Biz941 June-July 2015

THE WOMEN’S ISSUE

Power Plays

16 winning career strategies Page 16

POWER PLAYER

ALEJANDRA GRINDAL

The $900 Million Club Meet the women who run our charitable foundations Page 24

Boss Ladies How three entrepreneurs launched their companies Page 32

We don’t just get involved.

We help support the entire community.

Our commitment to involvement goes beyond our commitment to helping our clients succeed. It extends to the community where we all live and work. Every year, Shumaker donates its time and resources to more than one hundred area organizations. In keeping with this spirit of giving, our associates within the firm have even created their own charitable foundation. So beyond our commitment to our clients, our involvement in the community brings a higher purpose to everything we do.

Shumaker, Loop & Kendrick,LLP

C H A R L O T T E

C H A R L O T T E

Shumaker, Loop & Kendrick,LLP Attorneys Law S A at R A S O T A

C O L U M B U S

C O L U M B U S

S A R A S O T A

941.366.6660

•

T A M P A

T A M P A

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T O L E D O

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JUNE | JULY 2015 WELCOME TO OUR WOMEN’S ISSUE

Whether you’re a young woman starting your career, a woman in mid-career looking to advance or an established woman wondering if it’s time to start your own business, you’ll find our Women’s Issue packed with inspiration and advice.

We interviewed 16 female leaders in Sarasota and Manatee in our story “A Field Guide to Getting Ahead,” probing them for their top career strategies, everything from how to land their dream job in that first interview to how to know when it’s time to change careers.

In “Golden Girls,” we asked the five women who lead our top charitable foundations (with a combined endowment value of $900 million) about the nuances of creating a culture of giving and how the field of philanthropy is changing.

“She’s the Boss” profiles three women who took the universal entrepreneurial risk of financial insecurity to launch their own companies—and found success and fulfillment.

My takeaway? Don’t be a good girl.

Women still politely (and grudgingly) say “yes” to taking minutes, getting coffee or doing thankless day-to-day tasks instead of stepping up to ask for the opportunity to sit on an influential committee, lead a project or launch their own company.

Be responsible—and persistent—for your own advancement.

16

A FIELD GUIDE TO GETTING AHEAD

Want to stand out in your profession?

Successful women tell you how.

24 THE GOLDEN GIRLS

Meet the women who lead the region’s top five charitable foundations.

30 COPING WITH CAREGIVING

Dementia expert Teepa Snow on the high cost of America’s caregiving crisis, and how businesses can help.

32 SHE'S THE BOSS

Advice on starting your own business from three entrepreneurs.

8

78

TALK

Stuff you need to know, from domestic partnership rules to a company that trains beagles to sniff for cancer.

75

HR CORNER

How to make room for Millennials in your company.

82

REAL ESTATE REALITY

WHAT I’VE LEARNED

Cosmetic pioneer Flori Roberts on how to break through.

Population growth rules the housing market.

84

80

FAST TRACK

TOURISM BEAT

Summer tourism continues to be hot, hot, hot.

Movers, shakers and headline makers.

88

THE SEEN

People and events in pictures.

ADVERTISING SECTION 37 Women of Influence

92

OFF THE CLOCK

Coldwell Banker’s Sue Wolverton. susanb@biz941.com

biz941.com Check out our website, featuring new and archived articles, and sign up for our e-newsletter, Biz(941) Daily.

JUNE | JULY 2015 BIZ(941) 3

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CONTRIBUTING Writers David Ball, Tony D'Souza, Brad Edmondson, Lori Johnston, Kim Hackett, Cooper Levey-Baker, Rich Rescigno, Jackie Rogers, Carol Tisch, Johannes Werner

CONTRIBUTING Photographers Jenny Acheson, Barbara and Artists Banks, Kathryn Brass Piper, Matthew Holler, Chris Lake, Gene Pollux, Lori Sax, Alex Stafford

330 S. Pineapple Ave., Suite 205, Sarasota, FL 34236 Phone: (941) 487-1100 Fax: (941) 365-7272 Biz941.com | SarasotaMagazine.com

WE VALUE the power of teams.

For Richard and Jennifer Gans, the Community Foundation of Sarasota County’s value is in bringing like-minded donors, volunteers and causes together.

As an estate-planning attorney whose clients need ideas about how and where to give, Richard sees the Foundation as the perfect resource. It is “right at the heart” of the community, with deep insight into local issues and challenges. Jennifer values the fact that the Foundation provides information and then anyone can participate.

“It’s up to you how much you give. I like that.”

Richard and Jennifer Gans

The Community Foundation of Sarasota County is here to help guide you in your philanthropic journey. With over $239 million in assets in more than 1,100 individual and nonprofit funds, the Community Foundation offers the security and peace of mind that comes from the knowledge that your philanthropic wishes will be carried out – now and in perpetuity.

To learn more, call 941.955.3000.

2635 Fruitville Road, Sarasota | www.CFSarasota.org

The Publications of Gulfshore Media, LLC

& 10

WEDU PBS and the Community Foundation of Tampa Bay will hold the 10th Annual Estate & Tax Planning Seminar with continuing education credits on September 17, 2015. Noted experts will provide the latest information and advanced strategies to help attorneys, financial planners, CPAs and wealth management advisors remain current in the financial planning field and better assist their clients. Details are available at www.wedu.org/ceseminar.

SARASOTA Sarasota Magazine Biz(941) On the Beach Visitors Annual Sarasota Health SEE Sarasota Holiday Gift Guide St. Armands Magazine Southwest Florida Guide to the Arts Asolo Repertory Theatre Program Sarasota Music Festival Sarasota Orchestra Masterworks Program Sarasota Orchestra Pops Program Van Wezel Performing Arts Hall Program Venice Magazine Westcoast Black Theatre Troupe Program

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Talk JUNE-JULY 2015

I NNOVATOR

➜ Heather

Junqueira

WE ALL KNOW THAT DOGS CAN sniff out drug smugglers, lost children and victims of earthquakes, but a new local research company is training them to smell human cancer cells, too. At Myakka City-based BioScent K9, founded by Heather Junqueira, a former breeding manager for Southeastern Guide Dogs, beagles learn to recognize volatile chemical compounds (VCCs)— chemicals released by abnormal cancer cells—in human breath and urine samples.

Junqueira, 42, started the nonprofit company as a collaborative research effort with the cancer education and research organization Pine Street Foundation in San Anselmo, Calif. Dogs have already successfully identified lung, breast, ovarian, prostate and colon cancers at Pine Street. Beagles are famous for their sense of smell, and Junqueira’s puppies are being trained to give a cue—raising a paw or barking—if they detect VCCs. By the end of the year, the dogs will be ready to test samples provided by local doctors collected during annual physicals. A report based on the dogs’ reactions will be sent to the doctor to advise the patient whether to follow up with an oncologist. Her research will be compounded with Pine Street’s to help win FDA approval.

Early detection is the most effective way of treating most cancers, Junqueira says. “[This technique] is noninvasive and cost effective. If we know dogs can do this, why don’t we use them for that purpose?” she asks.

Junqueira will host a Bow Wow Brunch fund raiser at the Polo Grill and Bar on July 18; visit bioscentk9.com for details. ■ By Chelsey Lucas

8 BIZ(941) JUNE | JULY 2015

ALEX STAFFORD

Founder, BioScent K9

OVERHEARD

“The greatest add-on sales technique of all time: ‘Do you want fries with that?’”

—Leon Alexander, creative director, Eurisko Design and author of How Customers Think and The Ultimate Consumer Experience at the Downtown Sarasota Alliance 2015 speaker series.

METRIC

No1 -

Florida’s projected rank among states likely to close the wage gap between men and women.

The goal won’t be met until 2038 and, unfortunately, it’s mostly due to the low pay both women and men make in Florida.

SOURCE: Institute for Women’s Policy Research

BIZ RULES

By Chelsey Lucas

What About Domestic Partnerships?

SAME SEX MARRIAGE in Florida was legalized in January, allowing spouses, no matter their gender preference, to have access to the same health care and employee compensation benefits as heterosexual married couples.

There is another relationship status, however—that of domestic partnerships— employers should address. Carrie Hulen, a financial consultant and partner at Capstan Financial Consulting Group in Sarasota, is one of approximately 500 accredited domestic partnership advisers in the nation, and one of only three in Sarasota. She says no Florida statute requires employers to provide benefits to domestic partners, so no penalties apply.

“Employers must decide whether or not to recognize domestic partnerships and how to define them,” Hulen says.

Recognition of domestic partnerships is on a state-bystate basis, and each county in Florida determines whether to recognize the relationship. The city of Sarasota, for example, defines domestic partners as

“two adults who are parties to a valid domestic partnership relationship” and who meet requirements such as inhabiting a mutual residence, considering themselves to be a member of their partner’s immediate family, and designating their domestic partner as their health care surrogate.

A company may choose to provide benefits for domestic partners so long as it does not violate federal law, and it should be made clear to the employee that federal benefits are not available.

“The domestic partner is at a disadvantage for tax purposes because the employee domestic partner will not be able to exclude domestic partner spouse benefits from taxable income and the fair market value of these benefits will be imputed income to the employee,” Hulen says.

The biggest benefit in recognizing domestic partnerships, she says, is that “you’re able to take care of your employees and their families, traditional or not. If you make them feel welcome, they’re likely to stay for a longer time.” ■ JUNE | JULY 2015 BIZ(941) 9

Talk

BIZ MAKEOVER As a recent New College of Florida graduate with a B.S. in international studies and economics, Elizabeth Sockol plans to travel the world to make her mark in international business. After four years of wearing casual college attire (except for her internship with the Economic Development Corporation of Sarasota County), Elizabeth is searching for a business fashion style on a tight budget.

Here she trades in her combat boots and sweatshirt and emerges as a confident woman ready to begin a career.

ELIZABETH’S GOAL “I want to expand my knowledge of what can be sophisticated in a professional business setting.”

JACKIE’S GOAL “Finding clothes that are easy to coordinate with other pieces is key as Elizabeth builds her wardrobe. To create a balanced, sleek silhouette, I started with a classic pencil skirt.

This updated version from H&M has a beautiful textured fabric, piping along the front seams, a zipper detail in the back and some stretch, which allows it to hug her figure beautifully. (Tip: Always include foundation pieces that mix and match with jackets and tops; a pencil skirt is a go-to piece.) I selected the knit top for its simple cut and shape; its little ruffle detail at the bottom is playful yet sophisticated. The length of the skirt to the top is proportionate and balanced, creating a beautiful, lean look. The neckline provides the perfect backdrop for bold jewelry. I selected a multi-strand necklace of silver mesh and gold to keep the look polished. This long silhouette needed sky-high heels to keep the balance and proportion in line, and these snakeskin embossed peep-toe shoes were an absolute hit with Elizabeth.”

ELIZABETH’S TAKE “I felt like a real adult. It is weird to be a college student one day and the next to see yourself looking like the women you’ve been trying to emulate. I was pleasantly surprised to try on something I had never thought about before and having it look so good.” ■ 10 BIZ(941) JUNE | JULY 2015

BEFORE

College casual.

WHERE TO BUY Skirt,

$24.99 and top, $21.99, both from H&M. Gianni Bini shoes, $75 from Dillard’s, brushed gold ring, $19.99 from TJ Maxx, and necklace, $30 from PGC Vintage.

STORY AND STYLING BY

JACKIE ROGERS

PHOTOGRAPHY BY ALEX STAFFORD, HAIR AND MAKE-UP ERIKA LYNN FROM FRESH SALON. SPA. STYLE

Career confidence.

AFTER

THE LIST

Pay Gap Median weekly salary for men and the percent of that salary that women earn at the same job

MEN

WOMEN

Education administrator

$1,566

67.2 %

Computer programmer

$1,363

84.2 %

$833

102.6 %

High school teacher

$1,050

93.1 %

Physicians and surgeons

$2,099

67.6 %

Chefs and head cooks

$582

79.4 %

Janitors

$511

79.8 %

Secretaries, administrative assistants

$803

82.8 %

Bus drivers

$652

79.1 %

Counselors

SOURCE: The Pew Charitable Trusts, January 2014 JUNE | JULY 2015 BIZ(941) 11

Talk

AGENDA

J U N E / J U LY

JUNE 15 The Greater Sarasota Chamber of Commerce Monday Mixer at the Marauders Game, 5:30-8:30 p.m. at

McKechnie Field, 1611 Ninth St. W., Bradenton. Barbecue buffet at 5:30 p.m.; game time 6:30 p.m. Adult Sarasota and Latin Chamber members $18; children 13 and under, $12; children under 2 free; nonmembers $25.

Reservations are required by June 10; visit sarasotachamber. com/events for details.

JUNE 18 Manatee

Chamber of Commerce VIP Event with Florida Department of Transportation Secretary Jim Boxold, 11:30 a.m.-1 p.m. at the Holiday Inn SRQ, 8009 15th St. E., Sarasota. $25 for chamber members; $35 for nonmembers. RSVP online at manateechamber.com or email Lisa Reeder at LisaR@ manateechamber.com.

JUNE 22 Venice Area Chamber of Commerce Network Lunch,

11:30 a.m.-1 p.m. at British Open Pub, 367 Jacaranda Blvd., Venice. $15 for members only.

RSVP to Debra Mattar, vchamber@venicechamber.com or (941) 488-2236.

JULY 4 Fireworks at Marina Jack, downtown Sarasota, and the historic Green Bridge Fishing Pier, Palmetto

TRENDSPOTTER

GROWTH IN WOMENOWNED FIRMS, 1997-2015 The number of womenowned businesses in Florida has increased 82.4 percent (from 5.4 million businesses to 9.4 million businesses) since 1997, ranking Florida No. 12 among U.S. states.

However, Florida ranks 50th in the nation when looking at the growth in womenowned businesses from 2007 (581,192 businesses) to 2015 (616,200 businesses).

SOURCE: American Express OPEN, May 2015

JULY 8 The Greater Sarasota Chamber of Commerce Power Hour Luncheon, 11:45 a.m.- 1 p.m. at Stonewood Grill & Tavern, 5415 University Parkway, Sarasota. $20 pre-registered members; $30 nonmembers. RSVP requested; visit sarasotachamber.com/ events for details.

JULY 21 Suncoast Technology Forum Techbyte Luncheon: Technology for Understanding and Influencing Decision Making, 11:30 a.m.-1 p.m. at Polo Grill, 10670 Boardwalk Loop, Lakewood Ranch. Members $18; nonmembers $28. Visit suncoasttechnologyforum.com/ events for details.

READER METER

Florida ranks No. 3 in the U.S. for telecommuting.

Do you think working from home is just as productive as heading to the office?

61 Yes

%

39% No

SOURCE: Biz(941) Daily poll

12 BIZ(941) JUNE | JULY 2015

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941-539-0123

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JUNE | JULY 2015 BIZ(941) 13

Ask the Originals www.DineOriginal.com

Eat Like a Local SUMMER IN THE CITY

Time to take back your town!

Talk

By Hannah Wallace

BIZ BITES

YachtSea Grille offers creative cuisine with international flavors.

CHAD SPENCER

(941) 779-2222 | groupersandwich.com

(941) 349-2323 | sarasotalobsterpot.com

THE PLACE

(941) 778-0444 | groupersandwich.com

YachtSea Grille, 101 Riverfront Drive, Suite 120, Bradenton, (941) 896-9660, yachtseagrille.com.

An airy and spacious, semi-climate-controlled porch adjoins a newly expanded interior dining room with a heavy hardwood bar and a bright, clean nautical theme.

THE PEOPLE

(941) 488-1456 | sharkysonthepier.com

14 BIZ(941) JUNE | JULY 2015

Khaki-clad professionals from nearby office buildings (including the one that houses the restaurant); young

families taking a break from Riverwalk.

TIME FACTOR

Considering the size of the menu, food comes out at an efficient clip. But with all those choices, you’ll probably want to start with apps and stick around for dessert.

THE FOOD

Heavy emphasis on the “Grille” part of the name, with entrées, sandwiches, pasta, fish and burgers all getting their own sections of the menu.

Countless culinary influences are evident in the appetizers, which range from Honduran-style ceviche with naan bread ($11) to Polynesian pork shanks ($9-$15) to smoked fish spread ($10). There are also superb fish tacos ($15), award-winning lobster mac ’n cheese ($16), steaks, salads, seafood and more.

The meaty clam chowder is always worth a cup ($4), and be sure to check the creative soup du jour. ■

ADVER TISEMENT

Keiser University

Turn your love of sports into a rewarding career.

Students at Sarasota’s Keiser University receive quality academic education and excellent job training, while taking advantage of innovative scheduling options and a host of student services.

KEISER UNIVERSITY is a regionally accredited, Students gain valuable real-world experience in private university serving students seeking doctoral, a sport setting by participating in four internships master’s, bachelor’s and during their sport management program. associate degrees in nearly This provides students professional “Students in the 70 concentrations. Whatever opportunities in entry-level settings sport management including professional sports teams, college they hope to do professionally, program receive students can advance their athletic departments, sport communication career opportunities through and public relations firms, sport marketing a well-rounded these highly marketable and advertising agencies and recreational education that links degree programs. The Bachelor facilities. sport management of Science degree in sport Skilled sport management professionals management presents a wide theory with industry are the true force that powers successful range of professional and sport organizations around the country practice.” academic opportunities. and around the world. Keiser University’s The sport management program creative scheduling (one class at a time), at Keiser University provides an opportunity to combine students-first philosophy and effective support a student’s love of sports with a career in business. systems will help prepare students for the fast-paced, This hybrid program couples the convenience of online established sport industry. learning with personalized, face-to-face instruction Don’t delay your dream of working in the sport in the classroom. Students learn about the business industry field. For more information, please visit the of sports, including topics such as sport marketing, school’s website at keiseruniversity.edu sport journalism, consumer behavior and social media and technology usage in the sport industry. At Keiser KEISER UNIVERSITY SARASOTA CAMPUS University, students in the sport management program 6151 Lake Osprey Drive, Sarasota, FL 34240 receive a well-rounded education that links sport (866) 534-7372 | KeiserUniversity.edu management theory with industry practice.

JUNE | JULY 2015 BIZ(941) 15

“I use the law to communicate with the community and build business.”

—SHELLI FREELAND EDDIE

16 BIZ(941) JUNE | JULY 2015

A FIELD GUIDE

By Kim Hackett

TO

GETTING AHEAD FEMALE EXECS SHARE THE SECRETS OF THEIR SUCCESS.

PHOTOGRAPHY BY BARBARA BANKS

Hard work and talent are the pillars of success. But accomplished women will tell you that reaching your career goals is more nuanced. For our how-to guide, we dug for details, details, details from more than a dozen area women who are leaders in big companies, nonprofits or in their own businesses. We grilled them for tips that helped them get raises, stand out in their professions and know when it was time to switch careers or retire. Their collective wisdom will empower and inspire you on your own professional journey.

JUNE | JULY 2015 BIZ(941) 17

How to interview for a job Michael Saunders founder, Michael Saunders & Company

BY THE TIME I interview people, they have gone through an extensive process [with other staff members] and I know they have the skill set. I’m looking for passion, positive attitude and an eagerness to grow and learn. I want to know what they bring to the table that’s going to make us better than we are today. I want someone who is ready to join a team and who always says, “I can do that,” rather than, “That’s not my job.” You are more than your resume, and I’m interested in the rest of what makes you who you are. Tell me stories about yourself, not just, “I worked here from this time to that time,” or, “I reorganized accounting.”

I want to know if the person researched the company and why they want to work here. I like to know if people are creative, and if they can see a better way to do something. Be curious and do your research. When you’re interviewing, look the person in the eye and don’t complain about your last boss or job.

How to promote/market yourself Shelli Freeland Eddie attorney, the Freeland Eddie Law Group, and newly elected Sarasota City Commissioner IT’S A COMBINATION of communication skills and setting yourself apart from your competitors. I worked for the state attorney’s office, in private practice in another law firm and now in my own practice. I use the law as a way to communicate with the community and build business. I blog about the industry regularly, and I use social media a lot with a personal Facebook and a business page. Provide updates and let people know how you are growing in your industry. Learn about your industry and go to the right events, both those in your industry and outside events that will bring you into contact with people who can lead you to business. Plant a lot of seeds; they often yield benefits down the road.

How to stand out during your first year on the job Mary Braxton-Joseph Emmy Award-winning journalist and media consultant IT’S AN OLD ADAGE, but you meet the same people going up that you do going down. Be respectful and nice

18 BIZ(941) JUNE | JULY 2015

78 cents

The amount women make compared to every dollar a man makes in the U.S.

to everybody because you never know where you’ll end up. That was key for me. It’s so easy to get stuck in our own little silos. Make sure to say hello to people.

I was approachable and always talked to everyone.

And don’t be afraid to smile. The easiest way to communicate is with a smile. Always say thank you, write notes and keep in touch with people. Success is about relationships. If you look at people on paper, a lot of candidates can fill a position. It’s the way you carry yourself and present yourself. And I was not afraid to ask for help if I needed it. You also have to show up on time, work hard and stay on top of your responsibilities. I came in at the right time and the right place.

Employers were looking for people of color and women.

I was a two-fer. It got me in the door, but I had to work very hard.

How to dress for success on a budget Jackie Rogers owner, Style Matters image consulting YOU HAVE TO HAVE the will to dress for success and the determination to put in a little effort. It never has to be expensive. Whether you buy clothes at a discount retailer or at Saks, fit is first and foremost.

If your pants are too long, have them tailored. Don’t wear faded, pilled or wrinkled clothing. Don’t be afraid of color, but pick foundation pieces first—black slacks, black shoes, and add in one dress. Then add another color trouser; navy can swing a lot of different ways and khaki is a nice option. A lot of stores have capsule collections; for example, White House/Black Market has core black and white pieces and Chico’s makes it easier for working women to build a wardrobe. They’ll add in the season’s hottest trend pieces, then accessories—the right shoes, bag and necklace can add polish. If you’re working in a corporate environment, cover your arms. If your company has casual Fridays, wear darker jeans or khakis instead of flip-flops and shorts.

“Fit is first and foremost.”

—JACKIE ROGERS

JACKIE ROGERS, owner.

JUNE | JULY 2015 BIZ(941) 19

How to stay on a career track while on maternity leave Alejandra Grindal senior international economist, Ned Davis Research MAINTAIN A PRESENCE at work using technology, and have a plan.

My job has fairly generous maternity leave by U.S. standards and was quite flexible with how I used my hours. Even so, I was voluntarily back to work part-time from home a month after my first child, who is now 4, and five days after my second child, now 1. With my career, I did not think I would have been able to fall off the radar for three months and jump back in. It’s a fast-paced industry that changes on a daily basis, and in a field dominated by males, there hadn’t been much of a prec—ALEJANDRA edent set for maternity GRINDAL leave in my office. I was afraid not having a regular presence would work against me. By working remotely for most of my leave, I kept up with my work and maintained a virtual presence, so I was never out of touch.

“Maintain a presence.”

25

The number of Fortune 500 companies that have a female CEO

20 BIZ(941) JUNE | JULY 2015

$34,000

How to stay organized Wendy L. Fishman executive vice president and senior trust officer, Caldwell Trust Company ORGANIZING IS A JOURNEY, not a destination. I keep this in mind as I organize my activities. The quicker I get them under control, the more time I have to concentrate on my clients. For that reason, I don’t skimp when choosing people for my team or selecting technology to keep everything running smoothly. My strategies are: 1) Prioritize. 2) Carry your office in your pocket. Select a good smart phone. Mine provides access to emails and syncs information with my desktop computer. I chose a carrier with a strong signal so I’m in touch wherever I go. 3) Keep an electronic calendar. I use Outlook but any robust program will list your commitments and let you program realistic reminders. 4) Sort tasks by type and color code if your program permits. I can quickly see which commitments are with clients, colleagues or charities, for example. 5) Delegate.

Median yearly wage for Florida women in 2013; $40,000 for Florida men.

hard work. The other key ingredient is to take responsibility for your career and make sure your bosses know what you want to do. You can’t think that your career is their No. 1 priority. Let it be known what you are interested in. I wish someone had told me that earlier in my career. You also need to be patient. Some people are in a hurry to get to that next step and they don’t have the experience and skills to be successful. A little patience and time in the job you are in now will make you more successful when you do get a promotion.

How to ask for a raise Misty Servia planning department manager, King Engineering

How to motivate employees Rosalia Holmlund owner, El Mariachi Loco market MY BUSINESS HAS GROWN so fast because of my employees. I treat them like family because that’s the way I feel about them. I have employees who have been with me for 14 years. Their compensation is more than competitive and I’m generous with benefits.

They start with one week of paid vacation and I give them flexible, family-friendly schedules. They receive a Christmas bonus equivalent to three weeks’ salary, plus a performance-based bonus. Employees who have remained faithful to the company receive interest-free loans on things such as vehicles and homes. I’m very strict with customer service, cleanliness and honesty.

My employees treat my customers well and then the customers come back. It’s smart business.

How to win a promotion Lorna Nagler president, Bealls, Inc. NOTHING ABOUT SUCCESS has changed in the 30 years since I’ve been in business—there is no substitute for

BE PREPARED. Understand the market, know the salaries your peers receive and understand the value you bring to the company. Timing is critical; be prepared to ask for more money on the heels of a successful project. Ask the right person; go to the person who has your back and the one who relies on you to perform her job.

Even if this person cannot give you the raise, chances are she will advocate for you. Know what you want and expect to get it. Thoughts form your reality. This works for both good and bad thoughts, so keep it positive.

How to combat “isms” Sandra Terry executive director, Laurel Civic Association I GREW UP in a household with the greatest, strongest, smartest woman who ever lived. She came through bigotry and racism with grace. Colors of people were never mentioned in my household. She chose to be a lady and a human being. She never bowed to using the back door and drinking from the colored fountain. I was allowed always to be me. I’m still me, and I will never let what someone else thinks I should be define who I am. I run the most diverse nonprofit in Sarasota County. Bigotry, racism, sexism and ageism are all around us. Have hope and be yourself. The good will always outweigh the bad.

JUNE | JULY 2015 BIZ(941) 21

How to start a business after you retire Sandy McGowan proprietor, Sandy’s Designer Clothing AS A RETIREE from other positions, including as a buyer in New York, I went back to my retail experience to create the shop of my dreams. You must have some knowledge of the business you wish to create. I realized as an older woman I did not have the time to completely recreate myself. You also must have the drive to be able to keep up and change with the trends. If you do not have this drive after retiring, do not go into business for yourself. Finally, you must have a business and marketing plan. Let the public know what you have to offer and give the customer a reason to come through your door.

Too many shop owners think you just open the doors to your new business and customers will come.

How to be a good networker Vanessa Baugh owner, Vanessa Baugh Fine Jewelry, and Manatee County Commissioner AS A BUSINESS OWNER and [Manatee] County Commissioner, I try to communicate with as many people as possible. I love networking events and go to as many as I can fit in. I always wear a nametag and introduce myself to people by looking them in the eye and shaking their hand. Be a good listener. Never cut anyone off. Make sure to meet and thank the people who put the event together. You should never leave home without plenty of business cards. You have only the one time to make an impression. Be sincere and always remember that the person you are meeting can help you in ways you can’t imagine. Everyone is important.

How to find balance Lisa Merritt, M.D. founder, Kinesia Rehab Group and Multicultural Health Institute AS A FORMER DANCER and gymnast, I developed discipline, which has helped me stay on my feet when managing life’s complexities. I start my days early, with pre-dawn exercise, reading, prayers and meditation. I take time to tend to my plants, cook for the day or week ahead. I map out each day and the week ahead, with priority lists for personal and work-related goals. Making

22 BIZ(941) JUNE | JULY 2015

5

The percentage of venture capitalists who are women.

healthy food choices, gardening, writing and photography help me maintain my emotional center. For all of us, flexibility and forgiving yourself for being less than perfect are the keys to peacefully ending each day knowing you have lived and enjoyed it to the fullest.

How to know when it’s time to retire Wendy Resnick retired executive director, United Cerebral Palsy of Sarasota and Manatee WHEN YOUR WORK is not your priority and if you are financially able, that’s when you should retire. I ate, slept and drank UCP for 28 years and then I didn’t want to do that anymore. I met somebody and my priorities changed because of him. You have to have a plan. I decided I was going to retire about three years before I did. My job was flexible. I never had to have an 8-to-5 schedule. I had already incorporated my life into my work and my work into my life, so I didn’t have that lost feeling some people have when they retire. I still work on events. I also take courses, swim and exercise. Retirement is great if you keep busy doing things you enjoy and expand your social world. If you have somebody to play with, that’s nice, too.

How to know when it’s time to change your career Veronica Brady senior VP for philanthropy, Gulf Coast Community Foundation YOU KNOW IT’S TIME for a career change when you feel like you are going toward something rather than leaving something behind. Many people decide to change careers because of dissatisfaction, and that is not always the best way to begin a new career. You need to have passion for a new opportunity. I loved my job as a banker at SunTrust and then was presented with a great opportunity at Gulf Coast. I already had been doing so much volunteer [nonprofit] work and my vision was to do more of it someday. The vision came along a lot faster than I thought it would. Once you

“Acknowledge conflict as it is emerging.”

—KATIE MOULTON decide to make a change, don’t expect to be perfect on Day One. If it doesn’t work out, be confident that you will regroup. When you love what you do, it’s all good.

How to handle disputes Katie Moulton president, Hospitality Advisory Services; executive director, Cayuga Hospitality Consultants EVERY WORKPLACE will have conflict when you have multiple personalities, different backgrounds and competition. Also, as a business leader, you want your employees to be engaged, and that naturally leads to disputes.

First, acknowledge conflict as it is emerging, such as when you hear grumbling among employees or you see manipulative behavior. For staff dealing with customers [who may have complaints], it’s important to develop great listening skills.

Teach them to remain calm, acknowl-

edge the customer’s issues, repeat them back to the customer and then accept responsibility for resolving the problem within a specific time frame. By attempting to resolve a situation, you have already diffused its volatility. ■

JUNE | JULY 2015 BIZ(941) 23

THE

GOLDEN B Y

R U T H

L A N D O

GIRLS

Women head up a tiny percentage—less than 5 percent, to be exact—of Fortune 500 companies, but when it comes to charitable foundations, they’re doing better. Fifty-four percent of the country’s charitable foundations are led by women. (Although at the biggest and presumably best-paying foundations, those with assets of more than $1 billion, only 28 percent of the CEOs are female.)

But here in Sarasota-Manatee, women rule. One hundred percent of the region’s top foundations, including two fully endowed private foundations and three community foundations, are run by women. They’re a powerful group, representing almost $900 million in charitable assets. And in a region with 1,800 nonprofits and some 40 percent of the population living at or near the poverty level, the philanthropic decisions they make affect an enormous number of organizations and people and help determine the quality of life in our communities.

Meet Southwest Florida’s “Golden Girls.”

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PRESIDENT & CEO THE PATTERSON FOUNDATION

Debra Jacobs AGE OF FOUNDATION: 5 YEARS ENDOWMENT: $235 MILLION TIME ON JOB: 5 YEARS Opportunities you saw when you accepted this job: To work with visionary leaders to create new realities thanks to a donor who left an unfettered charter. It was a daunting challenge, and I knew this deserved to be done well.

needs a healer; times when it needs an innovator or provocateur. No one sat back and said, “Hey, let’s get all of one gender at this time.”

What in this work has been life-changing: I haven’t had an epiphany. Every day you wake up and give it your best and hope you make the right decisions. I am in this because I’m supposed to help people make the change they aspire to. It is life-changing to work with incredible people to make an impact. Plus we have fun. I am a very happy person. I say, do important work but have fun while you are doing it.

The culture at your foundation: The foundation is a network of independent consultants and partners.

There are only three of us at the epicenter. Our work is embedding change in organizations and communities. We invest resources in groups and networks and building relationships with others. We never show up with an answer. The Campaign for Grade Level Reading is an example.

We are intentional that every child can read on grade level by third grade. How do we get there? We will bob and weave as we learn and connect with others trying to do it.

Nonprofit versus for-profit leadership: In the private sector, you make a plan and execute it. In the social sector there are so many different forces at play. It’s not about money and shareholder value. You are using your ethics. Leadership talents can be similar, but you are measured by different things.

Why women head our local foundations: Timing. The [local] newspaper and hospital used to be run by women and now they are [run by] men. There is a time for a particular type of leadership in every organization. It is not driven by gender. It is driven by talent, experience, skill and style. There are times when an organization

Enhancing philanthropy in the future: Philanthropy in America thrives because of its diversity. It is just as important to care about the oceans as it is to care about a child. There is checkbook philanthropy. Catalytic philanthropy. Strategic philanthropy. Sustaining philanthropy. Thank goodness. We need all of them.

JUNE | JULY 2015 BIZ(941) 25

THE

GOLDEN GIRLS

PRESIDENT & CEO COMMUNITY FOUNDATION OF SARASOTA COUNTY

Roxie Jerde AGE OF FOUNDATION: 36 YEARS ENDOWMENT: $273 MILLION TIME ON JOB: 4 YEARS Your three strongest traits: Empathy, integrity and a great sense of humor [so I] don’t take this all too seriously.

The culture at your foundation: Our focus has been on success measures as well as continuous improvement.

We are working together to accomplish goals to further our strategy. This has helped us on what we say yes and no to. We all ask, “Is this really going to be a strong contributor?”

How to connect with donors: I’m a good listener, and I find out about their life and their values. Then I can have substantive conversations about options to achieve what they want. I also connect them with like-minded folks.

Nonprofit leadership versus for-profit leadership: There are no differences.

If you are effective, you are effective. Our return on investment is return on lives, versus return on stock.

You still have to manage resources, priorities and goals.

Proud moments: Thousands of families are able to stay in their homes thanks to the Season of Sharing [a communitywide fund-raising initiative to prevent homelessness]. Our two-generation work with vulnerable families is moving low-income kids to reading rates that will help them be successful and, at the same time, [providing] their parents with economic stability.

Biggest issues in foundation work: People will give, tax deductions or not, but we need to be on top of what’s happening in Washington to preserve and enhance people’s desire to give. We also need to look at innovative ways that philanthropy can help impact

26 BIZ(941) JUNE | JULY 2015

social issues and social justice. Trends include “proof points” for proving things in philanthropy with data and measurement of programs.

What people should know about philanthropy: People think it is easy to give money away. It isn’t. It takes discipline and rigor. How do you figure out the best philanthropic returns for what we do? There are lots of choices. We have to make great choices on partners and what we want to achieve. The Giving Partner [an online registry of data about nonprofits] has been very helpful. Having better information available has made it easier to work more quickly and objectively. It’s just like a private investor looking to invest in stocks.

How you unwind: I ride my bike with my husband. I Iove spending time with my family and friends. And I do yoga.

I make sure I make time for all of those things, too.

PRESIDENT & CEO GULF COAST COMMUNITY FOUNDATION

Teri Hansen AGE OF FOUNDATION: 20 YEARS ENDOWMENT: $274 MILLION TIME ON JOB: 13 YEARS Your strongest three traits: I’ve always been told you need persistence, planning and patience, and I have two out of the three—not patience! My focus and commitment to the mission are the third.

The culture at your foundation: We are open and collaborative. Everybody works at the same type of work station, including me. We laugh hard, and we joke and tease relentlessly. I always say that working [here] is a contact sport and not for the weak. I sometimes see new people get a little frightened because we love each other but we are also fiercely competing with each other. That’s how we have fun. Another thing is that our culture is about community leadership. It’s not about the money.

beings by nature are compassionate and when they focus on what they care about, they are all the same— they want to make a difference.

What keeps you hooked: I have an outlet for my passion, creativity and innovation. And my GCCF colleagues and my board. I love being around them and get a lot of energy from them. They are what I will miss the most when I leave [on June 30, for her new post as head of the new Barancik Foundation, a local family foundation started by Chuck and Margie Barancik].

What should people know about this type of work: That it is not a retirement job. People always say, “Oh, when I retire I want to run a foundation.”

How you unwind: I’ll let you know when I do!

Proud moments: STEMsmart has totally transformed the way teachers teach and students learn science and math in our middle schools. Also hunger and homelessness. Nonprofits [working to end homelessness] had never met together before and now meet every single month. If you were a homeless family there was no place to go. Now we have Harvest House Family Haven and Catholic Charities Family Haven providing assistance. Dr. Robert Marbut’s plan was to deal with the huge food issue for families because you can’t pay your rent if you [have to use] your money to buy food. The Feeding Hungry Families and Campaign Against Summer Hunger programs address hunger.

Biggest issues in foundation work: Government withdrawal from its responsibility and expecting foundations to pay for what it has historically paid for. Foundations typically dealt with issues government didn’t. Now they are wanting us to deal with both.

Working with the wealthy: All human beings are complex regardless of degree of wealth. Human

JUNE | JULY 2015 BIZ(941) 27

THE

GOLDEN GIRLS

EXECUTIVE DIRECTOR MANATEE COMMUNITY FOUNDATION

Marilyn Howard AGE OF FOUNDATION: 17 YEARS ENDOWMENT: $35 MILLION TIME ON JOB: 17 YEARS Three strongest traits: I work well with people. I give them the opportunity to shine. Also, I don’t take myself too seriously, and I bring the board and staff and nonprofits together to work toward an end.

work hard for operating dollars for our own organization. Our board members have to support us with annual operating gifts. That isn’t clear to people when they work with a community foundation. They want services, grant investigation, research, etc., that isn’t necessarily funded. We need underwriting for that work until [we] build up more resources.

Working with the wealthy: They are sharp businesspeople and ask very good questions and challenge other assumptions.

What keeps you hooked: Knowing that what your organization does [can] make a huge difference for better in

The culture at your foundation: We are open and listen to nonprofits and donors. We are not in the position of telling people what to do. We really want to assist with issues and make things better for the community. We are viewed with integrity and credibility. It’s not me; the direction of the organization comes from our board. And we do want to have a little fun, too.

What donors really want: Donors want their money to have impact.

Nonprofit versus for-profit leadership: The world today is fond of saying you have to run a nonprofit like a business, but I say, “Yes and no.” You have to run your nonprofit so you can deliver your mission. That isn’t just about dollars and cents. [Your] people must have empathy and the skill sets to deliver service and understand the issues and stresses. It requires more involvement in your customer, whether that’s the donor or the client, more even than you get in business.

Proud moment: Our Spirit of Manatee awards that celebrate giving. We had our 10-year anniversary in March and [it’s] turned into a signature event and provides a platform for all these wonderful people to be honored and to encourage other people to be generous.

Biggest issues: As a smaller foundation, we [have] great success at distributing grant dollars, but still

28 BIZ(941) JUNE | JULY 2015

the community can become intoxicating. There’s a real opportunity every day to think I might be able to help with this issue, to tackle this problem. To see people succeed keeps me going.

How you de-stress: I read a good book and enjoy my book club. I love reading and taking Maggie, our little Tibetan terrier, for walks.

PRESIDENT WILLIAM G. AND MARIE SELBY FOUNDATION

Dr. Sarah Pappas AGE OF FOUNDATION: 60 YEARS ENDOWMENT: $78 MILLION TIME ON JOB: 6 YEARS

college presidents and the Sarasota County schools superintendent were women, plus outstanding representatives in the [state] House and Senate. I think the management style is a perfect fit for nonprofits.

Women tend to be more collaborative and work in teams, not the old command and control.

Enhancing philanthropy in the future: We struggle with: “Do you give to an organization that is barely making it or to a successful one with lots of reserve and endowment?” We do not want to punish an organization that is so well run that it has large reserves and endowment. Instead, we ask, “Is there duplication of services?” We have 78 animal welfare organizations in our four-county area. Could they band together to be more effective? I’ve read that one in five teenagers has the goal of starting a nonprofit. We already have 1,800 nonprofits in Sarasota-Manatee. Talk about implications for the future. How will they be funded and run? Can our community support all of them?

What can our community afford when several big arts groups all want a new building at the same time?

What you wish people knew about your type of work: The president of a foundation does not make the decision on what grants get funded and who gets scholarships. I have a very active board and they read the whole application and my site visit report, and they discuss every grant. The 12 people on the scholarship committee do the same thing. I am just a conduit.

My three strongest traits: Relationship building, a high EQ, and my project management skills.

Biggest change I’ve made: I hired a 28-year-old technology guru and now we have all the applications for scholarships and grants online. We can do research now at the touch of a button. I can do more research for the board to help them make wiser decisions.

Why women lead our local foundations: SarasotaManatee is very progressive. At one time all of our

For-profit versus nonprofit leadership: It used to be [profit] is performance-driven and [nonprofit] mission-driven. Now nonprofits are being asked to care more about performance and revenue streams that can sustain them when donors can’t give as much money; and, likewise, business and corporations care about social consciousness and trying to make the community better.

How do you unwind? I go to the YMCA six days a week and two of the days are Zumba, which I absolutely love.

I hang out with my husband of 49 years, and we travel well together. And I have a book club with women friends that I enjoy. ■

JUNE | JULY 2015 BIZ(941) 29

Coping with Caregiving Dementia expert Teepa Snow on the caregiving crisis—and why Sarasota is ahead of the curve.

INTERVIEW BY HANNAH WALLACE

IN

a rapidly aging world, caregiving for seniors, especially those with dementia, has a major economic impact. Lost labor due to physical absence and emotional stress affects every business, and many companies are ill-prepared to manage and help employees who are caring for a loved one.

Additionally, service industries need guidelines for dealing with customers who have dementia, so that they and their caregivers will feel welcome.

Teepa Snow is a national expert on dementia and caregiving. Her natural empathy first found purpose working with developmentally disabled children. But after living with an aging grandparent and later acting as a caregiver for her mother-in-law, Snow devoted herself to advocating on behalf of people with dementia and acting as a mediator between them and their caregivers. She now travels more than 300 days a year, training professionals and laypeople alike to better understand dementia and how to manage their relationships with patients and

loved ones. Locally, Snow partners with Pines of Sarasota, providing educational materials and regular speaking engagements.

Why do you focus on the caregiver/patient relationship?

People who live with dementia die with dementia. They’re not around to talk about the experience. The caregivers, too, when it’s over, they’re so exhausted they don’t want to talk about it. Until we have a cure, we have to have better ways [to manage this relationship]. We need to know how and what to do.

What’s it like being a professional, a woman, and a caregiver?

It never stops for women. They get up in the morning and then they have to take care of the person they care about, take them to where they need to go. And then at the end of the workday they feel this urge to be present for this other person. They’re already running on empty and not taking care of themselves. I certainly did that during my mother-in-law’s care.

In Florida 500,000 seniors with Alzheimer’s require 1.1 million dementia caregivers.

30 BIZ(941) JUNE | JULY 2015

There was no one [else] who could be tolerant of her, because she was a challenge. You do what you think you need to do until you can’t do it anymore. Nobody steps forward to say, “Let me carry that for a while.”

How can caregivers create stress relief?

You need to build it into every day.

And you have to stop seeing it as a benefit. If you don’t respect yourself, you’re not going to be there for your loved ones. You’re setting up somebody else to be your caregiver.

It starts with little tiny stuff. Use cleansing breath—take five deep breaths, and then give yourself a minute to think of one thing that you feel joy for. Do that five times a day. Then, when you feel the stress, guess what automatically comes to you. It retrains your brain into finding those moments of joy.

What’s the state of professional care for those with dementia?

It’s horrendous. The federal government and the state don’t require special skill sets as a rule. [Most professionals] take a six-hour [dementia] course—they watch a video—and that provides you with everything you need to care for someone who has a brainchanging disease? Even in [memory care] residential programs, professionals don’t necessarily have special skills. Then the patient escalates because she’s not getting her needs met, and they may give her medications to make it difficult to act out. It becomes this horrible cycle.

When should caregivers consider moving their loved one to a residential facility?

I usually ask, “Tell me what you still like about your person.” When

Dementia’s Impact 1 IN 3

seniors dies with some form of dementia In 2015,

700,000

will die with Alzheimer’s

5 MILLION Americans have Alzheimer’s (60 PERCENT are women)

$226 BILLION

Amount dementia will cost the country in 2015 (projected as high as $1.1 trillion in 2050)

1 IN 5

Medicare dollars is spent on people with dementia

17.9 BILLION HOURS

Unpaid care provided by friends and family to dementia patients in 2014

41 PERCENT

of caregivers have a household income of $50,000 or less

TWO-THIRDS

of caregivers are women

the caregiver answers, “Well, I love them and I promised I’d always care for him,” I say, “I know you do.

But what do you like about them?”

There’ll be another long pause, and then they’ll say, “I lost my mom/ husband/wife a long time ago.” So I say, “The time you should place [them in a facility] was about three months ago. You’ve given everything; it’s not changing the disease. You need a break, so you can recover.”

What can business owners do for employees who are also caregivers?

Businesses can allow the individual some flexibility in scheduling if possible. [For example] take into account drop-off and pickup time— is there a way we can work this out so that I don’t have to get [my loved one] up three hours earlier?

What about dealing with customers with dementia?

Are people with dementia welcome in the establishment? Can we have dementia-friendly locations so that if my mom makes a mistake, we still feel welcome? If not, then where am I supposed to go? If something happens, [the business staffer] should consider that dementia might be what you’re looking at, and here are some options for what to do. We’ve done it with other conditions. We now have a better awareness of when kids have autism—you recognize it when you see it, and you understand that more than likely touching is not a good idea. We need the same awareness of dementia.

How can employees communicate with someone who has dementia?

[People with dementia] get such a reputation. But when do they get angry and when do they get aggressive? Pretty much when people keep trying to do things

that aren’t working, and they’re not listening. We always want to ask direct questions. But when you ask a direct question, the person [with dementia] gets stumped, so they try to leave. You tell them to stay, they say, “Don’t tell me what to do.”

Sometimes it’s just a matter of being friendly and saying, “Well, hey there, where are you from? Do you live in town? Hang on a sec, I bet we can get you where you need to be.”

How well is Sarasota handling this issue?

Sarasota is having to address this a lot faster and harder than a lot of communities. There has been work done by the police, by the EMS, that other communities haven’t even begun to address: They’ve participated in training, asking, “What can we do?” and starting to learn some skill sets. Sarasota’s also really tuned into the fact that aging in different cultures really matters: Mennonite versus Hispanic versus the art guild— what you would see [in dementia patients] behaviorally is different, but it’s still dementia. ■

Teepa’s Tips How to approach a person with dementia.

• Knock, announce yourself.

• Greet and smile.

• Move slowly, offer hand for a handshake.

• Give your name.

• Slide into a hand-under-hand hold.

• Be at eye level with the person.

• Be friendly, smile, give a compliment or make a nice comment.

• Give your message—simple, short and friendly.

Visit pinesofsarasota.org/pdfs for more of Snow’s tips, techniques and downloadable training guides.

JUNE | JULY 2015 BIZ(941) 31

SHE’S THE BOSS B Y

A B B Y

W E I N G A R T E N

Meet three women who followed—and realized— their business dreams.

PHOTOGRAPHY BY BARBARA BANKS

Women are starting businesses in the United States at a faster clip than men. According to the State of Women-Owned Businesses 2015, womenowned firms between 1997 and 2015 increased by 74 percent. Women employ 7.9 million workers in the nation and generate more than $1.5 trillion in annual revenues. Florida, with a 82.4 percent increase in women-owned businesses in the last 15 years, ranks No. 12 in the nation.

Clearly, women see opportunity in entrepreneurship and are good at starting businesses. But keeping those businesses healthy and growing is the real goal. We asked three local women how they’ve established— and then grown—their own businesses.

32 BIZ(941) JUNE | JULY 2015

Coral Pleas —Owner/master stylist, Cutting Loose Salon A H A I R S T Y L I S T FO R 3 4 Y E A R S in Sarasota, Coral Pleas finally launched her own shop, Cutting Loose Salon, in January 2008—just as the economy went south. What might have terrified many entrepreneurs was extra motivation for the failure-is-notan-option Pleas. “It made us even more committed to customer service and excellence,” she says. “We say we are allergic to average.”

Pleas, 53, set a goal of “five salons in five years” back then. Today she has three salons in Sarasota and Manatee and one in Somers, Conn., which she opened when two sisters who had previously worked for her needed to move back home.

Her staff has grown from four employees when she started to 55 employees today. The Sarasota locations generated more than $3 million in sales in 2014, with 30 percent growth every year since the company’s inception. For the last five years, Cutting Loose earned a spot as one of the top 200 salons in the nation in Salon Today magazine. To stay connected, Pleas sits on the board of Intercoiffure, a global organization in the beauty industry.

Cutting Loose Salon has established its own training program—an academy known as Protégé at the University Park location. Students attend eight hours of education every Monday and, after a year to 18 months, qualify as stylists. They also receive intensive customer service training. The majority of her hires are students who have completed the training. Even if Pleas hires experienced hairdressers outside of the program, she still requires that they undergo three months of Protégé. “Our protégés on the floor have their regular guests that are charged a lesser price. So they do bring in income and, as they move up, it generally covers their salary,” Pleas says.

Pleas also stays attuned to the 20-somethings on staff. Pleas extended the hours her salons are open—a benefit for clients—but also a plus for her young employees who want flexibility with their schedules. “Millennials on staff have been teaching me about life balance. They love their careers but want more time off,” she says.

And since Millennials also demand opportunities for growth, both in skills and income, she stresses the possibilities for both. “Stylists can work their

Coral Pleas (standing) with a client.

way from our stylist level, making $35,000 to $40,000 a year, to the master stylist level, working with a personal assistant and making more than $100,000 a year. Not everyone wants to be in the $100,000 club, but for those who do, we give them the tools necessary to get there,” she says.

Each salon must follow the same policies and systems—including pampering customer service from the moment clients enter to when they walk out the door—so that the experience is the same no matter which location they visit. “We are just a baby and we’re looking forward to the next 20 years [of growth],” Pleas says.

JUNE | JULY 2015 BIZ(941) 33

SHE’S THE BOSS C arl a O ’ Brien —Owner, Carla’s Clay A B O U T 15 Y E A R S AG O, artist Carla O’Brien was teaching adult ceramics courses at Sarasota County Technical Institute when the school abruptly discontinued the program.

“The program was absolutely booming, and I was one of only two teachers. The students were there and, when they closed the doors, there was nowhere for them to go,” O’Brien, 56, says. So I figured, ‘I can start my own business.’ Build it and they will come.”

She did, and so did they. O’Brien launched Carla’s Clay, a pottery studio, in October 2002, in a 2,100-square-foot rented space. She quickly outgrew the location and, in 2005, bought her current 5,000-square-foot building in Northgate Industrial Park. She offers classes in hand building, wheel throwing and sculpture. O’Brien also sells ceramics supplies and has a gallery that features the work of national and local artists.

She has experienced steady annual growth of about 5 to 6 percent in the past few years. Selling clay and other supplies helps O’Brien stay afloat in the offseason, when class enrollments slow down.

She also hosts a children’s summer camp and private events called “clay dates,” art-based fun for birthday or bachelorette-type parties.

“I’m not a million-dollar business, but this is the only business of its kind in Sarasota and Manatee counties,” O’Brien says. “Literally, the only other business that’s even close to what I have going is in St. Pete and even they don’t sell the amount of supplies I do.”

Every two weeks, O’Brien brings in a tractortrailer filled with 2,300 pounds of supplies. In season, she has about 70 students, and many come from the Midwest, the Northeast and Canada.

O’Brien’s clients come to her via word of mouth, and the majority of them are retirees and snowbirds. Among them are some top-flight artists.

O’Brien knows how to hustle. She attributes her work ethic to growing up on a dairy farm in upstate New York. During the recession, O’Brien participated in fund raisers and donated her time to stay visible.

“During the hard times, I wouldn’t market myself directly, but the universe would help me out,” she says. “You just need to put yourself out there and don’t say no to anything. Do a free demo. Do anything you can.”

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The hard times gave O’Brien the confidence that, no matter what the economic climate, she will survive. Her future plans include expanding her clay and supply sales, and hiring more instructors. “My biggest business triumph will be when I refinance my building when the 10-year balloon mortgage comes due,” O’Brien says. “I have a bottle of champagne in the refrigerator for that day.”

Carla O’Brien in her Northgate studio.

T O P WE A LT H A D V IS O R

A D VER T IS EM ENT

Choosing a Trusted Advisor can be intimidating. How do I choose?

BY JENNIFER LEE

FIRST AND MOST SIMPLY, your financial advisor should be adequately licensed to sell insurance products and must be registered in order to provide you with an array of investment options and vehicles. It is recommended that he or she have the ability to offer mutual funds, stocks, bonds, alternative investments, variable products as well as, but not limited to, insurance.

Look for an advisor that offers both commission and fee-based compensation. Don’t be afraid to ask, “So how do you get paid?” If an advisor is independent, that’s a bonus. This means that they work for you, not for a large firm with proprietary offerings.

The experienced advisor will help uncover your objectives, clarify goals and assist in making plans to help you pursue them. Is your goal to have an

ample travel budget in retirement, is it to leave a legacy to your heirs, or is it to make sure that you don’t die broke? Whatever your desire, your advisor is there to guide you.

When a life event happens — sale of a business, loss of a spouse, retirement, divorce, loss of a parent, inheritance, major career event — your advisor is one of the first people you call. As a client, your advisor meets with you regularly and takes the time to understand your personal and business situations. A trusted advisor will want to keep you as a client for a lifetime and treat you accordingly.

So how do you know that you found the right financial advisor?

Interview more than one. Trust your instincts and be sure your chosen advisor understands your specific financial dreams and objectives.

ABOUT JENNIFER LEE Jennifer Lee is a Registered Investment Advisor Representative with H Beck, Inc. She has more than 18 years of experience working with businesses, families and women in transition. She listens, evaluates and provides personalized financial strategies, budgeting, consultation, planning strategy, cash flow planning, investment advisory and tax-advantaged strategies. She is the founder of Modern-Wealth, LLC, an all-woman financial firm in Lakewood Ranch. Modern-Wealth, LLC and H Beck Inc. are not affiliated.

(941) 251-0510 EXT. 0 6710 PROFESSIONAL PARKWAY W., SUITE 201B, SARASOTA, FL 34212 JENNIFER@MODERN-WEALTH.COM | MODERN-WEALTH.COM Investments will fluctuate and may be worth more or less than when originally purchased. There is no assurance that any particular strategy will work under all market conditions. Securities and investment advisory services offered through H Beck, Inc. Member FINRA, SIPC. H Beck Inc. and Modern-Wealth, LLC are not affiliated.

SHE’S THE BOSS

Molly Jackson with a customer.

Mol ly Jacks on —Owner of Fleet Feet Sarasota, New Balance Sarasota/University Park, and Molly’s! A Chic and Unique Boutique I N 2000, M O L LY JAC KS O N left her position as vice president of private banking for First Union (now Wells Fargo) to launch the custom athletic shoe store New Balance Sarasota with her husband, David, who worked in sales for the New Balance corporation.

Molly, 45, holds the chief marketing officer title and David Jackson serves as merchandising officer. “We say he does the front of house and I’m in the back of the house,” she says. “He does the day-to-day activities in the stores, and everything outside of inventory, including guest engagement, falls to me.”

Since launching their first store, the Jacksons have added the shoe stores New Balance University Park (in 2007), Molly’s! A Chic and Unique Boutique (in 2010) and Fleet Feet Sarasota (in 2011). “We both left our corporate America jobs. We had two very young kids at the time and I was pregnant with a third. We were scared for six months before the first store opened.

But that first week, the store was packed,” Molly says.

Their stores employ 40 people today. The New Balance Sarasota store consistently falls among the top 10 in revenues out of 160 licensed New Balance stores in the country. Fleet Feet, a shoe store that helps active clients find the perfect running shoes,

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has seen a 15 percent increase in the past two months, and Molly’s, an upscale shoe store and gift shop, is experiencing modest annual growth.

What sets them apart, says Molly, are the selection of product sizes, employee knowledge and customer service. “We carry national brands that can be found in big box locations or on the Internet, so we’ve niched ourselves in the sizes we offer—from infant to size 20. You couldn’t walk into a Sports Authority and find that,” Molly says.

Her employees go through extensive training before they are ever allowed to have guest engagement. “There is so much to know about the proper shoes for everybody’s shoe type or foot and, without that component, we’d just be shoe dispensers,” she says.

Finding employees remains the biggest challenge. Molly is on the executive board of the 3,000-member National Shoe Retailers Association and is a participant in the Gulf Coast CEO Forum.

Those organizations help her to attract applicants from all over the country. While the Jacksons don’t provide total relocation packages, they do offer a competitive wage with benefits, including medical insurance, vacation time, major merchandise discounts and a retirement plan that employees can invest in immediately.

“We’re constantly trying to find the right people to fit into our culture because our service model is not like that of typical retail. We also realize it’s a lot easier to retain great people than to be out trying to source new ones,” Molly says.

The Jacksons plan to open more locations, but only spots within reasonable driving distance of their home. The top priority is that company expansion fits into their schedule of raising four children, ages 15, 13, 12 and 5. “Our children have spent a lot of time in the backroom of our retail stores, that’s for sure,” Molly Jackson says. ■

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WOMEN of INFLUENCE These Sarasota-Manatee Women of Influence are professionals we admire—successful leaders who inspire others not only in their own businesses or nonprofits, but also throughout our community. Learn here about these extraordinary women—what motivates them, and how they encourage others to make our business community stronger.

INSPIRE. EMPOWER. APPLAUD.

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SALLY ULLMAN PHOTOGRAPHY

Lakewood Ranch Business Alliance

“The Lakewood Ranch Business Alliance is here to serve the interests of our 1,500 business professionals. We are proud this year to be celebrating 10 years as the community’s business support and networking organization.”

8430 ENTERPRISE CIRCLE, STE 140 LAKEWOOD RANCH, FL 34202 (941) 757-1664 LWRBA.ORG

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LWRBA WOME N LEADE RS Jessica Tyre Charter One Hotels & Resorts 6731 Professional Parkway Suite 100 Sarasota, FL 34240 (941) 907-9017 x 255 jtyre@charteronehotels.com Nicole Rissler Visit Sarasota County 1777 Main St. Sarasota, FL 34236 (941) 955-0991 nrissler@visitsarasota.org Heather Kasten Lakewood Ranch Business Alliance 8430 Enterprise Circle Lakewood Ranch, FL 34202

(941) 757-1664 heatherkasten@lwrba.org Michelle Crabtree Premier Sotheby’s 8141 Lakewood Main St., Suite 101 Lakewood Ranch, FL 34202 (941) 724-4663 michelle.crabtree@ sothebysrealty.com Wendy Last LegalShield Independent Associate 6801 Turnbery Isle Court Lakewood Ranch, FL 34202 (941) 907-6011 legalshieldwendy@gmail.com

SALLY ULLMAN PHOTOGRAPHY

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LWRBA WOMEN LEADERS Kyanne Merrill Lakewood Ranch Community Activities 6310 Lakewood Ranch Blvd.

Lakewood Ranch, FL 34202 (941) 757-1530 kmerrill@lwrcac.com Lori Denny LECOM 5000 Lakewood Ranch Blvd.

Lakewood Ranch, FL 34211 (941) 756-0690 ldenny@lecom.edu

Cherri Kessler BMO Harris Bank 11535 Palmbrush Trail Lakewood Ranch, FL 34202 (941) 757-4501 cherri.kessler@bmo.com Lori Ann Devine Fairway Funding Group Inc. 8235 Natures Way Lakewood Ranch, FL 34202 (941) 894-6565 lori@fairwayfundinggroup.com Donna Soda Premier Sotheby’s 8141 Main St. #101 Lakewood Ranch, FL 34202 (941) 961-5857 donnasoda@gmail.com

“Lakewood Ranch is becoming the new center of Sarasota and Manatee as population and commerce shift eastward. Our members build awareness and serve as a voice to the different county and government organizations.”

8430 ENTERPRISE CIRCLE, STE 140 LAKEWOOD RANCH, FL 34202 (941) 757-1664 LWRBA.ORG

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SALLY ULLMAN PHOTOGRAPHY

Lakewood Ranch Business Alliance

“Lakewood Ranch has emerged as one of the fastest-growing and best-selling master-planned communities in the nation in just 20 years. Once a landscape of timber and cattle, the 32,000acre, 50-square-mile community is now home to 18,000 residents and 1,200 businesses.”

8430 ENTERPRISE CIRCLE, STE 140 LAKEWOOD RANCH, FL 34202 (941) 757-1664 LWRBA.ORG

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LWRBA WOME N LEADE RS Amanda Vercheski LWR Commercial Realty 14400 Covenant Way Lakewood Ranch, FL 34202 (941) 757-1678 avercheski@lwrcommercial.com Barbara A. Jones, CPA/CFP® Kerkering Barberio & Co. 9423 Town Center Parkway Lakewood Ranch, FL 34202 (941) 365-4617 bjones@kbgrp.com Yasemin Chain ComCenter 9040 Town Center Parkway Lakewood Ranch, FL 34202

(941) 782-1200 ychain@comcenters.net Annette Gueli Pro-Motions Notions 4411-301 Bee Ridge Road Sarasota, FL 34233 (941) 952-1119 annette@notionsunlimited.com Veronica Miller Goodwill Manasota 2705 51st Ave. E. Bradenton, FL 34203 (941) 355-2721 veronica.miller@gimi.org

SALLY ULLMAN PHOTOGRAPHY

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LWRBA WOMEN LEADERS Joni Rametta, CFP® Nepsis Advisor Services 6230 University Parkway, Suite 305 Sarasota, FL 34240 (941) 361-1484 jrametta@nepsisadvisors.com Kathy Collums Sabal Palm Bank 5101 Fruitville Road Sarasota, FL 34232 (941) 361-1122 kcollums@sabalpalmbank.com Susan Goldstein Michael Saunders & Company Commercial Division

8325 Lakewood Ranch Blvd.

Lakewood Ranch, FL 34202 (941) 350-9747 Susan@srqgold.com CJ Bannister Goodwill Manasota 2705 51st Ave. E. Bradenton, FL 34203 (941) 355-2721 cj.bannister@gimi.org Lana Walsh Grow Financial 11008 Arcade Place Bradenton, FL 34211 (727) 798-8846 lana.walsh@growfinancial.org

“Founded in January 2005, the Lakewood Ranch Business Alliance is proud to be the voice for our master-planned community’s businesses.

We strive to be a driving force behind the growth of the business community.”

8430 ENTERPRISE CIRCLE, STE 140 LAKEWOOD RANCH, FL 34202 (941) 757-1664 LWRBA.ORG

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Business Women’s Advisory Group

Business Women’s Advisory Group (BWAG) connects women with the time and talent of other executive women to support the balance of work and personal life. This aid extends to their families, friends and colleagues and is built upon the concept of “Women Helping Women.”

Mary LeMay, director of operations of The Law Place, had a vision: a group of women working together for the sole purpose of helping each other succeed in business.

LeMay wanted the forum to serve as a vehicle to help women balance work and family. Four other women shared the same vision, and

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together they built an association: Veronica Brandon Miller, VP of Goodwill Foundation, Patricia Meringer, Esq. Sole Proprietor, Jamie Aymerich, business sales consultant for Truforte Business Group, and Kim Miele, executive director of CEO Council. To kick off this group, they each invited five executive women who were willing to give their time and talent to others in the group.

Three years later, the 21 members of this invitation-only group meet monthly to build a strategic relationship with each other.

They chose to get involved and to surround themselves with like-minded professional

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WOMEN HELPING WOMEN BACK ROW: Suzy Circle, VP Sales, Alltrust Insurance; Laura Adcock, partner, WBRC Architects; Danielle Roca, CFO, Sarasota Interventional Radiology MIDDLE ROW: CJ Bannister, director of veteran services, Goodwill Manasota; Jayna Hamel, residential lending advisor, Seaside National Bank and Trust; , Lesley Harb, owner, FastNFresh; Rosenda Calloway, regional sales manager, AAA; Trish McConnell, director of community impact, United Way Suncoast BOTTOM ROW: Mary LeMay, director of operations, The Law Place; Veronica Brandon Miller, vice president, Goodwill Foundation; Jamie Aymerich, business sales consultant, Truforte Business Group ABSENT FROM PHOTO: Patricia Meringer, Esq., sole practitioner; Kim Miele, executive director, CEO Council; Linda Nash, VP of operations, Manatee Surgical Center; Cookie Boudreaux, consultant, Mark Kamin & Associates; Maribeth Phillips, CEO, Meals on Wheels Manatee County; and Keren Lefrak

women. Their meetings have an educational component and they always have a businessfocused discussion question each month.

This allows them insight into each other’s backgrounds and challenges. Members collaborate and share their expertise and resources to offer business strategies. They discuss and problem-solve the day-to-day challenges someone may be facing and offer strategies utilizing their backgrounds in marketing, advertising, insurance, travel, managing vendors, etc. They use their connections to help friends who are facing personal or business challenges and they

support many community causes.

This group of confident, competent and charismatic women has developed a deep understanding of each other’s roles in their businesses and has developed a trust level that has produced countless referrals and other business benefits. They support each other and have utilized their connections and their collective wisdom to make a difference in other executive women’s lives. Their friendships have blossomed and they have helped women succeed as they grow their businesses.

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Lori Hultman, Christine Sensenig

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Lori Hultman, Christine Sensenig HULTMAN SENSENIG + JOSHI Hultman Sensenig + Joshi was formed by Lori Hultman, Christine Sensenig and Nikhil Joshi because they wanted to practice law differently. The three friends, who together have over 70 years of legal experience, joined forces to create a labor and employment law firm that reflects their personalities and philosophy. The firm provides human resources and employment law advice as well as litigation defense to private and public sector employers in all aspects of the employment relationship.

Mahatma Gandhi said, “Be the change you want to see.”

The firm practices that by being approachable, using everyday language when advising clients and at conferences, and by treating clients and opposing counsel with respect. Making clients comfortable is important to HS+J. Hultman says, “The biggest compliment a client can give us is to say, ‘You explained things like a real person, not a lawyer.’”

The three have been friends for about 16 years; they appreciate the value of long-term relationships. To build those strong relationships with clients, they listen to clients to discern their goals, understand their culture, and HS+J provides cost-effective legal services. All this allows HS+J to live up to its mission, “You + Us = Workplace Solutions.” The “plus” is what the firm focuses on with clients, in that legal advice is not a one-way street.

“We work with our clients to find solutions to problems, and assist in avoiding problems in the future with proactive advice,” says Hultman.

Most important is that with their own firm, Hultman, Sensenig and Joshi are able to give back to the community by donating time and financial assistance to nonprofit organizations, and encouraging others to do the same. Said Winston Churchill: “We make a living by what we get, but we make a life by what we give.”

ACHIEVE ME NTS LORI HULTMAN ACHIEVEMENTS Graduate, University of Florida Levin College of Law Florida Bar Board Certified in Labor and Employment Law, 2001-present SuperLawyer, 2008-2010, 2014-2015

CHRISTINE SENSENIG ACHIEVEMENTS Graduate, University of Florida Levin College of Law Florida Trend Magazine Legal Elite, 2009-2014 SuperLawyer, 2015 University of Florida Alumni Leader of the Year, 2009 Nominee, SRQ Magazine Women in Business Award,2014

2055 WOOD ST., SUITE 208 SARASOTA, FL 34237 (941) 953-2828 WWW.HSJLAWFIRM.COM

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Zenith Insurance Company WORKERS COMPENSATION SPECIALISTS

LORI E. ALLEN, Commercial Insurance Adviser Brown & Brown, one of the largest (ranked sixth largest in U.S. and seventh in the world by Business Insurance Magazine) and most respected independent insurance intermediaries in the nation, provides a variety of insurance products and services through licensed subsidiaries. With 13 years of experience, Lori Allen tailors cost-effective, high-quality insurance, risk-management and surety solutions.

“I was fortunate early in my career to work with a woman who embodied all that I wished to attain— integrity, success, acceptance in a man’s world, influence,” Allen says. “She set a standard that I try to meet every day.”

CYNTHIA FITZGIBBONS, Commercial Lines Marketing Director Atlas Insurance, named Best Insurance Agency in the Sarasota Herald-Tribune, strives to protect its clients, serve the community and build on a tradition of trust, honesty and integrity. Cynthia Fitzgibbons has 20 years of experience in commercial insurance. She enjoys the complexity of the commercial insurance industry and the challenge of finding the best coverage for her clients.

“My first manager’s drive and passion really inspired me,” says Fitzgibbons. “Advertising was much more of a challenge. Watching her go through the ups and downs of owning a business was an early learning experience for me.”

ANGELA SMITH, Commercial Lines Account

Manager Al Purmort Insurance is led by a team with five generations of insurance industry experience. They see every relationship as an opportunity to provide value, understanding, and customized solutions that exceed expectations. Angela Smith has five years of insurance experience with 20 years profes-

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sional expertise and experience in accounting operations, sales, marketing, project management and customer relations.

“My mother-in-law was a compassionate leader with unbelievable strength and courage,” Smith explains. “She passed away after a battle with cancer. I hope to be half the woman that she was.”

TARA WILLIAMS, Business Insurance Agent Ranked No. 1 in overall client satisfaction, BB&T Insurance Services works with individuals and families, small business owners, Fortune 500 companies, and nonprofits across the country.

And with each and every one, they listen first.

Tara Williams has 16 years of experience in the insurance industry. She is an advocate and adviser who works diligently to design a comprehensive program that protects the businesses her clients have worked so hard to build.

“The woman of influence in my life would be my mom, hands down,” she says. “She taught me to walk in my truth and by doing so everything will always work out as it intended to.”

ROXANNE SIMA, Licensed Agent Purmort & Martin Insurance Agency, one of the area’s oldest and largest locally owned insurance agencies, has consistently been named Best Insurance Agency by the Sarasota Herald-Tribune. In 1993, Purmort & Martin became the first two-time winner of the Insignia Award for superior customer service. Roxanne Sima has 32 years of experience.

Her true passion is building long-term customer relationships and solving problems that their businesses may face on a daily basis.

“One of the most influential women who touched my life was our office manager,” says Sima. “She guided and supported me through both education and by being a role model of excellence.”

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KATHLEEN GRATZ, Regional

Operations Manager For Bouchard Insurance, founded in 1948, “client first” is the sole purpose. Bouchard Insurance was named Top Workplace by the Tampa Bay Times and one of the Best Companies to Work for by Florida Trend Magazine. With 27 years of experience, Kathleen Gratz manages the large commercial lines departments and operations for the Sarasota and Fort Myers branches.

“The woman who most influenced me was my mom,” Gratz explains. “Although she died of leukemia when I was 25, she taught me so much.

She always considered how her actions would affect others. She taught me to always stand on my own two feet. She was an amazing role model.”

1390 MAIN ST., SARASOTA, FL 34236 (941) 906-2000 THEZENITH.COM

MAKING A DIFFE RE NCE Zenith focuses on developing close relationships with agents and clients.

Zenith’s leaders and staff are proud to know and present these inspiring women who are making a difference in the insurance industry and in the community.

Combined, these women bring over 110 years of experience and expertise serving their mutual clients. Although these women come from diverse backgrounds and life experiences, one of the things they have in common is their desire to provide excellent protection, value and risk-management strategies. They all generously give their time and resources to support local charities and nonprofits. Tara Williams says, “We are happy and committed to give back to a community that has given us all so many opportunities, both professionally and personally.”

Zenith Insurance Company, a regionally focused workers’ compensation carrier, salutes these women who are making a difference every day.

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Super Women of All Faiths Food Bank

Left to right: Nicole Double, Aundria Castleberry, Denise Cotler, Lupe Roberton, Fran Talley, Sandy Wick, Sandra Frank, Elaina Mand, Molly Maggio, Erica Enmeier, Susan Michelson Brown, Laura Coyle and Jenna Jones Heonis.

The women of All Faiths Food Bank are the driving force behind the Campaign Against Summer Hunger. With educations ranging from finance, psychology and graphic design to graduate degrees in law, business administration, dietetics, and public administration, they are united in just one goal—to feed 21,000 hungry children this summer.

They are living examples of women who struggled with adversity and successfully channeled those experiences into a passion for feeding children and families.

Combining diversity, talent and a strong work ethic, the women of All Faiths have become leaders of change at the food bank and in the community.

When asked what defines them, their response is compassion, collaboration and dedication. Combining these values with expertise in nutrition, fund raising, and program planning, they have inspired new partnerships and strategies to feed even more children. The community is encouraged to join the monumental task of raising enough food and funds.

“When the school year ends, hunger begins for 21,000 students.” says CEO

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Sandra Frank. “No child should go hungry in a community so graced with the capacity and resources to end hunger.”

The recognition of these remarkable women and their achievements can be seen in the face of a well-nourished child.

8171 BLAIKIE COURT SARASOTA, FL 34240 (941) 379-6333 ALLFAITHSFOODBANK.ORG

ACHIEVE ME NTS Partnering with 195 agencies and programs providing food to 15,000 children last summer Partnering with the School District to offer 40+ summer meal sites

Expanding All Faiths’ backpack program so kids have nutritious food over the summer weekends Deploying well-stocked Mobile Pantries into neighborhoods with highest need

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Karen Mckeivier CABINETSCAPES

ACHIEVEMENTS In 1999, Karen Mckeivier was named “Rookie of the Year” by the Portage County of Ohio Homebuilders.

She then went on to specialize in vacant land, land development and land acquisition where she developed a love and passion for homebuilding

and building arts.

Karen is the Owner and Senior Designer of Cabinetscapes and President of the Sarasota Design District, which both reside in the Rosemary Neighborhood, located just north of downtown Sarasota.

Karen Mckeivier is a custom cabinet and furniture designer with over 20 years’ experience in the custom trade industry.

Specializing not only in kitchen and bath, Karen also uses her talents to create dream closets and other personal spaces.

Karen has a showroom available by appointment to meet with you one-on-one, taking you through a white-glove experience when designing with you and for you.

It’s a co-creation that she finds is the most successful approach to designing spaces that inspire and ultimately bring joy to the many clients she has served from Longboat Key to Naples and beyond.

Since she moved to Sarasota 12 years ago, Karen is only comfortable doing custom designs that suit each individual client’s needs. She engineers and specs every inch of the design to make sure that each detail complements the others correctly and that the final product satisfies her highest standards through a thorough inspection. Only then does it leave her off-site custom manufacturing facility, located here in Sarasota.

Karen’s mission is to create joyful memories with a carefully curated selection of premium products. She is transforming the industry, and people are noticing.

425 CENTRAL AVE. SARASOTA, FL 34236 (941) 925-2500 CABINETSCAPESFL.COM

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CS&L CPAs

Susan Thompson, CPA; Aubrey Lynch, CPA; Lisa Bristow, CPA; Lisa Johnson, CPA

ACHIEVEMENTS 2014 Small Business of the Year, Sarasota Chamber of Commerce

2014 Gulf Coast 500 Honoree, Business Observer

2014 Spirit of Manatee Award, Manatee Community Foundation

2013 Best Companies to Work for in Florida, Florida Trend

2014 Best Places to Work in Tampa Bay, Tampa Bay Business Journal

2013 Insignia Award, Sarasota Chamber of Commerce

2014 Small Business of the Year Finalist, Manatee Chamber of Commerce

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What unique strategies have brought CS&L success in working with its diverse clientele? CS&L’s core business model is founded on the principle that every client should be treated as diverse and unique. The firm’s 50-plus professional staff members embrace that each client has different needs and requires a specialized approach. CS&L attributes much of its long-term success to this unique strategy.

CS&L has the capacity to provide personal and corporate tax services, international tax solutions, estate planning, auditing, consulting, outsourced CFO and accounting solutions, pension administration, and more. This array of services, combined with a focus to create individual solutions, is a valuable advantage in today’s complex environment. The CS&L leadership group understands that one of the most significant things that truly set the CS&L staff apart is their connection with clients. The team appreciates personal interactions with each and every client—no matter how large or small.

This close relationship with each client allows the staff to proactively respond to potential opportunities and challenges as they arise, keeping their clients on the path to reaching their goals.

1515 RINGLING BLVD., SUITE 900 SARASOTA, FL 34236 (941) 954-4040 1001 THIRD AVE. W., SUITE 700 BRADENTON, FL 34205 (941) 748-1040 CSLCPA.COM

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Dolly Jacobs THE CIRCUS ARTS CONSERVATORY Watching Dolly Jacobs soar above the ring is truly watching poetry in motion; and seeing her smile is like viewing a brilliant sunrise. In both instances, you know that you’re in the presence of an extraordinary individual.

Jacobs, acclaimed as one of the world’s premier aerialists, was destined to become circus legend. Her mother, Jean, was a magazine cover girl and circus performer. Jacobs’ father, Lou, is recognized as one of the greatest clowns of all time. Born in Sarasota, Jacobs trained at Sarasota’s Sailor Circus before following her parents’ footsteps, joining the Ringling Bros. and Barnum & Bailey Circus. Years of additional training led to a starring role in The Greatest Show on Earth as well as featured status in circuses world-wide on the Roman Rings.

In 1997 Dolly Jacobs and Pedro Reis created what is known today as The Circus Arts Conservatory. It presents performances to showcase many of the world’s finest circus artists. Jacobs continues to dazzle audiences with her spectacular aerial artistry, while earning praise from a grateful community for her leadership role in impactful circus outreach programs.

ACHIEVEMENTS Awarded the prestigious Silver Clown and Le Dame du Cirque from the International Circus Festival of Monte Carlo Inducted into Sarasota’s Circus Ring of Fame, 1997 Inducted into the Circus Hall of Fame, 1999

Inducted into the World Acrobat Society Gallery of Legends, 2013 National Council of Jewish Women “Women in Power” Award, 2013 2015 NEA National Heritage Fellowship Award

2075 BAHIA VISTA ST. SARASOTA, FL 34239 (941) 355-9335 CIRCUSARTS.ORG

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Coral Pleas CUTTING LOOSE SALON

ACHIEVEMENTS Biz941 People to Watch Top 50 Performing Salons of 2014, American Salon’s Better Business Network Top 200 Salon in America, Salon Today Magazine, five consecutive years

Best Hair Salon, Living on the Suncoast, 2012

Founded by master stylist Coral Pleas in 2008, Cutting Loose Salon has quickly garnered a reputation as one of the top salons in the Suncoast with the best-trained team to be found anywhere. Cutting Loose is a full-service hair salon specializing in the French hair-cutting technique and the French balayage highlighting technique.

With three locations in Florida and one in Connecticut, Cutting Loose prides itself in offering five-star treatment to guests who leave the salon looking extraordinary and feeling refreshed.

Education is at the forefront of the salon’s philosophy. Each month, Cutting Loose hosts an advanced education seminar so hair designers continuously learn the latest techniques and trends. Cutting Loose also has an advanced associate training program named Protégé the Academy that fosters new talent. Pleas emphasizes that Cutting Loose is a family business, with her children, Travis and Taelor, now managing her newest locations.

“As a team, we are committed to inspire our guests and our community while enhancing beauty, inside and out,” says Pleas. “As artists, we have a passion for this industry and for what we do, and we want to share that with every person who walks through our door.”

Best of Sarasota, Sarasota Magazine, 2010-2014 Best of SRQ Local, SRQ Magazine, 2012 and 2013

Best Young Business of the Year: 2013, Greater Sarasota Chamber of Commerce

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8429 HONORE AVE. BRADENTON, FL 34201 (941) 358-6000 1950 MAIN ST. SARASOTA, FL 34236 (941) 365-5586 5820 RANCH LAKE BLVD., SUITE 112 LAKEWOOD RANCH, FL 34202 (941) 404-7100

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Laura Mattia FINANCIALLY EMPOWERING WOMEN

EVENTS Evening Symposium Financially Empowering Women Dialogue What is the financial gender gap, why should you care and what can we do about it? Be my guest to join a thoughtful conversation over cocktails and hors d’oeuvres.

Sarasota Yacht Club July 9 from 5:30-7:30pm Free: limited to the first 30 women who sign up.

Sign up at financiallyempoweringwomen.com/events Two-Day Workshop Financially Empowering Workshop with Workbook: Evolved from a program developed for Rutgers University.

Sarasota Garden Club Oct. 22 & 29 from 7:00-9:00pm or Nov. 5 & 12 from 1:00-3:00pm Sign up at financiallyempoweringwomen.com/events

Laura Mattia, CFP®, MBA, Ph.D. candidate, CDFA™, CRPS® is a Sarasota fee-only financial advisor who specializes in women’s issues. Her doctoral dissertation is on the financial literacy gender gap.

Few people have the unique combination of financial work and educational experience that Mattia has acquired. Her experience includes advanced financial degrees and certifications, and over 30 years of financial leadership experience as a CFO/controller for Fortune 500 companies, Wall Street firms, individuals preparing for retirement, and as a finance professor at Rutgers University. Mattia is a principal with Baron Financial Group, a fee-only Sarasota firm.

Most importantly, Mattia is dedicated to improving financial literacy for women as the radio show host of Financially Empowering Women with Laura Mattia and the author of a monthly finance column appearing in ABC News.com with the same title.

Mattia received the Women’s Choice Award for Financial Advisors, the NJBIZ Best 50 Women in Business and the Five Star Wealth Manager awards. She is a Sarasota Chamber of Commerce trustee member, Pine View Association treasurer and volunteer at the Sarasota Safe Place and Rape Crisis Center (SPARCC).

(941) 922-1365 FINANCIALLYEMPOWERINGWOMEN.COM BARON-FINANCIAL.COM

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Veronica Brandon Miller VICE PRESIDENT, GOODWILL FOUNDATION

ACHIEVEMENTS Biz941 People to Watch Volunteer of the Year, Project 180 Gulf Coast Leadership Institute Leadership Sarasota Class, Chamber of Commerce Senior Leadership Program, GII Paul Harris Fellow

ABC Spirit of Philanthropy Award

Veronica Brandon Miller has devoted herself to worthy causes professionally and personally. For more than 25 years, she has helped nonprofits enhance and advance their mission, such as leading ShelterBox USA and helping it increase its donations by 1,000 percent; the Boys & Girls Club, where she founded the Women’s Leadership Council; and the Smithsonian Institution, where she helped complete the campaign for the National Museum of the American Indian. Known as a passionate advocate, she created the Goodwill Ambassadors Program, comprising a cadre of volunteers who donate their time, money and professional expertise. This program has won “best volunteer program” from Goodwill Industries International. In her current role she also gets to use her talents in re-branding the organization’s image and helping to raise significant funds to help change lives through the power of work.

“Devotion to worthy causes and raising money for organizations who support those in need is not just what I do for a living,” she says. “It defines me as a person.” In addition to the time devoted to Goodwill, Brandon Miller also is vice chair of the board for the Child Protection Center.

Chronical of Philanthropy Marketing Award Cause Marketing Forum Halo Award Sarasota Women’s Alliance Business Women’s Alliance Group

Sarasota Civilian Police Academy

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2705 51ST AVE. E., BRADENTON FL 34203 (941) 355-2721 EXPERIENCEGOODWILL.ORG

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Christine L. Koval, D.M.D. KOVAL & KOVAL DENTAL ASSOCIATES

ACHIEVEMENTS Awarded “America’s Top Dentist” annually since 2005 Recipient of 19 Gold Medal Smile Awards from Florida Academy of Cosmetic Dentistry Fellow, International Academy for Dental Facial Esthetics Graduate of the Georgetown University School of Dentistry

Certified in advanced dental laser technologies

Dr. Christine Koval is living her dream: The wife and mother of two is also a highly credentialed and well-respected cosmetic dentist who has helped hundreds of community members enhance their lives by enhancing their smiles. In Dr. Koval’s office, comprehensive care combines technology, science and aesthetics to achieve stunning results.

Dr. Koval knew from a young age that she wanted to follow her father’s footsteps into dentistry. When she was a child, she always loved science and art.

As a teen, she took every opportunity to work and observe at her father’s oral surgery hospital. After her graduation from Georgetown University School of Dentistry, she and her father opened a practice on Stickney Point Road, where they practiced together until his retirement in 2009. Dr. Koval continues to hone her cosmetic and general dentistry skills with hundreds of hours in continuing education.

“Often, what prompts a person to consider improving his or her smile is a major life change. They say, ‘Now it’s time for me!’ I am honored to help my patients start a new chapter with a youthful, healthy and natural smile,” says Dr. Koval.

American Academy of Cosmetic Dentistry Florida Academy of Cosmetic Dentistry American Dental Association Sarasota County Dental Association Advanced training in dental sleep disorders

2477 STICKNEY POINT ROAD, SUITE 216A SARASOTA, FL 34231 (941) 923-5406 KOVALANDKOVAL.COM

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Mary DeArment COLLECTIBLE & CUSTOM LUXURY SCARVES

ACHIEVEMENTS Custom Design Working with clients and artisans to fulfill a vision Community Involvement Partnering with local nonprofits to promote their missions

Scarves by Mary DeArment™ is a Sarasota-based brand of luxury silk scarves. Screen printing on fine silk allows DeArment, who adores color, free rein with her design passion. Her scarves are part of the American trend to embrace the versatile and elegant square scarf, long a European standard for fashionable women.

DeArment’s designs are all created with words, so each scarf is a visual puzzle.

She is uniquely positioned to promote Sarasota with several designs made with our town’s name. The artist gives back to her community through collaboration with local nonprofits, designing and donating scarves made with a key word in their mission statements.

DeArment’s creative use of words as design elements lends itself to custom family or corporate gifts. Popular wedding gifts are made with couple’s names and/ or surnames. Designs made with business names and mission statements promote branding.

DeArment’s passion for the arts inspires her to make beautiful scarves whose feel, drape and movement are as memorable as their appearance.

“I am fascinated by language on many levels. Words have both visual structures and symbolic structures. Each word has a profile whose shape is interesting. Fonts can vary a word endlessly and yet, even with tremendous distortion, the text can still be discerned because the brain completes what is incomplete,” she says.

Entrepreneurial Spirit Passion for design, appreciation of luxury and spirit of daring fuel this venture

(941) 400-8818 MARY@SCARVEBYMARYDEARMENT.COM

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Tommye E. Barie, CPA MAULDIN & JENKINS, LLC

ACHIEVEMENTS Chair, AICPA (20142015); fourth woman to serve as chair

Chair, National Accreditation Commission (2008-2011)

Top 100 Most Influential People for 2014, Accounting Today

President, Florida Institute of Certified Public Accountants (FICPA) (2004 - 2005)

Chair, AICPA’s finance committee (2011-2013)

Tommye E. Barie, CPA, is well known among her accounting peers. A partner with Mauldin & Jenkins, LLC, Barie was recently inducted as the 102nd chair of the American Institute of Certified Public Accountants (AICPA), where she will serve a one-year term. With 400,000 members, the AICPA is the world’s largest member organization representing the accounting profession.

Accounting is in her family’s DNA. Her father was an accountant and her brother is a CPA. But her biggest influence is her mother, a small-business owner “who got me hooked on numbers at age 12,” Barie says.

Since starting her career in 1983, Barie has focused on serving governmental entities and nonprofit organizations. She is passionate about providing quality and valuable audit and accounting services to clients, as well as volunteerism to the accounting profession.

Her goal as AICPA chair is to make a positive impact every day and be adaptive to the ever-changing global environment.

Member, AICPA board of directors (2010-present) 1301 SIXTH AVE. W., SUITE 600 BRADENTON, FL 34205 (941) 747-4483 MJCPA.COM

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Debra L’Heureux MY TOP MATCHMAKER

At age 49, Debra L’Heureux was hit by Cupid’s arrow, left academia and trained to become a professional matchmaker.

Twelve years later, she’s matched all kinds of couples, from retirees to mid-30s career types striking out in the bar scene. Her clients have high expectations, which she encourages. In her office there’s a strict “no settling” policy. She’ll often search the entire state for the right person.

“If you’re in love, you know you’d go practically anywhere to meet the love of your life,” she says.

Attraction is emotional, physical and intellectual. It’s important to be matched on all three levels. “We handcraft all of our matches, which is the good, oldfashioned art of matchmaking,” she says.

“We do not use computers or software.”

L’Heureux’s clients are really committed to finding a spouse or being in a serious, monogamous relationship. They do not want to leave the most important decision of their life to chance. If you have been divorced or widowed, you can love again. It will be different, but it’s never too late to pursue love.

ACHIEVEMENTS 3 marriages in the past year 2 engagements 15 couples going steady

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3131 S. TAMIAMI TRAIL, SUITE 206 SARASOTA, FL 34239 (941) 366-1939 MYTOPMATCHMAKER.COM

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Cheryl Loeffler PREMIER SOTHEBY’S INTERNATIONAL

ACHIEVEMENTS Chair, Board of Trustees, Ringling College of Art and Design Past chair, Campus Master Planning, RCAD Past chair, Library Building Committee, RCAD Finance committee, RCAD Member, revitalization committee, Longboat Key

Director, Longboat Key Foundation

Combining a personal touch with technical savvy, Cheryl Loeffler is highly regarded as a skilled real estate professional who helps her clients find their own piece of paradise. As one of Sarasota’s most successful associates, Loeffler has sold close to $2 billion in waterfront condos and luxury properties in the area throughout her 30-year career.

Since providing exceptional customer service is one of her top priorities, Loeffler has built a very loyal clientele. With a masters degree in business administration and a background in marketing and finance, she offers her clients extensive business and industry knowledge combined with unsurpassed local real estate expertise. Among other luxury properties and developments, Loeffler is currently marketing the nine-story AQUA condominium on Golden Gate Point overlooking Sarasota Bay, priced from $2,895,000.

Loeffler is a founding director of Insignia Bank, a director of Longboat Key Foundation, current chair of the board of trustees of the Ringling College of Art and Design and active supporter of the Asolo Repertory Theatre. She has a rich resume of service on numerous local nonprofit boards and supports many civic and arts organizations.

Board of directors, Longboat Key Federation of Condominiums Founding director, Insignia Bank Master’s degree in business and administration

(941) 308-6554 CHERYLLOEFFLER.COM

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Rita Altman, P.A., MPAS. RITA MEDICAL ELITE

ACHIEVEMENTS 29 years experience Emory University School of Medicine, P.A., MPAS. 1986 Michigan State University Honors College, B.A. 1982 Top U.S. Injector

National Trainer Injectables Dermal Fillers: Radiesse+, Juvederm+, Voluma, Perlane/ Restylane

Rita Altman is very proud to own and manage her own aesthetic medical practice. She spent many years perfecting her expertise. Rita takes a lot of pride in respecting and appreciating her clients.

As a result, 95 percent of her business is referrals and repeat clients. The practice focuses 100 percent on helping clients achieve facial enhancements.

Altman’s reputation as a top injector in the industry has expanded her experience in training many other medical professionals. She has taught plastic surgeons and dermatologists many successful techniques of injectable procedures to reverse facial aging. The ultimate goal is to create a natural look.

Says Altman, “I am blessed to have amazing clients that follow me wherever I go. To sculpt a face with injectables and watch the transformation over the years is the most amazing reward. When we feel good and look good, everything in life is better.”

Rita Medical Elite is accepting new clients who are welcome to call and schedule a complimentary consultation at (941) 951-2161.

“When we are no longer able to change a situation, we are challenged to change ourselves.” —Viktor Frankl

Neuromodulators: Botox, Dysport, Xeomin

2161 SIESTA DRIVE SARASOTA, FL 34239 (941) 951-2161 RITAMEDICALELITE.COM

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Margaret Barbieri, Mary Anne Servian, Janet Ginn THE SARASOTA BALLET

ACHIEVEMENTS MARGARET BARBIERI

JANET GINN

ARAD, PDTC (Dip) PG Certified

Certified fund-raising executive, 2003, 2006, 2009, 2012, 2015

Principal ballerina, The Royal Ballet, 1965-1990 Awarded Distinction by the University of London, post-graduate certificate in teaching and learning Director, classical graduate program, London Studio Center, London Instrumental in devising the classical ballet course for BA Honours Degree MARY ANNE SERVIAN Bachelor of Arts, Westchester University Mid-career masters, Harvard John F. Kennedy School of Government City commissioner and mayor of Sarasota, 2001-2007 20 years of senior financial management in banking Managing director, The Sarasota Ballet, 2011-present

Harvard Business School, Strategic Perspectives of Nonprofit Management, 2000 Leadership Management Institute, Effective Personal Productivity, 2005 Leadership Management Institute, Effective Supervisory Management, 2007 Leadership Orlando, Organizational Leadership, 2012

The first impression —whether at a networking event or in the studio—sets the stage for a lasting identity. When successful, that first impression can transform an organization. And that’s just the impression the women leading The Sarasota Ballet have presented to the arts community.

The artistic excellence is best described

by Carrie Seidman as ballet “performed with artistry and polish, which I would willingly match against any other [company] in history.” Made possible by assistant director Margaret Barbieri, her precision in staging ballets has placed The Sarasota Ballet on the map nationally and internationally.

With Mary Anne Servian at the helm administratively, the company has seen years of financial growth and stability.

Endowments have tripled, and the organization runs fiscally sounder than it ever has in its 25 years.

Finally, with Janet Ginn managing donor relations, the company is set to take center stage in the arts community of Sarasota. As a certified fund-raising executive with over 30 years inspiring individuals to create a legacy of hope, Ginn adds a new level of excellence to the organization.

Welcome to The Sarasota Ballet. You’re in good hands.

Paul Harris Fellow, Rotary International, 2013 Association of Fundraising Professionals’ international conference speaker, 2008 Article in The Journal of Gift Planning, 2006 Awarded Arkansas Traveler (International Ambassador for the State of Arkansas)

5555 N. TAMIAMI TRAIL SARASOTA, FL 34243 (941) 359-0099 SARASOTABALLET.ORG

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Gail Bowden SPERRY VAN NESS, SENIOR INVESTMENT ADVISOR

ACHIEVEMENTS Top Commercial Real Estate Advisor of the Year, 2014, 2013, 2011 Top producer over $25 Million, 2014

Top Producer over $20 million, 2013

“Success is defined by your ability to reach the goals you have set for yourself,” says Gail Bowden, and success is exactly what she’s achieved as a senior investment advisor with Sperry Van Ness, CAG. Evidenced by her record-breaking numbers, Bowden continues to produce remarkable results. Her determination to get the job done is matched by her ability to remain focused regardless of the circumstances. Bowden’s talent for orchestrating the many components of even the most complex deals while maintaining a demeanor of utmost poise keeps her in high demand among real estate investors and property owners alike.

No stranger to success in a maledominated industry, Bowden, prior to relocating to Sarasota, made her mark as a leading executive in the oil and gas industry. Bowden was the first woman in the country to be hired as a facilities manager for one of the nation’s largest oil and gas companies.

Bowden insists that balance is an important element of her success. She regularly visits family in Utah and supports numerous local charities including SPARCC and Brides Against Breast Cancer.

27th producer, SVN, nationally

Top sales transaction, 2014, 2013 Top 2 percent of SVN’s commercial real estate advisors nationally Top 5 producer, SVN, Florida, 2014, 2013

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1626 RINGLING BLVD., SUITE 500 SARASOTA, FL 34236 (941) 223-1525 GAILBOWDEN.COM

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Jackie Barron, Jeanie Kirkpatrick, Brynne Anne Besio SOUTH FLORIDA MUSEUM

ACHIEVEMENTS Attendance is up 38 percent since 2012

A Smithsonian Affiliate since 2003

The Connect Campaign reached 80 percent of the $12 million goal before its public launch, including a $1.3 million lead gift from The Mosaic Company Foundation

In its 68th year of operation

Tampa Bay Business Journal’s 2014 Nonprofit of the Year for Culture

Home to Snooty, Manatee County’s official mascot

“Dynamic” is a word often used to describe the South Florida Museum.

Perfect, then, that it’s also a common description of Jeanie Kirkpatrick, who was recently elected president of the museum’s board—the first woman to hold the position. In her new role, she will expand her involvement in the Connect Campaign for an innovative expansion of the Museum’s facilities and programs. The campaign will fund the first elements of a new Master campus and programming plan that will enhance the organization’s service to the community.

Kirkpatrick’s passion for the educational and entertainment value of the Museum is visible in her enthusiasm, and she believes in creating genuine connections with people—which is at the core of the Museum’s mission. She is tremendously pleased to work with other women of influence, including board member Jackie Barron, public affairs manager for The Mosaic Company and a former journalist with NBC’s Tampa affiliate, and Brynne Anne Besio, the Museum’s first-ever female CEO. Kirkpatrick’s leadership style is uniquely collaborative and both Barron and Besio are key parts of the South Florida Museum team.

A member of the Manatee Rehabilitation Partnership since 1998

All Manatee County fourth graders visited in 2014 for a school field trip

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201 10TH ST. W. BRADENTON, FL 34205 (941) 746-4131 SOUTHFLORIDAMUSEUM.ORG

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Dr. Kelly-Anne Shedd-Hartman SWOR WOMEN’S CARE

ACHIEVEMENTS Resident of the year, St. Vincent Mercy Medical Center/Ohio University

Residency Ohio University at St. Vincent Mercy Medical Center, OB/GYN

Graduate Colorado State University, BS in Biology

Member, American Osteopathic Association, Florida Osteopathic Medical Association, ACOG, Jr. Fellow

Graduate Lake Erie College of Medicine, Bradenton, FL, DO

Guest Appearances: Maternally Yours radio program

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Originally from Boulder, Colo., Dr. KellyAnne Shedd-Hartman (Dr. KASH) grew up on an organic produce farm, along with her four sisters. She attended Colorado State University, where she earned a Bachelor of Science in biology, and a minor in human anatomy and neuroscience.

Dr. KASH completed medical school locally, at LECOM in Bradenton, where she earned her D.O. degree in 2009.

After finishing medical school, she completed four years of OB/GYN residency and surgical training at St. Vincent Mercy Medical Center in Toledo, Ohio.

Dr. KASH provides comprehensive OB/GYN care and has advanced surgical training in laparoscopy, Da Vinci robotic and single site technology. She is also certified in contraceptive management and ultrasound, which is performed in-office.

Dr. KASH’s philosophy is centered on a holistic approach to women’s health, which is consistent with her choice of becoming an Osteopathic physician. She is a strong proponent of nutritional education, exercise and natural health care.

Dr. KASH holds a special interest in prenatal health and education on improving neonatal/infant safety.

She has published research on SIDS— “Improving infant sleep safety: Now I Lay Me (Safely) Down to Sleep” (2013).

Dr. KASH lives in Sarasota with her husband, Jeff. She and her husband are avid gardeners, and outdoors enthusiasts.

They also have a big heart for rescue animals.

1617 S. TUTTLE AVE., SUITE 1A SARASOTA, FL 34239 (941) 330-8885 SWORCARE.COM

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Susanne S. Wise, Courtney Wise Snyder, Erika Wise Borland TAKE CARE HOME HEALTH Susanne S. Wise, R.N., M.B.A. is known throughout the Southwest Florida community and highly respected for her caring and generous nature toward clients and employees.

As a nurse with keen business acumen, she witnessed first-hand the need for a private duty home health care agency that would uphold higher standards and set precedence for our local community.

Twenty years ago, Wise fulfilled her passion and dream and opened Take Care Private Duty Home Health Care. With the influence of her father, a farmer in Michigan, and her mother, a registered nurse, Wise has shaped Take Care to be the premier provider in the Sarasota, Bradenton and Venice communities. She enlisted the support of her daughters, Courtney and Erika, to ensure a continuity of character and consistency of values, which is the stabilizing force that propels the creativity and innovation needed to move Take Care forward.

ACHIEVEMENTS Sarasota Magazine, Best of Sarasota, first place, 2015 Sarasota Herald-Tribune, Readers’ Choice first place, 2015 Girls Inc., “She Knows Where She’s Going” award, 2014

Courtney Wise Snyder, M.S.G., executive director of client services

Biz941, People to Watch, Courtney Snyder, 2010

Susanne S. Wise, R.N., M.B.A., owner & CEO

Business Observer, “40 Under 40,” Courtney Snyder, 2010

Erika Wise Borland, M.A., director of business development

Tampa Bay Business Journal, Health Care Heroes Award finalist, Susanne Wise

Bradenton Herald, Peoples’ Choice, first place, 2015 Venice Gondolier Sun, Best of Venice, first place, 2014

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TAKE CARE HOME HEALTH (941) 927-2292 TAKECAREHOMEHEALTH.COM HHA LIC #21657096 & 21657096

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Allison Ward Moore WARD GROUP PR

TESTIMONIA L “We hired Allison to generate PR for our April Adult Learn-to-Swim campaign. The result was a 10-to-1 return on our investment.

Allison has two decades of experience as a PR professional. She intimately knows how the media industry works and how to shape the

message to generate published stories. Her media relationships are currency we leveraged to deliver significant national exposure.

Naturally, Allison will continue to help us with other messaging and PR.” —Rob Butcher, Executive Director, U.S. Masters Swimming

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Allison Ward Moore knows how to shine the spotlight on her clients.

A skilled public relations strategist, Moore develops highly effective broadcast, print and digital campaigns, as well as engaging special events to advance her clients’ objectives. She brings her unique brand of fun and enthusiasm to every project, helping her clients—including major corporations, growth-oriented Florida businesses and nonprofits— achieve an excellent ROI on their marketing dollars.

Moore enjoys positioning her clients as thought leaders, influencers and newsmakers in industries as diverse as science, finance, technology, real estate, health care, nonprofits and the arts. She is a former news writer with NBC Television in New York, before moving into public relations and developing successful programs for clients like General Foods and The Marlboro Country Music Tour.

Since forming The Ward Group in 1994, Moore showcased Volkswagen’s launch of the new “Beetle,” and managed a Disney movie tie-in with Burger King.

A longtime resident of Sarasota, Moore’s regional clients include U.S. Masters Swimming and the Ringling College Library Association’s acclaimed Town Hall lecture series.

As she says, “I deliver results for my clients.”

(941) 961-3708 GETMOOREPR.COM

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Liz Alpert SAR ASOTA FAMILY LAW ATTORNEY

PRACTICE AREAS Collaborative divorce Spousal maintenance Child custody and support Contested and uncontested divorce

Attorney Liz Alpert is a family law attorney who will listen, share insight and help you develop a solid strategy for your case.

Alpert is a longtime resident of Florida’s West Coast. “I understand the local court systems and I deeply care about the issues my clients face,” she says.

Alpert has a wide range of experience, including banking, real estate, retail management, accounting and television news. These varied backgrounds serve her well as a problem solver, negotiator and litigator. Additionally, her experiences running for public office honed her public speaking skills and ability to argue her clients’ positions in court. Call her today.

Family law appeals Paternity issues Prenuptial agreements Wills and estate planning

BIZ(941) WOMEN OF INFLUENCE

1800 SECOND ST., SUITE 705 SARASOTA, FL 34236 (941) 954-1700 LIZALPERTLAW.COM

Laurie Walmsley ASHTON ANIMAL CLINIC & THE PET RESORT

ACHIEVEMENTS FVMA Distinguished Service Award, 2013 Medical director, Buddy’s Feral Cat Program Director, Kids & Kittens Program w/SCTI

Veterinarian, Sarasota K9 Search & Rescue Partner, Southeastern Guide Dogs

Dr. Laurie Walmsley graduated from Ross University School of Veterinary Medicine and completed her ECFVG Internship at Oklahoma State University. Practicing in Sarasota since 1993, she founded Ashton Animal Clinic & The Pet Resort, a full-service small animal veterinary hospital and pet boarding facility. In 2013, she was the first female recipient of the Florida Veterinary Medical Association Distinguished Service Award for exceptional achievements and contributions to the advancement of veterinary medicine. Since 2002, Dr. Walmsley has mentored Buddy’s Feral Cat Program, which has spayed/ neutered more than 15,000 feral/free roaming cats, drastically reducing the number of homeless, unwanted kittens. She believes that saving the life of one animal may not change the world, but it changes the world for that animal.

5660 ASHTON ROAD, SARASOTA, FL 34233 (941) 927-2700 ASHTONANIMALCLINIC.COM

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Melissa Link BR AND ELEVEN ELEVEN Melissa Link founded Brand Eleven Eleven five years ago on the principles of helping clients to create a great brand, convey the right message and connect with the right resources and target markets to make their business successful.

The full-service digital marketing agency has delivered results for startup businesses, product companies, professional service organizations and nonprofits, implementing all aspects of research, planning, design and creation. Nimble and personalized in its approach, Brand Eleven Eleven works in partnership with companies to deliver what a client needs, when they need it.

ACHIEVEMENTS “40 Under 40,” Business Chapter president, Florida Public Relations Observer Association Gold Addy Award, AdFed

3516 N. LOCKWOOD RIDGE ROAD, SARASOTA, FL 34234 (941) 799-9079 BRAND1111.COM

BIZ(941) WOMEN OF INFLUENCE

Dr. Myrdalis Diaz-Ramirez COMPREHENSIVE PAIN CENTER OF SAR ASOTA

ACHIEVEMENTS Castle Connolly Top Doctor in Pain Management, 2012, 2013, 2014, 2015

Clinical Centers of Excellence Award, American Pain Society, 2011

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Dr. Myrdalis Diaz-Ramirez is a pain medicine physician and anesthesiologist with nearly 15 years of experience. She is medical director for the Comprehensive Pain Center of Sarasota and for Regenerative Medicine Consultants.

As clinical professor for the College of Medicine at Florida State University, she educates local medical students. She’s also co-authored and edited books related to pain management.

And for the last five years, she has been very active in educating our community through her September Pain Awareness Month Conference series. With an entrepreneurial spirit, she is also partner in the music/entertainment business Lemay Entertainment.

1921 WALDEMERE ST., SUITE 607 SARASOTA, FL 34239 (941) 363-9400

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Caroline King EVERGLADES UNIVERSITY

ACHIEVEMENTS Outstanding Business, U.S. Green Building Council Florida Gulf Coast Chapter

Caroline King serves as Campus Vice President for Everglades University Sarasota. Under her leadership, EU Sarasota has earned a reputation for excellence and has been awarded several national awards, including Most Innovative Program Award and two GREAT Awards for outstanding graduates. EU Sarasota was also awarded the Outstanding Business by the U.S. Green Building Council Florida Gulf Coast Chapter.

King supports many great causes: Operation Homefront, Habitat for Humanity, JDRF and the Mayors’ Feed the Hungry Program. An advocate for the power of education, her passion is to help students realize their dreams by earning their degree.

212° Award, 2009, 2011

BIZ(941) WOMEN OF INFLUENCE

6001 LAKE OSPREY DRIVE, SUITE 110 SARASOTA, FL 34240 (941) 907-2262

Lubo Jenkins LUNCHBOX

ACHIEVEMENTS Hispanic Who’s Who Lakewood Ranch Business Alliance

Tampa Bay Hispanic Chamber Of Commerce Sarasota Chamber of Commerce

Lubo Jenkins, franchisee and president of the Northeast Florida and Puerto Rico market for LunchBOX (A WAXING SALON), already has two locations open in Sarasota and Jacksonville.

Impressed with the salons’ upscale, fast-growing concept, Lubo plans to bring even more locations to affluent and progressive communities throughout Southwest Florida and beyond.

Before this venture, Lubo opened a successful insurance agency focused on Hispanic agents.

Lubo and the LunchBOX salons are very active in charitable organizations, including Brides Against Breast Cancer, LWRMC Auxiliary and Girls Inc. of Sarasota.

5215 UNIVERSITY PARKWAY, SUITE 101 UNIVERSITY PARK, FL 34201 (941) 893-5826 LUNCHBOXWAX.COM

JUNE | JULY 2015 BIZ(941) 69

A D VER T IS ING S ECTI ON

BIZ(941) WOMEN OF INFLUENCE

Michele Schlossberg PAINT NAIL BAR

ACHIEVEMENTS Michigan State University, BA Institute for Integrative Nutrition, NYC, CHNC

Columbia University Teacher’s College, CHC Former Ms. Fitness Colorado

“I believe if you can’t find what you’re looking for—create it,” says Michele Schlossberg, owner of PAINT Nail Bar. PAINT Nail Bar opened in March 2015 and revolutionizes nail care, rejecting traditional nail salon practices and the unpleasant atmosphere associated with that environment—the heavy fumes, dangerous drills, unsanitary whirlpool tubs and contaminated implements.

Her goal was to bring to fruition a beautiful, hygienic nail salon that felt like a chic home where guests are welcomed with affordable luxury services, exceptional sanitation standards, and impeccable customer service. With that goal in mind, Michele opened PAINT Nail Bar.

BIZ(941) WOMEN OF INFLUENCE

1417 FIRST ST. SARASOTA, FL 34236 (941) 366-8989 PAINTNAILBAR.COM

Carrie L. Riley ASID, IIDA, NCIDQ RILEY INTERIOR DESIGN, INC. Riley Interior Design, Inc. was founded in 2004 by Carrie L. Riley, who has over 20 years of experience with high-end design concentrated in residential, yacht design, small boutique design, commercial and sports venue design. Riley Interior Design, Inc. serves its clients with regard to aesthetics and function, creating dramatic and elaborate interiors while also achieving a timeless quality. The well-known firm has accomplished a broad range of design styles and is pleased to provide a complete range of interior design services tailored specifically for each individual client.

ACHIEVEMENTS Professionally licensed interior designer

Member of ASID for nearly 20 years

NCIDQ Certified

Philanthropist

70 BIZ(941) JUNE | JULY 2015

1929 S. OSPREY AVE. SARASOTA, FL 34239 (941) 955-5522 RILEY-ID.COM

AD VER T IS ING S ECTI ON

BIZ(941) WOMEN OF INFLUENCE

Nikki Taylor SAR ASOTA MEMORIAL HEALTHCARE FOUNDATION, INC.

ACHIEVEMENTS Chaired 24-plus charity events

Founding President, Designing Daughters of Sarasota

Raised $5 million for

FPRA Board, AFP member,

“To be irreplaceable, you must be different,” said Coco Chanel. Women of Influence are all writers of their own unique stories, and for the past decade, Nikki Taylor has worked to help other young leaders find their own distinct voices while writing her own story in the community at large. “My passion is better health care,” she says. “To improve health care for Sarasota through engagement and philanthropy changes so many things for individuals and communities. Having world-renowned physicians, facilities and clinicians in our back yard requires a dedicated, ongoing effort, and produces outstanding results.”

charity since 2000 WOMEN Southside PTO BIZ(941) OFBoard INFLUENCE

1515 S. OSPREY AVE., SUITE B-4 SARASOTA, FL 34239 (941) 917-1286 SMHF.ORG

Linda Thomas & Sheila Brannan Longo THOMAS & BR ANNAN COMMUNICATIONS

ACHIEVEMENTS Linda Thomas and Sheila Brannan Longo have received numerous creative awards throughout their careers, but their greatest reward is helping clients achieve their public relations goals. Visit ThomasBrannan.com for a portfolio of their proven results.

Years of experience, stellar credentials and sheer talent have made Thomas & Brannan Communications among the most accomplished and respected public relations firms on the Florida Suncoast.

Established in 1990 by Linda Thomas and Sheila Brannan Longo, the firm is proud to represent some the area’s finest clients.

Linda was the founder and publisher of the Florida Business Journal, the area’s first business publication. Sheila is a former journalist and editor of two business publications, a solid foundation for a segue into copywriting and public relations. She has a B.S. in communications and an M.B.A in international trade.

(941) 355-3006 THOMASBRANNAN.COM

JUNE | JULY 2015 BIZ(941) 71

A D VER T IS ING S ECTI ON

BIZ(941) WOMEN OF INFLUENCE

Candice McElyea, President THREE SIX OH PR One phrase that is ever-present in everything done at Three Six OH Public Relations is this: It’s all about relationships.

Good relationships help others achieve their goals. Three Six OH does that better than most because the experts there leverage their relationships to help clients achieve maximum results. By bringing people together to collaborate, it helps build bridges, build trust and build your brand.

It also helps Three Six OH tell your story. If you don’t tell it, others will line up to tell it for you.

ACHIEVEMENTS AP Award-winning journalist Co-founder, Politically Personal, 2012 Founder Politically Unfiltered 2015

Greater Sarasota Chamber Young Professional of the Year Finalist Mom to two awesome kids

BIZ(941) WOMEN OF INFLUENCE

THREESIXOH

2032 HAWTHORNE ST. SARASOTA, FL 34239 (941) 232-9046 THREESIXOHPR.COM

PR that Counts

Dr. Sandra Stone USF SAR ASOTA-MANATEE It didn’t take Dr. Sandra Stone long to make an impact at USF Sarasota-Manatee. Fewer than six months into her tenure as USFSM’s regional chancellor, Dr. Stone has already led the development of a new strategic plan to guide the future for the campus. Although the plan is awaiting final approval, Dr. Stone says it will lay out a clear, focused strategy that will benefit USFSM students and the SarasotaManatee community for years to come.

ACHIEVEMENTS Developing comprehensive strategic plan

Instituting open forums for campus and community Engaging regional leaders in impactful conversation

72 BIZ(941) JUNE | JULY 2015

8350 N. TAMIAMI TRAIL SARASOTA, FL 34243 (941) 359-4330 USFSM.EDU

Ad ver t is ing s ecti on

CONGRATULATIONS to these

WOMENof INFLUENCE Laura Adcock

Lori Ann Devine

Wendy Last

Michele Schlossberg

Lori E. Allen

Dr. Myrdalis Diaz-Ramirez

Keren Lefrak

Christine Sensenig

Liz Alpert

Nicole Double

Mary LeMay

Mary Anne Servian

Rita Altman

Erica Enmeier

Melissa Link

Jamie Aymerich

Cynthia Fitzgibbons

Cheryl Loeffler

Dr. Kelly-Anne SheddHartman

CJ Bannister

Sandra Frank

Aubrey Lynch

Margaret Barbieri

Janet Ginn

Molly Maggio

Tommye E. Barie

Susan Goldstein

Elaina Mand

Jackie Barron

Kathleen Gratz

Laura Mattia

Brynne Anne Besio

Annette Gueli

Trish McConnell

Cookie Boudreaux

Jayna Hamel

Candice McElyea

Gail Bowden

Lesley Harb

Karen Mckeivier

Veronica Brandon Miller

Lori Hultman

Patricia Meringer

Sheila Brannan Longo

Dolly Jacobs

Kyanne Merrill

Lisa Bristow

Lubo Jenkins

Susan Michelson Brown

Aundria Castleberry

Lisa Johnson

Kim Miele

Yasemin Chain

Barbara A. Jones

Linda Nash

Suzy Circle

Jenna Jones Heonis

Maribeth Phillips

Kathy Collums

Heather Kasten

Coral Pleas

Denise Cotler

Cherri Kessler

Joni Rametta

Laura Coyle

Caroline King

Carrie L. Riley

Michelle Crabtree

Jeanie Kirkpatrick

Nicole Rissler

Mary DeArment

Christine L. Koval, D.M.D

Lupe Roberton

Lori Denny

Debra L’Heureux

Danielle Roca

Roxanne Sima Angela Smith Donna Soda Dr. Sandra Stone Fran Talley Nikki Taylor Linda Thomas Susan Thompson Jessica Tyre Amanda Vercheski Laurie Walmsley Lana Walsh Allison Ward Moore Sandy Wick Tara Williams Susanne S. Wise Erika Wise Borland Courtney Wise Snyder

JUNE | JULY 2015 BIZ(941) 73

Achieva Credit Union Experience the GOOD

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HR Corner

Interview by Chelsey Lucas

Embracing Millennials

Make room for the younger generation’s need for growth, connectedness and flexibility.

Q

As more Millennials (the group born between the early 1980s and the early 2000s) join the large insurance firm where Janice is the HR manager, generational tensions are rising. Older employees are making comments that these 20-somethings don’t have the same work ethic and that they’re always looking at their phones. Millennials, meanwhile, sometimes feel dismissed and underappreciated. How can Janice create a better sense of teamwork?

A

JENNIFER LAHURD, DIRECTOR OF HUMAN RESOURCE OPERATIONS, STATE COLLEGE OF FLORIDA

THERE ARE 75 MILLION to 80 million Millennials in the United States, and it’s predicted that by 2025 they will make up 75 percent of the workforce. Our workplaces will have to make some major changes in benefits, opportunities for growth, and the use of technology in order to retain this younger generation.

Start with management training: A manager should not share the attitude that one or the other generation is difficult to work with. Managers have to be educated on managing and integrating Millennials, to understand their strengths and values and build on them to motivate team members and to drive interactive, collaborative and communicative teams.

Creating generational diversity education programs and promoting intergenerational teamwork foster an understanding of the differing perspectives and expectations, and allow both sides to see the value of what each has to contribute. Stress the importance of communication: Open a dialogue for individuals to discuss their different experiences and perspectives about how to get things done. In my office, for example, we have a Millennial who’s taken us to new levels with social media recruiting, but when she first came it was challenging between her and a Generation X co-worker who didn’t quite have the patience or understanding.

It was pairing them together,

listening and working with them that promoted teamwork.

Make opportunities for team members to get to know each other and connect on a personal level. Boomers have children in the Millennial range, so they’re not totally opposed to this generation. These opportunities help build trust.

The prominent strength Millennials bring is passion for technology. The older generation needs to understand that just because a Millennial is on her phone it doesn’t mean that it’s personal. My 28-year-old son, for example, was without a computer for months, but everything he needed to do was on his smartphone: research for work, social media, everything.

This generation grew up with technology; their professional and personal lives are merged on the Internet. Still, businesses are encouraged to implement social media policies that define appropriate and inappropriate use. Offer tutorials for best JUNE | JULY 2015 BIZ(941) 75

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social media practices—honesty, transparency, and privacy where confidential information is concerned. Provide [this information] upon hire, include it in employee handbooks, [distribute annually] as a reminder; links to policies can be included in company portals.

Business owners also have to alter what is attractive about their company benefits because what is enticing to an older generation is not the same for Millennials. Young professionals desire flexibility. They may want to come in later in the morning and leave later in the evening, work from home, or do research on the weekends. Employers have to decide how appropriate it is to their business and explore the best method to implement flexibility into scheduling.

Millennials seek the work-life balance that older generations don’t necessarily want.

Millennials also seek growth.

They want to gain skill sets and see opportunities for career enhancement. Reward systems— bonuses, promotions, or just giving kudos—keep them on track and moving forward. A good way to teach new skill sets is to encourage mentorships with the older generation. And it works both ways. By pairing complementary skills, employers enable team members to work together in a more collaborative way. Encourage team members to focus on the purpose, not the process. The team dynamic should be flat and not hierarchical. At times, each generation should have the chance to lead. As much as we’re trying to expend energy on understanding what Millennials need, they need to understand how best to lead the older generation. The No. 1 goal is to have a productive team. ■

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Real Estate Reality

By Jack McCabe

Keep Those Boomers Coming Population growth is fueling Sarasota-Manatee’s real estate market.

FLORIDA AND THE SARASOTA AND MANATEE region are experiencing another real estate boom. Both statewide and locally, sales and pricing increases mirror the double-digit gains of 2004-05, yet the percentage of owner-occupiers of residential real estate has declined over the last three years.

Here’s my take on what’s driving our economy and real estate growth and what’s ahead.

IT’S POPULATION GROWTH, OF COURSE The U.S. Census Bureau estimates Florida’s population increased by more than 200,000 residents in 2014 to top 19 million, overtaking New York as the third most populous state. By 2020, the state population is projected to reach over 21 million.

The zero net population growth and minor decline in new Florida residents from 2008-2010 was a temporary anomaly in what will be a 20-year, long-term cycle of continued growth. Florida’s warm weather, geography, recreation and lifestyle opportunities, and global location will continue to draw tourists and full- and parttime residents from all directions and locations in the world.

SARASOTA-MANATEE MARKET The Sarasota-Manatee MSA had an estimated population of more than 726,000 at the end of 2014, according to Census Bureau data.

Sarasota-Manatee’s supply of primary and secondary home buyers

78 BIZ(941) JUNE | JULY 2015

and seasonal renters will increase an average of 14,500 to 20,000 per year for the foreseeable future, requiring approximately 6,900 to 9,500 additional housing units per year.

Our population growth in the 941 region has been driven by part-time residents and investors from the Midwest and Canada. Additionally, the northeastern U.S., eastern Canada, and European baby boomers have begun targeting Sarasota for residences.

The majority of new residential units will only be occupied part time, three to five months out of the year, according to my analysis of the trends and data.

EMPLOYMENT AND INCOME The Sunshine State has long relied on tourism, construction, real estate and agriculture as the main economic drivers of its economy.

Real estate and construction ac-

many Floridians who have stopped looking for full-time employment in their job fields and are working at part-time or hourly wage positions.

Despite corporate tax incentives and other stimuli, Florida has not attracted Fortune 500 firms, established companies or startup businesses that create and employ new-age, high-skilled and higherincome workers. The state is 45th in the nation for Fortune 500 national and regional offices and employment. A large percentage of Florida’s work force remains employed in tourism and service industries. Since 2011, Sarasota and Manatee’s median household income in the region has declined by nine percent.

Nonetheless, the U.S. Bureau of Labor Statistics projects that Florida’s median household income will increase an average of 2.5 percent per year, equating to 25 percent during the next decade,

Sarasota and Manatee will need an additional 6,900 to 9,500 housing units per year for the foreseeable future. count for 25 percent of Florida’s employment, or about double that of most states.

Since the recession, Southwest Florida’s jobless rate plummeted from 12.2 percent at the end of 2009 to 5.1 percent in March 2015, currently less than the Florida and U.S. unemployment rates. Peeling back the skin of the onion, however, this low rate is influenced by

primarily from investment income to affluent U.S. and international baby boomers purchasing for fullor part-time residency, and also from rental income.

FUTURE GROWTH I believe the migration of retiring baby boomers, which began in earnest in 2012, will increase Florida’s population growth by

200,000 to 275,000 residents per year well into the next decade.

Sarasota-Manatee will receive 5 percent of new state residents, or approximately 172,000 new residents by 2030.

This population growth will drive employment growth in Florida over the next 20 years.

Health care requirements of aging baby boomers will drive growth in medical positions, and developing biotechnology hubs will also draw professional, higher-skilled jobs yielding higher incomes as well as increases in jobs in tourism, hospitality and recreation.

In most real estate markets, employment growth, household formation, household median

incomes and affordability ratios are crucial to determining new project pricing, forecasting sales absorption and the potential for a successful and profitable outcome for new developments.

However, in Sarasota-Manatee the majority of buyers for new luxury resort properties is and will continue to be from outside of Florida. Foreign nationals will play an increasing and important segment of the overall population.

Business owners in retail and consumer services should take special note. The majority of new construction may only house residents on a part-time basis.

Other properties may be rented to less affluent residents than what income studies may reveal.

But the Sarasota-Manatee area, due to population growth, could become one of the top relocation destinations in Florida and the United States. ■

Jack McCabe is chief executive of McCabe Research & Consulting LLC in Deerfield Beach and a founding member of the Carnegie Group think tank. He is an independent economist, housing analyst and consultant, author and speaker.

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Tourism Beat

By Cooper Levey-Baker

Heat Wave

Summer tourism continues to sizzle.

EVERY YEAR, SHORTLY AFTER EASTER, things slow down in Southwest Florida.

Arts organizations offer less and lighter fare. Traffic eases up.

Beaches grow less crowded.

But that doesn’t mean the tourist season dries up. Far from it. The number of summer visitors to Sarasota and Manatee counties is continuing to climb, outpacing even some of our popular winter months. In July 2014, for example, Sarasota County collected $1.35 million in tourist development tax money, $133,000 more than it collected the previous December.

Manatee County, meanwhile, saw 16.7 percent growth in its June tax collections between 2013 and

In Sarasota and Manatee, the summer months attract Florida families who want to spend a long weekend at the beach.

80 BIZ(941) JUNE | JULY 2015

2014, higher than the growth it saw over that same time period in January (13.5 percent), February (10.8 percent) and March (14 percent). August 2014 outstripped November 2013 by 14.8 percent in Sarasota County and by 20.2 percent in Manatee.

That’s partly just because our traditional tourist season is already so jam-packed.

“This February, our hotel occupancy was 94.7 percent,” says Visit Sarasota County president Virginia Haley. “There’s not a lot of room to grow.”

The summer months also attract a different demographic, largely Florida families with working parents who want to spend a long weekend at the beach. Those families, who typically have a lower household income than winter and spring visitors, are taking advantage of condos that drop their prices and let summer visitors rent by the week instead of by the month.

Sarasota County’s average daily rate for a hotel or condo was $161 a night last July. This March, that number was $213.

Local attractions are seeing evidence of this summer growth firsthand. At Marie Selby Botanical Gardens, roughly 80 percent of visitors still come between January and May and October

through December. But summer attendance has climbed steadily in recent years. Combining visitor numbers for June, July, August and September, the number of summer visitors increased by 7,300 guests between 2013 and 2014, a spike of 44 percent.

That increase didn’t happen by accident. Selby opened its Children’s Rainforest Garden in November 2013, hoping to appeal to young families both local and not, and has stepped up its summer activities. This year, for example, Selby is hosting Splashin’ Selby Saturdays, eight consecutive water-play days for kids. And while Selby has always welcomed visitors for fireworks on the Fourth of July, it is inviting several barbecue caterers to the event this year, hoping to increase ticket sales from around 1,600 to 2,000.

Selby director of events Roger Capote says summer family traffic at the Gardens is a mix of locals and tourists visiting from places like Tampa, Miami and Tallahassee. Whether local or not, parents are always looking for places to take their kids in the summer. “You let them run around for a couple of hours and then they fall asleep in the car ride home,” Capote says.

“That’s how I’m designing these events here.”

Event planner Jenny Townsend is also trying to capitalize on summer tourism. She recently founded a new company, Suncoast Connections, that has booked a number of summer tours and charity events. The Tour De SRQ, for example, took place at the end of May, ferrying revelers between Siesta Key, downtown and St. Armands Circle for five hours of eating and drinking.

While not targeting young families like Selby Gardens, Townsend is trying to appeal to young professionals in town and from outside the area. She specifically booked the Tour De SRQ for the weekend after Memorial Day in an effort to attract tourists

who stuck around after the long vacation weekend.

Townsend’s culinary focus fits in well with Visit Sarasota County’s work, which pushes Sarasota as a summer foodie destination through digital, print, radio and TV ads throughout Florida. Visit Sarasota County’s Savor Sarasota, a two-week event in early June, involves 18 local chefs and restaurants who offer special deals to draw traffic during a typically slower period.

The summer tourism numbers may not stay entirely rosy. Sarasota and Manatee typically see an influx of European tourists in late summer, August in particu-

lar. But the value of the euro has fallen in recent years, from $1.48 in April 2011 to $1.08 this April, making an American vacation significantly more expensive for European visitors. If the trend continues, Europeans may choose to visit beaches in the Eurozone rather than venture abroad. The flip side is that American vacationers may in turn be more likely to head to Europe and less likely to come to the beach.

Haley calls the exchange rate a “concern,” not an immediate threat.

But for tourism businesses looking to grow summer traffic, it’s something to monitor. Tourism patterns can change dramatically. The past few years are proof of that. ■

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What I’ve Learned

By Kim Hackett

Flori Roberts HER NAME IS NOT AS FAMILIAR AS ESTEE LAUDER or Elizabeth Arden, but cosmetics maven Flori Roberts’ impact on the beauty business has been revolutionary. She pioneered the first cosmetic line for women of color in the 1960s. Then, with her late husband, Dr. Craig Roberts, she invented Dermablend, a make-up line designed to conceal skin flaws. Roberts, who lives in Sarasota, eventually sold both the Flori Roberts and Dermablend companies, and then went on to co-create Smart Cover Cosmetics, becoming one of the first concealer lines to use infomercials on the Home Shopping Network. Roberts is a founding member of the Committee of 200, an organization of the world’s most successful entrepreneurs and corporate innovators. She mentors budding business owners and has run entrepreneur boot camps through organizations such as the Women’s Resource Center of Sarasota County.

“I came to business through an unusual route. I had a B.A. in

packaging and he threw it on the floor. I contained myself. Later, after another store had success with our line, he asked if I would come back. I said, ‘Of course.’ You cannot harbor grudges.”

fine arts from Carnegie Mellon and wanted to be an actress. I made it to Broadway to replace Carol Channing in a revue called Lend an Ear. After touring, I returned to New York and found that you often had to wait tables to make a living. Not for me. Advertising was a lot like theater, and I found a niche in the fashion industry.”

“Learn from the success and failures of others. I watched Estee Lauder like a hawk. She saw the need for a hypoallergenic line and started Clinique. You have to always be looking for new markets.”

“Stay away from the giants.

“I didn’t want to sell Flori Roberts Inc. But it was the right

Find a niche they are not serving; that is how I went into black cosmetics. At fashion shows I was managing, I overheard black models complain that they had to mix multiple colors of make-up to match their skin tone. No one was making quality cosmetics for women of color.”

be looking

“You must not get destroyed if you are passed over or someone’s nasty to you. When I first

for new markets.”

showed my black cosmetics line to a manager at a huge department store, he made fun of my

82 BIZ(941) JUNE | JULY 2015

“Always

time and it wasn’t just my decision. It was a family business and it was a family decision to sell. My husband was older than me and he wanted some time off. I stayed at the company as a consultant, but I could never use my name again. I couldn’t even go into any competitive company for five years.”

“I discourage some people who think they have that great big idea for a business.

Not everyone is suited to being

“You are in their own business; it requires infrastructure, and in the beginning you have to work alone.

Some people can’t do this; they belong in a corporate structure.”

“Pay for the best professional advice. Don’t shortchange your idea. You need the best, especially when it comes to trademarking.”

“You are always going to feel guilty if you have a business and have kids. There is always something you can’t do.”

“Be an authority in your field.

I couldn’t afford big advertising

always going

to know about something, they call me.”

to feel guilty

“Once you have something good, you are going to have company. It’s in the American

if you have a business and

culture. You have to know what you stand for and what edge you have. You either need to plan or be destroyed.”

have kids.”

but I’m a marketer to my soul. I decided that I’m just going to be an authority on black cosmetics and then corrective cosmetics, so if the media or anyone wants

“We need to promote entrepreneurship in this region to keep young people here. We need a strong organization to foster entrepreneurship. It can make the region competitive and is a way of differentiating the community.” ■

Seeking Your Donations. gently used

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DAVID LANNI

POSITIONS TAKEN

Mark C. Hanewich, real estate attorney, Berlin Patten Ebling PLLC. Terri Najmolhoda, vice president and general manager, Saks Fifth Avenue Sarasota.

Kimberlie Buchanan, principal and director of business development; David Lanni, promoted to principal; Logan Saltsman, director of marketing; Jeff Goldstein and Marianne Kern, tax supervisors; John Weidkunas, audit supervisor; Rebecca Gutherz, staff accountant; and Scott Williford, audit partner, Shinn &Â Company.

William L. Mehserle Jr., financial adviser, Pinkerton Wealth Management Group of Wells Fargo Advisors, LLC. Bill Sloman, senior account executive, Ring Authority.

Ashley Salter, David Cumberland and Matt Reynell, promoted to manager; Denise Salas and Erin Hentrich, promoted to

84 BIZ(941) JUNE | JULY 2015

SCOTT WILLIFORD

ALAN MONROE

supervisor; Alex Kryssine and Matt Deloach, promoted to senior accountant; Annamaria Kiss, Colleen Bankuty and Dawn Morgan, promoted to in-charge accountant, Kerkering, Barberio & Co., Certified Public Accountants.

Alan Monroe, interim executive director; and Amy Farrington, director of administration and donor relations, ShelterBox USA. Suzanne Ellin, vice president and trust administration officer, Canandaigua National Trust Company.

Eddie Bauer, client account manager, SouthTech.

Tom Peacock, promoted to vice president, Gilbane Building Company.

Eric Wells, internal and external communications manager, 1 Stop Landscape Supply & Yard Waste Recycling Facility.

Craig Ahnemiller, project manager; Brian Kelly, superintendent; and Cynthia

AMY FARRINGTON

SUZANNE ELLIN

Frank, office manager, Gerdes Construction, Inc. Michelle Capogrosso, executive director; and William Bambrick, marketing director, Omega Communities and Life Care Services.

Alan C. Miller, vice president of operations, J.E. Charlotte Construction Corp.

Declan J. Sheehy, associate director of development, the John and Mable Ringling Museum of Art. Yann Chupin, executive chef, The Ritz-Carlton, Sarasota.

Susan E. Jackewicz, executive director, Designing Women Boutique.

Christine Kasten, executive director, Sarasota Manatee Association for Riding Therapy.

Donna McGrath, development director, Community Haven for Adults and Children with Disabilities.

Tracy Spalsbury, director of marketing, Sarasota Family YMCA.

Fast Track Nick Figlow, general manager and managing broker, RE/MAX Platinum Realty.

Rosa Rodriguez, vice president, mortgage executive, IberiaBank.

Codie Long, director of outreach, Manatee Sarasota Eye Clinic.

Scott Rezabeck, systems support specialist; and Kelly Lunsford, business development consultant, SouthTech.

Rachelle Madrigal, promoted to sales director and general manager, Bradenton Marauders.

Brandon Powers, tax manager, Shinn & Company.

Elizabeth M. Stamoulis, associate attorney, intellectual property, business and real estate transactional practices, law firm of Williams Parker.

Jason H. Levy, attorney, litigation practice group, law firm of Blalock Walters, P.A.

Leonard Nagel, senior vice president and chief technology officer, Caldwell Trust Company.

Nathan Gypin, area sales representative, TWS Home Inventory.

Matthew Serrano, promoted to manager, The Table Creekside.

ACCOLADES

Michael Saunders was named to the Swanepoel POWER 200, the annual ranking of the 200 most powerful people in residential real estate in North America.

John Annis of the Community Foundation of Sarasota County was named a 2015 Aspen Institute Ascend Fellow.

Clifford L. Walters III of the law firm of Blalock Walters has joined the board of Insignia Bank.

Dr. Debra K. Carter of the Carter Psychology

Center received the Women of Achievement Award from the American Association of University Women.

Sarasota County’s director of homeless services Wayne Applebee received the 2015 Public Citizen of the Year Award from the Sarasota/Manatee Unit of the Florida Chapter of the National Association of Social Workers.

The Bradenton Area Economic Development Corporation named its 2015 officers: Mark Barnebey, chairman; Michael Moschella, chairman-elect; John L. Rice, immediate past chairman; Chris Brandt, It Works!, secretary; and Dr. Carol Probstfeld, treasurer.

The North Port Economic Development Corporation’s 2015 corporate officers are: David Dignam of Key Agency, chair;

Fast Tracker CLIFF ROLES

❰❰ REBEKAH MANDEVILLE GELVIN left the medical

Mandeville opened in the Rosemary District in March and already regulars have started making their faces known. “It’s family oriented,” Gelvin says, noting the grassy play area and picnic tables in the outdoor space. (Inside capacity is 93.) And with 30 taps and more than 150 different beer selections at any given time, there is something for everyone.

field in fall of 2013 to begin the process of opening the new Mandeville Beer Garden in Sarasota. Gelvin, 41, grew up in Denver, Colo. “Beer permeates [the] culture there,” she says, and with breweries opening across Florida—four between Bradenton and Sarasota in the last two years—“a lot of people are paying attention [here] and are wanting to learn about craft beer.”

Plus, there is food. “I think it’s important to have food with beer,” she says, naming menu items like kale and quinoa salad, beer muffins and burgers. And it’s locally sourced. Meats come from the Butcher’s Block, for example, and baked goods from St. Armands Bakery.

Over the next year she plans to create events in the garden, such as Ping-Pong tournaments, movie nights and Oktoberfest. “I look out in the garden and see everyone relaxing [and] that’s really what I envisioned when I started this,” Gelvin says.

– Chelsey Lucas

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Fast Track

TRACY SPALSBURY

MICHAEL SAUNDERS

Ricky Satcher of Bayfront Health Port Charlotte and Punta Gorda Market, vice chair; Kaley Miller of Mosaic Fertilizer LLC, secretary; Jim Kelley of BB&T Bank, treasurer; and Peter Bartolotta of Acuity Group Management, immediate past president.

Cutting Loose Salon was named to the Salon Today 200 by Salon Today magazine.

Manasota SCORE has been named District Chapter of the Year. William Merritt was named 2015 Client of the Year; Jeannette Watling-Mills received the Platinum Leadership Award; and Doug Barber, William Elias, Tom Latimer, Alan Richards and Les Seelig received service awards.

The Manatee Chamber of Commerce has earned 5-star accreditation from the U.S. Chamber of Commerce for its policies, organizational procedures and community impact.

SouthTech has achieved Microsoft Gold Midmarket Solution Provider competency.

Robert Sambursky of Rapid Pathogen Screening; Kristian Kielhofner of Star2Star Communications; and Page Dettmann, executive director of Sarasota County Middle Schools received special recognition at the Gulf Coast Community Foundation’s STEMsmart celebration.

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CLIFFORD L. WALTERS III

BOB ROSINSKY

Goodwill Manasota CEO Bob Rosinsky was honored with the 2015 Archangel Award by Ava Maria Preparatory School, and Rob Morris was elected 2015 chairman of the board of directors.

Cannons Marina is celebrating its milestone 60th anniversary.

Wilde Honda Sarasota received the Honda President’s Award for exceptional performance in 2014, and Gettel Toyota received the Toyota President’s Award.

Michael Moran of Blue Water Insurance Group was reappointed

by Gov. Rick Scott to the Southwest Florida Water Management District’s governing board.

Doctors Hospital of Sarasota was named one of the 150 Great Places to Work in Healthcare for the fourth consecutive year by Becker’s Hospital Review.

Mark Mulder, owner of Ocean Blue Pool Supply & Services, was honored as the 2014 Pleatco “Perfect Pool Guy” at the International PSP Expo in Orlando.

Sherri Swanson of HDR Engineering received a Blue Dolphin Award from the Sarasota Bay Estuary Program for her volunteer work on the Sarasota Bay Water Festival.

Hunter G. Norton of Shumaker, Loop & Kendrick, LLP was appointed to the Twelfth

ROB MORRIS

Circuit Judicial Nominating Commission for a term ending July 1, 2018.

Lee Wetherington received the 2015 Lakewood Ranch Community Fund’s C. John A. Clarke Humanitarian Award.

Turner Tree and Landscape won a first place Excellence in Construction Award from the Gulf Coast chapter of the Associated Builders and Contractors for its Artisan Lakes project in Parrish.

Drew Smith of Two Trails Inc. was appointed to the National Association of Home Builders 2015 Energy and Green Codes and Standards subcommittee.

Tidewell Hospice won five prestigious 2014 Healthcare Advertising Awards from Healthcare Marketing Report.

Minto Florida received five 2015 Eliant Homebuyers’ Choice Premier Awards from Eliant, a customer experience management company that has surveyed buyers of new homes for more than 30 years.

Jacki Dezelski of the Manatee Chamber of Commerce received the Chamber Professional of the Year Award from the Florida Association of Chamber Professionals.

Salt & Light Productions won one silver and five bronze Telly Awards for three recent videos it created: Angela’s Story, Don’t Text & Drive, and Hope Family Services.

Fast Track MOVING AND OPENING

Fleet Feet has moved from Southside Village to an expanded retail space at 711 S. Osprey Ave., Suite 1, in Sarasota.

Microsoft has opened a retail store at The Mall at University Parkway.

Anytime Fitness has opened in the Bayshore Gardens shopping center at 6144 14th St. W. in Bradenton.

Tara Shuck has opened Imperial Court Reporting at 435 12th St. W., Suite 115, in downtown Bradenton.

TableSeide Restaurant Group, the management company behind Libby’s, Louies Modern, The Francis and Modern Events, will assume operations over all the food and beverage

operations at The Ringling July 1, including Treviso, the Banyan Café, the Visitor Pavilion Café and catering for The Ringling.

Sarasota Companion Animal Neurology has opened at 7005 S. Tamiami Trail in Sarasota.

Leggitt Tax & Accounting, PLLC opened at 1432 First St., Suite A, in Sarasota.

Sarasota Orthopedic Associates has opened a third office at 435 Commercial Court in Venice.

Fratello’s Chicago Pizzeria has opened in the Shoppes at Paradise Bay at 7110 Cortez Road W. in Bradenton.

MindSpa Mental Fitness Center has moved to larger quarters in the Ridgegate Center at 5632 Bee Ridge Road.

Mandeville Beer Garden has opened at 428 N. Lemon Ave. in downtown Sarasota.

Sinbad Charters & Tours has opened at 4412 Dolphin Lane in Palmetto.

Sip n’ Create, a painting studio, has opened in the Parkway Collection shopping center at 6382 N. Lockwood Ridge Road in Sarasota.

Barre3 fitness studio has opened at 8141 Lakewood Ranch Main Street Suite 105 North in Lakewood Ranch.

Elle and Lauren McComb have opened a Pure Barre studio at 6745 Manatee Ave. W. in Bradenton.

Sift Bakehouse has opened at 1383 McAnsh Square in downtown Sarasota. ■

Fast Tracker ❰❰ ANNE-MARIE RUSSELL, 48, has been hired as executive director of the new Sarasota Museum of Art (SMOA), which is anticipated to open in the first quarter of 2016. Russell is no novice to museum openings, having helped launch the Museum of Contemporary Art (MOCA) in Tucson, Ariz., in 2003. There, she served as executive director and chief curator, and she plans to use those skills to help SMOA thrive.

“The most important skill I honed at MOCA is what I describe as ‘building capacity without capital through strategic partnerships,’ a geeky way of saying ‘doing more with less, together,’” Russell says. At MOCA, and with limited resources, she helped enable the museum to expand, which in turn fostered economic development in Tucson, and had a role in producing

more than 75 educational events annually. “Museums are educational institutions,” she says, “The work of a museum is to dynamically activate the [art].”

Russell grew up in Chicago, where visits to the city’s museums sparked her interest in art. She’s not an artist in the strictest sense, but she does write and has created feature-length documentaries on Brazilian artist

Vik Muniz and the late American sculptor Salvatore Scarpitta. She likens filmmaking to storytelling, and says, “with a museum you’re telling a story.”

“My sense is that there is a great commitment for a wide range of culture [in Sarasota],” she says. “I’m excited about [working with students from] Ringling College. Being able to partner in that way is a big part of the draw.” – Chelsey Lucas

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The Seen

Photography by Lori Sax

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BIZ(941) Women of Influence Summer Series at the Asolo 1 Sally Schule, Saks Fifth Avenue; Pam Daniel, Sarasota Magazine and Heather Kasten, LWR Business Alliance 2 Kelley Lavin, Biz(941) and Sarasota Magazine 3 Sarasota City Commissioner Liz Alpert, Alpert Law, P.A.; Sharon Litchfield, TPC at Prestancia 4 Victoria Kasdan, AttainHealth; Eleanor Merritt Darlington, artist; Dr. Lisa Merritt, Multicultural Health Institute 5 Patti Light, Pandora; Sally Ullman, Sally Ullman Photography; Jennifer Lee, Modern Wealth

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Photography by Ali Hackathorn

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The Seen

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EDC Sarasota County Economic Outlook 2015 with Sean Snaith 1 Sean Snaith, speaker 2 Gregory and Eleana Hall 3 Gerhard Toth, John Stump and Greg Hoerbelt 4 Brian Thomas, Angela Reed, Karen Hartman, Jenny Smith and Karena Thomas 5 Tom Baker and Bob Brittingham

➜ More Seen photos at biz(941).com

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The Seen

Photography by Lori Sax

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Florida Public Relations Association and AdFed Suncoast Professional Development Workshop 1 Will Luera, Florida Studio Theatre 2 Sondra Guffey, Mattamy Homes; Nikki Taylor, Sarasota Memorial Healthcare Foundation 3 Barbara Carlton, Bealls; Lee Gaines, Milestone Media; Deanna Langer, C-Suite Communications 4 Jay Wilson, Strategic Communication; Lynn Hobeck Bates, Visit Sarasota 5 Brittany Lamont, The Greater Sarasota Chamber of Commerce; Caroline Tanner, Ringling College Library Association; Monica Miller, Gateway Bank

➜ More Seen photos at biz(941).com

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The Seen

Photography by Lori Sax

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Sarasota Manatee Chamber Blues on the Bay 1 Holly Lundgren, Terry and Amy Smith, Realize Bradenton 2 Jocelyn Geraldson, Lauren Masullo and Sarah Geraldson, Geraldsons Farm Market 3 Sharon Litchfield, TPC Prestancia; Morgan Gerhart, Goodwill Manasota 4 Steve Queior and Don Schleicher, The Greater Sarasota Chamber of Commerce 5 Sonia and Eric Leggitt, Leggitt Tax & Accounting

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4 Volume 12/Number 4, June/July 2015, Biz(941) (ISSN 1936-7538) is published in January, February, April, June, September and November by Gulfshore Media, LLC, 330 S. Pineapple Ave., Suite 205, Sarasota, FL 34236.

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POSTMASTER: Send address changes to Biz(941), 330 S. Pineapple Ave., Suite 205, Sarasota, FL 34236.

JUNE | JULY 2015 BIZ(941) 91

Off the Clock

By Ilene Denton

BARBARA BANKS

SUE WOLVERTON

Flying High Coldwell Banker’s Sue Wolverton pilots her own jet aircraft.

HOW DOES a high-powered real estate executive unwind? If you’re Sue Wolverton, Coldwell Banker’s regional senior vice president for Southwest Florida, you jump into your own Cessna Citation II jet aircraft, a sleek nine-seater (plus pilot and copilot) that travels 400 knots per hour at 43,000 feet, “the same altitude as commercial flights,” she says.

“You work hard, you want to play hard, too,” she says.

Wolverton, who oversees 1,000 agents in 20 offices from Bradenton to Marco Island, has been with Coldwell Banker for 39 years, starting in Atlanta and moving to Sarasota in 1998. She’s been flying for 20 years, and now shares pilot-

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ing duties with her husband of nine years, financial adviser Woody Wolverton.

“My husband started as a helicopter pilot in the military and has owned many planes,” she says.

“Once we got married we bought a small four-seater, went to a sixseater, then a twin-engine, then to this one.” He uses it for business, she says, while together they mostly visit family in Oklahoma and New Orleans—although with the jet’s range, “We could probably fly as far as Las Vegas,” she says.

The Wolvertons also take local youth flying through Girls Incorporated and the Sarasota Military Academy, where Woody is

a board member. And “It’s nice to do things with friends on a whim,” she says. “We flew to New Orleans one time, had dinner and flew back.”

Wolverton says she made it a lifetime goal to become a pilot.

Although more young women are now pursuing careers with commercial airlines, she says, it’s still unusual to see female pilots in private aviation.

“Multitasking is important,” she says. “There’s constant fastpaced communication with the controllers. The equipment is very sophisticated so you have to be technologically savvy. There’s a lot to do all the time. And of course, if you have a crisis you have to keep level-headed and work through it."

And all that, she says, is exactly why she loves piloting. “For Type A people, it’s relaxing. We all keep seven things in our head all the time. The only thing you can do when you’re piloting is concentrate and focus—and fly.” ■

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