United States,

BREWER ROWE

BREWER ROWE

International Tennis Hall of Fame Tenni International

BREWER ROWE

International Tennis

2008 Miss Rhode Island USA

BENJAMIN ISAIAH,BENJAMIN JR. ISAIAH, JR. Roger Williams MedicalRoger Center Williams Medical Center BENJAMIN ISAIAH, JR.

Candidates (CONTINUED)

Roger Williams Medical Center

CLAUDE HINES

Candidates (CONTINUED)

CLAUDE HINES

Rhode Island Army National RhodeGuard Island Army

CLAUDE HINES Rhode Island Army

OUR MISSION NICOLE COOGAN BETHANY DIPETRILLO BETHANY DIPETRILLO Inflicting Ink and Raise the Bar NuitritionRaise the BarTattoo Nuitrition BETHANY DIPETRILLO “The Devil’s Twins” Band

Candidates (CONTINUED)

Raise the Bar Nuitrition

MICHAEL GROSSI MICHAEL GROSSI NICOLE COOGAN The mission of The Leukemia & Lymph MAFFE Financial Group and Financial Gr MAFFE Inflicting Ink Tattoo and MICHAEL GROSSI Cure leukemia, lymphoma, Hodgkin’s d Johnson & Wales University & Wales Un “The Devil’s Twins” BandJohnson

MAFFE Financial Gr

and improve the quality of life&of patie Johnson Wales Un

OUR MISSION NICOLE COOGAN RICHARD ACETO Inflicting Ink“ACE” Tattoo and

10 10

GlaxoSmith Kline Band “The Devil’s Twins”

The mission of The Leukemia RICHARD “ACE” ACETO & Lymph

GlaxoSmith Kline Cure leukemia, lymphoma, Hodgkin’s d

and improve the quality of life of patie

RON ST. PIERRE

RON ST. PIERRE

RICHARD “ACE” ACETO WHJJ, Clear Channel Communications,

WHJJ, Clear Channel Communications, Providence, Rhode Island

GlaxoSmith Kline Providence, Rhode Island

Everyone Wins When Cancer Loses!

All candidate RON ST.headshots PIERRE are courtesy of John Borzain

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Clear Channel RISBJ | rhode island smallWHJJ, business journal

Communications, Providence, Rhode Island

And the Winners are…

s Hall of Fame

National Guard

roup and niversity

Photo courtesy of John Borzain

Amanda Leonardo Morning Show Co-Host Cat Country 98.1 Hall Communications

Photo courtesy of John Borzain

Brewer Rowe

Assistant Tournament Director and Director of Special Events International Tennis Hall of Fame

Woman of the Year, Amanda Leonardo, had an amazing ten-week campaign. She and her campaign team (“Mandy on a Mission”) utilized their 11 fundraising page and updated it almost daily to inform her listeners and friends and family of all of her events and raffles. Amanda and her team also mailed out a large letter writing campaign to help spread the word about her nomination. Mandy on a Mission had many events which included cut-a-thons and private concerts from country singers David Nail and Josh Thompson. Amanda and her campaign team benefited from a very successful third party event called Dancing with the Doctors which raised over $35,000!!

Man of the Year, Brewer Rowe, also had an amazing ten-week campaign. Brewer with the help of his wife and campaign manager, Abby Rowe, had a very successful two-day yard sale which brought in over $5,000. Brewer also had an incredible event called “Court Tennis for a Cure” which was held at the International Tennis Hall of Fame in Newport. This event included a World Class Court Tennis Exhibition which included four of the top Court Tennis players in the world along with an incredible silent auction. This event brought in over $10,000.

The Rhode Island Chapter for the Leukemia and Lymphoma Society is very honored to call Amanda Leonardo and Brewer Rowe our Man and Woman of the Year.

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Thank you to our 2014 Nominating Committee Members: Edward Brady, Robert Buonaccorsi, Tom Enright, Carolyn Issenberg-Goldstein, Jason Grant, Tom Lynch, Lauren Marchetti, Jennifer Masiello, Sean McNamara, William Parris, Shelly Peckham, Tim Robey and Brian Trahan.

Looking to get involved in the Leukemia & Lymphoma Society? Do you think you know the next Man or Woman of the Year? Join our Nominating Committee!

Contact Carla at Carla.Mulhern@lls.org or 401.943.8888 for more information.

Do You Think You Have What It Takes To Be The Next

MAN OR WOMAN OF THE YEAR? Do You Know Someone Who Could Be??

Call Carla Mulhern at 401-943-8888 x1709 or email Carla.Mulhern@lls.org

Join LLS and say‌CANCER ENDS WITH ME 28

RISBJ | rhode island small business journal

The Leukemia & Lymphoma Society would like to congratulate

Amanda Leonardo for raising over $113,000 for LLS’s mission!

Amanda is pictured center with Rhode Island Boy and Girl of the Year, Georgia Wettergren and Cameron Cyr. During the 10-week Rhode Island campaign, Amanda and her team, Mandy on a Mission, raised over $113,000 for LLS and by doing so made her not only the highest female fundraiser in the four-year history of the campaign in RI, but it also makes her the highest overall fundraiser for MWOY in RI. Because of Amanda, all the candidates and all their campaign teams, the LLS Nominating Committee, staff and local board members, LLS is making cures happen‌

TODAY, NOT SOMEDAY! www.risbj.com | volume three issue six

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info@msdreamcenter.org

msdreamcenter.org

Improving The Quality of Life For People With MS, Their Families and Friends

THE GUIDE TO ACCESSIBILITY IN RHODE ISLAND 30

RISBJ | rhode island small business journal

Accessible www.access-ri.org

Guide To Non-Profits And Corporate Giving

401.383.8878 | MSDreamCenter.org The MS Dream Center of Rhode Island has accomplished turning the dream of co-founders Marie Perna and Joseph O’Reilly into a reality. In 2009 they started a conversation, and Marie shared her dream of having a place where people with MS, their caretakers, friends and family could come together to enjoy a greater quality of life; and so the concept of the Dream Center materialized.

In March of 2010, Joe and Marie, along with Marie’s husband, Don, coordinated a meeting of approximately 100 people with MS, as well as several local professionals. It was there that they began to shape and develop the dream.

Today, the Dream Center is a place where people with MS, their partners, family and friends can enjoy fellowship, discuss their disease, share their feelings, and enjoy programs geared toward wellness and other issues at hand.

MS is a neuro-muscular disease, affecting the brain and spinal chord, that affects over 350,000 people nationally and over 2,000 people in Rhode Island. Two thirds are known to be women. Onset usually occurs in

FROM A DREAM… TO A REALITY

people in their early thirties, although even children as young as six years old have been known to be diagnosed.

Unselfish sharing is the benchmark of our success thus far. The dream continues on!

In large part, the MS Dream Center’s effectiveness stems from “people helping people.” Since September of 2010, ongoing programs provided by those with MS, as well as their care partners, have enabled members to engage in purposeful activities on Mondays and Wednesdays from 9AM to 3PM at the Pastore Youth Center in Cranston.

Thanks to a recently acquired Bank of America grant, transportation to and from the Center is provided through the Ride Program, part of RIPTA.

It has been exciting to see the Center provide so many diverse services to those individuals taking part. The average daily attendance hovers between 25 and 30. Those with MS who contribute on a regular basis have headed a book club, run a bible study, performed Reiki, conducted sharing sessions, held a craft club, offered an art club, shared their nursing talents, run the Wii, provided photography classes and conducted a “sunshine club”.

Quarterly newsletters, updates to the Dream Center website, and informational flyers keep the local community informed of what is going on at the Center.

We are equally grateful to the City of Cranston, Mayor Fung and the YMCA of Cranston for allowing us to use the facility on Gansett Avenue in Cranston.

The MS Dream Center is proud to announce the re-launch of Accessible Rhode Island www. access-ri.org, in partnership with the Rhode Island Department of Health. The information on this new website includes accessibility of well over 500 Rhode Island restaurants, entertainment venues, museums, galleries, libraries, parks, walking trails, hotels, B&Bs, etc.

This comprehensive guide to accessibility offers a significant opportunity to reach the 250,000 people in RI, as well as out-of-state visitors requiring accessibility. It can be accessed through links on the Providence/Warwick and Newport Convention & Visitors Bureaus.

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Now Offering • • • • • •

Daily Social Play • Parent Support Groups • Activity Classes • Special Monthly Events • Birthday Parties • Social Hourly Play Groups •

Pay As You Go Quiet Room Art Room Therapeutic Equipment Jungle Activity Room Inclusive Environment “We are a nonprofit inclusive facility where kids can come and play, learn about each other and the world around them and not feel like they are alone. “

--Jennifer Gingras, Executive Director --Kerry Bozek Executive Board

Extraordinary Child Needs Your Help!

In addition to financial and item donations we are seeking volunteers; • To help run the facility • Offer business expertise • Media & Website Management • Board Recruitment Please contact us if you are interested in helping Extraordinary Child.

3 Industrial Drive, Unit A, Smithfield, RI 02917 (401) 349-5251 “We strive to create a safe and welcoming environment. Our motto is “where everyone belongs”- Manager-Heather Kennedy

www.Extraordinarychild.org

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RISBJ | rhode island small business journal

Guide To Non-Profits And Corporate Giving

Providing a Positive, Therapeutic Environment for Special Needs Families A ten-year-old girl, Bre, who appears to be just like any other child on the outside, goes outside after school to play with others. In her mind, neighborhood children are her best friends. Many times, her mother will find her alone. The child will say, “They had to get something and will be right back.”

Her mother will sigh because she knows it’s just a ploy to get away from her daughter; they never come back. Yet, this child insists they are friends and insists on trying to play with them.

It is simply heartbreaking.

The reality is Bre has Asperger’s, ADHD, severe anxiety, and several major medical issues. It is not only the child’s social life that is affected, but it is also her family; they feel like they are alone on the sidelines watching the world move forward.

This one family is just an example of the millions of families with special needs (medical and mental health). Each one of them has the same things in common with typical families: they want to have friends, feel like they belong, have fun, and have places they can go to satisfy these needs. It is not always a simple task to take an autistic child to the zoo, to bring a physically disabled child to a playground, or to incorporate a child with mental illness into a sporting team.

In fact, these simple actions can prove very challenging and overwhelming for these children and their families.

Bre visits Extraordinary Child a few times a week. She uses the sensory-safe quiet room to help calm her nerves and panic attacks, she lets her creativity flow in the art room, and, most importantly, she has made friends. Her mother feels at peace knowing that the other parents will not judge her if her child has a meltdown. Her mother has made friends with other parents and has found the support she needs.

Seven years ago, a group of special needs parents, led by Jennifer Gingras, decided to create Extraordinary Child, a non-profit whose mission is to unite and strengthen special

needs families and individuals representing all types of disabilities by providing them with positive social experiences in a therapeutic play setting. The group worked for six long years to fundraise, plan and design their dream. In 2013, the group took a brave step and opened their first small facility in Smithfield.

The facility has play areas for gross motor, fine motor, sensory input, cognitive, and social play that are designed to enhance the growth of all children. Families can make friends, socialize, find emotional support and participate in sensory-enriched play, and so much more. They can do all of this in a safe and non-judgmental environment without a need for insurance. EC firmly believes that every child is unique and should be free to be themselves.

The first year has proved very challenging because they struggle to obtain funding. They have built a strong core of amazing volunteers who work hard to keep the facility up and running. Currently, there is not a single paid employee at this non-profit. Plus, the children and families that have been helped only serve to strengthen their resolve to pursue Extraordinary Child’s mission despite any obstacles. Basic items such as office supplies come from these hero’s homes and own pockets.

Extraordinary Child has an extraordinary vision and mission, but they could use help in many different areas: monetary and item donations, volunteers, business advice and expertise, media support, website maintenance, and much more. To learn more, you can visit their website at www. extrarodinarychild.org.

For more information please visit

www.extraordinarychild.org www.risbj.com | volume three issue six

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SMALL BUSINESS | Automatic Revocation of Tax-Exempt Status

Automatic Revocation A New Streamlined Process for Retroactive Reinstatement

by Benjamin L. Rackliffe, Esq.

Federal law mandates that most taxexempt organizations file annual returns with the Internal Revenue Service (IRS).

Following the enactment of the Pension Protection Act of 2006, and commencing in the 2007 tax year, tax-exempt organizations that fail to file requisite annual returns for three consecutive years are subject to automatic revocation of their tax-exempt status as of the due date of the third filing. Among other consequences, auto-revocation causes tax-exempt organizations to be ineligible to accept tax-deductible contributions and places once exempt organizations onto the IRS’s publicly available Auto-Revocation List.

With the expiration of the 2009 tax year, the effects of the implementation of auto-revocation became visible. Repeat non-filing organizations scrambled to determine options for reinstatement and to ascertain whether retroactive reinstatement was viable. In response, the IRS implemented IRS Notice 2011-43, which established temporary procedures for auto-revoked organizations to seek reinstatement. To the unpleasant surprise of many, the process was an onerous

The exact mechanism for reinstatement depends upon the annual return that the organization was eligible to file for the three years leading up to its automatic revocation of exempt status.

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RISBJ | rhode island small business journal

one which required not only reapplication for exempt status, but formal requests for reinstatement, statements of the facts and circumstances setting forth the reasonable cause for the failure to file, submissions of all then due annual returns, written statements describing safeguards instituted to ensure organizations would not fail to file its annual returns going forward, and all evidence supporting requisite certifications. The process was bungling and inefficient.

In 2014, the IRS adopted Revenue Procedure 2014-11, which attempts to streamline the process by which autorevoked organizations may apply for retroactive reinstatement of their taxexempt statuses. The exact mechanism for reinstatement depends upon the annual return that the organization was eligible to file for the three years leading up to its automatic revocation of exempt status.

For organizations eligible to file the short form annual return, known as the Form 990-EZ or the further abbreviated Form 990-N (ePostcard), and so long as such organizations have not previously lost their exempt statuses to auto-revocation, the process is quite simple. Under the new revenue procedure, organizations must simply re-file the appropriate application for tax-exempt status and the application fee no later than 15 months after the later of the date on the organization’s Revocation Letter or the date on which the organization appeared on the IRS’ Revocation List, and it must identify on the application that it is being filed pursuant to Revenue Procedure 2014-11. As an added benefit to Form 990-EZ filers, so long as a reapplying organization’s exempt status is reinstated, and its missed annual filings have been submitted to the IRS, the per diem IRS penalties for failure to file will also be waived. Form 990-N filers receive

of

Tax-Exempt Status: this penalty waiver simply upon retroactive reinstatement.

For organizations that have had their tax-exempt status revoked for failing to file for three years the full Form 990 or Form 990-PF, the process is similar. Such organizations must refile the appropriate application for tax-exempt status and fee within 15 months from the latter of the date of the organization’s Revocation Letter or the date on which the organization appeared on the IRS’ Revocation List, and identify on the application that it is being filed pursuant to Revenue Procedure 201411. In addition to these basic requirements, however, the application must include a statement establishing reasonable cause for failure to file for at least one of the three consecutive years it failed to file, with an additional certifying statement that the organization has remediated this issue by filing past-due returns.

For organizations seeking reinstatement of their exempt status more than 15 months after the latter of the date on the organization’s revocation letter or the date the organization appeared on the IRS’ Revocation List, the process is the same, except that the reasonable cause statement the organization includes with its application must establish reasonable cause for its failure to file a required annual return for all three of the consecutive years in which it failed to file.

Per diem penalties assessed by the IRS for failure to file will also be waived if the organization is retroactively reinstated under this procedure.

Revenue Procedure 2014-11 appears to be an effective solution to its burdensome predecessor, Notice 2011-43.

Benjamin L. Rackliffe, Esq. Associate Pannone Lopes Devereaux & West LLC

Building a Company Team - Beyond Non-Profit Event Sponsorship | SMALL BUSINESS

BUILDING A COMPANY Beyond Non-Profit Event Sponsorship

by Michelle Lantini

If your company is a proud sponsor of a non-profit organization’s special event, your business is in a great position to reap the benefits of cause marketing. The goodwill gesture, partial tax deductions and logo inclusion in a variety of marketing materials are often the traditional benefits, but how can you go a little deeper to maximize your company’s experience? Or, what if your company isn’t in a position to sponsor the event per se, but still wants to brand with an important cause? Depending on the event you choose to support, there could be an opportunity to build a corporate team to participate in the function.

Building a corporate team is a wonderful thing to do, not only to support your community through charitable giving, but also to benefit your company by building team spirit among your employees and developing a positive reputation for your company. Here are 12 helpful tips to help you launch a successful company team: 1. Identify a team captain, or co-captains – These roles are best filled by people that are either connected to the cause on a personal level and/or have experience in managing people.

2. Name your team – Including your company name in the team name is ideal, but keep in mind that fundraising events are fun, so don’t hesitate to get creative with it.

3. Set your fundraising goals Think big! It’s important to set a stretch goal that is challenging, but attainable.

4. Customize your webpage through the organization’s fundraising portal – Larger organizations will allow you to create a vanity URL, enabling teams to include their story and photos as well as to send emails and collect online donations through their site. If your company has a special connection to the mission of the organization, use this page to help people understand your connection.

5. Update your company website – Ask your contact at the non-profit organization if you can use their logo on your website and promote your involvement in the event.

6. Recruit team members – Get posters, brochures and other materials from your non-profit event manager and position them in your office or store. Send emails and use Facebook, Twitter and LinkedIn to let people know you’re actively recruiting members for your team.

7. Involve your HR department If the event is physical in nature (a walk, run, bike ride, etc.), your HR department might be able to help to grow your company’s involvement into a health and wellness event offered to all employees. Some companies even offer their employees wellness points or health credits for participating in athletic fundraisers.

8. Train as a team – Some events require training, such as bike rides, 5K runs, or triathlons. This is a great opportunity to train as a team. Just be sure to choose safe routes that are accessible to all of your team members.

9. Order customized team apparel – On the day of the event,

make sure your team is logo-branded in shirts or hats/headbands, etc. This is a wonderful way to promote your brand, and show your company’s dedication to the community.

10. Volunteer – Some of your colleagues may not be able to participate in the athletic activity, but might still want to get involved and enjoy the day. Learn if there are volunteer opportunities at the event, and make sure all of your volunteers show their support for your company by proudly wearing your branded apparel at the event, along with the rest of the team!

11. Take photos – Organize a time and place for a team photo and take a lot of photos throughout the day.

Use the photos for social media posts, to display in your office, and to include in thank you notes post-event.

12. Send thank you notes – Don’t forget to thank the people who were on your team with a personal note.

It’s also a great idea to personally thank each of the folks who made personal donations to your company team’s success.

Enjoy the experience; it will be worth it!

Michelle Lantini Corporate Development Manager, New England American Diabetes Association

www.risbj.com | volume three issue six

35

local non-profit directory Adoption Rhode Island

Grow Smart RI

Providence Student Union

American Diabetes Association of New England

J. Arthur Trudeau Memorial Center

RI Coalition Against Domestic Violence

10 Speen St Framingham, MA http://www.diabetes.org/

www.trudeaucenter.org 3445 Post Rd Warwick, RI 401-739-2700

American Lung Association

Junior Achievement

RI Foundation

www.jarhodeisland.org 120 Waterman St Providence, RI 401-331-3850

www.rifoundation.org 1 Union Station Providence, RI 401-274-4564

www.adoptionri.org 2 Bradford St Providence, RI 401-865-6000

www.lung.org/associations/charters/northeast/ 260 W Exchange St #102b Providence, RI 401-421-6487

www.growsmartri.org 235 Promenade St #550 Providence, RI 401-273-5711

www.providencestudentunion.org 294 West Exchange St Providence, RI 401-680-0283 www.ricadv.org 422 Post Rd Ste 102 Warwick, RI 401-467-9940

Kent Center

Rhode Island Community Food Bank

www.blackstoneacademy.org 334 Pleasant St Pawtucket, RI 401-726-750 Ext. 100

www.thekentcenter.org 2756 Post Rd Ste 104 Warwick, RI 401-691-6000

www.rifoodbank.org 200 Niantic Ave Providence, RI 401-942-6325

Boys Town New England

LIFEcycle

Rhode Island Financial Coaching Corps

Blackstone Academy Charter School

www.boystown.org 58 Flanagan Rd Portsmouth, RI 401-845-2250

www.rrrhody.org 7 Kristen Dr North Providence, RI 401-437-6934

The Capital Good Fund

Leukemia and Lymphoma Society of RI

Child & Family

Meeting Street

Children’s Friend

MS Dream Center

Comprehensive Community Action

Muscular Dystrophy Association of RI

Farm Fresh RI

New Urban Arts

www.capitalgoodfund.org 56 Pine St Providence, RI 866-584-3651

www.childandfamilyri.com 31 John Clarke Rd Middletown, RI 401-849-2300

www.cfsri.org 153 Summer St Providence, RI (401) 276-4300

www.comcap.org 311 Doric Ave Cranston, RI (401) 467-9610

www.farmfreshri.org 1005 Main St #1220 Pawtucket, RI 401-312-4250

Gotta Have Sole

www.gottahavesole.org PO Box 8379 Cranston, RI 401-944-8779

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RISBJ | rhode island small business journal

www.lls.org/aboutlls/chapters/ri/ 1210 Pontiac Ave Cranston, RI 401-943-8888

www.meetingstreet.org 1000 Eddy St Providence, RI 401-533-9100

www.msdreamcenter.org 155 Gansett Ave Cranston, RI 401-383-8878

www.mda.org/office/rhode-island 931 Jefferson Blvd Unit 1005 Warwick, RI 401-732-1910

www.newurbanarts.org 705 Westminster St Providence, RI 401-751-4556

Providence Children’s Museum www.childrenmuseum.org 100 South St Providence, RI 401-273-5437

www.fccorps.org 866-584-3651

Rhode Islanders Sponsoring Education www.riseonline.org 143 Prairie Ave 1st Floor Providence, RI 401-421-2010

Sojourner House www.sojournerri.org 386 Smith St Providence, RI 401-861-6191

Tech Collective

www.tech-collective.org 3 Davol Sq a330 Providence, RI 401-521-7805

United Way of Rhode Island www.uwri.org 50 Valley St Providence, RI 401-444-0600

The Victoria Alviti Music Foundation www.victoriaalviti.org 401-374-5778

WaterFire Providence www.waterfire.org 101 Regent Ave Providence, RI 401-1273-1155

West Bay Community Action www.westbaycap.org 224 Buttonwoods Ave Warwick, RI 401-732-4666

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by Rachael Elmaleh

In our professional lives, we may be asked to create a presentation for an upcoming meeting, speaking engagement or event.

Wouldn’t it be great to make something that not only engages the audience, but also resonates with them long after it’s over?

Kenneth Chabert, Prezi Designer and Instructor at Alex and Ani Institute (AAI), is one of twenty-two Prezi Experts in the world. He utilizes Prezi at Alex and Ani to visually support curriculum materials for the Institute’s diverse workshops and classes, and designs customized Prezi’s for organizational leaders.

Prezi is a Hungarian software company that produces a storytelling tool that uses a virtual canvas for presenting ideas. It’s the only presentation tool that uses a Zoom User Interface (ZUI), which helps make presentations more impactful by zooming in and out of content.

Prezi’s ZUI abilities allow an audience to feel as if they are a part of the presentation, which decreases the “boredom” factor.

While other visual presentation tools may allow the audience to become disinterested over time, Prezi has the ability to regain the audience’s attention. Mr. Chabert’s Prezi clients have found value in creating impactful presentations through this interactive, engaging tool.

Mr. Chabert was interested in Prezi because it allowed him to fully express himself while presenting ideas to virtual or live audiences.

He could add pictures, text, and videos to capture his audience’s attention, and then zoom in and out to emphasize major points.

Mr. Chabert believes, “It doesn’t get any better than that when presenting!”

Alex and Ani’s leaders and associates have learned Prezi at AAI to continue to develop and enhance public speaking skills. Mr. Chabert’s students learn how to strategically create a story-within-a-story to fully express the major points within a presentation. These major points may be organized and connected through Prezi’s ZUI movement which allows opportunity for greater creativity. Prezi also increases your spatial intelligence and sharpens your problem solving skills while making sense of the virtual canvas and graphic patterns. If this weren’t enough, Prezi’s also have the

capability of being updated, saved, and accessed through a cloud to extend the visibility of a presentation to multiple live audiences.

As Alex and Ani expands, Mr. Chabert wants to make sure that the company’s message of (+) Energy is backed by powerful, visually stimulating presentations that captivate audiences. “Alex and Ani is a powerful brand, and Prezi is an effective method of delivering the company’s message of positivity. Prezi engages members of an audience and keeps their attention,” says Chabert. Additionally, the storytelling culture of Alex and Ani Institute prides itself on engaging students in meaningful self-narratives and dialogues. Prezi aligns with AAI’s storytelling culture by offering workshops that support leaders and associates in this storytelling process.

As the business world becomes more hypercompetitive, learning Prezi in its early stages gives anyone the advantage over the competition. It is the newest way to present information and adds style to a presentation unmatched by other presentation tools.

Developing the ability to bring your story to life through visuals and spatial intelligence is a skill that is invaluable in many areas.

Recently, Mr. Chabert spoke to the first responders of 9/11 at NYU’s Kimmel Center in New York City. The event was sponsored by Tuesday’s Children, an organization dedicated to providing help and healing to those affected by the tragedy of 9/11. Mr. Chabert gave a presentation using Prezi as the visual platform, entitled “Summoning Your Superhero.” This presentation focused on how individuals have the capacity to “reframe” negative situations by finding the hidden lessons in life events. Mr. Chabert encouraged the power of positive experiences to summon the “superhero” within and overcome challenging life situations. “The true impact of the presentation came from using Prezi because it enabled me to take my audience on a visual and pedagogical journey, which stimulated their abilities to connect to the visual story and to one another,” said Chabert.

Prezi is more than just a platform for presentations: It’s the way to bring your story to life.

Rachael Elmaleh Curriculum Developer Alex and Ani Institute

www.risbj.com | volume three issue six

39

SMALL BUSINESS | NASA Partners with Businesses to Support US Industry

NASA On May 21, 2014, over 500 business representatives came together on Bryant University’s campus for the 29th annual World Trade Day. This year’s event was a huge success, offering business people a day of learning, inspiration, and networking with top professionals from a wide variety of industries with the goal of helping to identify and create partnerships that promote international business. RISBJ was excited to be given the chance to sit down with representatives from Bryant University and the luncheon keynote speaker, Dr. Jakob van Zyl. Dr. Jakob van Zyl is the associate director at NASA’s Jet Propulsion Laboratory (JPL) in Pasadena, California. Since he started at JPL in 1986, Dr. van Zyl has witnessed many important moments in the history of space exploration, including the launching of the rovers Opportunity, Spirit, and Curiosity.

The JPL was asked to give the keynote presentation at World Trade Day, themed “Back to the USA: Partnering for Global Success”, because the JPL offers exciting opportunities for small businesses to partner with them. Dr. van Zyl’s presentations at the luncheon explored opportunities for local businesses, as well as provided advice on how to be successful in a globally competitive market.

One of the most crucial aspects of any business is teamwork, and that seems to be especially true for JPL. Dr. van Zyl said JPL partners with many small businesses in the United States not only to complete important NASA projects, but also to help improve US industry. “People often have a misconception that we build everything ourselves, but a large portion

Partners with Businesses to Support US Industry

of our projects are built by people around the US,” said Dr. van Zyl. “Our job is to be a production house and pass ideas into US industries. We have to work very closely with small companies to solve fundamental issues.”

According to Dr. van Zyl, much of what’s developed with their business partners is the first of its kind. Even though the products are primarily designed for space exploration and environmental research, many of them become popular products in consumer markets. Some products JPL has helped develop include cell phone cameras, fire hotspot detection equipment, infrared thermometers, cancer detection equipment, and robotic surgery devices.

Currently, JPL is working on developing a new rover that is planned to launch in 2020 to further investigate the idea that there was life on Mars at some point.

The research lab is also studying other planets to see if they could support human life. In fact, Dr. van Zyl revealed during his keynote speech that since 2009, they’ve been able to find nearly 4,000 candidates for other planets and almost 1,000 of them are confirmed planets. They’ve even found a planet called Kepler-186f that’s the same size as the earth and exists in a star’s “habitable zone,” a range of space away from a star where liquid water can still form.

So, how have JPL and Dr. van Zyl witnessed so much success over the years? In the end, Dr. van Zyl insists it’s all about never giving up—a principle that applies just as well to Rhode Island businesses. “Quite often we run into problems that seem insurmountable,”

For more info visit bryant.edu 40

RISBJ | rhode island small business journal

said Dr. van Zyl. “We have to reinvent ourselves and find new solutions for problems we thought we solved. Once we work as a team and bring the smart minds of NASA researchers and the innovative minds of businesspeople together, we are successful.”

Take Dr. van Zyl’s advice—combine teamwork and perseverance, and you’ll have the perfect mixture for success!

World Trade Day is sponsored by the Chafee Center for International Business at Bryant University and provides valuable resources and information for local businesses to help grow RI’s international business. In addition to Dr. van Zyl’s luncheon presentation, the day included a choice from fifteen breakout sessions presented by industry professionals on high level topics relevant to today’s international business environment as well as a morning keynote speaker that addressed U.S. international trade policy issues. Attendees not only benefited from hearing from business experts, they also were inspired by stories from local companies and from Dr. van Zyl.

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www.risbj.com | volume three issue six

41

7 Reason

SMALL BUSINESS | 7 Reasons to Outsource Your Accounting Practice

to Outs

by Jim Clarkson

In today’s high-stakes business environment, companies outsource some operational functions to save time and money. As one of the first processes to be widely outsourced, accounting procedures continue to be released from in-house operations at an epic rate. This is because outsourced accounting practices can save money and time, and offer unwavering peace of mind to managers. As a business consultant, company owners often ask me whether they, too, should make this switch. My answer, consistently, is, “Absolutely.”

I’ve seen various types of companies benefit as a result of outsourcing. Some business owners, however, are still unsure if the practice is right for their company.

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RISBJ | rhode island small business journal

While there are many factors to consider before making the switch, below are a few reasons why outsourcing your accounting practice could be a smart business move for your company: 1. Reduce overhead costs and increase efficiencies. Due to the specialized nature of the work, several employees are often needed to operate in-house accounting. In addition, accounting procedures may require businesses to hire additional personnel for task separation and internal control. Outsourcing proves effective at reducing overhead because it eliminates the need for extra benefits, training, office

7 Reasons to Outsource Your Accounting Practice | SMALL BUSINESS

ns

Outsourcing allows you to stop wasting valuable time on accounting and focus on business strategy.

source Your Accounting Practice 2.

3.

4.

5.

equipment, down time and taxes, just to name a few.

Improve budgeting practices.

Does your budget need to be refined? Companies that deliver outsourcing services provide expert advice on future planning and money management. Oversight from outside experts can help you identity financial problems before they occur and ensure the financial viability of your company.

Improve cash flows. Do you run a successful business but sometimes struggle to pay the bills?

Cash shortfalls can be stressful, but outsourcing can allow your business to take advantage of everyday accounting practices to help manage cash shortfalls. For example, a professional accountant can improve your cash flow by skillfully delaying disbursements while aggressively pursuing unpaid debts.

Save time and get convenience. How much time has your accounting team wasted trying to solve a complex (or simple) accounting problem? Have you or your senior management team ever spent time bookkeeping? Let the experts take care of the accounting and free management to tackle the duties in their job descriptions.

Outsourcing allows you to stop wasting valuable time on accounting and focus on business strategy.

Receive sound advice. As opposed to hiring a “general� bookkeeper, outsourcing provides an opportunity to align yourself with a professional who has experience with your type of business. Companies that provide outsourced accounting services employ knowledgeable personnel with expertise in every

area of accounting. Accordingly, you will have access to individuals with specialized knowledge to fit your specific accounting needs.

6. Expand staffing flexibility.

As mentioned earlier, your time is better spent selling your services or product than it is working on the accounting. This is also true for your senior management. Outsourcing allows you and management to focus on developing new business opportunities rather than tackling day-to-day tasks within the company.

7. Get real-time access to your data. A dedicated accounting company will be able to assist in timely decision-making through technology. For instance, cloudbased accounting applications give you access to up-to-the-minute financial records on a web browser.

The use of technology offers easy access to data, aiding day-to-day and strategic decision-making.

While outsourcing accounting procedures offers many advantages, it is important that companies making this move have a thorough understanding of their provider’s reputation, security practices and areas of expertise. In addition, companies must remain vigilant and not entirely surrender control of their accounting practices.

Many companies are benefiting from the rewards of outsourcing their accounting.

As this practice continues to grow and the workforce becomes accustomed to its convenience, the prevalence of outsourcing accounting procedures may offer yet another reason for companies to take advantage of the benefits it offers.

Jim Clarkson Partner BlumShapiro

www.risbj.com | volume three issue six

43

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What Small Business Owners Need to Know About Banking | SMALL BUSINESS

What Small Business Owners Need to Know About Banking

by Krista Snyder

For a small business owner, banking can often be an afterthought – a mere conduit for necessary business activities like making deposits and meeting payroll.

But a good banker, and more specifically, a good banking relationship, can have a positive impact on a small business and provide peace of mind for owners.

Here are a few things small business owners should think about when it comes to banking.

Understand Your Credit Worthiness One of the major reasons a small business owner approaches a bank is to secure capital, for things like a major equipment purchase or a new location.

But there are things a business owner needs to know before they walk into their banker’s office, particularly around credit worthiness, an assessment of the likelihood a borrower will be able to fulfill his or her debt obligations. If a small business is a partnership, the partners should talk about their individual credit situation. Small business owners should also engage their CPA to get an accurate picture of cash flow, one of the first things a banker will look at. Getting a better handle on credit worthiness can help make a small business owner’s meeting with a banker more productive, by understanding their own capital picture ahead of time.

Cash Flow Management Tools Small businesses often operate on tight margins – and cash flow issues, around things like payroll or major expenses, can be a major headache. Working with a banker to learn about available

cash management tools – like remote deposit, which allows a business to make a deposit without leaving the office, and merchant processing, which allows them to collect payments right from the office – can give business owners a better understanding of how to manage cash on hand.

Banking Needs Change As A Business Grows When small businesses get off the ground, they don’t typically have a lot of overhead – it’s often only one or two people, or family members working together. But as a business grows, banking needs change.

For example, hiring more employees necessitates not only payroll changes but planning for benefits, as well as the retirement needs of employees. The type of banking products a small business needs may look very different in year five than it did in year one. A good banking relationship is flexible, it grows and evolves with the needs of a company.

Don’t Look For A Banker – Seek Out A Relationship This all leads to a final, overarching point – banking shouldn’t be just a bunch of transactions, but a relationship. Working with a banker who understands you and your business, where you are now and where you want to be in the future is extremely important. Banking is an everyday part of a small business: don’t let it be an afterthought or something someone else handles. Seek out someone who will be an advocate for you and your business, someone who will be there to help you grow.

Krista Snyder Sr. Vice President And Small Business Banking Manager Bank of America

Working with a banker who understands you

and your business, where you are now and where you want to be in the future is extremely important www.risbj.com volume three three issue issue six six www.risbj.com| | volume

45

F E AT U R E D

Newport County Chamber of Commerce Jody Sullivan Executive Director 35 Valley Road, Middletown, RI (401) 847-1600 www.newportchamber.com

For the past year and a half, the Newport County Chamber; its nonprofit foundation, the Newport County Development Council (NCDC); and key stakeholders including Newport County and East Bay municipalities, Aquidneck Land Trust, Commerce RI and other business, planning and philanthropic organizations, have been working together to collaborate on regional economic development. Toward that end, the NCDC has successfully applied first for a small strategic planning grant from the Rhode Island Foundation to create the vision plan for a regional economic development entity. This vision plan provided the foundation for the eventual application to the vanBeuren Charitable Foundation to actually move forward to create such an organization. Now, after months of preparation, a national search for a consultant to lead the way is in progress.

In May this year, an RFP was released for the planning and creation of a regional economic development entity for Newport County and the East Bay. Fourteen responses have been received and reviewed by the selection committee, which is composed of municipal administrators from Newport, Middletown, Portsmouth, Tiverton and Bristol along with the Executive Director of Commerce RI and the Executive Director of the Newport County Chamber of Commerce. The vetting process is taking place now and elimination and selection of those

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RISBJ | rhode island small business journal

entities to be more formally interviewed will be decided in June.

Ultimately, this is a one-year project that will, upon its completion, provide the framework and funding mechanism to move the effort successfully forward to be a self-sustaining organization representing our entire region. We look forward to selecting the best candidate from an impressive pool of nationally recognized economic development organizations. Our effort will work in collaboration with Commerce RI and other organizations throughout Rhode Island to build on existing information and efforts, avoid duplication and maximize relationships and investment.

For the Chamber, it has been an incredibly rewarding and educational experience, as so many participants stepped up to not only support the effort in concept, but also to actively participate, provide input and funding, and give their very valuable time to bring us to this exciting moment.

Rhode Island is a unique state with an incredible quality of life and place. This effort will leverage those qualities with the combined resources and assets of the entire East Bay to retain and attract businesses, and to bring investment into our region. Our sincere thank you to all those who supported our idea and helped make it a reality.

Jody Sullivan Executive Director Newport County Chamber of Commerce

Does Your Not-For-Profit Contribution Four Ways To Include CatchLearning?

Big Fish || SMALL SMALL BUSINESS BUSINESS

Does Your Not-ForProfit Contribution

Include Learning?

by Dr. Ronald G. Shapiro

Several years ago I was addressing a group of students at a state university when one of the students stated that he thought it was immoral to work for a profit-making company. Thus, upon graduation he would be seeking a job in the not-for-profit sector.

The student was seemingly unaware of the fact that for-profits donate billions of dollars each year to foundations and directly to not-for-profits. Additionally, many higher income individuals who make donations to not-for-profits earn their money from profitable business interests and not-for-profits may invest their endowment in for-profit business.

While this student was extreme, other students also seemed unaware of the huge role that for-profit companies have in making our not-for-profits function.

Based upon this experience and other similar experiences, I would encourage businesses to let your employees, customers and neighbors know specifically what you do to support notfor-profits in your community. Help them to learn how their dollars spent locally helps to support their community. Done effectively, this may even persuade more customers to buy locally.

and daughters of our employees and for students from local educational institutions to come to our facility one evening a month during the academic year to have dinner and learn about careers from our employees. College to Career was a similar program run during the summer months for college students. In both programs we shared our expertise with the community.

While these programs might be a big undertaking for a very small business, groups of businesses or a local chamber can join together to make it possible for even the smallest of businesses to offer these programs. They would provide a great opportunity to educate students (and, potentially, some parents might decide to do business with you as a result of their listening in on these programs). Alternatively, you might develop another type of learning opportunity, but do think of ways to educate your community and help your employees and yourself learn as part of your not-for-profit engagement.

Dr. Ronald G. Shapiro Independent Consultant in Human Factors Learning & Human Resources

In addition to contributing money and perhaps executive and employee time in supporting not-for-profits, help your not-for-profit organization learn about what you do, learn about how you do it, and learn some of your best techniques so that they can function more effectively. Two programs which I established and ran when I was at IBM Division Headquarters include Career Explorations and From College to Career. Career Explorations was a program for high school-aged sons www.risbj.com | volume three issue six

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Smart Money Tour is Back! | SMALL BUSINESS

Smart Money Tour IS BACK

by Gina M. Raimondo

Last year, Treasury’s Smart Money Tour provided Rhode Islanders with a convenient opportunity to learn about the ways my office can help people find and save money. The Smart Money Team visited over 20 locations across Rhode Island in an effort to increase outreach and further educate community members about Treasury’s Unclaimed Property and Empower RI initiatives.

This year, the Smart Money Tour will continue with even more stops across the state.

My team and I are dedicated to providing Rhode Islanders with transparent and easy-to-access information about our work. The Smart Money Tour has proven to be an innovative way to reach out to local communities and ensure that all questions are answered.

We will continue to provide information about how people can take charge of their finances through our Empower RI initiative. This initiative is aimed at helping Rhode Islanders acquire the tools they need to become financially empowered. The various components of Empower RI include Earned Income Tax Credit Program & Volunteer Income Tax Assistance, Financial Coaching Corps, Collegeboundfund®, EverFi, and Payday Lending Reform.

The Smart Money team will assist attendees on-site as they search

for unclaimed property online and will also show them how to access the state’s financial reports, investment performance and other related data.

Treasury’s team will also work to raise awareness about the ways in which Rhode Island’s Crime Victims Compensation Fund can provide financial assistance to those impacted by violent crime.

An increased awareness of Treasury’s many different services will ensure the community will have the knowledge needed to take advantage of the programs and initiatives at the core of Treasury’s work.

This year the Smart Money Tour will be accepting requests from community groups for a Smart Money stop at their location or event. To request a Smart Money stop visit treasury.ri.gov/ SmartMoney.

Treasury is committed to finding ways to move Rhode Island forward. The work we do is aimed at encouraging financial empowerment so that we may strengthen our state’s economy one person at a time.

The Smart Money Tour gives the Treasury office the opportunity to come directly to our constituents to ensure their questions are answered and needs are met.

I hope you will take the time to visit the Smart Money Team at one of their stops to learn more about how Treasury’s services can help you and take charge of your financial life.

Gina Raimondo Rhode Island General Treasurer

www.risbj.com | volume three issue six

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SMALL BUSINESS | Top HR Compliance Issues Facing Small Businesses

Top HR Compliance Issues

by Karyn Rhodes

The constantly evolving legislative landscape means more requirements for employers to stay abreast of. And small businesses are no exception. The following are some of the top compliance concerns facing small employers today.

Title VII of Civil Rights Act. This law protects against discrimination in all phases of employment based on race, color, religion, gender, national origin, and genetic information. Small businesses can face unique compliance challenges because their size and resources often limit formal approaches, placing them at risk. For example, it’s illegal to allow the harassment of employees. So a company should have strong bullying, nonaggression or anti-violence policies, and communicate them in writing. Regular trainings should also be provided that show clear examples of inappropriate behavior and a company must have complaint procedures in place so employees know how to file charges.

Americans with Disabilities Act (ADA). Employers can’t discriminate against qualified people with disabilities–those with a physical or mental impairment that substantially limits one or more major life activities. Even if you’re a small company, reasonable accommodation must be provided for individuals with disabilities unless it creates an “undue hardship.” And you must adhere to the same practices as larger companies when it comes to preventing discrimination in the hiring process. So when interviewing, don’t reject applicants just because you think their disability would prevent them from doing the job. And stick to questions about the candidate’s ability to perform the job’s essential functions, not those that would reveal a disability.

Family Medical Leave Act (FMLA). Depending on state law, if your business has more than 50 full-time employees, your workers must be allowed at least 12 weeks of leave each year for birth, adoption, foster care, or their own serious health problem or that of a family member. (In Rhode Island, the latter also applies to in-laws.) When the employees come back from leave, they must be reinstated to their original position.

Age Discrimination in Employment Act. Organizations of any size can’t discriminate against applicants or employees older than 40 based on their age. So that means smaller companies can’t take a person’s age or proximity to retirement into account when making decisions on hiring, firing, pay, benefits or promotions.

Fair Labor Standards Act. This act sets the federal minimum wage, governs overtime requirements and places limits on

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teens’ work hours. To comply, be sure to follow recordkeeping requirements for each covered employee. And be aware of one of the most common causes of litigation: misclassification of employees as independent contractors or exempt from the overtime pay requirements.

Equal Pay Act. The “Equal Pay for Equal Work” law prohibits discrimination in compensation and benefits based on gender.

However, remember that the Act doesn’t prohibit pay differences based on a system of seniority or merit, the quality of what the employee produces or other factors besides gender.

The Uniformed Services Employment and Reemployment Rights Act of 1994. This act prohibits discrimination against employees who volunteer or are called to military duty. And employers must reemploy employees returning from active duty (tours less than five years) to their previous or equal job. And be careful: when an employer challenges a reservist’s bid to get their old job back, courts typically side with the employee.

Occupational Safety and Health Administration. This comprehensive law requires employers to provide a workplace free from physical dangers and that meets specific health and safety standards. Even small employers must provide safety training, inform employees about hazardous chemicals and notify the government about serious workplace incidents.

And you must keep detailed safety records and maintain them for five years. A great way to avoid potential penalties for an OSHA violation–which can run from a small fine to incarceration–is to conduct a mock audit to identify areas for improvement.

Pregnancy Discrimination Act. Passed in 1978, this law prohibits job discrimination on the basis of “pregnancy, childbirth and related medical conditions.” That means that employers can’t deny an employee a job or promotion because she’s pregnant. Nor can you fire her or force her to go on leave. Instead, treat pregnant employees the same as other employees: on the basis of their ability or

es Facing

Top HR Compliance Issues Facing Small Businesses | SMALL BUSINESS

l l a Smsinesses Bu

a company should have strong bullying, non-aggression or anti-violence policies, and communicate them in writing inability to work. For example, if you provide light duty for an employee who can’t lift boxes because of a bad back, you must make similar arrangements for a pregnant employee.

Immigration Reform and Control Act. To comply with this act, complete I9 forms are required for each employee. Be sure to keep one file (not in the employment file) of forms for active employees and one for terminated workers, either for one year from the date of termination or three years from the date of hire, whichever is longer.

Failure to follow these laws’ requirements can leave a company vulnerable to both civil and criminal charges. And remember, from the courts’ perspective, ignorance of the law is no excuse for non-compliance. And if a manager or supervisor violates the law, the organization is responsible for their action. That means training for managers and supervisors is critical.

Karyn Rhodes Vice President of Human Resource Consulting Cornerstone Group

www.risbj.com | volume three issue six

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AVA I L A B L E P RO P E RT I E S

400 South County Trail, Exeter:

Great location!! Design Award of Excellence. Private baths.

Centrally located 6 minutes South of Home Depot in North Kingstown. Easy access at the gateway to South County. Taxes are approximate. Assessment as unfinished. 900-4,000 sq.ft. available. From $105,000

1755 Smith Street, North Providence:

Former Dunkin Donuts for over 30 years (they bought & moved across the street). Seats 30+. Has a drive-thru. Parking for 20+. GREAT for ANY fast food concept.

2000 sq. ft. $2,500/mo.

1950 South County Trail, East Greenwich: 20,000 SF warehouse space with 5 dock height doors, 24’ clear height. Ample Parking, Located off Route 2, Great Access to Route 4. Lease at $5 psf.

6 Jefferson Drive, Coventry:

Attention: Investors and 1031 facilitators... Solid National Tenants in this like new office, production, and distribution space. Lead tenant is Neptune-Benson, a leading supplier of commercial water filtration systems. Ryan-Herco is secondary tenant who is a major supplier of parts that support Neptune-Benson. Synergistic relationship adds to already stable companies and likelihood for long term tenancy.

Approx. 9% CAP, $4,250,000.

963 Victory Highway, Mapleville:

111 Hopkins Hill Road, West Greenwich:

2220 South County Trail, East Greenwich:

2240 South County Trail, East Greenwich:

Post Office. Great investment opportunity!; stand alone building, with long-term USPO lease and other income units with upside potential. The front of the building has been divided into a retail/ studio, garage, and apartment.. The entrance to the post office is in the back of the building, where there another garage, and large parking lot. Approx. 9% CAP, $579,000

One year lease offers buyer(s) time and income to space plan & seek permits. Close to Exit 7 on Rte 4 across from Stanley Bostich and adjacent Stork’s Nest Child Academy.

Lease at $14 psf.

Commercial • Investment • Residential

½ acre – 16 acres Very fast growing area off Exit 6A near GTech, Amgen & Centrex. Front pad is busy Dunkin Donuts, balance of site permits office, retail, warehouse & light industrial. Traffic count 15,000 and growing! Multitude of possibilities- 6 other avail. lots. From $150,000

All spaces include utilities except warehouse. Warehouse space includes 1,200 SF of office space and shared loading dock.Located in expanding business park with ample parking. Quiet, wooded site. Direct highway access to Route 4.

On Route 2, near intersection of 402 (Frenchtown Rd.).

6-12 sq ft warehouse from $6 psf. Call for details.

111 Airport Road, Warwick:

Very nice 2nd floor office space near Hoxsie 4 corners. Tastefully decorated, good paint & carpet, possible office furnishings (nice stuff!) Three offices, conference, reception, lav., plus large basement storage. $180/month condo fee. $77,500

222 Jefferson Boulevard, Warwick:

Class “a” law office includes conference room, 4 private offices, lavette, reception, storage, kitchen. over 1450 sq ft, plus 500 sq ft storage! Reduced $179,900

TION DUC E R E HUG

7265 Post Road, North Kingstown:

7.82 acres on US Rt.1. Zoning permits apartments/office/medical/retail. Many possibilities!! Will build to suit, sale or lease, or land only. Great location. Dozens of acres and walking trails behind property. Adjacent 5+- acres also available.

Call For Details!

39 Nooseneck Hill Road, West Greenwich:

2,000 to 20,000 sq. ft. flex space for lease. Warehouse, office, classrooms, thearte, recreational, 6 acre site with 500’ front on route 3 land lease available for outdoor storage, nursery greenhouse, ect. Only 1.2 mile from Exit 6. Next to retail plaza. From $5 psf.

Many more Commercial Properties

www.RemaxCommercialRI.com or email Jeff Butler at jab@ButlerRealty.us Trusted Real Estate Service Since 1977 Looking to Buy or Lease? Call the Butler!

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Setting The Stage

R O F GE CHAN

by Judith G. Hoffman

Change management is a complex, but navigable process.

An organizational transformation, large or small, can be intimidating and emotional for employees. In order to alleviate these natural reactions, it is best to keep the lines of communication open. People need information.

Organizations do not change; people do, or they don’t. If staff members do not trust leaders, share the vision, nor buy into the process, or are not included in the planning, there may be difficulty implementing the change—regardless of how brilliant the concept.

Leaders often lack “emotional literacy” and sometimes disregard the wrenching emotional process of change. Large change triggers emotion—often negative emotion. Leadership has a choice: facilitate this process or face the consequences.

Ensure that people most affected by the change understand why it is necessary. Encourage your managers to communicate faceto-face with their people, as opposed to email or written notices, especially on sensitive issues.

Respect the Phases of Change First one can expect the “Honeymoon Phase,” which breeds excitement and anticipation. You may also witness apprehension by some, and the fear of letting others (or oneself) down.

Next, plan for a “Negative Spiral Phase” when expectations are unmet and there is a realization of difficulty. You then move into the “Development Phase” when you see staff building a growing sense of personal effectiveness. There is a trend toward progress.

Finally, success comes in the “Consolidation Phase” when most will have cultivated a positive attitude and an ability to appreciate change.

Appreciating Different Reactions to Change Some people are more “change-adept”. These people have adapted to a world that never stays the same. They are energized by change. They are not always more competent, but have an attitudinal advantage. Five factors affecting change adaptability: • •

Confidence – Self-motivated, willing to take risks. They know how good they are.

Challenge – Leaders need employees to be excited by opportunities in change. There will be stress, uncertainty,

• • •

Setting the Stage for Change | SMALL BUSINESS

Organizations

do not change; people do, or they don’t.

pressure and disruption, but also opportunity, growth, adventure and challenges.

Coping – Some people are naturally more flexible and cope more effectively. They manage change by assuming control.

Don’t brace yourself – loosen up and roll with it.

Counterbalance – They have a life. They exercise, eat well, have personal interests and passions.

Creativity – Remain curious. These people are always seeking ways to improve products, processes or even themselves.

Be Candid Sometimes in an effort to protect people, we put too much positive spin on the process. The more we sugarcoat, the less the workforce trusts leadership. Proactively share everything you can – the opportunities, risk, mistakes and potential unwanted outcomes.

Then invite people in to work on these challenges together.

Tips for Managing Change • Plan ahead before changes are made • Explain the need to change • Be honest, don’t sugar coat • Be flexible, expect some problems • Review constantly • Have empathy, validate feelings • Communicate • Keep eyes and ears open • Encourage discussions • Recognize individual and team effort How Will You Know It’s Working?

There are signs to watch for that will let you know change is consolidating. You will see less focus on past practices and embracing the new. Staff will demonstrate a renewed sense of purpose and possibilities, along with a willingness to experiment and take risks. Most importantly, from a quality of life standpoint, you will see the return of humor, laughter, and smiles.

Responsibility for Change Remember, an employee does not have a responsibility to manage change. That responsibility is the role of management and executives of an organization. It’s a matter of facilitating and enabling change. View the situation from an objective perspective, then help people understand reasons, goals, and ways to effectively adapt.

Judith G. Hoffman, LICSW, CEAP Executive Director Coastline EAP

www.risbj.com | volume three issue six

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SMALL BUSINESS DIRECTORY

local small bus APPAREL

COMMERCIAL REAL ESTATE

J Hilburn Contact: Rae Medgyesy Rae.Medgysey@jhilburnpartner.com www.Jhilburn.com 3 Wagon Lane Attleboro, MA 02703 401-258-3656

Butler Realty www.butlerrealty.us jab@butlerrealty.us Contact: Jeff Butler 655 Main Street East Greenwich, RI 02818 401-884-6050

BUSINESS SERVICES The Business Develoment Company pdorsey@bdcri.com www.bdcri.com Contact: Peter Dorsey 40 Westminster Street, Suite 702 Providence, RI 02903 401-351-3036 Lyoness America (Local Loyalty Partners) www.lyoness.net/us Localloyaltypartners@gmail.com Contact: Ernie Pitochelli 130 Darwin Street Woonsocket, RI 02895 401-368-6911

COACHING & CONSULTING Redwood Environmental Group Gkaufman@redwoodenv.com www.redwoodenv.com Contact: Gary Kaufman 10 Elmgrove Avenue Providence, RI 02906 401-270-7000 The Growth Coach D.Marantz@thegrowthcoach.com www.thegrowthcoach.com/dmarantz Contact: Daniel Marantz 33 Urso Drive Westerly, RI 02891 401-612-4769

MG Commercial www.mgcommercial.com mike@mgcommercial.com Contact: Mike Giuttari 365 Eddy Street Providence, RI 02903 401-751-3200 Scotti & Associates www.scottirealestate.com pmbgs@scottire.net Contact: Peter Scotti 246 Hope Street Providence, RI 02906 401-421-8888

DESIGN & MARKETING Artinium, Inc. www.artiniuminc.com Darren@Artiniuminc.com Contact: Darren Marinelli 5 Division Street, Building D, 2nd Floor Warwick, RI 02818 401-729-1997 Big Fish Results www.bigfishresults.com Tony@BigFishResults.com Tony Guarnaccia 5 Division Street Warwick, RI 02886 401-484-8736

DISASTER RECOVERY Lynch’s Cleaning & Restoration www.lynchsrestoration.com

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Contact : Shawn Lynch 25 Starline Way Cranston, RI 02920 401-464-8937 PuroClean Disaster Restoration www.purocleanri.com Tabbruzzese@puroclean.com Contact: Terri Abbruzzese 5 Minnesota Avenue Warwick, RI 02888 401-633-5565

ENERGY Super Green Solutions www.supergreensolutions.com Robert Cagnetta 300 Quaker Lane, Box # 6 Warwick, RI 02886 401-932-1985

FINANCE J.P. Matrullo Financial www.jpmatrullofinancial.com jpmatrullo@matrullofinancial.com Contact: Jonathan Matrullo 10 Orms Street, Suite 410 Providence, RI 02904 401-276-8788 Morgan Stanley www.morganstanley.com Rick.Bellow@ms.com Contact: Rick Bellows 1 Financial Plaza, 19th Floor Providence, RI 02903 401-863-8400 The Ameriprise Financial Planning www.ameripriseadvisors.com/Eric.Coury Eric.Coury@ampf.com Contact: Eric Coury 1 Citizens Plaza, S. 610 Providence, RI 029O3 401-996-7660

Want To Get Your Busines Email sales@risbj.com fo

SMALL BUSINESS DIRECTORY

siness directory FOOD AND BEVERAGE

HOSPITALITY

RENTALS

3rd Rock Coffee Company www.3rdrockcoffee.com Newell@3rdrockcoffee.com Contact: Newell Brown 21 Old Town Trail Narragansett, RI 02882 401-413-4925

Choice Hotels www.choicehotels.com Keastman@teamadvantech.com Contact: Kate Eastman 360 Airport Road Fall River, MA 02726 978-290-0515

Ocean State Rentals www.oceanstaterental.net Oceanstaterental@gmail.com Contact: Jim Baldwin 530 Wellington Ave Cranston, RI 02910 401-941-4002

HEALTH & WELLNESS

INFORMATION TECHNOLOGY

SIGNS

Aflac Allen Miller 29 Crafts Street Newton, MA 02458 617-658-1820 www.aflac.com Allen_Miller@us.aflac.com

Thrive Networks www.thrivenetworks.com npacitto@thrivenetworks.com Contact: Kevin Ellis 836 North Street, Building 300, S. 3201 Tewksburry, MA 01876 978-243-1432

AA Thrifty Signs www.aathriftysign.com mcahill@aathriftysign.com Contact: Linda Iannotti 221 Jefferson Boulevard Warwick, RI 02888 401-738-8055

Amethyst Biomat www.mindfulness-abundance-healing.com healingartsri@cox.net Contact: Maria Sorensen 1130 Ten Rod Road N. Kingstown, RI 02852 401-932-6820 Jennifer L. Wilkicki, LMT & Esthetician www.styleseat.com/jenniferwilkick jlw531@aol.com Contact: Jennifer Wilkicki 51 Sockanosset Cross Road, s. 204 Cranston, RI 02920 401-935-3549 Qivana www.blessedwithhealthandwealth.com Janetdeleo@gmail.com Janet DeLeo 66 Club House Road Coventry, RI 02816 401-524-2339

ss Listed In Our Directory? or more information

TIMIT Solutions, LLC www.timitsolutions.com tmontgomery@timitsolutions.com Contact: Tim Montgomery 100 Randall Road, Unit 93 Wrentham, MA 02093 774-307-0652

INSURANCE Allstate Benefits www.allstate.com Jeff.Davide@allstate.com Contact: Jeff Davide 98 Hollis Avenue Warwick, RI 02889 401-500-3748

PAYROLL Paychex www.paychex.com apachomski@paychex.com Contact: Andy Pachomski 501 Wampanoag Trail Riverside, RI 02915 401-663-6677

TELECOMMUNICATIONS Wireless Zone www.wirelesszone.com j.sorensen@wirelesszoneri.com Contact: Jason Sorensen 76 Gate Road N. Kingstown, RI 02852 401-886-8484

TRANSPORTATION A Airlines Express Limousine & Car Service, Inc. www.aairlineexpresslimousine.com cottongin@cox.net Contact: Virginia Coulley P.O. Box 222 Saunderstown, RI 02874 401-295-4380

RESIDENTIAL SERVICES Rescom Exteriors www.iwantnewwindows.com Jrousseau@Iwantnewwindows.com Contact: Janette Rousseau 714 A South Bridge Auburn, MA 01501 508-832-5202 www.risbj.com | volume three issue six

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SMALL BUSINESS | The Wrong Kind of Budget

by Andy Posner

What if one of our most fundamental assumptions--that the first step to financial stability is the creation of a personal budget--misses the point? A recent article in FastCompany, “Poverty Drains Mental Energy,” seems to imply just that. Let’s put it bluntly: being poor is exhausting and stressful. You have to constantly make difficult decisions: Do I fall behind on the utilities so that I can buy school supplies for my daughter?

Who will babysit her while I spend 2.5 hours traveling by bus to and from an appointment to apply for food stamps?

If you look at the totality of these myriad decisions and trade-offs that are made month after month, you start to realize that you are dealing with a budget--only instead of a financial one, it’s a balance sheet that accounts for inflows and outflows of mental and physical energy.

And according to Sendhil Mullainathan and Eldar Shafir, this budget is the one that really counts. In their new book, Scarcity: Why Having Too Little Means So Much, they argue that when thinking about social programs, “We never ask, is this how we want poor people to use their bandwidth? When we design poverty programs, we recognize that the poor are short on cash...But we do not think of bandwidth as being scarce as well.” At first, this sounds absurd: shouldn’t the poor be thankful for the free and low-cost programs we offer them? But if you step back for a moment, the answer becomes clear: of course they’re thankful for them, but that doesn’t mean they fit into their budget!

The takeaway here is that before we start throwing services at the poor, we have to deeply understand their circumstances and be empathetic to

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the unique challenges they face. Just because we put out a flyer that says “Free Financial Coaching!”, it doesn’t mean that a family struggling to put food on the table, pay rent, keep the lights on and stay healthy is going to come bounding into our office.

It’s important to track your income and your expenses with an eye toward building up your savings and your overall stability. But maybe the greatest benefit of getting a handle on your finances isn’t so much that it will build savings as that it will free up emotional energy to focus on other things. Done right, the greatest impact of financial coaching programs may not be what is typically measured--increases in savings and credit score, reductions in debt and use of predatory services--but rather something less tangible. As the authors note, a well-run program can give you “back all that mental bandwidth that you currently use to fret, worry...We’d be taking a cognitive load off [which] would help your executive control, your self-control more broadly, even your parenting.” Those impacts start to sound like the kinds that truly empower a family to move out of poverty.

Andy Posner Founder and Director Capital Good Fund

Do I fall behind on the utilities so that I can buy school supplies for my daughter? Who will babysit her while I spend 2.5 hours traveling by bus to and from an appointment to apply for food stamps?

Let’s take a team approach to primary care and have everyone win.

Your employees want access to the highest quality healthcare at the lowest cost.

SelectRI Network

You want to provide your employees with the best coverage possible while saving on healthcare costs. Enter the SelectRI network. A new network of Rhode Island primary care practices employing a team-based approach to care. Your employees enjoy the benefits and convenience of 24/7 physician availability, nutritionists and lower out-of-pocket costs while your company sees lower rates than ever. A win for the hometown team. bcbsri.com/together

www.risbj.com | volume three issue six

Blue Cross & Blue Shield of Rhode Island is an independent licensee of the Blue Cross and Blue Shield Association.

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