2018 Chamber Annual Report

220 SE Main Street | Lee’s Summit, MO 64063 | 816.524.2424 | LSchamber.com

2018 BOARD OF DIRECTORS I can easily say 2018 has been quite a year for the Lee’s Summit Chamber of Commerce. We celebrated our 50th anniversary of incorporation with a parade float, ice cream social, membership luncheon and much more. I enjoyed the trip down memory lane celebrating how far this organization has come, but even more so enjoyed making new memories with our volunteers and members.

It seems there was hardly a dull moment this year. We welcomed new leadership to the Chamber, as well as the City, and look forward to growing relationships with member businesses and community partners. The Chamber brought three new staff members on board to join the team so we can continue providing excellent programs and services, as well as innovative new ideas.

In 2018, we added a Military Affairs Committee to enhance communication and involvement with Whiteman Air Force Base, and have already received a great response. Our publications continue to be recognized with awards, adding three more to our repertoire this year. In addition, added emphasis has been put on regional tourism efforts to bring more visitors to our wonderful

community, and the significant increases in bed tax and sales tax reflect that. Lee’s Summit was even recognized this year as the official “Hometown Partner of the Kansas City Royals.”

Along with these accomplishments, the staff and board of directors have been hard at work on a major project: maintaining our 5-star accreditation. The grueling process took a deep dive into our organization’s structure, operations, programming and much more. As part of this process, a new strategic plan was developed to establish goals for continued growth and improvement as we move forward. We aim to provide exceptional benefits for our members, but also to be an engaged part of the community.

The Chamber isn’t the only one celebrating successes this year.

It’s been a great year for the Lee’s Summit community and our partner organizations. We’ve seen new innovative ideas brought to life by students, groundbreakings on retail and housing developments, and increased engagement in community issues.

To all those involved, I’d like to express my gratitude for helping our organization and our community thrive.

Yours Truly, Rosalie Newkirk, BerganKDV 2018 Chair of the Board

Executive Committee

Jon Garlow

Chair-Elect Wells Fargo Advisors

Trisha Goodale

Tyler Morehead

Treasurer Midwest Property Resources

Chair Emeritus Morehead Agency, LLC

Mike Maksin

Vice Chair of Membership Development N2 Publishing

Carson Graff

Vice Chair of Community Development Bank Midwest

Ben Seidel

Vice Chair of Economic Development Igniting Business

Board Members LaTonya Burgette

Andrew Felker

Liesl Hays

Kim Klockenga

Linda Smith

Susan Coffman

Melissa Grinlinton

Kristi Johnson-Ware

Cara McElhaney

Debbie Stoddard

ENT Associates of Greater KC

Budget Blinds of Lee’s Summit

Tim Denker

Clint Haynes

Seth Kakuske

Lauren Moxley Johnson

Tim Van Zandt

Great Southern Bank Lee’s Summit CARES Denker Law Firm

Chinnery Evans & Nail, P.C. Reinhart Foodservice

The Historic Browning Inn Central Bank of the Midwest Junkluggers

NextGen Wealth

John Knox Village

Tingle Flooring

Individual Member

Saint Luke’s Health System

Ex-Officio Members Steve Arbo

City of Lee's Summit

2 • Lee’s Summit Chamber

Carl Chinnery

Chinnery Evans & Nail, P.C.

Dr. Dennis Carpenter R-7 School District

Dr. Utpal Goswami MCC-Longview

Mayor Bill Baird City of Lee's Summit

OUR MISSION The Lee’s Summit Chamber serves its members by creating a dynamic business environment founded on leadership, advocacy, collaboration and success in the Lee’s Summit community

2018 AT A GLANCE

1,018

What is your primary reason for being a member?

32%

Networking & Referrals Visibility & Marketing

20%

Making a Difference in the Community

20%

Business Credibility

11%

Civic Duty

11%

Legislative Advocacy Other

MEMBERS

Largest Business Sectors

2% Based on November 2018 membership survey

4%

143 NEW MEMBERS 86.4% RETENTION

1.

2.

3.

4.

5.

Health Care Banking/Financial Retail Restaurants Insurance

6.

7.

8.

9.

10.

Real Estate Non-Profits Construction Home Services Attorneys

Members by Business Size

EVENTS HOSTED

11 PUBLICATIONS PRODUCED 119K COPIES DISTRIBUTED 147 ZIP CODES REACHED

based on number of full-time employees 2% 2%

9% 13%

1,018 MEMBERS

59%

15%

4,363

likes on the Chamber’s Facebook page

50,000+

views on LSchamber.com in the past year

1 million

earned media impressions for 2018 Oktoberfest

0-5

6-10

11-25

26-100

101-250

251+ 2018 Annual Report • 3

2018 HIGHLIGHTS & ACCOMPLISHMENTS 1

2

1. 50TH ANNIVERSARY

The Chamber was incorporated on April 18, 1968. In 2018, we celebrated with a float in the Emerald Isle Parade, ice cream social in the park, special anniversary issue of Catalyst, a membership luncheon with past chairs and more.

2. MILITARY AFFAIRS COMMITTEE

A Military Affairs Committee was formed to disseminate information to the community about Whiteman Air Force Base, including the economic and emotional impact, as well as volunteer opportunities.

3

3. RECORD-BREAKING OKTOBERFEST

Oktoberfest, the Chamber’s largest fundraiser, was held Sept. 28-29, 2018 and set a new record for net income raising over $115,000.

4

4. NEW STAFF

Blake Fry joined the organization as President in August, while Agi Bako-LaFave and Jordan Straits joined the team as office manager and creative coordinator.

5. PUBLICATIONS AWARDS

The Chamber’s creative work

earned three awards in 2018.

Catalyst was awarded a

Nonprofit Connect Philly Award

and CCEM Award of Excellence,

while the Gala Royale invitations

also won a Philly Award.

6. EARLY LITERACY

A new early literacy initiative was launched as a result of efforts by the Chamber’s Education Committee to increase kindergarten readiness and academic potential.

4 • Lee’s Summit Chamber

6

5

TRULY THE BEST BUSINESS OF THE YEAR WINNERS

2018 PARTNERSHIPS Thank you to the following businesses who invested in the Chamber through the partnership program.

GOLD

Great Southern Bank KCP&L Reinhart Foodservice Saint Luke’s East Hospital Security Bank SERVPRO of Lee’s Summit Tingle Flooring

SILVER

Gene Brixey, BerganKDV; Monte Stull, Coldwater; Melissa Beall, Longview Funeral Home & Cemetery; Candace Jennings, Whistle Stop Coffee & Mercantile

Truly the Best Not for Profit – Coldwater is a faith-based nonprofit in Lee’s Summit providing hope within the community where it’s needed most. Coldwater provides a stepping stone and lending hand for future success by providing food, clothing and education through community outreach and assistance.

More than 30 local volunteers are critical to making this compassionate organization thrive.

Truly the Best 5 or Less Employees – Longview Funeral Home & Cemetery has maintained a strong culture anchored by a clear set of values and practices assisting with grieving families since 1986. The business has made great strides to improve the client experience by investing in improvements to the building and grounds. Longview Funeral Home’s great employee relations and community-mindedness result in achieving a number of business goals set forth by team members.

Truly the Best 6-20 Employees – Whistle Stop Coffee & Mercantile has been an iconic spot in downtown Lee’s Summit since 1993 and has experienced exponential growth over the last ten years. The shop features over 70 different coffee beans and offers opportunities for local artists and vendors to showcase and sell their wares. Their team of baristas and owners work hard to offer welcoming service, give back to the community and create a warm atmosphere with great food.

Truly the Best 20+ Employees – BerganKDV works hard to deliver valuable solutions in finance, business and technology to its clients. Company leaders make it a priority to create a great work environment for employees, while also meeting personally with clients to communicate how much they care. Their team is actively involved in a variety of area nonprofits and service projects to give back to the community. The company’s future growth will continue to attract and retain talent as it adapts to emerging technologies.

BerganKDV Central Bank of the Midwest Chinnery Evans & Nail, P.C. CommunityAmerica Credit Union Discover Vision Centers Door Systems, Inc. ENT Associates of Greater Kansas City John Knox Village Lee’s Summit Medical Center Midwest Property Resources, LLC Paradise Park St. Mary’s Medical Center Summit Bank of Kansas City Todd Haynes-RBC Wealth Management University of Central Missouri Lee’s Summit

BRONZE

B Positively Promoting U, inc.

Bank Midwest Budget Blinds of Lee’s Summit Diffactory Digital Marketing Inc. Greater Lee’s Summit Healthcare Foundation Igniting Business Johnny’s Tavern Lee’s Summit Julia E. Hampton, CPA LeaderOne Financial Longview Funeral Home & Cemetery Missouri Association of Trial Attorneys Missouri Central Credit Union NextGen Wealth Parker Swearngin LLP Real Country 1030AM KCWJ Rodney Loesch CFP–Waddell & Reed Simmons Bank Spilker McKeone & Nelson PC Technology Plus, Inc. TPC Interiors, Inc. Vital Signs Weed Man

2018 Annual Report • 5

CHAMBER MEMBER AWARDS VOLUNTEER OF THE YEAR

CARA McELHANEY ENT Associates of Greater KC

Cara McElhaney joined the Chamber and hit the ground running. She’s volunteered for a number of committees and task forces, including Annual Gala, Golf and Health & Human Services. She also serves on the Board of Directors and volunteers her time helping out at Oktoberfest and many other events throughout the year.

STEVE GOULDSMITH NEW MEMBER OF THE YEAR

JOEL WILSON Edward Jones

MENTOR OF THE YEAR

BOB GLASER AMBASSADOR OF THE YEAR

MIKE MAKSIN N2 Publishing

KATHY HUGHEY

Mike Maksin exemplifies what it means to be a Chamber Ambassador. Mike takes advantage of a variety of Chamber events, committees, volunteer opportunities, and even served on the Board of Directors. In 2018, he recruited 7.5 new members to the Chamber, and also participates as a mentor to new members.

Joel Wilson joined in 2017 and immediately jumped into various activities. He is a part of the Membership, Young Professionals and Military Affairs committees, including chairing the MAC in 2019. Joel participates in a Leads Group, emcees ribbon cuttings and can be seen at many events throughout the year.

CARSON GRAFF Bank Midwest

Carson Graff has become a go-to person for all things Chamber. He mentors several new members each year to help them become more involved and engage in the community. Carson is actively involved in the Membership and Young Professionals committees, and also emcees ribbon cuttings, serves on the Board of Directors and attends numerous events.

LIFETIME MEMBER

HALL OF FAME

Kathy Hughey is a long-time member who has dedicated hundreds of hours volunteering and helping the Chamber.

She’s been extremely involved in Oktoberfest, the Annual Gala, Holiday Reception and other committees. Kathy also helped with Operation Thank You and is always willing to lend a hand with various projects and events.

Tingle Flooring has been actively engaged in the Chamber since they joined in 2008. They’ve contributed countless hours serving on committees and the Board of Directors, and also supported the Chamber financially via sponsorships and partnerships. Their knowledge and dedication have been a key component to the Chamber’s overall success.

TINGLE FLOORING

CHAIRMAN’S CLUB Members who recruited 5 or more new members to the Chamber in 2018

6 • Lee’s Summit Chamber

Betsy Allgeyer Business by Promotion

Bob Glaser CommunityAmerica Credit Union

Julia Hampton Julia E. Hampton, CPA, PC

Mike Maksin N2 Publishing

Judy Pezzetti Office Products Alliance

LEADERSHIP LEE’S SUMMIT Developing and enhancing leadership skills in individuals who will generate positive actions in the community and help resolve future challenges.

Class of 2018

• • • • • • • • • • • • • •

Tim Arbeiter, Missouri Dept. of Economic Development Tanisha Artis, Lee’s Summit Police Dept.

Brian Barton, MC Power Companies, Inc. George Binger, City of Lee’s Summit Dr. Katie Collier, LSR-7 School District Ashley Dickson, CommunityAmerica Credit Union Amanda Eisenlohr, Central Bank of the Midwest McKenna Ford, Summit Strength Physical Therapy Cutter Gale, Gale Communities Ryan Gibson, Lee’s Summit Parks & Recreation Julia Hampton, Rotary Club/Julia E. Hampton, CPA Dr. Warren Haynes, Metropolitan Community College Dr. Rexanne Hill, Sunrise Rotary/LSR-7 School District Heath Leuck, John Knox Village

AIM Insurance Autumn Leaves of Lee’s Summit B&B Theatres Longview 7 Farmers Insurance-Ballentine Insurance Agency Brookside Barkery & Bath Burn Boot Camp Lee’s Summit CBM, Inc. Celebrating Personal Treasures Collins | Webb Architecture Cookie Jar Bakery Cornerstone Dermatology & Surgery Group CourageousLifeNow Custom Eyes DASH Marketing Edward Jones–Joseph Hyde Edward Jones–Joel Wilson Embers Candle Bar HuHot Mongolian Grill

• • • • • • • • • • • • •

Matt Marino, Saint Luke’s East Hospital Kevin McCaw, Lee’s Summit Fire Dept.

Sharayah McDonald, Morrill & Janes Bank Rose Mettlen, Children’s Mercy Hospital Kevin Oldham, Diffactory Jenny Patten, Lee’s Summit Medical Center Amanda Rhodes, Mid-Continent Public Library Carolyn Rouchka, Arvest Bank Daniel Schertz, Burns & McDonnell Stephen Stricklin, Wise Wealth, LLC Isaac Swick, BerganKDV Janet Waddell, KCP&L Kevin Zimmermann, US Trust

Inspired Style Boutique Jack’s Floral Designs & More KC Communications & Media Matters KC Dumpster Company KHL Design Studio Ki Chi Healing Arts Center Law Office of Kristen M. Buzzelli, LLC Lee’s Summit Animal Shelter Lee’s Summit Medical Center-3rd Floor Love, Coffee LLC Menchie’s Frozen Yogurt Mirror Image Salon Mokan Photo Booths Motus, LLC Nothing Bundt Cakes Onin Staffing Orangetheory Fitness Lee’s Summit Pet Supplies Plus

Pinot’s Palette Lee’s Summit Planet Fitness PT Solutions Physical Therapy Ripley Associates (Whispering Woods) Seventh Wave Insurance Shining Light Music Shredd Fitness/Shreddlicious Solstice Senior Living of Lee’s Summit Summit Bank of Kansas City (Douglas St.) Summit Detail Summit Eye Center Summit Square Apartments TCC-The Cellular Connection The Historic Longview Mansion Tropical Smoothie Cafe Trust & Will Center Twin Lakes Insurance Agency Two Maids and A Mop 2018 Annual Report • 7

2018 FINANCIALS Revenue 10%

Expenses

3%

8% 13%

32%

24%

$1,348,261

40%

$1,331,701 15%

31%

Programs & Events

24%

Membership

Community Marketing & Tourism

Publications

Administrative

Miscellaneous

Programs & Events

Community Marketing & Tourism

Publications

Operating Expenses

CHAMBER STAFF

Blake Fry

Matt Baird

Stephanie Kusek

President

Director of Business & Governmental Relations

Director of Communications

Agi Bako-LaFave

Vanessa King

Heather Thompson

Office Manager

Bookkeeper

Advertising Manager

Stacy Needels

Cathy Young, IOM

Jordan Straits

Marilyn Pemberton

Director of Special Events

Creative Coordinator

Director of Member Services

Part-time Assistant