2024 Women of Achievement Program

Today’s Program

Achievement Women of

An Annual Event Telling Stories of Success

Our Past Honoree Moment

Mayor Kate Gallego, City of Phoenix (2019)

Sharon Lechter, Pay Your Family First (Lifetime 2018)

Lisa Urias, Arizona Office of Tourism (Storyteller 2020)

Jenny Poon, CO+HOOTS (2020)

Lin Sue Flood, Hospice of the Valley (2021)

Welcome

Rick McCartney, Publisher, In Business Magazine

Linda M. Herold (Lifetime 2017)

Linda M. Herold Lifetime Achievement Honoree

Ambassador Barbara Barrett

Honoring Our 2024 Women of Achievement

(see their profiles starting on page 32)

Tami Bohannon

Latasha Causey

Katherine Dei Cas

Noreen Bishop Hill

Sintra Hoffman

Karen D. Johnson

Catrina Kahler

Pam Keefe

Jennifer Mellor

Alicia Nuñez

Paige Perry

Connie Robinson

Jody Sarchett

Sissie Roberts Shank

Storytellers

Tami Bohannon

Sintra Hoffman

Karen D. Johnson

Alicia Nuñez

Red Carpet Host

Oscar De las salas

A special thank you to our sponsors!

Investor Sponsor

Patron Sponsors

VIP Sponsors

Honoring Sponsors

Arizona Center for African American Resources

Artlink

BASIS Charter Schools

Chas Roberts Air Conditioning, Inc.

Chicanos Por La Causa FSL

Greater Phoenix Chamber of Commerce

Kiterocket

National Bank of Arizona

New Pathways for Youth

The Phoenix Symphony

Thunderbird School of Global Management

WESTMARC

Thank You to:

Julie Immerman, Announcer

Rachel Aja (2022)

Lesia Schneiter

The Phoenix Symphony

New Pathways for Youth

Read Better Be Better

Amazing Flowers

Fairmont Scottsdale Princess Hotel

Governor Katie Hobbs (AZ Leader 2023)

Liz Agboola Trinity Integrated Care

Kim Humphrey Salt River Project

Lifetime Achievement Honorees

Mary Jane Rynd (2022)

Andrea Aker Aker Ink PR & Marketing

Jennifer Kaplan Evolve PR and Marketing

Rachel Aja Cox Communications Patricia Garcia Duarte Chicanos Por La Causa

Kim Ryder Thrive Real Estate

Kristin Atwell Ford Watershed Films, LLC

Brenda M. LaTowsky, MD Clear Dermatology and Aesthetics Center

Laura Capello Big Brothers Big Sisters

Marsha Petrie Sue Communicating Results, Inc.

Heather Carter Greater Phoenix Leadership

Cionne McCarthy Cionne McCarthy PC Russ Lyon Sotheby

Linda S. Hunt (2021) Sharon Harper (2020)

Cindy McCain (2019) Sharon Lechter (2018)

Women of Achievement 2023

Sophie AllenEtchart Read Better Be Better

Mary Martuscelli U.S. Bank

Kathleen Duffy Duffy Group, Inc.

Leanna Taylor The Arizona Pet Project

Anna María Chávez Arizona Community Foundation

Mona Stone Goodwill of Central and Northern Arizona

2022

Debbie Esparza YWCA Metropolitan Phoenix

Cathleen Walker PNC Bank

2021

Lin Sue Flood Hospice of the Valley

Julia Meyerson Vista College Prep

Cara Christ, M.D. Blue Cross Blue Shield of Arizona

Angela Hughey ONE Community Chevy Humphrey The Griffin Museum of Science and Industry

Lauren Bailey Upward Projects

Pam Kehaly Blue Cross Blue Shield of Arizona

Katherine Cecala Junior Achievement of Arizona

Dr. Joel P. Martin Triad West Inc.

Sherri Collins Arizona Commission for the Deaf

Christine Mackay City of Phoenix

Debbie Castaldo Arizona Diamondbacks Foundation

Christy McClendon Integrity Coaching and Consulting

Roopali Desai U.S. Court of Appeals for the Ninth Circuit

Julia Patrick American Nonprofit Academy

2020

Lisa Dancsok Arizona Community Foundation

Jenny Poon CO-HOOTS

2019

Letitia Frye Letitia Frye, LLC

Linda “Mac” Perlich ACT One

2018

Rebecca Clyde Botco.ai

Jenny Holsman Tetreault TPI Composites

Jackie Halleen Goodwill of Central and Northern Arizona

Dionne Xavier Washington Project Roots AZ

Arjelia Gomez Family Wellness

Paige Rothermel Blue Cross Blue Shield of Arizona

Meghan Cox Impact Advocacy Group

Katrina Thurman Thrive Services Group

Linda M. Herold (2017)

Paige Heavey Bridge Real Estate & Relocation Concierge

Mónica S. Villalobos Arizona Hispanic Chamber of Commerce

Sheila Kloefkorn KEO Marketing Inc.

Christine Wilkinson Arizona State University

Diana Gregory

Diana Gregory Outreach Services

Jordan R. Rose Rose Law Group PC

Susan M. Wissink Fennemore Craig

Heidi Jannenga WebPT

Trish Stark Zenith Wealth Advisors Kelly Zitlow Kelly Zitlow Group Cornerstone

Frances Ducar Healthcare Solutions Centers

Eileen Rogers One Creative View

Kate Gallego City of Phoenix

Bahar A. Schippel Snell & Wilmer

Sybil Francis Center for the Future of Arizona

Rachel Frazier Johnson Rachel Frazier Johnson

Lisa Urias Arizona Community Foundation Jeri Williams City of Phoenix (Ret.)

Anita Helt ABC15 Arizona

Candace Wiest Valley West National Bank (Rt.)

Amy Hillman W. P. Carey School of Business

Sandra Wilken Sandra Wilken Properties

Catherine Alonzo Javelina

Susan Kenny Stevens Nonprofit Lifecycles

Amy Armstrong Social Venture Partners Arizona

Jodi Low U & Improved

Jane AnthonyRivera LP Insurance Services

Drena Kusari Lyft

Robin Burgess Sanders + Parks, P.C.

Gay Meyer USAA

Deborah Bateman National Bank of Arizona Laurie Brednich HR Company Store, LLC

Pat Bondurant Bondurant Racing School

Ruzica Markovic Pro One Media Productions, Inc.

Ruffin Chevaleau Uber

Denise Resnik First Place Arizona

Mesha Davis Arizona Foundation for Women

RaeAnne Marsh InMedia Company

2017

Kim Covington Arizona Community Foundation

Terry Roman Snell & Wilmer, L.L.P.

2016

Camille Hill Merestone

Kimber Lanning Local First Arizona

Kristen Merrifield Alliance of Arizona Nonprofits

Kado Stewart one•n•ten

Deanna Salazar Blue Cross Blue Shield of Arizona

Molly Stockley Cancer Treatment Centers of America

Kathy Heasley Heasley&Partner

Marnie Rosenthal Launch Real Estate

Kate Hickman Alliance Bank

Brooke Todare Global Diversity Logistics

Sandi Ernst Perez Community Leader

Nicole Stanton Harvest Health & Recreation, Inc.

Brenda Thomson Arizona Humanities

Carmen Jandacek APS

Sandra Watson Arizona Commerce Authority

Kate Wells Children’s Museum of Phoenix

52

Brewing Compassion: Echo Coffee’s transformative journey in corporate philanthropy

This month spotlighting Echo Coffee, Tyler Butler’s series explores the myriad ways businesses give back and the positive ways their programs impact our community.

54

Leader Resilience

– Core of Culture & Organizational Success

Kathleen Gramzay’s series furnishes organizational leaders with a holistic, comprehensive outlook, enabling leadership that leverages the potency of human resilience.

FEATURE

46 It’s an Election Year for the Arizona Corporation Commission

Jennifer Cranston lays it out why Arizona business owners and residents should care about voting for who’s on the ACC.

55 Moving from Feedback to ‘Feedforward’

Jenny von Podewils discusses the mindset behind the terms and how managers and companies can push employees to their best.

DEPARTMENTS

9 Guest Editor

Barbara Barrett, 25th Secretary of the Air Force, introduces the “Women of Achievement” issue.

10 Feedback

Mary Martuscelli, Mona Stone and Monica Villalobos respond to In Business Magazine’s burning business question of the month: As a 2023 Women of Achievement honoree, you’ve been recognized for outstanding leadership. What do you feel are the most important leadership qualities for the times we are in now?

12 Briefs

“Rebranding a ‘Shark Tank’ Winner Targets New Markets” “Dailies Top Stories,” “Local Standouts Recognized for Achievements and Philanthropy,” “Are Managers More Invested in Their In-Person vs. Remote Employees’ Growth?” and “Business Model Combines Leadership and Fundraising Strategy for Schools”

15 By the Numbers

Why are AI-enabled PDF tools key to revolutionizing document workflows and boosting productivity?

Arizona Impact for

59

16 From the Top

Mike Nelson forges franchise growth as Mr. Pickle’s Sandwich Shops charts nationwide expansion.

17 CRE

“The Evolution of Co-Working,” “Uniquely Divisible Industrial in Phoenix-Goodyear Airport Area,” “New Hangars Planned for Falcon Field Airport,” “Converting Offices and Hotels into Multifamily Housing Is One Answer to the Valley’s Housing Crisis” and “MixedUse Development Breaks Ground in Gilbert”

“Never doubt that a small group of thoughtful, concerned citizens can change world. Indeed, it is the only thing that ever has.” —Margaret Mead

COVER

STORY 28

2024 Women of Achievement

In Business Magazine honors the women business owners, managers and leaders who, with an abundance of talent and commitment, have achieved great success in and for our Greater Phoenix business community.

20 Semi Insights

“The Perfect Storm,” “Amkor’s Expansion: Securing America’s Chip Supply,” and “Precision Cleaning: Strengthening Arizona’s Chip Future”

24 Healthcare

“Cannabis Trends and Storage Solution” and “Optimizing Mental Wellness for High Performers”

26 Technology

“AI Recruitment Tools” and “Cargo Theft Cripples Retail. AI to the Rescue?”

47 Books

New releases give fresh insights on business thinking.

48 Economy

Adam Nguyen offers a strategic guide to securing a successful funding round.

50 Legal

Attorney Troy P. Foster explains legal requirements for creating a safe and productive workplace.

56 Nonprofit

Tracy Bonjean discusses how employers can encourage employees’ civic engagement in the election process without getting political.

57 Assets

2024 Rolls-Royce EV Spectre

Plus: A credit freeze can offer protection against financial havoc from identity theft.

58 Power Lunch

(Sneaky)bird Is the Word for Never Ever Fried Chicken

66 Roundtable

Sundip Patel discusses how to align business success with sustainable development goals.

Reimagining legal education

Sept. 2024 Words

RaeAnne Marsh

Editor, In Business Magazine

RaeAnne Marsh became editorial director of Phoenix-based InMedia Company in 2010 and helped launch Valley-wide business resource In Business Magazine. Her journalism career began more than 20 years ago, when she left California and 12 years of teaching to transplant in Phoenix’s vibrant entrepreneurial environment, and includes incorporating her own business, Grammar & Glitz, Inc., to work with business and media clients nationwide.

Holding the magazine to strong editorial standards, she says, “New businesses are founded, out-of-staters bring new strengths, established businesses evolve and expand — all of which contributes to the dynamic vitality that I see as the mission of In Business Magazine to be the voice of and vehicle to nurture, in each monthly edition. It is my challenge to ensure each edition is packed with relevant information on a broad spectrum of issues, aimed at a readership that runs the gamut from entrepreneurial startup to major corporation.” Marsh was awarded 2024 Small Business Journalist of the Year from the U.S. Small Business Administration, Arizona District.

Guest columns are feature articles presented as a special, limited series as well as regular, ongoing series in In Business Magazine.

Tyler Butler

Guest Columnist – Social Impact

A long time corporate social responsibility practitioner, Tyler Butler is known for her expertise in creating, launching and developing successful social impact programs. Her commitment to rallying people together to make a positive difference has created sustainable signature programs empowering people to give back in a myriad of ways globally. Butler operates under the ethos of “each one teach one,” and so her contributions to In Business Magazine provide her with an outlet to share the best of what companies are doing to aid humanity. Butler looks to shed light on good corporate citizens and share stories about the magic they are creating through their generous outreach efforts.

Kathleen Gramzay

Guest Columnist – Resilience

Kathleen Gramzay, LMT, is an entrepreneur, body/mind resilience expert, speaker, author, and founder of Kinessage LLC. The Kinessage® methods are taught nationally to transform stress, chronic tension and pain, and increase mental resilience and long-term health for greater well-being and sustainable success. Her programs empower leaders and teams to be present, think more clearly and work more productively, confidently and collaboratively.

Bruce Weber

Guest Columnist – Capacity

Bruce Weber sees In Business Magazine as a valuable forum for topics relevant to our business and nonprofit community. “I am deeply interested in organizational capacity and what makes organizations successful and impactful in the work they do. In my work in the community for more than 16 years, I have worked with all sizes of organizations and leaders in helping their businesses grow and expand their impact. My previous careers with Microsoft and Hewlett Packard involved working with business integration partners to design strategies to engage new markets. In today’s complex world, I enjoy exploring the possibilities and opportunities that change can bring.”

This month’s contributors

Jennifer Cranston is a shareholder at Gallagher & Kennedy in Phoenix and a member of the firm’s board of directors. (Statewide, page 34)

Adam Nguyen is senior vice president for Donnelley Financial Solutions™, a global financial solutions company. (Economy, page 36)

Troy P. Foster is a fourth-generation Arizona native and partner of The Foster Group in Phoenix. (Legal, page 38)

Jenny von Podewils is CEO of Leapsome, and HR platform for people and manager enablement. (HR, page 43)

Tracy Bonjean is the vice president of people and culture at Valley of the Sun United Way. (Nonprofit, page 44)

Sundip Patel is co-founder and chief executive officer of AVANA Companies, a small-business, private credit and asset manager. (Roundtable, page 66)

Publisher Rick McCartney

Editor RaeAnne Marsh

Web Editor Jake Kless

Graphic Design Benjamin Little

CONTRIBUTING WRITERS

Alison Bailin Batz

Shannon Blood

Tracy Bonjean

Tyler Butler

Brook Choulet

Jennifer Cranston

Troy P. Foster

Kathleen Gramzay

Mike Hunter

Christine Johnson

DeeDee Kato

Justin Liggin

Chris Loeffler

Frank Matarazzo

Brian Miller

Adam Nguyen

Sundip Patel

Jenny Podewils

Stephanie Quinn

Rob Wozny

ADVERTISING

Operations Louise Ferrari

Business Development Raegen Ramsdell

Louise Ferrari

Cami Shore

Events Amy Corben

WTSM TV STUDIO

General Manager Chris Weir

More: Visit your one-stop resource for everything business at inbusinessphx.com. For a full monthly calendar of business-related events, please visit our website.

Inform Us: Send press releases and your editorial ideas to editor@inbusinessphx.com

President & CEO Rick McCartney

Editorial Director RaeAnne Marsh

Financial Manager Tom Beyer

Office Manager Allie Jones

Accounting Manager Todd Hagen

Corporate Office InMedia Company 45 W. Jefferson Street Phoenix, AZ 85003

T: (480) 588-9505

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Vol. 15, No. 9 In Business Magazine is published 12 times per year by InMedia Company. POSTMASTER: Send address changes to InMedia Company, 45 W. Jefferson Street, Phoenix, AZ 85003. To subscribe to In Business Magazine, please send check or money order for one-year subscription of $24.95 to InMedia Company, 45 W. Jefferson Street, Phoenix, AZ 85003 or visit inbusinessphx.com. We appreciate your editorial submissions, news and photos for review by our editorial staff. You may send to editor@ inbusinessmag.com or mail to the address above. All letters sent to In Business Magazine will be treated as unconditionally assigned for publication, copyright purposes and use in any publication, website or brochure. InMedia accepts no responsibility for unsolicited manuscripts, photographs or other artwork. Submissions will not be returned unless accompanied by a self-addressed, stamped envelope. InMedia Company, LLC reserves the right to refuse certain advertising and is not liable for advertisers’ claims and/or errors. The opinions expressed herein are exclusively those of the writers and do not necessarily reflect the position of InMedia. InMedia Company considers its sources reliable and verifies as much data as possible, although reporting inaccuracies can occur; consequently, readers using this information do so at their own risk. Each business opportunity and/or investment inherently contains certain risks, and it is suggested that the prospective investors consult their attorney and/or financial professional. ©2024 InMedia Company, LLC. All rights reserved. No part of this magazine may be reproduced or transmitted in any form or by any means without written permission by any means without written permission by the publisher.

The future. Pioneered in Arizona.

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Scan the QR code to learn more. Or call (480) 314-4200.

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In Business Magazine is a collaboration of many business organizations and entities throughout the metropolitan Phoenix area and Arizona. Our mission is to inform and energize business in this community by communicating content that will build business and enrich the economic picture for all of us vested in commerce.

PARTNER ORGANIZATIONS

Debbie Hann, Chief Operating Officer Arizona Small Business Association Central Office (602) 306-4000 www.asba.com

Steven G. Zylstra, President & CEO Arizona Technology Council One Renaissance Square (602) 343-8324 www.aztechcouncil.org

Kristen Wilson, CEO AZ Impact for Good (602) 279-2966 www.azimpactforgood.org

Terri Kimble, President & CEO Chandler Chamber of Commerce (480) 963-4571 www.chandlerchamber.com

Tanaha Hairston, President NAWBO Phoenix Metro Chapter (480) 289-5768 www.nawbophx.org

Colin Diaz, President & CEO Tempe Chamber of Commerce (480) 967-7891 www.tempechamber.org

Our Partner Organizations are vested business organizations focused on building and improving business in the Valley or throughout Arizona. As Partners, each will receive three insert publications each year to showcase all that they are doing for business and businesspeople within our community. We encourage you to join these and other organizations to better your business opportunities. The members of these and other Associate Partner Organizations receive a subscription to In Business Magazine each month. For more information on becoming an Associate Partner, please contact our publisher at info@inbusinessphx.com

ASSOCIATE PARTNERS

Ahwatukee Foothills Chamber of Commerce ahwatukeechamber.com

Arizona Chamber of Commerce & Industry azchamber.com

Arizona Hispanic Chamber of Commerce azhcc.com

The Black Chamber of Arizona phoenixblackchamber.com

Economic Club of Phoenix econclubphx.org

Glendale Chamber of Commerce glendaleazchamber.org

Greater Phoenix Chamber of Commerce phoenixchamber.com

Greater Phoenix Equality Chamber of Commerce gpglcc.org

Mesa Chamber of Commerce mesachamber.org

North Phoenix Chamber of Commerce northphoenixchamber.com

Peoria Chamber of Commerce peoriachamber.com

Phoenix Metro Chamber of Commerce phoenixmetrochamber.com

Scottsdale Area Chamber of Commerce scottsdalechamber.com

Scottsdale Coalition of Today and Tomorrow (SCOTT) scottnow.com

Surprise Regional Chamber of Commerce surpriseregionalchamber.com

WESTMARC westmarc.org

BARBARA BARRETT, 25TH SECRETARY OF THE U.S. AIR FORCE

An ASU internship launched my career spanning business, academia and public service. I was an executive of two Fortune 500 companies and chairman of the Valley Bank of Arizona. Serving as U.S. 25th Secretary of the Air Force encompassed founding the U.S. Space Force.

A former president of the International Women’s Forum, I continue to advocate for women leaders. My current involvement spans the Smithsonian and Caltech, home of NASA’s Jet Propulsion Laboratory, as well as the USS Arizona Legacy Foundation Board, which supports the Navy’s next-generation submarine reviving the Arizona’s venerable name.

The Leadership and the Power of Giving Back

In this annual Women of Achievement edition, In Business Magazine shines a special spotlight on women who are using their leadership positions in for- and nonprofit organizations to make a difference in our community. This year, the Women of Achievement Committee has sought women who demonstrate a powerful commitment to giving back to their communities.

The Grand Canyon State is home to countless women whose dynamism enriches the organizations they lead and the communities in which they live. With pluck, ingenuity and perseverance, they have contributed their unique perspectives and creative solutions to tackling Arizona’s biggest challenges — and opportunities. As such, the committee faced a daunting task in selecting this year’s honorees. The women celebrated within these pages have impacted numerous lives through their leadership. They have transformed the vision of their organizations, expanded the economic impact of their businesses and nurtured the talents of those around them. Looking ahead, they are also trailblazers for subsequent generations of women leaders.

This September edition’s cover story presents the 2024 In Business Magazine Women of Achievement: fourteen exceptional women who share their stories in biographical profiles. As this award celebrates some of the Valley’s most talented leaders, I consider it a high privilege to be this year’s Linda M. Herold Lifetime Achievement Honoree.

This edition also dips its toes ever so lightly into the political arena with a feature on the Arizona Corporation Commission, starting with explaining its responsibilities and how its decisions impact business. Emphasizing the Commission’s importance, Jennifer Cranston also provides brief, nonpartisan biographies of the six candidates running for the three Commission positions in November’s election.

In the Economy feature, Adam Nguyen addresses startup entrepreneurs with “Securing Your Funding Round: A Strategic Guide.” The Roundtable feature takes a different angle on economic decisions, as Sundip Patel discusses “How to Align Business Success with Sustainable Development Goals.”

Other articles range over a broad spectrum of topics, from healthcare to technology to guest columns on “Social Impact,” “Resilience” and “Nonprofit.”

I’m very pleased to have been asked to lead this September edition of In Business Magazine, and hope you find the stories inspiring.

Sincerely,

Barbara Barrett

25th Secretary of the U.S. Air Force

Former Ambassador to Finland

Interim President of Thunderbird School of Global Management

Achievement and Giving Back

Each year, we honor women who exemplify success in three ways: leadership, commitment to their people and commitment to their community. This year, we are specifically honoring those who are giving back and making a difference. Leading by example is an effective way to influence others and bring about change. This year’s Women of Achievement have all demonstrated this through their work within our business community and by helping others either in their day jobs or as part of their private lives.

We are so pleased to have Barbara Barrett as this year’s Lifetime Honoree. Her commitment to Arizona, her commitment to our business community and her global leadership have contributed to Arizona’s excellence. I’ve been so fortunate to discuss with her, her views on Arizona’s future and the intrinsic value of women leadership to strengthening business here, and so much more. Our thank you to Secretary Barrett for her service and for paving a path that we can all truly benefit from. —Rick McCartney, Publisher

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FEEDBACK QUESTION:

Let us know what you want to know from the Valley’s top business leaders. editor@inbusinessphx.com

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SEPT. 2024

As a 2023 Women of Achievement honoree, you’ve been recognized for outstanding leadership. Different times seem to call for different strengths, not to mention that the idea of women in top leadership positions is especially timely right now. So, what do you feel are the most important leadership qualities for the times we are in now?

MARY MARTUSCELLI

Regional Executive, Western U.S. U.S. Bank Sector: Banking

Today leadership is more important than ever. Our country is very politicized and it is difficult to get things done. Many people feel stressed in their personal and work lives. The most important leadership qualities today are:

1. Communication. It is critical to have open, honest two-way communication, including effective cross-cultural communication. This includes actively listening to the other person and trying to understand their viewpoint even if you do not agree with it.

2. Respect. This is one of the most important qualities a leader can demonstrate. Leaders must be able to demonstrate respect for each other, respect for a process and respect for our country.

3. Self-Awareness and Accountability. Strong leaders know their strengths and weaknesses so they can fill in the gaps where appropriate. Emotional intelligence is critical to self-awareness and always taking accountability for one’s actions. Leaders have high integrity and ethical standards.

4. Positivity. Good leaders are positive, enthusiastic and believe in their employees, which in turn creates motivated and engaged employees. Good leaders always stay authentic. They develop and mentor others.

US Bank usbank.com

Mary Martuscelli has spent her entire career in the financial services industry with U.S. Bank and J.P.Morgan Chase, holding senior management roles in wealth management, corporate banking, strategic planning and human resources.

MONA STONE

Executive VP & Chief Administrative Officer

Goodwill of Central and Northern Arizona Sector: Nonprofit

Strong and impactful leaders in today’s business climate must leverage a diverse skillset, and crucial to these skills is a leader’s ability to connect with members of her team while providing a positive and dynamic work environment that fosters growth, inclusivity and resiliency.

Integrity, empathy and learning agility are three of the most important leadership traits that we inspire in all our leaders and future leaders here at GCNA.

Integrity ensures that our leaders act ethically and build trust through transparency, allowing us to foster a constructive and driven work environment.

Demonstrating empathy allows our leaders to understand and connect with the many different perspectives within their teams, facilitating stronger relationships, greater motivation and a more inclusive workplace.

And learning agility enables our leaders to adapt to change, embrace new challenges and continuously improve their processes to ensure that our organization remains resilient, effective and forwardthinking in today’s ever-changing world.

Together, these three traits inspire trust, strengthen relationships and enable adaptability, all of which are essential for effective and impactful leadership in business today.

Goodwill of Central and Northern Arizona goodwillaz.org

Recipient of the 2022 “Outstanding In-House Counsel of the Year Award” by the State Bar of Arizona and with more than 25 years of wideranging experience as an attorney and compliance specialist, Mona Stone serves as executive vice president and chief administrative officer for Goodwill of Central and Northern Arizona.

Sign up for the monthly In Business Magazine eNewsletter at www.inbusinessphx.com. Look for survey questions and other research on our business community.

MONICA VILLALOBOS

President & CEO

Arizona Hispanic Chamber of Commerce Sector: Business Development

Being a leader in today’s business environment is completely different than even 10 years ago. Not only the focus on DEI but also a workforce comprising threefour generations. The younger workforce and the older workforce complement and learn from each other, providing a solid foundation on which to build the organization’s future.

The ability to understand the value of lessons learned yet look to the rapidly evolving future while anticipating changing development business trends and mindsets, are vital for the organization to thrive long-term.

Visions and missions have evolved to meet the ever-changing business environment. Being completely committed to the vision and mission to avoid deviation, distraction, from the ultimate purpose is vital; and to which the selection, hiring, and onboarding of personnel should abide to ensure low turnover and longterm commitment and engagement.

Today, teams work remotely, international business is conducted virtually, understanding cross-cultural behavior becomes even more important. Internal processes and procedures are crucial to assure that daily operations are conducted smoothly.

Working with an inspirational leader is most rewarding and professionally fulfilling.

Arizona Hispanic Chamber of Commerce azhcc.com

Monica Villalobos is the president and CEO of the Arizona Hispanic Chamber of Commerce, where she is responsible for the strategic growth initiatives of the Chamber and is the operator of the Phoenix MBDA business center.

DAILIES TOP STORIES

‘In Business Dailies’ Most Views Last 30 Days

Here are the stories with the most views over the past 30 days (prior to press time) that were features in our In Business Dailies. The In Business Dailies hit email inboxes twice each weekday — at 9:30 a.m. and updated at 4:30 p.m. Sign up today at www.inbusinessphx.com/dailies-signup.

Economy & Trends | Cover Story | August 2024 Lights. Camera. Action. Arizona Has High Production Values in the Film Industry

by RaeAnne Marsh

“When the film and television industry was just getting started, Arizona was a huge part of it,” relates Randy Murray, who, as co-owner with wife, Theresa, of Randy Murray Productions, has three decades of experience in Arizona’s film industry. Noting that John Wayne and John Ford both had homes here and Dick Van Dyke built a studio in Carefree near his home, he adds, “We were poised to have a strong, thriving, creative community working and living here.”

Growth & Enterprise | Cover Story | July 2024 Advancing Enterprise: How Big Business Is Working to Empower Small Business

by RaeAnne Marsh

As much as business can be a cutthroat world with individual companies fighting for their space in it, it’s also true that it’s an interconnected world in which “a rising tide lifts all boats,” to use the phrase made popular by President John F. Kennedy.

This month, In Business Magazine sought out some of the major businesses and organizations in our community to highlight how they are, deliberately and specifically, helping smaller businesses succeed and grow.

Economy & Trends | inbusinessphx.com | August 18 2022 Investor Home Purchases Plateau, Phoenix among Top Markets for Investors

inbusinessPHX.com

Real estate investors purchased 87,500 U.S. homes in the second quarter, up 11% quarter over quarter and 5.9% year over year, according to a new report from Redfin, the technology-powered real estate brokerage. That’s down from the all-time high of 93,700 in the third quarter of 2021, the height of the pandemic-driven homebuying frenzy. Still, investors are buying far more homes than they were before the pandemic; they purchased roughly 60,000 homes per quarter in 2019.

Rebranding a ‘Shark Tank’ Winner Targets New Markets

Now branded as “Slick Barrier,” this locally developed product that had a successful appearance on “Shark Tank” early last year is a patented revolutionary barrier system applied to a home’s or business’s exterior that stops crawling pests from getting inside. Gilbertbased Slick Barrier launched as a service in 2018 and recently launched a retail side for DIY in all Home Depot stores in Arizona and Texas. “We believe the retail and service sides can complement each other effectively,” says cofounder Tony Gonzalez.

Noting that not everyone wants professional service, he explains, “Some may have budget constraints or simply enjoy the DIY process. Many DIYers take pride in doing the work themselves. “Conversely, our retail side benefits as well; customers who attempt to install Slick Barrier themselves and find it challenging often turn to our service team for assistance. This synergy between retail and service strengthens our overall mission to provide comprehensive pest control solutions.”

The product’s initial name of Scorpion Repel focused on the raison d’être underlying its development, as Gonzalez was compelled by his son’s life-threatening reaction to a scorpion sting to join friend Aaron Gonzalez in the quest to better protect their homes against our environment’s ubiquitous pest.

“We began by showcasing at local home shows, bringing scorpions to demonstrate how our product worked,” Gonzales relates. “As we aimed to improve our products, we discovered they were effective against a wider range of pests, including rodents, roaches, lizards and ants — basically anything that can’t climb glass. To appeal to a broader audience, we rebranded as Slick Barrier.”

Growing the business involved testing — and evolving — more than just the product. “We began by separating our product from the service, naming the product AVERZION. However, we encountered a few issues with the AVERZION name, primarily that it wasn’t descriptive enough to educate our customers. Therefore, we are moving on from AVERZION and Scorpion Repel, and have decided on Slick Barrier for our products and Slick Barrier Pro for our talented installation team that will service homes in Arizona,” explains Gonzalez.

“Our journey with naming has been interesting,” Gonzalez continues. “When starting a business, you can’t be afraid to change and adapt quickly. We pride ourselves on our ability to respond to market needs and customer feedback. I’m never one to say never, but I believe our journey with the naming of our products has reached its conclusion.”

—RaeAnne Marsh

Slick Barrier slickbarrier.com

SEPT. 2024

Slick Barrier recently launched a retail side, offering it’s product in 187 Home Depot stores throughout Arizona and Texas.

Photo courtesy by American Broadcast Companies, Inc.

Standouts Recognized for Achievements and Philanthropy

ACHIEVEMENTS

HonorHealth Researcher Honored

Donald B. Penzien, Ph.D., a professor at Wake Forest University and a research scientist at the HonorHealth Research Institute, received a Lifetime Achievement Award from the American Headache Society for his lifetime body of groundbreaking work, developing and delivering innovative and effective care for patients with severe headaches and chronic pain. honorhealth.com/company/research-institute

Sundt on Top Contractors List

Sundt Construction ranked No. 51 on Engineering NewsRecord’s 2024 Top 400 Contractors list, climbing 11 spots from the previous year. ENR, the construction industry’s principal trade publication, ranks contractors based on reported revenue from the prior year. sundt.com

Plexus Recognized for Corporate Responsibility

Plexus Worldwide®, a leading global health and wellness company, was honored with a Bronze Stevie Award in the Employee Giving & Volunteerism category by the American Business Awards. This category is new for 2024 and recognizes organizations that have held events and experiences that actively involve their employees in charity initiatives, volunteerism and employee giving. plexusworldwide.com

Credit Union West Honored – Again

Credit Union West has been recognized as a “Top Company to Work for in Arizona” by Arizona Capitol Times and BestCompaniesAZ. This marks the 12th straight year the credit union has received the prestigious award based on employee survey results.cuwest.org

The James Agency an Inc. ‘Best Workplace’ Scottsdale-based The James Agency has been named to Inc.’s annual Best Workplaces list. The fully integrated marketing agency is one of 543 workplaces honored nationally for employee engagement and satisfaction. thejamesagency.com

PHILANTHROPY

Saddleback Communications’ Back-to-School Drive

Saddleback Communications, a provider of highly reliable fiber-based internet, voice and cloud communications services for the Salt River Pima-Maricopa Indian Community, recently delivered 500 backpacks and water bottles to the 250 students at Salt River Elementary School as part of its back-to-school drive. saddlebackcomm.com

Are Managers More Invested in Their In-Person vs. Remote Employees’ Growth?

In the age of return-to-office mandates, business leaders seem to be increasingly prioritizing in-person work, citing easier collaboration, management and project efficiency. To better understand managers’ perceptions of in-person versus remote workers, in June, ResumeBuilder.com surveyed 626 managers who supervise both in-person and remote employees.

Overall, managers report that in-person workers have better professional skills than remote employees. When asked if in-person or remote workers are easier to train, 76% believe in-person employees are more trainable. Only 15% think remote direct reports are easier to train, and 10% believe there is no difference between in-person and remote workers.

The majority (58%) say that in-person employees are better leaders, compared to 13% for remote workers, and 29% think they have the same quality of leadership skills. Additionally, 53% of managers believe in-person direct reports are better communicators, whereas 20% believe this of remote workers and 27% say the groups are equivalent.

Many managers (45%) also see in-person employees as more accountable, 31% think remote workers are more accountable, and 24% report no difference between inperson and remote direct reports. In terms of trustworthiness, 40% favor in-person workers, compared to 26% who say remote workers are more trustworthy and 34% who say in-person and remote workers are the same.

“With the advent of remote work, managers have had to adapt to overseeing their teams without the traditional in-office presence. The old management techniques no longer apply effectively to a remote workforce, highlighting a need for new training and strategies,” says Resume Builder’s Chief Career Advisor Stacie Haller. “This shift has revealed that many managers lack the training and experience necessary to manage and motivate their staff when they can’t physically see them working. As a result, they tend to focus on managing those they see, where they feel they have more control and influence, often viewing remote workers less favorably.” —Resume Builder (https://bit.ly/46Yff3u)

Business Model Combines Leadership and Fundraising Strategy for Schools

Entrepreneurs looking for investment opportunities find few businesses that truly make a large community impact. Apex Leadership Company is one of those rare franchises designed to stand out. Simply put, it’s a fundraising powerhouse for K-8 schools. When I share that our Phoenix franchise location has raised more than $2.5 million last school year for 94 schools — including more than $102,000 for an elementary and middle school — the reactions are priceless. The funds we raise go directly back into these schools, being used to support things like staff salaries, purchase new supplies that would otherwise come out of a teacher’s own pocket and enable building upgrades.

The secret to our success really all comes down to our unique business model. We partner with local schools to deliver a two-week, stress-free fundraising program that blends a fitness and leadership curriculum. During this time, our dedicated team of 15 works closely with teachers and students, providing classroom support, teaching leadership skills and helping students raise donations through our online platform. The program concludes in a high-energy, fitness-

focused event — whether it’s a fun run, obstacle course or color game — that not only secures additional funds but also creates lasting memories for the kids, teachers and everyone involved. Our approach to fundraising is truly rooted in community involvement and student engagement, and it’s because of this that we consistently raise at least twice as much as traditional product-based fundraisers. By working closely with educators, we ensure that each program we lead addresses the specific needs they are facing. As the business owner steering these efforts, it’s been incredibly rewarding to me to grow our Phoenix location and see firsthand the impact we’re making. —Rob Wozny, Apex Leadership Company (apexleadershipco.com) franchise owner

AI-Enabled PDF Tools

Why these are key to revolutionizing document workflows and boosting productivity

by DeeDee Kato

Significant challenges as well as opportunities in document workflow processes exist across organizations. These were the findings of the recent study “Revolutionizing Document Workflows with AI” from Forrester Consulting, commissioned by Foxit. Forrester queried 402 PDF and document tool users and 116 decision-makers — uncovering a landscape marked by inefficiency and outdated tools, as well as a desire for the transformative potential of AI-enabled solutions.

The research found that organizations are using an average of eight different tools for their PDF and document needs. What’s more, 63% of users reported that their document processes are not well integrated with other enterprise applications due to this proliferation of point solutions. And 69% of users described their current technology as outdated, lacking process automation and leaving employees to perform tedious, manual work.

The impact of these inefficiencies is indeed substantial. Users reported spending nearly an entire day each week on overly manual administrative work, with 59% stating they waste considerable time on repetitive document-related tasks. Not only is productivity impacted as a result, but it also limits employees’ ability to focus on primary work responsibilities.

The adoption of AI for PDF and document processes remains low despite the clear need for improvement. However, with 61% viewing improved employee productivity as the primary motivation for leveraging AI in PDF tools, decision-makers recognize the potential benefits. Reduced operating costs, improved employee experience and enhanced operational efficiency were other benefits that were anticipated.

The report suggests that using one AI-powered platform for all PDF tasks could solve many of the current issues. Most users and decision makers (80%) believe that such a platform would be beneficial, as it could boost productivity, enhance collaboration, cut down on manual work and reduce the need to switch between different applications.

However, barriers to adoption exist, with budget constraints (73%), security concerns (66%) and perceived high

investment costs (59%) being the top obstacles identified by decision makers.

The study’s conclusion was that businesses can greatly enhance their document workflows by adopting AI and automation. By consolidating their tools, using AI’s capabilities and focusing on what users need, companies can improve employee productivity, customer experience and overall business performance. It’s essential to recognize the importance of document processes and embrace digital transformation in this frequently overlooked area of operations.

Survey Key Findings

Number of tools organizations use on average for PDF and document needs 8

Percentage of users reporting poor integration of document processes 63%

Percentage of users describing current technology as outdated 69%

Time spent weekly on manual administrative work About 1 day

Percentage of users wasting time on repetitive document tasks 59%

Percentage of decision-makers viewing improved productivity as primary AI motivation 61%

Percentage agreeing a single AI-enabled platform would be valuable 80%

What Are the Top Barriers to Adoption?

Budget constraints

73%

Security concerns 66%

Perceived high investment costs

59%

Source: “Revolutionizing Document Workflows with AI” (https://bit.ly/4dswjRL)

DeeDee Kato is responsible for leading Foxit’s Product and Partner Marketing team. She has more than 25 years of experience in product management and product marketing working at HP, TIBCO, Fujitsu, Synactive (SAP Partner) and Accellion delivering products in support of ERP solutions and large-scale commercial off-theshelf (COTS) software installations in both the public sector and private industries. Kato has a computer science degree from the University of California at Berkeley.

Foxit is a leading provider of innovative PDF solutions and eSign solutions, delivering secure, high-quality, and cost-effective software products to enable digital transformation and simplify PDF document management. Foxit’s diverse product line, including Foxit PDF Editor and Foxit PDF Editor+, has garnered global recognition and millions of users worldwide. foxit.com

Employees spend, on average, nearly an entire workday each week on manual, repetitive document-related tasks. This inefficiency stems from using an average of eight different tools for PDF and document needs, with 69% of users describing their current technology as outdated. However, by implementing AI-enabled solutions workers could significantly reduce this time waste and boost productivity.

BUILDING ON TRADITION

Mr. Pickle’s CEO Mike Nelson has remained true to the brand’s long-time signature eats while introducing tasty new sandwiches with personal meaning. One such item is the “Listen Linda,” a sandwich named after Nelson’s wife, Linda, whom he met while working as a meat cutter in high school, which features turkey breast, bacon, Swiss cheese, avocado and “the works” (mayonnaise, mustard, garlic sauce, tomato, onion, pepperoncini, lettuce and, of course, pickle).

Mike Nelson: Crafting Success in the Sandwich Scene

Mike Nelson forges franchise growth as Mr. Pickle’s Sandwich Shops charts nationwide expansion by Justin

Liggin

In 2019, Mike Nelson ate a sandwich from Mr. Pickle’s while on business in California. At the time, it was a cult brand with locations limited to a regional section of the Golden State owned since the mid-1990s by a husband-and-wife team approaching retirement.

So, what made Nelson — a veteran multi-unit franchisee — think he could purchase it and position the brand for national expansion as a viable franchise?

And how did he do it?

“The quality of the sandwiches at Mr. Pickle’s Sandwich Shop hooked me at first bite,” Nelson says. “But from a business perspective, I was moved by the community’s love for Mr. Pickle’s and the brand’s dedication to positive customer experiences that matched mine. I saw more than just a sandwich concept, but a brand that was positioned to scale up and expand nationwide with the right decisions.”

Nelson, who has 30-plus years of experience in the franchising industry as an operator for Carl’s Jr. and as a developer for Subway in Arizona (which he took from 270 locations to more than 450), took the leap to purchase the brand in 2021 and enlisted the help of his longtime business partner, Dean Johnson, to serve as Mr. Pickle’s president and strategically determine who would lead the charge with them.

“After acquiring nearly 60 units, we created a robust team of seven pivotal players who bring their valuable experience in technology, business operations, economics, customer service and more to service our existing locations and reflect our expansion plans,” says Nelson. “Brands of our size may opt for smaller leadership teams for their unit count, but we made this decision to uphold our standards of excellence internally and externally as we continue to grow.”

Upon assuming leadership, Nelson preserved the identity of Mr. Pickle’s while bridging business model gaps that limit growth, starting with its technological infrastructure.

“After over a year of extensive research, we teamed up with industry leader Paytronix to bring the brand up to speed with the restaurant industry by optimizing our digital presence to help us reach more prospective fans and streamline store operations,” Nelson explains. “We developed a comprehensive technology stack that integrated order and delivery, mobile, gift and loyalty programs under one umbrella to be more manageable and cost-effective for franchisees and customers.”

Nelson adds that the digital revamp included a reconstruction of the Mr. Pickle’s mobile app to improve the ordering experience, and the launch of the Pickle Points Loyalty Program, which offers customers points on purchases that can be redeemed for menu items. Nelson also met directly with Mr. Pickle’s franchisees after the acquisition to gather feedback

on technology. As a result, the brand implemented new and improved point-of-sale systems and virtual menu boards. These tech advancements propelled the average unit volume of Mr. Pickle’s franchises from $625,000 to more than $1 million in 40 months of Nelson’s ownership, with a significant percentage of the increase stemming directly from digital traffic.

In another step to further support long-term franchise growth and optimize day-to-day operations for restaurants, Nelson built out the Mr. Pickle’s Franchisee Support Center with his leadership to be there for franchisees every step of the way.

In addition, Nelson introduced a Corporate Testing Center to continually determine and test franchise decisions, such as new sandwiches, updated hours and more, for overall franchise success before rollout by leveraging customer data and purchasing decisions from operations rather than just opinions.

“Our level of franchise support has been a game changer for us,” Nelson says. “I’ve always believed that a franchise system should empower its franchisees. If there’s any support that I wished I had received, I make sure it’s in place now.”

Since moving the headquarters to Scottsdale in 2021, he has successfully opened six locations across Arizona. Earlier this summer, he worked with a new franchisee to open the brand’s first-ever location in Los Angeles and plans to work with this partner to open several locations together in Central California in coming years.

Under Nelson’s leadership, Mr. Pickle’s was also named among Fastest Growing Emerging Restaurants in the United States last year by Nation’s Restaurant News in its annual “100 Under 100” program. With this list of the top 100 emerging chains with fewer than 100 locations, Nation’s Restaurant News set out to quantify which emerging brands truly possessed the most momentum across the United States. Mr. Pickle’s, which is now offering franchise opportunities nationwide, came in at No. 70.

For Nelson, acquiring Mr. Pickle’s Sandwich Shop fulfilled a lifelong professional dream of becoming a franchisor, and he credits his role as CEO at Mr. Pickle’s for bringing a new level of energy and understanding to his life as he guides franchisees in achieving success.

Mr. Pickle’s Sandwich Shop mrpickles.com

Tech advancements propelled the average unit volume of Mr. Pickle’s franchises from $625,000 to more than $1 million in 40 months of Nelson’s ownership.

The Evolution of Co-Working

One of the challenges in commercial real estate is to connect the spaces we create to the end user in a way that improves their quality of life. If we do that well, not only do we foster community, but that also means a healthy bottom line for the client and spaces with longevity. One of the concepts that aids in this goal is establishing an effective third place. It is essential for our emotional and physical well-being to be able to have a place, separate from work and home, where we can socialize with people that we may or may not know, and further expand upon our home and work life.

Over the last several years, and even more from the effects of the pandemic, many of our third places have closed or changed, so we are looking at them differently moving forward.

Where it comes to multifamily, hotels and resorts, those amenity spaces are built-in third places for residents and clientele. And just like our urban public spaces, they are going through a shift as well. One amenity we are seeing evolve is co-working. Every single market — except for offices, of course — is trying to figure out the best way to incorporate a work function into their program, but one thing that is also true is that co-working can be anywhere. Looking at a segmented area for just co-working allows us to check the box, but it doesn’t give us the flexibility that supports the way people want to work, network and socialize.

We need to be able to look at co-working amenities in a way that blends working and

leisure seamlessly to allow flexibility. Viewing these amenities as a third place also allows for natural networking and social support that doesn’t always happen at home or work. Ray Oldenberg, the urban sociologist who first coined the term “third place,” said, “Life without community has produced, for many, a lifestyle consisting mainly of a home-to-workand-back-again shuttle. Social well-being and psychological health depend upon community.” And, while third places were originally supposed to be a break from work, our current culture is trying to find ways for us to balance work, home and leisure more seamlessly, to create a blended spectrum of tasks that support one another as opposed to individual compartments that cause quicker burnout.

One of our most recent live/work projects, Three Collective, intentionally used a more blended approach to co-working. While we had areas that support a more traditional working style like conference rooms and private offices, we also incorporated workspaces into game or lounge areas to provide a more flexible offering. This isn’t entirely new; people have been holding work meetings in hotel lobbies or sitting with their laptops in coffee shops for decades, but we feel it’s become more the norm than the outlier.

—Christina Johnson, creative director of Phoenix- and San Francisco-based Private Label International (privatelabelintl.com), a full-service interior design studio that develops hospitality environments and lifestyle brand experiences for clients worldwide

Uniquely Divisible Industrial in Phoenix-Goodyear Airport Area

Construction is underway on Building A of the Palm Valley Commerce Center in the rapidly expanding PhoenixGoodyear Airport submarket of Goodyear, Arizona, with delivery expected in Q2 2025. Upon completion, the project will consist of three buildings totaling 294,840 square feet. A unique characteristic is the spaces’ divisibility from 125,840 square feet to 4,680 square feet, which makes Palm Valley Commerce Center one of the most adaptable new industrial developments currently underway in the region.

JLL is the exclusive leasing broker for this Schnitzer Properties development. —Mike Hunter jll.com

New Hangars Planned for Falcon Field Airport

Agate Construction, a leading construction company specializing in innovative projects across various commercial and industrial industries, has announced plans to construct four new aircraft hangar buildings on 4.13 acres of Falcon Field Airport property. Representing Agate Construction’s eighth construction project in partnership with DKS Properties LLC’s ownership, the buildings will total 68,500 square feet and contain 12 aircraft hangars available for lease. One building will also include 7,400 square feet of corporate office space, to be leased either separately or as part of an adjacent hangar lease.

With construction slated to begin in the first quarter of 2025, Agate is currently performing Preconstruction Services on the project for DKS and expects to construct the project in 10 months. —Mike Hunter agateconstructioninc.com

People are congregating in a way that needs flexibility, and our spaces should evolve to support that. For example, libraries are no longer just libraries; they are places where people can congregate, socialize, have parties and clubs. Fitness centers are juice bars and lounges. Laundromats are also coffee bars.

Converting Offices and Hotels into Multifamily Housing Is One Answer to the Valley’s Housing Crisis

As demand for housing alternatives continues to grow, Caliber is applying its expertise in multifamily development in creative ways to provide new solutions across the Valley. This spring, the firm completed funding for the first phase of our SP10 project, the conversion of a 160-room hotel into 104 apartment units with Class A amenities in the Ahwatukee Foothills of South Phoenix. Construction is set to begin in the fall.

Once the tower conversion is complete, Caliber will construct 44 townhouses behind the tower and 40 similar units in front. These single-

family rentals will feature amenities targeting young professionals, families, work-from-home individuals and corporate housing.

Located at East Elliot and 51st Street, this multifamily complex is adjacent to the I-10, and a short drive to Intel’s $20-billion plant expansion in Chandler, as well as Tempe, Mesa and Central Phoenix. The project’s transformation of a pandemic-impacted hotel asset acquired in 2018 into a purpose-built housing complex will help meet the community’s growing needs. Housing demand in Metro Phoenix remains high due in part to the combination of continued high home prices and a sustained period of high interest rates. Realtor.com reports Phoenix has the third-largest gap between mortgage payments and rent.

At the same time, the number of distressed properties, particularly under-utilized office buildings or hotels, continues to grow in Maricopa County because of the rise in interest rates and lack of access to traditional debt. When persistently high construction costs are added to the mix, it’s clear that converting buildings versus constructing new ones is going to be one of the most promising strategies in real estate investment in the near term. —Chris Loeffler, CEO of Caliber (www.caliberco.com)

Mixed-Use Development Breaks Ground in Gilbert

Okland Capital and San Tan Development Group recently broke ground on phase one of Northside at SanTan Village, a brand-new mixed-use development that will bring high-end retail, restaurant and hotel amenities to the SanTan Village submarket in Gilbert, Arizona.

Located on the east side of Santan Village Parkway between Williams Field and Ray roads, Northside phase one totals 37,245 square feet in six buildings — together creating leasing opportunities for more than a dozen retail and restaurant tenants and serving as the vibrant heart of the Northside master plan.

“The Northside project brings an attractive, refined and much-desired amenity into Gilbert’s SanTan Village corridor,” said Gilbert Office of Economic Development Director Dan Henderson. “We continue to see increased demand for hospitality product in Gilbert and we anticipate that the addition of Northside’s restaurant, retail and lifestyle components will blend seamlessly into the fabric of Gilbert’s upscale offerings.”

At build-out, Northside at SanTan Village will span 20 acres with a main drive providing easy access to restaurants and retailers, a 134-key hotel, and future mixed-use assets fronting the Loop 202 freeway. The master plan also includes shared community spaces and a walking loop, providing added amenities for all patrons. Additional acreage is being held for future products to serve the community.

Okland Construction is the general contractor at Northside. Aline Architecture Concepts is the retail center architect. Bryan Babits and Alberto Caballero of Western Retail Advisors are the project’s exclusive retail and restaurant leasing brokers. —Mike Hunter

Okland Capital okland.com San Tan Development Group w-retail.com

The number of distressed properties, particularly under-utilized office buildings or hotels, continues to grow in Maricopa County because of the rise in interest rates and lack of access to traditional debt.

Photos courtesy of Caliber (top), Okland Capital (bottom)

Polestar Scottsdale

The SUV for the electric age is here. With a range of up to 300 miles, the all-electric Polestar 3 is designed to create remarkable range and an unmistakable look.

Visit our showroom in Fashion Square Mall.

If you have news to share about the semiconductor industry in Arizona, email us at semiinsights@ inbusinessphx.com

The Perfect Storm

How

supply chain disruptions are impacting the semiconductor industry

by Shannon Blood

The semiconductor industry, a cornerstone of modern technology, is facing unprecedented supply chain disruptions. These disruptions are not only affecting the availability of consumer electronics but also have far-reaching consequences for industries reliant on semiconductor technology. The following explores the multifaceted challenges currently impacting the semiconductor supply chain and how these issues resonate in Arizona.

Geopolitical tensions, particularly between the United States and China, have further complicated the semiconductor supply chain. The U.S. has imposed export controls and trade restrictions on Chinese technology companies, leading to a significant reshuffling of supply chains. These measures have disrupted the flow of essential components and technologies, forcing companies to seek alternative sources and navigate a more fragmented global market. Arizona, with its growing semiconductor sector, is mitigating these disruptions by offering an alternative manufacturing base within the U.S.

Natural disasters have also played a significant role in disrupting semiconductor production. For instance, a fire at the Renesas Electronics factory in Japan in March 2021 severely impacted the automotive industry’s semiconductor supply. Similarly, severe winter storms in Texas in February 2021 caused power outages and halted operations at several key semiconductor plants. These events underscore the vulnerability of the semiconductor supply chain to environmental factors. Arizona, with its stable climate and expanding infrastructure, is emerging as a more reliable location for semiconductor manufacturing, offering a less disaster-prone environment for production facilities.

Global logistics have been in turmoil since the pandemic began, with shipping delays, port congestion and container shortages becoming common issues. These logistical challenges have hindered the delivery of semiconductor components, exacerbating delays and creating bottlenecks in the production process. Arizona’s strategic location and investments in transportation infrastructure are positioning the state as a critical node in the semiconductor supply chain, potentially alleviating some of these logistical pressures.

The demand for semiconductors has soared across various sectors, including consumer electronics, automotive, telecommunications and industrial applications. This surge in demand has outpaced the industry’s ability to supply, leading to widespread shortages. The automotive industry, for example, has faced production halts and delays due to a lack of semiconductor components, highlighting the critical role these tiny chips play in modern manufacturing. Arizona, with its expanding semiconductor production facilities, including those from major players like Intel and TSMC, is becoming a vital contributor to meeting this demand.

Expanding semiconductor production capacity is a capital-intensive and time-consuming process. Building new

semiconductor fabs (fabrication plants) or upgrading existing ones requires significant investment and time. The industry’s inability to rapidly scale up production capacity to meet the sudden increase in demand has been a significant bottleneck. Companies are investing heavily in expanding capacity, but these efforts will take years to bear fruit. Arizona, however, is seeing a wave of investments aimed at expanding its semiconductor manufacturing capacity.

The semiconductor industry also faces a shortage of skilled labor, which has impacted production efficiency and capacity. The highly specialized nature of semiconductor manufacturing requires a workforce with specific technical expertise. The pandemic has exacerbated existing labor shortages, making it challenging for companies to maintain optimal production levels. Matt Ritchie, president and managing director of global transport and logistics company DSV IMS, says, “Labor force initiatives are important to invest in as there is a big issue with attaining and attracting the right talent — there are only so many people interested in engineering. We should be allowing more H1-B’s, allowing more from Taiwan, and allowing more STEM work visas.” Arizona, home to a growing number of semiconductor companies, is actively working on developing its talent pool through partnerships with local universities and technical schools, ensuring that the state can meet the industry’s labor demands.

The semiconductor industry is navigating through a perfect storm of supply chain disruptions. The interplay of geopolitical tensions, natural disasters, raw material shortages, logistical challenges, increased demand, capacity constraints and labor shortages has created a highly volatile environment.

The importance of a robust semiconductor supply chain cannot be overstated as the world becomes increasingly dependent on technology. Arizona, with its growing role in the semiconductor industry, is poised to be a key player in shaping a more resilient and adaptable global semiconductor supply chain. Investing in capacity expansion, diversifying supply sources and enhancing logistical infrastructure are crucial steps toward ensuring a steady supply of semiconductors in the future. The lessons learned from these disruptions will likely influence the industry’s strategies and policies for years to come, with Arizona leading the charge in building a stronger, more reliable semiconductor supply chain.

Arizona’s strategic location and investments in transportation infrastructure are positioning the state as a critical node in the semiconductor supply chain, potentially alleviating some logistical pressures.

Amkor’s Expansion: Securing America’s Chip Supply

Amkor Technology, Inc. has signed a preliminary memorandum of terms with the U.S. Department of Commerce, setting the stage for a significant expansion in Peoria, Arizona. Under the CHIPS and Science Act, this agreement will provide Amkor with up to $400 million in direct funding and access to $200 million in loans to support the project.

Amkor plans to invest approximately $2 billion into its Peoria facility, its first domestic OSAT (outsourced semiconductor assembly and test) site. The facility is expected to create around 2,000 jobs, making it the largest advanced packaging and test facility in the United States.

This expansion is crucial because, currently, most chips are packaged outside the U.S. in countries like Taiwan, Korea, China and Malaysia. The Peoria facility will bring this critical step in the chip production process back to U.S. soil, reducing the need to ship chips overseas for packaging. This shift shortens chip cycle times, reduces greenhouse gas emissions and enhances security, particularly for chips used in military and government applications.

According to estimates by Accenture, a typical semiconductor chip crosses more than 70 international borders before reaching consumers. By creating a packaging infrastructure in Arizona, Amkor will help streamline this complex global supply chain, making the U.S. less reliant on foreign suppliers and more competitive in the global market. With 55 acres secured, the new facility will include more than 500,000 square feet of clean room space, and production is expected to begin by 2027.

Governor Katie Hobbs said it best: “Amkor’s Arizona expansion represents the most significant advanced packaging facility in the United States, reshoring a critical part of the semiconductor supply chain back to North America. This investment means good, durable jobs for Arizonans and that we will remain on the leading edge of the global economy for generations to come.” —Stephanie Quinn

Amkor Technology, Inc. amkor.com

Precision Cleaning: Strengthening Arizona’s Chip Future

While big names like Intel and TSMC often dominate the headlines, the latest news comes from a new company announcing its move to the Greater Phoenix area. KoMiCo, a leader in precision cleaning and advanced coatings for semiconductor equipment, has announced plans to open a new facility in Mesa by 2026, creating more than 200 jobs.

The facility, located in the Superstition Springs area of southeast Mesa, will be KoMiCo’s third and largest in the U.S. The $50-million investment will cover a 125,000-square-foot building on a 12.5-acre site, outfitted to provide precision cleaning and coating services to current fabs and the fabs of the future.

As semiconductor technology advances toward even smaller and more powerful chips, the need for precision cleaning and coatings becomes ever more crucial. What does that mean? When semiconductor tools require maintenance, a crucial part of the process involves removing and replacing key components such as shower heads (which handle gas distribution), wafer holders and ceramics from the chamber. The dirty parts are carefully packaged and sent out for cleaning. Companies like KoMiCo play a vital role in this service, ensuring that these components are thoroughly cleaned, qualitychecked and then shipped back to be reinstalled. This maintenance service is essential to keeping semiconductor manufacturing equipment running efficiently and preventing contamination during the chip-making process.

However, the significance of this announcement isn’t just about another factory — it tells a deeper story. KoMiCo’s decision to plant roots in Arizona comes at a critical time. With tensions between Taiwan and China escalating, the U.S. is aggressively pursuing semiconductor self-reliance. With its favorable business environment and strategic location, Arizona has become a focal point for these efforts.

KoMiCo's decision to plant roots in Arizona comes at a critical time. With tensions between Taiwan and China escalating, the U.S. is aggressively pursuing semiconductor self-reliance.

“KoMiCo’s new facility adds to Arizona’s dynamic semiconductor ecosystem and further emphasizes our state’s global significance for this critical industry,” says Sandra Watson, president and CEO of the Arizona Commerce Authority. KoMiCo’s decision to open a facility in Arizona further reinforces Watson’s earlier statement that “Arizona has become a global hub for advanced manufacturing and emerging technologies, with no signs of slowing down ... These wins translate to high-paying jobs for Arizonans and increased opportunities for Arizona small businesses and local manufacturers, and they are supported by our top-ranked workforce and leading education institutions.”

For Mesa, KoMiCo’s arrival is more than just an economic boost; it’s a long-term bet on the city’s role in the global semiconductor industry. The Mesa facility represents more than just a response to immediate market demands; it adds a new dimension to Mesa’s growing tech sector. Bringing these capabilities to Mesa bolsters the infrastructure that underpins the entire semiconductor supply chain in the U.S.

“I’m excited to welcome KoMiCo to Mesa, where they’ll play a key role in the emerging semiconductor industry,” says Mesa Mayor John Giles. “Their cutting-edge work in precision cleaning and coatings is exactly the kind of innovation that’s driving our city’s growth and helping to shape the future of technology.”

With strategic investments like KoMiCo’s new facility in Mesa, the state is not just keeping pace with the global semiconductor race — it’s positioning itself as a leader. KoMiCo’s move to Mesa is a clear reflection of Arizona’s continued rise in the tech world. The future of American manufacturing increasingly looks like it will be shaped in the Arizona desert. —Stephanie Quinn

KoMiCo komico.com/en/

Photo courtesy of KoMiCo (left)

Cannabis Trends and Storage Solution

Recognition of marijuana’s medical use has come out of shadows and whispers in recent years. And this past May, a proposition by U.S. Justice Department signaled a policy shift by the federal government regarding the drug: Under a new rule, marijuana would be reclassified from a “Schedule I” drug to a “Schedule III” drug, associating it with ketamine and some anabolic steroids rather than heroin and LSD but stopping short of legalizing it.

Bruce Barcott and Beau Whitney reported in Vangst’s Jobs Report 2024 that all state-regulated medical and adult-use cannabis sales increased nationwide to $28.8 billion in 2023, a 10.3% rise over 2022’s sales.

Insider Monthly recently presented an article on the 20 cities with the highest weed consumption in the U.S. Author Sultan Khalid ranks Phoenix at No. 5, citing its total weed consumption as 11.4 metric tons per year and writing, “According to the Arizona Department of Revenue, the state’s retailers sold nearly $1.5 billion worth of recreational and medical cannabis in 2023, a record since adult-use sales began in January 2021. Meanwhile, the recreational cannabis market contributed $172.8 million in excise tax revenue for the Grand Canyon State, with the lion’s share going to community college and provisional community college districts.”

Into this landscape, Phoenix-based Giving Tree Dispensary, Arizona’s long-standing female-owned and -operated vertically integrated cannabis company, recently launched a limited-edition lockable stash box to keep kids, pets and other community members safe from accidental cannabis consumption.

Crafted of bamboo and measuring 10.3125 inches wide by 7.50 inches deep by 5.125 inches high, the GT Stash Box includes a rolling tray, brush, three frosted glass containers and a combination lock to keep pets and kids out.

The rates of young kids, particularly toddlers, who accidentally consume infused products have risen sharply in recent years. Accidental cannabis consumption for pets has followed a similar trend. —RaeAnne Marsh givingtreedispensary.com

Optimizing Mental Wellness for High Performers

High-performing individuals are those who often exceed expectations and go above and beyond to achieve tasks and goals. In the professional setting, these individuals are often executives, athletes, physicians, entrepreneurs, attorneys and small business owners, to name just a few. High performers are often balancing intense workloads from all domains of life, including both personal and professional. This can result in high expectations and constant pressure to succeed and achieve. So, what happens to the high-achieving professional who doesn’t have any diagnosable mental health concern but wants to perform better in all facets of his or her life?

That’s the niche I founded Performance Psychiatry to fill. We go beyond traditional psychiatry by addressing the unique challenges and demands of high-achieving professionals and their lifestyles. Performance Psychiatry is focused on optimizing mental health and enhancing performance in various high-demand professions, such as sports, business, academics and the arts. It integrates traditional psychiatric principles with strategies to improve cognitive function, emotional regulation, stress management, work-life integration and overall mental resilience. By addressing the unique psychological demands and stressors faced by high-achieving individuals, Performance Psychiatry aims to help them achieve and maintain peak mental performance and optimized well-being.

We believe that managing stress is just the beginning and, rather than talking about worklife balance, we should be focusing on work-life integration. The practice announced its novel new service when we recently rebranded from Choulet Wellness to Choulet Performance Psychiatry: The Executive Mind Health Assessment. This novel assessment is the first of its kind, providing a mental health offering similar to the already wellestablished executive health physicals.

The Executive Mind Health Assessment is a thoughtfully curated program to not only provide screening assessments but also offer actionable steps with the goal of optimizing the individual’s mental health to ultimately enhance performance in all facets of life. With a bespoke approach, we integrate highly personalized mental health screening, recommendations, individualized wellness plans and elite-level mental performance strategies to ensure success in our patient’s personal and professional endeavors.

Our Executive Mind Health Assessment is the first of its kind, offering a tailored approach that

Bruce Barcott and Beau Whitney reported in Vangst’s Jobs Report 2024 that all state-regulated medical and adult-use cannabis sales increased nationwide to $28.8 billion in 2023, a 10.3% rise over 2022’s sales.

integrates highly personalized mental health care and mental performance strategies. We spend time understanding the individual’s unique health profile to provide a comprehensive wholeperson perspective on his or her mental health and performance. Our approach begins with a comprehensive mental health assessment and medical history review.

Mental health is impacted significantly by the body’s overall health, and we bring our physician training backgrounds to look not just at mental and behavioral components of our patients’ health, but what other physical symptoms or diagnoses may play a role in how they have been doing in the past and what symptoms could be heralds of health issues that may impact their future. We then conduct a lifestyle assessment, reviewing the way they live and structure their life.

The final portion of the Executive Mind Health Assessment is focused on translating the previous assessment into beneficial insights and education that high performers can take forward and incorporate into their preparation for future achievements and overall wellness. This may include goal setting, stress management, time management and prioritization of focus, building self-awareness, and resilience. The goal is to identify where high performers might best place their energy to maximize mental wellness and performance in the areas of life that are our patients’ primary focus.

Following the Executive Mind Health Assessment, our clients receive a detailed report highlighting areas of strength, concern and potential improvement. We want to provide highachieving professionals with actionable strategies to elevate their performance in all facets of life. —Brook Choulet, M.D , founder of Choulet Performance Psychiatry: The Executive Mind Health Assessment (www.chouletperformance.com), which has locations in Scottsdale, Arizona, as well as San Diego and Beverly Hills, Calfiornia

Photo courtesy of Giving Tree Dispensary (right)

IS WHAT GIVES US PURPOSE HONOR

Honor is what motivates our team of dedicated healthcare professionals. Through passion and purpose, we come together to ensure every patient is provided with the best possible care. honorhealth.com

AI Recruitment Tool Transforming Talent Acquisition

Patrice & Associates, the leading hospitality staffing and executive search franchise, has embraced cutting-edge artificial intelligence technology to enhance its hospitality staffing and executive search services. This innovative AI tool revolutionizes the recruitment process, providing franchisees with access to a comprehensive database and predictive analytics, ensuring both efficiency and a personalized touch in talent acquisition.

AI-Driven Precision and Efficiency

Patrice & Associates’ AI platform grants franchisees access to a vast database of 700 million public profiles, integrating seamlessly with social networks and job boards. This extensive reach ensures real-time contact details for up to 90% of candidates, significantly broadening the talent pool available for recruitment. Predictive analytics further enhance the process by identifying retention trends, allowing recruiters to make data-driven decisions that improve long-term candidate placements.

Enhancing the Human Touch

While AI technology automates repetitive tasks and analyzes large datasets, it works best when it’s complementing (rather than replacing) the human touch. AI provides our recruiting staff with the ability to identify patterns that might be missed by the human eye, helping our company maintain its commitment to high-quality, personalized service while finding candidates who might otherwise go unnoticed.

Streamlined Candidate Matching

The AI tool’s advanced algorithms score job listings and match them with the best candidates from the extensive database. It also connects to external sources like LinkedIn, which gives Patrice & Associates access to hundreds of millions of resumes. This dual sourcing strategy helps our franchisees manage their candidate pool more efficiently, accelerating the recruitment process by reducing the time spent on manual tasks.

Balancing Technology with Human Insight

Despite the efficiency that AI brings to the table, it will never be a replacement for the human element. The core of our work at Patrice & Associates — building relationships, coaching and mentoring — remains unchanged. By integrating AI with personalized service, we can make certain that the core values and cultural fit of our candidates are not overlooked. —Brian Miller, CEO of Scottsdale-based Patrice & Associates (patriceandassociatesfranchising.com)

Cargo Theft Cripples Retail. AI to the Rescue?

by Frank Matarazzo

Cargo thefts cost trucking companies and retailers between $15 billion and $30 billion annually, worsening supply chain disruptions and contributing to inflation. In the second quarter of 2023, schemes like misdirection and fictitious pickups surged by nearly 700%, exploiting legitimate processes to fraudulently acquire cargo. The $694 million stolen in 2023 is predicted to surge by 35% this year.

Artificial intelligence is emerging as a transformative force in logistics and supply chain management, significantly enhancing efficiency and profitability and proposing a powerful tool to fight back against cargo theft. Projections indicate that generative AI could potentially inject trillions into the global economy annually by 2024, alongside a 25% improvement in supply chain performance.

AI’S ROLE IN ENHANCING SUPPLY CHAIN SECURITY AND EFFICIENCY

Traditional methods of securing cargo against theft often rely on mechanical and manual interventions and are increasingly ineffective against the evolving and technologically driven strategies of criminals. To effectively safeguard supply chains, companies must adapt and embrace advanced technologies. In this rapidly changing landscape, AI emerges as a crucial ally in combating cargo theft, offering critical solutions to mitigate risks and improve logistics security.

Three ways AI can help mitigate cargo theft are:

• Enhanced visibility: Traditional cargo security methods lack comprehensive visibility. Modern AI addresses this by integrating order information with real-time data from Internet of Things sensors and smart locks, complemented by data from port operations, vessels, rail operations, freight forwarders and carrier platforms.

• Real-time alerts and signals: Implementing AI in supply chains provides real-time alerts and signals, allowing companies to respond immediately to security breaches, such as unauthorized container openings or route deviations. This proactive monitoring reduces cargo theft risks, offering a comprehensive solution for enhanced supply chain security. Real-time data and analytics enable accurate shipment arrival estimations, while AIpowered sensors and vigilant control towers create a robust defense against theft and tampering.

• Intelligence and AI-powered insights: AI plays a pivotal role in modern cargo security strategies, offering companies enhanced insights and foresights to optimize supply chain operations. By

evaluating security risks across lanes, carriers, ports and nodes, businesses can preemptively address vulnerabilities. Predictive analytics are instrumental in forecasting key performance indicators, enabling proactive management of supply chain security.

TRANSFORMATIVE INNOVATIONS IN AI AND LOGISTICS

AI is transforming retail and global freight forwarding by streamlining operations, reducing costs and boosting revenue through advanced technology integration. Machine learning offers a powerful alternative to traditional methods like dynamic programming, using extensive datasets to enhance tasks such as demand forecasting, inventory management and route optimization in supply chains. Recent advancements in logistics technology have revolutionized the sector, integrating tools to optimize transportation, storage and distribution while focusing on efficiency, cost reduction and overall supply chain enhancement. In dynamic markets, efficient freight operations grapple with unpredictable consumer demand. Technology solutions simplify coordinating workflows, personnel and logistics for successful cargo delivery.

EFFICIENCY GAINS AND FUTURE INNOVATIONS

Cargo theft presents significant challenges across industries, impacting financial resources, brand reputation and public safety. A modern approach integrating artificial intelligence provides a robust solution to enhance supply chain security and safeguard valuable shipments. Implementing AI solutions in logistics promises to revolutionize supply chain management, mitigate cargo theft risks and ensure reliable delivery, crucial amid evolving market dynamics and regulatory changes.

AI-driven freight management solutions deliver immediate benefits within the first year, such as lower operational costs, increased revenue, improved route optimization, streamlined logistics operations, reduced fuel consumption, labor costs and inventory holding costs.

These innovations highlight AI’s crucial role in modernizing supply chain management and driving economic growth, paving the way for predictive maintenance, dynamic freight rate optimization and advanced customer interactions to redefine industry norms and enhance operational effectiveness. —Frank Matarazzo, CEO of Fusion Transport (www.fusiontransport.com), a leader in technologydriven freight management solutions

Cargo thefts cost trucking companies and retailers between $15 billion and $30 billion annually, worsening supply chain disruptions and contributing to inflation. Projections indicate that generative AI could potentially inject trillions into the global economy annually by 2024, alongside a 25% improvement in supply chain performance.

2024 Achievement The Year of Giving Back Women of

The Year of Giving Back: Honoring Our 2024 Women of Achievement

“If I’m not for myself, who will be for me, if not now, when; but if I’m only for myself, what am I?”

Taking a close look at the third part of this quote from Hillel, a noted Jewish philosopher who lived in the first century BC, we agree with the sentiment that doing good for others completes us as individuals.

Our Women of Achievement awards this year celebrate women who take that sentiment to heart and stretch outward with their talents and time to help build a community that fosters a better life for others.

This is part of the leadership they demonstrate in achieving success for their individual organization.

This issue presents our 2024 Women of Achievement — 14 women from different segments of our economy. To honor and celebrate these women, we present on the following pages profiles of our honorees, and let them share their stories in their own words so that we can get to know them.

And they will share the spotlight at our Women of Achievement luncheon event on Oct. 15, when we will come together to celebrate them. We also honor (Hon?) Barbara Barrett, this month’s Guest Editor, as this year’s recipient of the Linda M. Herold Lifetime Achievement Award.

Please meet our 2024 Women of Achievement. —RaeAnne Marsh, Editor, In Business Magazine

Ambassador Barbara Barrett

25th Secretary of the U.S. Air Force

WHY IS HONORING ACHIEVEMENT IMPORTANT? HOW DOES IT IMPACT OUR BUSINESS COMMUNITY?

Excellence is a magnet. Honoring achievement highlights the expertise that is foundational to Arizona’s thriving business community. Recognition programs often benchmark performance that inspires others to pursue similar, parallel or even loftier goals that enable our business community to further flourish.

Honors and awards can be a component enhancing a culture of growth, innovation and leadership. Recognition of achievement not only highlights contributions that drive progress, but it also celebrates characteristics, traits and processes that are a credit to both individuals and the businesses to which they contribute. Inevitably, highlighting achievements will inspire some to emulate those milestones and may even accelerate future business development throughout our community.

WHAT IS THE SINGLE MOST IMPORTANT THING YOU HAVE LEARNED THROUGHOUT YOUR CAREER THAT WOULD INSPIRE OTHERS/OTHER WOMEN?

The single most important thing I have learned throughout my career, from advocating for women’s empowerment to serving as Secretary of the Air Force, is the transformative power of seeking excellence. I have learned that considering unconventional possibilities and aiming to deliver on prodigious goals consistently produces transformative results.

The process of seeking excellence simultaneously drives individual fulfillment and growth. It is a mindset that encourages us to transcend traditional boundaries and redefine what is achievable. Demonstrating courage in action inspires others to expand their own ambitions and challenge the status quo. It also paves the way for future generations to continue building on our successes, just as we have built on those of previous generations.

“The greatest danger for most of us is not that our aim is too high and we miss it, but that it is too low and we reach it.” —Michelangelo

WHAT DO YOU THINK WE CAN DO – NOW – TO MAKE A DIFFERENCE FOR YOUNG PEOPLE/WOMEN IN ARIZONA?

We can inspire the rising generation of women to explore and excel in STEM fields, which will empower these future leaders to usher in the discoveries of tomorrow. Arizona State University has done this by hosting the Sally Ride Science Festivals for middle school girls, with interactive and engaging modules designed to develop their interests and aptitudes in scientific fields. These festivals celebrate the legacy of the late Sally Ride and other women pioneers, offering girls tangible role models who have shattered glass ceilings.

We can continue to champion similar initiatives and expand access to exceptional educational programs across Arizona. It is also crucial for women today to lead by example and be trailblazers in traditionally male-dominated fields. By doing so, we show young women that they have every reason to be optimistic and ambitious in pursuit of their goals.

Leaders inspire others to explore, inquire and discover — always with a bias toward action.

IN FEW WORDS

What was the last course, certification or training you took to improve yourself professionally? In order to qualify to dive with Bob Ballard (discoverer of the Titanic) on his quest to find Cleopatra’s tomb in Egypt, I recently renewed my SCUBA certification.

What would you say is a single characteristic OTHERS might attribute to you that defines your success? Dynamic

What is the one thing you feel you could work on professionally to be a greater success? Communication

What is the one professional skill you have that has gotten you where you are today? Grit

What is the single greatest issue facing Arizona today? A key challenge facing Arizona is carefully balancing population growth versus appreciation and preservation of our natural resources and our special cultural history.

An ASU internship launched my career spanning business, academia and public service. I was an executive of two Fortune 500 companies and chairman of the Valley Bank of Arizona. Serving as U.S. 25th Secretary of the Air Force encompassed founding the U.S. Space Force.

A former president of the International Women’s Forum, I continue to advocate for women leaders. My current involvement spans the Smithsonian and Caltech, home of NASA’s Jet Propulsion Laboratory, as well as the USS Arizona Legacy Foundation Board, which supports the Navy’s next-generation submarine reviving the Arizona’s venerable name.

Tami Bohannon

President & CEO

FSL

WHY IS HONORING ACHIEVEMENT IMPORTANT? HOW DOES IT IMPACT OUR BUSINESS COMMUNITY?

Honoring achievement in the business community can be motivating and inspiring and allows for trust and reputation building. For me, there is nothing more motivating than hearing the backstory and impact of those who are being acknowledged for their accomplishments. I believe celebrating, honoring and awarding can create paths that spark others into action.

When the business community honors its members, we often see, as a result, reputations and credibility established as well as bonds of trust formed. This can create connections that are crucial to spur on innovation and partnerships to bring about solutions to the challenges that our families, communities and world face.

I am a big believer in affirmation and support. You have no idea how such a gesture may encourage someone to reach for their next big idea.

WHAT IS THE SINGLE MOST IMPORTANT THING YOU HAVE LEARNED THROUGHOUT YOUR CAREER THAT WOULD INSPIRE OTHERS/OTHER WOMEN?

A successful leader takes responsibility. Whether navigating challenges or celebrating achievements, a leader must own their role in shaping the path forward. This means acknowledging mistakes with humility, championing the success of the team and staying true to the mission.

This is year 35 for me in the working world and, as you can imagine, there are so many lessons I can recall, from mistakes made to “a ha” moments! What I consistently harken back to is advice I received as an 18-year-old from my dad in a letter he wrote to our family on his death bed: “Embrace the dawn of each new day and the fresh beginning it brings, and relish the peaceful close of each day that comes with a clear conscience.” Those words keep me grounded and have moved me to always accept responsibility and to stay future focused, not dwelling on the past.

WHAT DO YOU THINK WE CAN DO – NOW – TO MAKE A DIFFERENCE FOR YOUNG PEOPLE/WOMEN IN ARIZONA?

The next generation is an inspiring group of changemakers. The most important thing that leadership can do is help their voices and ideas be heard by offering them a seat at the table. They have great energy, enthusiasm and questions, plus their willingness to help bring about change makes them unstoppable.

I think one of my favorite Gen Z phrases is, “Say less.” I smile when I think about one of my favorites saying it. I believe we, as leaders, need to encourage them to keep talking and say more, and we need to listen to understand their voices and ideas.

Encouraging blue-sky thinking can encourage our youth to be fearless and innovative when stepping into leadership roles, which is something we will all benefit from, so we need to make sure we coach and provide direction in a way that is empowering.

ABOUT ME

Leadership inspires when you invite your team to be part of the vision and help find solutions.

IN FEW WORDS

What was the last course, certification or training you took to improve yourself professionally? End of Life Doula, certified to guide individuals transitioning to death and their loved ones through the dying process.

What would you say is a single characteristic OTHERS might attribute to you that defines your success? Joy

What is the one thing you feel you could work on professionally to be a greater success? Patience

What is the one professional skill you have that has gotten you where you are today? Relationship-building

What is the single greatest issue facing Arizona today? A never-before-seen increase in our aging population collides with an unacceptable lack of housing that is affordable.

Tami Bohannon has dedicated her career to making an impact through social services, education, healthcare and housing. In 2022, she joined FSL as the 50-year-old organization’s first female president and CEO.

As a champion for aging with confidence, Bohannon is an appointed member of the Governor’s Interagency and Community Council on Homelessness and Housing, executive council member for AARP Arizona, board member for Arizona LeadingAge and member of President Crow’s ASU Community Council and Age Friendly Arizona’s Leadership Team. She is also a pastoral advisory council member for St. Francis Xavier Parish and mentor with the Association of Fundraising Professionals.

Latasha Causey

President Phoenix Raceway

WHY IS HONORING ACHIEVEMENT IMPORTANT? HOW DOES IT IMPACT OUR BUSINESS COMMUNITY?

Great leaders realize that honoring achievement is a reflection of the collective strength of their teams. No achievement is accomplished in a vacuum; achievement requires a collaborative effort across the board to make it a reality. If their teams are performing at a high level, the achievements and accolades will follow.

Also, honoring achievement is important because it provides awareness of what’s possible and creates motivation for others. The next generation of leaders is eager to learn about the work of those who came before them. Without recognition and awards, some of the work that has happened before could go unnoticed. Inspiring aspiration is an important role of any leader.

WHAT IS THE SINGLE MOST IMPORTANT THING YOU HAVE LEARNED THROUGHOUT YOUR CAREER THAT WOULD INSPIRE OTHERS/OTHER WOMEN?

One of the most important things I have learned in my career is pretty simple: Treat everyone with kindness and treat them like they matter. No matter who is in the room with me, no matter their title or mine, I try to make everyone feel the same. I learn their name, shake their hand, get to know them and learn what’s important to them.

As a leader, it’s important to get to know your team and colleagues around you on a deeper level than just the work. This provides an opportunity for you to understand what keeps them going and allows them to give their best. It is never lost on me that I did not accomplish my success alone. It has taken the amazing team around me, both professionally and personally.

WHAT DO YOU THINK WE CAN DO – NOW – TO MAKE A DIFFERENCE FOR YOUNG PEOPLE/WOMEN IN ARIZONA?

We must invest our time in young people, help them see their potential and provide opportunities.

The business world is more competitive than ever — a lot of people are looking for the same job. We must do our part in opening the doors for the next generation. You don’t have to be a formal mentor, but you can spare just 30 minutes to an hour of your time. Those few minutes could be a game-changer for them; it could help them see something in themselves they have never noticed before.

We must continue to have honest dialogue with our future leaders to help provide realistic expectations, for everything must be earned and nothing is given in this competitive world. Let’s challenge our young people to be comfortable with being uncomfortable.

Others would say I am an approachable servant leader with high expectations who works collaboratively to bring out the best skills in everyone.

IN FEW WORDS

What was the last course, certification or training you took to improve yourself professionally? I am not sure this was my last professional development but one I am proud of and learned much more than I expected is Valley Leadership.

What would you say is a single characteristic OTHERS might attribute to you that defines your success? Passion

What is the one thing you feel you could work on professionally to be a greater success? Patience

What is the one professional skill you have that has gotten you where you are today? Networking

What is the single greatest issue facing Arizona today? The traffic to and from the West Valley on the I-10, any day, any time.

I’ve worked in HR, Community Development and multiple leadership roles at large organizations, and also managed a local corporate foundation. That has led me to where I am today at Phoenix Raceway, being the first Black woman to be president of a NASCAR track.

Yet, my community work is what makes me feel the most fulfilled. I am currently serving as board chair for Valley of the Sun United Way and am an active board member for Boys and Girls Clubs of the Valley. I have also served on the boards of directors for Teach for America, ASU Alumni, Children’s Museum of Phoenix and Ronald McDonald House Charities.

Honoree

Katherine Dei Cas

Executive Vice President EMD Electronics

WHY IS HONORING ACHIEVEMENT IMPORTANT? HOW DOES IT IMPACT OUR BUSINESS COMMUNITY?

Recognizing and celebrating achievements creates a powerful ripple effect that resonates through individuals, organizations and entire communities. By honoring accomplishments, we not only validate individual efforts but also set a standard of excellence that inspires and motivates others.

In the business world, innovation often springs from the collective strengths of induvial talents. Using recognition as a source of inspiration helps reveal new pathways to success and draw parallels across fields or industries. Validating remarkable work also fosters a culture of positive reinforcement, driving continuous improvement and sparking creativity — key ingredients for any thriving organization. Moreover, celebrating achievements enhances community cohesion and instills a profound sense of purpose and belonging.

Personally, I find true fulfillment and purpose comes from acting in service of others — on a family level, community level or even global level. Recognition reinforces our connection to one another, reminding us of the powerful bonds we all share.

WHAT IS THE SINGLE MOST IMPORTANT THING YOU HAVE LEARNED THROUGHOUT YOUR CAREER THAT WOULD INSPIRE OTHERS/OTHER WOMEN?

As a female, the illusion of career balance often leads women to feel the need to be everything to everyone and perfect at all things. Career balance is about making choices that best fit your personal situation and often involves making sacrifices. Comparing yourself to others can be a recipe for disappointment because no one has the same definition of career success.

The important thing is that you focus on understanding yourself and what matters to you. Once you are comfortable with your own definition of success and with making choices that allow you to be your true and authentic self, the world of balance will be yours and that is when you will find true happiness in family and career.

Juggling a career and family is never easy. What’s important is giving yourself grace to not chase perfection and accept that there will be conflict and choices that have to be made.

WHAT DO YOU THINK WE CAN DO – NOW – TO MAKE A DIFFERENCE FOR YOUNG PEOPLE/WOMEN IN ARIZONA?

To make a meaningful difference for young people and women in Arizona, we need to focus on enhancing educational and career opportunities. This can be achieved by investing in mentorship programs that connect students and young professionals with experienced mentors in various fields. Expanding access to vocational training and STEM education can equip them with valuable skills for the future job market.

The drop-off age for young girls in STEM is much earlier than for boys. So, providing educational opportunities early on in elementary school can encourage girls to continue pursuing STEM. This can be paired with programs that help guide them as they advance in education. Additionally, creating more affordable childcare options and support systems for working parents can help women balance career aspirations with family responsibilities.

By fostering a supportive environment that prioritizes both education and career advancement, we can empower young people and women to reach their full potential and contribute positively to their communities.

ABOUT ME

Leadership is a skill rooted in authenticity, transparency and a genuine commitment to an environment where both people and ideas can thrive.

IN FEW WORDS

What was the last course, certification or training you took to improve yourself professionally? Public Speaking Course focused on dealing with high-impact, high-stakes communication situations.

What would you say is a single characteristic OTHERS might attribute to you that defines your success? Resilience

What is the one thing you feel you could work on professionally to be a greater success? Balance

What is the one professional skill you have that has gotten you where you are today? Curiosity

What is the single greatest issue facing Arizona today? The state’s remarkable growth brings opportunities but also unprecedented challenges. I am proud to see our community coming together and taking decisive action to foster a sustainable and inclusive environment where talent thrives and innovation blossoms.

Throughout my 28-year career, I have garnered recognition in the semiconductor industry as a leader who effectively drives operational excellence and business performance, as well as talent development and diversity.

While proud of my professional track record, I find true fulfillment in serving others, particularly through community leadership and advocacy. I have collaborated with ACA, government institutions and key stakeholders to advance the semiconductor ecosystem in Arizona, while raising awareness about industry challenges and the need for collective action. Additionally, I serve as a volunteer board member with Child Crisis Arizona, advocating for community support of their mission for safe kids and strong families, and with the Aztec lacrosse organization.

Honoree

Noreen Bishop Hill

Managing Director

JP Morgan Private Bank

WHY IS HONORING ACHIEVEMENT IMPORTANT? HOW DOES IT IMPACT OUR BUSINESS COMMUNITY?

It’s important to honor achievements and recognize those who have blazed new paths, broken down barriers and achieved success as a role model to others. It’s a powerful way to put a spotlight on women’s achievements, purpose and contributions for current and future generations.

It is incredibly important to see what’s possible, what’s achievable through others’ success and to celebrate it! It impacts our business community by putting a spotlight on business leaders’ successes and fosters a sense of pride in our community.

WHAT IS THE SINGLE MOST IMPORTANT THING YOU HAVE LEARNED THROUGHOUT YOUR CAREER THAT WOULD INSPIRE OTHERS/OTHER WOMEN?

The most important thing I have learned in my more-than-35-year career is the value, importance and purpose of motivating and empowering others. Encouraging everyone to bring their strengths and true self to the team or project results in lifting up everyone, and the accomplishments are far greater than any one individual’s contribution.

Acknowledging as a leader that you do not have all the answers or talents/skills is a powerful way to foster inclusion, new ideas and innovation. Early in my career when I was given a stretch project that I knew little about, I learned that I needed to rely on others and their expertise to launch the project. It gave me humbling insight into the value and impact of leaning on colleagues. Their expertise can create something even more extraordinary. And it’s important to recognize and acknowledge those who contributed to that success.

WHAT DO YOU THINK WE CAN DO – NOW – TO MAKE A DIFFERENCE FOR YOUNG PEOPLE/WOMEN IN ARIZONA?

We can make a difference with young women in Arizona through support and encouragement of growth industry careers — life science, manufacturing, semi-conductors — with mentorship and advocacy throughout their education and as part of their career development. We should invest in young women through college to advance degrees or technical skills certifications; programs to help women navigate industry challenges, barriers and help build confidence within their specialty/field; and by advocating for policies to create flexible work arrangements, family leave and childcare to create more continuous career paths for women.

Others believe I’m an inspirational leader for my abilities to motivate, uplift and empower those around me with integrity, enthusiasm and respect.

IN FEW WORDS

What was the last course, certification or training you took to improve yourself professionally? Advancing Leadership Program, a proprietary one-year program focused on 20 leaders across JPMorganChase.

What would you say is a single characteristic OTHERS might attribute to you that defines your success? Empowerment

What is the one thing you feel you could work on professionally to be a greater success? AI

What is the one professional skill you have that has gotten you where you are today? Resilience

What is the single greatest issue facing Arizona today? Protecting our natural resources with the expanding population and economic growth.

I lead the J.P. Morgan Private Bank in the Southwest, encompassing Arizona, Nevada and New Mexico, delivering world-class advice and capabilities for affluent families. My career spans more than 35 years with the firm, holding numerous executive roles in New York, the Midwest and Arizona.

Prior to my current role as market manager, I served as region executive for Chase Business Banking for the Desert Mountain Region. In that position, I was JPMorganChase’s most senior woman executive in the state.

I serve on the boards of the Greater Phoenix Leadership, Arizona Community Foundation, Jobs for Arizona’s Graduates and Providence College Board of Overseers.

Honoree

Sintra Hoffman

President and CEO WESTMARC

WHY IS HONORING ACHIEVEMENT

IMPORTANT? HOW DOES IT IMPACT OUR BUSINESS COMMUNITY?

Recognizing and highlighting achievements builds a brand of success and accomplishments for the region and state. Celebrating economic development and education achievements such as ASU’s leading ranking in innovation has built a strong brand of excellence in technology skills in our state. We’re continuing to land more tech companies and their suppliers, as the largest recipient of CHIPS Act funding nationally with $77 billion for TSMC and Intel.

On a recent visit to Washington, D.C., during all my meetings, Arizona’s place on the national stage with tech companies was consistently lauded. It was the first time in the past few years that our economic development wins outweighed our political challenges in those discussions.

Recognizing achievement also builds a brand of strong leadership capital. Investors want to know they have strong, competent leaders who collaborate, remove barriers and get projects across the finish line.

WHAT IS THE SINGLE MOST IMPORTANT THING YOU HAVE LEARNED THROUGHOUT YOUR CAREER THAT WOULD INSPIRE OTHERS/OTHER WOMEN?

Take the time to invest in YOU by assessing your skills and values. Identify your strengths and accept your challenges. Lead with your strengths.

Those positions, tasks and opportunities will come easy and lead to successes and recognitions. But also invest in training in other areas needing improvement. You won’t be perfect, but awareness is half the battle.

Know your values. Values guide decision-making and let us sleep at night. So, it’s important to know what your values are so you know when they are being tested and you can weigh the pros and cons of the decision or situation. Never compromise your values, because that action will limit your performance.

Once you’ve made the investment in YOU, never doubt or change who you are inside.

WHAT DO YOU THINK WE CAN DO – NOW – TO MAKE A DIFFERENCE FOR YOUNG PEOPLE/WOMEN IN ARIZONA?

Mentoring young people is the most important thing we can do for the future of Arizona. From youth sports and girls/boys Scouts to internships and workplace mentoring to engaging in young professional initiatives, it’s our role as seasoned women who have achieved career success to share our paths and lessons with future leaders.

I’ve been mentoring for most of my career and it’s rewarding to see young people progress in their lives and careers. It’s even more rewarding when I learn lessons from them!

The Center for the Future of Arizona reported that people leave the state at the age of 34. So, in 2022, WESTMARC launched the West Valley Emerging Leader Program to identify, highlight and promote young professions making a difference in our region. Our goal is to raise awareness of their contributions by elevating their profiles, which will lead to career growth and, hopefully, keep them in Arizona.

ABOUT ME

Find your passion, and hard work is effortless. Surround yourself with others who also want to make an impact, and the ripple effect is immense!

IN FEW WORDS

What was the last course, certification or training you took to improve yourself professionally? Emotional Intelligence training

What would you say is a single characteristic OTHERS might attribute to you that defines your success? Energy

What is the one thing you feel you could work on professionally to be a greater success? Balance

What is the one professional skill you have that has gotten you where you are today? Adaptability

What is the single greatest issue facing Arizona today? Growth

I am known as someone who gets things done, a true GSD! With more than 25 years in local, state and nonprofit leadership experience, I am proud of several accomplishments that have enriched the West Valley. These include the transportation system, with my contribution to Loop 303, and the negotiation of the Prasada and Surprise Pointe retail developments in Surprise. However, my biggest career win is transforming WESTMARC from financial and reputational ruin into a thriving organization serving as the hub and united voice for economic vitality, growth and rebranding of the West Valley, with a data-driven approach.

Karen D. Johnson, Ph.D.

President & CEO

New Pathways for Youth

WHY IS HONORING ACHIEVEMENT IMPORTANT? HOW DOES IT IMPACT OUR BUSINESS COMMUNITY?

Phoenix is a center of innovation and entrepreneurship. It is a place where people can find their niche — or create their place. By honoring achievement, the business community can highlight those people who have set high standards and accomplished big goals. This practice highlights a level of success that others can strive toward.

So many leaders in the business community in Phoenix serve as role models to the next generation of professionals. Their achievement is noted not only in the workplace but also in their tireless dedication to the nonprofit community — in giving back to others to make our entire city stronger. Recognizing these achievements highlights the opportunities for further innovation and deeper service. This continually raises the bar and encourages others to rise to the challenge.

WHAT IS THE SINGLE MOST IMPORTANT THING YOU HAVE LEARNED THROUGHOUT YOUR CAREER THAT WOULD INSPIRE OTHERS/OTHER WOMEN?

The most important thing I have learned in my career is the power of vulnerability. In my early days, that is a statement I never thought I would write. As I was building my career, my focus was on achievements — earning a promotion, completing my doctoral degree, serving on boards, building a network, becoming a CEO. While all those accomplishments were important, I have discovered that what truly makes me a strong leader is my ability to be vulnerable — to be authentic in every way.

People crave genuine connection in the workplace and in the community. They appreciate others who are willing to admit mistakes, who are aware of their weaknesses, and who are truly interested in building human connections. While being vulnerable is always difficult, it can also be a personal superpower. Self-knowledge and self-awareness are critical aspects of true leadership.

WHAT DO YOU THINK WE CAN DO – NOW – TO MAKE A DIFFERENCE FOR YOUNG PEOPLE/WOMEN IN ARIZONA?

I feel so lucky that I get to work with young people every day. I am so inspired by the strength and spirit of teenagers. Their creativity, their intelligence and their determination to live their dreams is something our community needs to harness.

As the business environment and economy continues to evolve, we can support young people by giving them opportunities to explore their interests. We can volunteer as mentors at any number of organizations to make a personal connection and to support the next generation. We know from research that the most important intervention for children who have experienced adversity is to build a relationship with a caring, dedicated adult. Mentoring programs literally serve to heal the trauma many youth experience, while providing them with new mindsets and perspectives. A host of mentoring opportunities for young women can also help introduce them to new career paths and professional development.

ABOUT ME

Our work at New Pathways has taught me the importance of being authentic, of being vulnerable, of being intentional — and I strive to model those values.

IN FEW WORDS

What was the last course, certification or training you took to improve yourself professionally? Arizona Endowment Building Institute

What would you say is a single characteristic OTHERS might attribute to you that defines your success? Steadiness

What is the one thing you feel you could work on professionally to be a greater success? Discipline

What is the one professional skill you have that has gotten you where you are today? Courage

What is the single greatest issue facing Arizona today? Arizona faces a skilled workforce shortage in both the private and nonprofit sectors.

An experienced leader and nonprofit executive, Dr. Karen D. Johnson has spent her career advancing organizations dedicated to education and to young people. She has served as board president for two Phoenix nonprofits, YWCA Maricopa County and UMOM.

For 27 years, Dr. Johnson served as vice president of University Relations at Midwestern University. In 2021, she took on a new leadership role as president and CEO of New Pathways for Youth in Phoenix. Serving more than 600 teens, the organization is focused on transforming the lives of youth by providing the support, skills and stability they need to flourish.

Dr. Johnson holds degrees from the College of Wooster (B.A.), Northwestern University (M.A.), and Loyola University Chicago (Ph.D.).

Honoree

Catrina Kahler

President & CEO

Artlink Inc.

WHY IS HONORING ACHIEVEMENT IMPORTANT? HOW DOES IT IMPACT OUR BUSINESS COMMUNITY?

I would first note the traits of someone who has accomplished something of significance. This could include vision, commitment, skill, discipline, confidence, creativity, courage and perhaps more.

Personally, I believe a person who possesses even some of these traits sounds immediately interesting, thoughtful, intelligent and inspiring.

In Arizona we are surrounded by these inspiring people, and honoring achievement brings them into the light so that we may recognize them, learn from them, and celebrate what they’ve done for our community.

WHAT IS THE SINGLE MOST IMPORTANT THING YOU HAVE LEARNED THROUGHOUT YOUR CAREER THAT WOULD INSPIRE OTHERS/OTHER WOMEN?

The most important thing I’ve learned is something my Italian mother said in the simplest of words: Try.

I was fortunate to have parents who believed I could do anything. Being a female was never viewed as a weakness or less than. If anything, it came with a special set of gifts: keen insight, creativity, empathy, resiliency; and with these gifts came a responsibility to put them to use for the benefit of our world.

Try. Put in the effort. If you attempt to do something meaningful, and it doesn’t work out, keep going and try again. Success will come because you believed in yourself and you put in the work.

WHAT DO YOU THINK WE CAN DO – NOW – TO MAKE A DIFFERENCE FOR YOUNG PEOPLE/WOMEN IN ARIZONA?

Continually educate on where we’ve been and how far we’ve come. Recognize how a significant number of women have shaped Arizona’s history.

It is my honor to serve as a champion of Arizona’s creative community.

IN FEW WORDS

What was the last course, certification or training you took to improve yourself professionally? An Artlink workshop

What would you say is a single characteristic OTHERS might attribute to you that defines your success? Passion

What is the one thing you feel you could work on professionally to be a greater success? Breathing

What is the one professional skill you have that has gotten you where you are today? Loving

What is the single greatest issue facing Arizona today? Lack of funding for the arts.

ABOUT ME

As Artlink president and CEO, Catrina Kahler leads with a mission of connecting artists, business and community, which has led to more than $1 million in arts commissions and sales directed to Arizona artists.

These accomplishments are in collaboration with a spectrum of arts and culture stakeholders, business leaders and advocates who recognize arts and culture as integral to the development of our Valley and state.

An Arizona native, Kahler currently serves on the board of Hance Park Conservancy and on the board of Phoenix Community Alliance as chair of its Arts, Culture & Public Life Committee.

Pam Keefe

VP, Nonprofit Relationship Manager National Bank of Arizona

WHY IS HONORING ACHIEVEMENT IMPORTANT? HOW DOES IT IMPACT OUR BUSINESS COMMUNITY?

Honoring achievement is essential because it not only recognizes the hard work, dedication and innovation of individuals and organizations, but it also serves as a catalyst for continued growth and improvement within our community.

For the nonprofit sector, which plays a critical role in addressing the unique needs of our communities, recognition is a powerful tool. It highlights the vital work these organizations do and encourages others to contribute efforts. As a banker specializing in nonprofit banking, I’ve seen firsthand how acknowledgment of achievement can boost morale, increase visibility and attract further support from donors, volunteers and partners.

When we celebrate the success of others, we inspire a culture of excellence and motivate others to strive for similar levels of accomplishment. Recognition not only validates the efforts of those involved but also sets a benchmark for others to aspire to. It fosters a sense of pride and belonging, which is crucial for the sustained engagement and commitment of all stakeholders. By celebrating achievements, we create a positive feedback loop that drives continuous improvement and innovation, ultimately leading to a more vibrant and resilient community.

WHAT IS THE SINGLE MOST IMPORTANT THING YOU HAVE LEARNED THROUGHOUT YOUR CAREER THAT WOULD INSPIRE OTHERS/OTHER WOMEN?

Always be authentic and true to yourself. Communicate in a way that is honest and sincere. It’s okay to be vulnerable by discussing your fears or mistakes, because we are all going to make mistakes. This creates deeper connections with your colleagues.

Authenticity in communication fosters trust and respect among colleagues, creating a supportive and collaborative work environment. By being open about your challenges and mistakes, you demonstrate humility and a willingness to learn, which can inspire others to do the same. This transparency not only strengthens professional relationships but also encourages a culture of continuous improvement and mutual support.

Being honest with yourself allows you to understand your limitations and set realistic, achievable goals, which leads to a more balanced and fulfilling professional life. Embracing this journey of self-awareness and growth ultimately contributes to a richer, more meaningful life, both personally and professionally.

WHAT DO YOU THINK WE CAN DO – NOW – TO MAKE A DIFFERENCE FOR YOUNG PEOPLE/ WOMEN IN ARIZONA?

To make a meaningful difference for the younger generation, we must focus on creating opportunities that empower them to succeed, both personally and professionally. This begins with ensuring access to quality education, mentorship, and resources that can help them build the skills and confidence needed to navigate their futures.

By focusing on these areas, we can help young people in Arizona unlock their full potential. Being deeply invested with nonprofits, I’ve seen the profound impact that community investment can have. When we invest in the growth and development of young people, we are not just supporting individuals, we are strengthening the very fabric of our communities and ensuring a brighter future for all.

ABOUT ME

Let’s try to see the good in everything and everyone. Giving more humility and grace to others will certainly make this world a better place.

IN FEW WORDS

What was the last course, certification or training you took to improve yourself professionally? Fraud prevention

What would you say is a single characteristic OTHERS might attribute to you that defines your success? Perseverance

What is the one thing you feel you could work on professionally to be a greater success? Letting go

What is the one professional skill you have that has gotten you where you are today? Networking

What is the single greatest issue facing Arizona today? Mental health is a significant issue impacting Arizona, and we can all make a positive change by being more caring of others struggling and offering a helping hand where we can.

I have dedicated more than 20 years of my career to the banking industry, with a particular focus on serving nonprofit organizations across the State of Arizona. Since 2002, I have been a nonprofit banker with National Bank of Arizona, a community bank focused on investing in the local communities.

Throughout my tenure, I have developed deep expertise in the unique financial needs of nonprofits. My work has involved partnering with hundreds of nonprofit organizations, helping them navigate the complexities of banking while supporting their mission to serve our communities. I love working with the people involved in these nonprofit organizations because they are game changers in the communities.

Honoree

Jennifer Mellor

Chief Innovation Officer

Greater Phoenix Chamber

WHY IS HONORING ACHIEVEMENT IMPORTANT? HOW DOES IT IMPACT OUR BUSINESS COMMUNITY?

Honoring achievement is essential for all organizations, especially in the nonprofit sector, where it can significantly enhance impact and increase visibility. In today’s highly competitive environment, recognition of outstanding work validates quality, strengthens reputation, and elevates individuals and companies that are making a difference.

The Greater Phoenix region, a thriving business hub, is home to new and innovative ideas emerging daily. By honoring companies and individuals who foster innovation, uplift the community and inspire others, we highlight the exceptional contributions that set them apart.

In the nonprofit sector, recognition not only brings awareness to impactful work but also opens doors to broader opportunities, increased partnerships and greater funding. This, in turn, enables organizations to expand their reach and create more significant, lasting change. Celebrating these achievements ensures that excellence is encouraged and sustained, ultimately leading to a stronger and more inspired community.

WHAT IS THE SINGLE MOST IMPORTANT THING YOU HAVE LEARNED THROUGHOUT YOUR CAREER THAT WOULD INSPIRE OTHERS/OTHER WOMEN?

The most important thing I have learned in my career is the importance of lifting up those around me, especially women. Over the years, I have had the opportunity to work with and for some amazing women (and men) — along with some not-so-great ones.

The women who lifted me up were those who recognized my strengths, called out my weaknesses (privately), and encouraged me to be better. They pushed me beyond my comfort zone, let me fail, and lifted me up when times were tough.

As the mother of three very strong daughters, I encourage us all (women and men) to lift each other up. Recognize the special talents of your staff and colleagues and double down on them.

When you are the voice at the table, sit back and let others be heard. Be a welcoming and encouraging voice for future Women of Achievement.

WHAT DO YOU THINK WE CAN DO – NOW – TO MAKE A DIFFERENCE FOR YOUNG PEOPLE/WOMEN IN ARIZONA?

Advocating for women’s rights remains crucial. Arizona has a history of women leaders, from Justice O’Connor to the “Fab Five” of 1997. As a community, we must continue to strive for equal representation in these key leadership roles as well as the C-suite and the board room. Women bring invaluable perspectives and skills that are essential for organizational leadership and will lead to a more equitable society.

We must continue to break down barriers and create an environment where women have a voice and can lead and thrive alongside their male counterparts. While today’s society is more welcoming to women than the one my mother faced, we still have a way to go, and I hope that our future society will continue to be more welcoming to my daughters and future granddaughters.

ABOUT ME

I challenge the word “no” and encourage my team to think beyond boundaries and empower them to take risks when needed.

IN FEW WORDS

What was the last course, certification or training you took to improve yourself professionally? I continue to maintain my CPA status, which requires a lot of continuing education.

What would you say is a single characteristic OTHERS might attribute to you that defines your success? Passion

What is the one thing you feel you could work on professionally to be a greater success? Listening

What is the one professional skill you have that has gotten you where you are today? Drive

What is the single greatest issue facing Arizona today? We must continue to foster an inclusive community that is welcoming to all.

Jennifer Mellor currently oversees the Greater Phoenix Chamber Foundation, focusing on education and workforce. Jennifer has served in a variety of roles at the Chamber over the past 17 years. Mellor is a licensed CPA and, prior to joining the Chamber, worked in accounting roles at Best Software and Casino Arizona. Mellor has more than 10 years of experience in accounting and more than 20 years of experience in business operations.

Mellor holds an accounting degree from Arizona State University and an MBA from the University of Phoenix. She has served on several boards and commissions and is a community advocate.

Alicia Nuñez

President & CEO

Chicanos Por La Causa

WHY IS HONORING ACHIEVEMENT IMPORTANT? HOW DOES IT IMPACT OUR BUSINESS COMMUNITY?

Earning recognition does not motivate the purpose behind our work, though it’s important to honor our achievements. It brings us together, grants visibility to our causes, and inspires others to reach their full potential.

Our business community is filled with first-generation leaders and innovative problem solvers who felt inspired seeing the achievements of others. This representation matters because you see your own reflection in the leaders who have created positive change while coming from similar backgrounds and stories.

Achievements do not need to be shiny awards; they can be generational stepping stones. My father taught himself English completely on his own and became a certified plumber. His efforts taught me all achievements are worth honoring and inspired me to strive for a better future for myself, leading me to become a first-generation college graduate and now the first Latina to lead one of the largest nonprofits.

WHAT IS THE SINGLE MOST IMPORTANT THING YOU HAVE LEARNED THROUGHOUT YOUR CAREER THAT WOULD INSPIRE OTHERS/OTHER WOMEN?

Be someone who selflessly shows up for others.

I’ve been inspired by many women throughout my life, personally and professionally. Growing up, my mom had a pot of frijoles and fresh tortillas ready for the migrant workers travelling by train near our home. My mom was always ready to give and help others in need.

Terri Cruz, one of the founders of CPLC, dedicated her whole life to helping others. Working until she was 89, she was always the last one to leave the office because she wanted to help the community as much as possible. As “La Madrecita of CPLC,” she has left behind a legacy of strength and service.

Their examples inspire me to be the leader I am today, honoring their legacy by inspiring other women. Showing up for others can mean building community, mentoring younger professionals, and speaking up when you are so moved.

WHAT DO YOU THINK WE CAN DO – NOW – TO MAKE A DIFFERENCE FOR YOUNG PEOPLE/WOMEN IN ARIZONA?

We can empower young people and women to believe in the value they contribute to the table. There is so much we can learn from them. I am inspired by the up-and-coming leaders who are pulling up a seat and creating a new table.

Throughout my career, it has been important that I surrounded myself with diverse mentors who empowered me to be versatile and navigate problem solving. Every time I’m in a room, I make it a point to learn everyone’s story and bring them into the conversation. This gives me the opportunity to not only learn from their experience and perspective, but value it, especially when it comes from young people and women.

We can’t grow if we only stick to what we already know. Our world is constantly changing, and everyone benefits when we take the time to mentor and understand what matters to others.

ABOUT ME

My story is one example of the strength, resilience and courage of all the women among us.

IN FEW WORDS

What was the last course, certification or training you took to improve yourself professionally? Piper Fellowship 2023 Executive Program for Growing Companies from Stanford Graduate School of Business

What would you say is a single characteristic OTHERS might attribute to you that defines your success? Integrity

What is the one thing you feel you could work on professionally to be a greater success? Work-life balance

What is the one professional skill you have that has gotten you where you are today? Resilience

What is the single greatest issue facing Arizona today? We need to prioritize education and empower Arizona’s students to continue our state’s economic momentum.

I am a first-generation Chicana from L.A. Growing up, I learned the value of community and compassion from my mom.

I earned my B.A. from California State Northridge and my Executive MBA from University of Arizona.

After my career in hospitality, I joined Chicanos Por La Causa in 2006. I served as president of CPLC Insurance, VP of Accounting, VP of Business Enterprises, and CFO where CPLC grew 400%. Currently, I am serving as president and CEO of CPLC, one of the largest community development corporations in the country, providing services to six states and overseeing more than 2,000 employees.

Honoree

Honoree

Paige Perry

Vice Chair, Department of Development Mayo Clinic

WHY IS HONORING ACHIEVEMENT IMPORTANT? HOW DOES IT IMPACT OUR BUSINESS COMMUNITY?

Honoring achievement is vital because it highlights the core virtues that lead to success: determination, hard work, persistence and collaboration. Recognizing these qualities not only celebrates the individual or team but also reinforces the values that drive excellence within our business community. It serves as encouragement for those who are currently striving towards their goals, affirming that their efforts are noticed and appreciated.

Additionally, it inspires others by showcasing the tangible rewards of commitment and innovation, fostering a culture where high standards and mutual support thrive. By shining a spotlight on these successes, we not only honor past accomplishments but also set the stage for future growth. This recognition creates a ripple effect that motivates others to aim higher, push boundaries and contribute to a stronger, more dynamic business environment. This, in turn, creates a more motivated, resilient and cohesive business community that continuously pushes for growth and success.

WHAT IS THE SINGLE MOST IMPORTANT THING YOU HAVE LEARNED THROUGHOUT YOUR CAREER THAT WOULD INSPIRE OTHERS/OTHER WOMEN?

Throughout my career, I’ve learned that having a guiding principle is essential. At Mayo Clinic, our primary value is that the needs of the patient come first. This value grounds every decision and guides our path forward.

Similarly, I believe finding your own primary value is crucial. Whether it’s integrity, compassion or excellence, identify the core value that resonates with you and let it ground and guide your actions and decisions. Staying true to this value provides clarity and strength, especially during challenging times.

Navigating life — whether at work, home or elsewhere — is complex, and the right course isn’t always obvious. Holding firmly to your values helps maintain focus, build resilience and foster trust with colleagues and partners. By leading with your values, you not only achieve personal success but also inspire others to pursue their goals with purpose and conviction.

WHAT DO YOU THINK WE CAN DO – NOW – TO MAKE A DIFFERENCE FOR YOUNG PEOPLE/WOMEN IN ARIZONA?

It sounds cliché, but be, or find, a female mentor for young female professionals. There truly isn’t anyone more inspiring than a confident, successful woman willing to offer her time and mentorship without judgment or jealousy.

Mentorship creates a ripple effect, where the wisdom, experience and support passed on not only empower the mentee but also build a stronger, more resilient community of women leaders. This mentorship should extend beyond career advice to include personal growth, work-life balance, and navigating the unique challenges women face in the workplace.

By fostering these relationships, we create a network of women who uplift each other and break down barriers that have historically held them back. Investing in mentorship is not just a way to make a difference now — it’s a way to cultivate a brighter future for young women in Arizona and beyond.

ABOUT ME

I

believe others finds me to be an inspirational leader because I am not afraid to do the work; I believe in a player-coach model of leadership.

IN FEW WORDS

What was the last course, certification or training you took to improve yourself professionally? We are very fortunate to be offered many professional growth opportunities at Mayo Clinic. The last training I participated in was “Receiving and Giving Feedback.”

What would you say is a single characteristic OTHERS might attribute to you that defines your success? Motivation

What is the one thing you feel you could work on professionally to be a greater success? Chilling-out

What is the one professional skill you have that has gotten you where you are today? Focus

What is the single greatest issue facing Arizona today? Water

During my 18 years at Mayo Clinic, I have served as an intern, gift officer, chair and now vice chair for the enterprise department. During my time as chair/vice chair, West Region fundraising has grown from $45 million to $240 million without the addition of staff. Our team successfully raised a significant amount for “Arizona. Bold. Forward.,” which is the recent capital expansion on our Phoenix campus. However, I am most proud that our Development team is happy, committed and cohesive. A successful leader can only be successful with a great team, and a great team is what we have at Mayo!

Connie Robinson

COO & Managing Partner

Diversity Today Consulting, The Gideon Group

WHY IS HONORING ACHIEVEMENT IMPORTANT? HOW DOES IT IMPACT OUR BUSINESS COMMUNITY?

Honoring achievement is crucial because it highlights the contributions of individuals who help build a vibrant, strong and diverse community. Recognizing women of achievement, in particular, has a significant impact on the business community by fostering leadership, cultivating a culture of collaboration, and transforming lives and communities. When we honor achievement, we elevate the visibility of women engaged in essential work, which in turn inspires others and strengthens our collective efforts.

The impact of the business community in honoring achievement helps eliminate barriers and inequities that women face in business. It is important that the business community is fully committed to honoring women as women in leadership have never been stronger.

The business community is a beneficiary of honoring women of achievement. It is imperative that the business community acknowledge, encourage and promote women of achievement and value their input and contributions.

WHAT IS THE SINGLE MOST IMPORTANT THING YOU HAVE LEARNED THROUGHOUT YOUR CAREER THAT WOULD INSPIRE OTHERS/OTHER WOMEN?

Building trusting relationships is necessary in leadership and can inspire other women. Throughout my career, I’ve learned that women inspire each other, particularly when they unite to create stronger communities. Long-term change requires patience, and, in our ever-changing world, we are most inspired when we fully realize our potential and witness the powerful progress of women doing transformative work.

We live in a culture where effective communication and interpersonal skills are powerful and key leadership qualities that unlock inner potential. Effective communication skills combined with leadership skills support intentional career advancement. Throughout my career, I have learned that women do not fit a one-size-fits-all model. Embracing diversity and fostering supportive environments in the workplace is crucial for empowering women and driving significant progress.

WHAT DO YOU THINK WE CAN DO – NOW – TO MAKE A DIFFERENCE FOR YOUNG PEOPLE/ WOMEN IN ARIZONA?

We can make a difference by being sources of knowledge and influence, empowering young people and women in Arizona. Creating a network of emerging leaders and providing spaces for programs that encourage meaningful conversations on prominent issues are vital steps. It’s crucial that we make a long-term commitment to ensuring a just and equitable future for young people and women.

We can also make a significant difference in the lives of young people and women by amplifying our voices as leaders and mentors. By actively engaging with women and girls, we can provide needed leadership development opportunities. This includes offering mentorship programs and creating supportive networks that foster growth and confidence. These efforts will not only improve their quality of life but also empower them to overcome barriers; achieve their goals; and ensure a brighter, more equitable future for all.

ABOUT ME

I inspire people by my willingness to do what I ask of them. I believe people know that I have a genuine care and concern for them, their wellbeing and their success.

IN FEW WORDS

What was the last course, certification or training you took to improve yourself professionally? I recently completed training on social change issues, focusing on the importance of framing connective discourse.

What would you say is a single characteristic OTHERS might attribute to you that defines your success? Inspirational

What is the one thing you feel you could work on professionally to be a greater success? Learning

What is the one professional skill you have that has gotten you where you are today? Courage

What is the single greatest issue facing Arizona today? Quality education for all Arizonans

My career has been shaped by working for Fortune 500 companies; with a foundation rooted in faith and mentorship, I pursued executive and management roles with determination and hard work. I hold a B.S. in management from Arizona State University, am a graduate of the W. K. Kellogg Leadership & Philanthropic Program and have more than 30 years of experience in human resources. As a graduate of Valley Leadership and the FBI Citizens’ Academy Alumni Association, I have the privilege of engaging with community leaders and understanding the challenges we face.

I am proud to be a co-founder of 48 Arizona Women, Arizona’s Most Intriguing Women, which started as an official Arizona Centennial Project in 2010 to recognize the state’s most remarkable women having a remarkable impact in their communities, and of the Arizona Center for African American Resources, established in 2007 for the purpose of advocating for the needs of African Americans in Arizona.

Honoree

Jody Sarchett

CEO of Arizona Operations Marsh McLennan Agency

WHY IS HONORING ACHIEVEMENT IMPORTANT? HOW DOES IT IMPACT OUR BUSINESS COMMUNITY?

Honoring achievement isn’t just about patting each other on the back — it’s a mechanism that allows us to, as a business community, raise the bar and recognize leaders who are driving Arizona’s economy forward. Achievement holds us accountable, encourages continuous improvement and sets the example for the next generation of leaders.

Honoring the best leaders our business community has to offer ensures our workforce can truly thrive. And in Arizona, that’s a tall order — we have hundreds of thousands of people moving here every year, whether searching for a stable, competitive job and commensurate cost of living or wanting to tap into our state’s favorable business conditions to expand or launch an enterprise.

WHAT IS THE SINGLE MOST IMPORTANT THING YOU HAVE LEARNED THROUGHOUT YOUR CAREER THAT WOULD INSPIRE OTHERS/OTHER WOMEN?

Hard work coupled with persistence can move mountains. From sales to executive leadership, I’ve found that respect, credibility and partnerships are earned when we exhibit the drive to get the job done, even as obstacles pop up in our paths.

However, persistence also requires empathy, patience and a strategic mindset, as you must consider fairness and timing as you work toward your goals. It’s impractical to expect immediate answers to your questions or proposals when others are wrapped up in their own daily responsibilities and deadlines. It’s important to consider all sides of a partnership or situation.

Often, women have added pressures to find their footing — particularly in male-dominated fields. This played a pivotal part in my career because, as for many women, it was important for me to balance between assertiveness and politeness. Yet, I have always found that “polite persistence” pays off.

WHAT DO YOU THINK WE CAN DO – NOW – TO MAKE A DIFFERENCE FOR YOUNG PEOPLE/WOMEN IN ARIZONA?

Throughout the years, I’ve seen many young people and women struggle to strike the balance between growing in a career and starting a family. I certainly struggled with this balance myself at times. However, it really is possible to do both — and to do both successfully. I found the greatest success (and relief) when I sought out professional mentors to guide me along the corporate journey. I wasn’t flailing, so to speak. I had a compass of sorts, as esteemed colleagues and partners pointed me in the right direction and helped me hone both soft and hard skills without the struggle of doing everything on my own.

They say it takes a village, and I think that’s true with both business and family. If you actively seek guidance and mentorship, you will be better prepared to navigate the tricky balance between office and home.

ABOUT ME

I’ve been in the trenches and know what it takes to get the job done. I’m known for my work ethic and commitment to mentorship.

IN FEW WORDS

What was the last course, certification or training you took to improve yourself professionally? Certified Risk Manager

What would you say is a single characteristic OTHERS might attribute to you that defines your success? Drive

What is the one thing you feel you could work on professionally to be a greater success? Inquisitiveness

What is the one professional skill you have that has gotten you where you are today? Connecting

What is the single greatest issue facing Arizona today? How to accommodate the influx of people and businesses moving — or wanting to move — to Arizona.

I lead the Arizona operations of Marsh McLennan Agency, a leading business insurance and employee benefits brokerage. In my CEO role, I manage the company’s overall strategic direction and development to ensure operations run seamlessly and our colleagues accomplish their goals, strengthening the agency’s dedication to communities across Arizona.

I’ve played a key role in the firm’s growth since joining in 2003 and have served a wide range of high-profile clients across the manufacturing, nonprofit and construction industries, providing expertise in risk management, strategic planning, underwriting, workers’ compensation, financial analysis, professional liability, health insurance, D&O, mergers and more.

Sissie Roberts Shank

CEO & President

Chas Roberts Air Conditioning and Plumbing

WHY IS HONORING ACHIEVEMENT

IMPORTANT? HOW DOES IT IMPACT OUR BUSINESS COMMUNITY?

Honoring achievement is vital because it recognizes the dedication and hard work that lead to innovation and progress. This recognition not only motivates individuals to strive for excellence but also sets a standard of quality within the business community.

When we celebrate achievements, we create role models who inspire others to reach higher. This, in turn, fosters a culture of continuous improvement and collaboration.

Acknowledging success also strengthens relationships within the community, building trust and camaraderie among businesses. Furthermore, it highlights the diverse talents and contributions that drive the community forward, promoting a sense of shared success.

Ultimately, by recognizing and rewarding achievements, we cultivate a stronger, more resilient business ecosystem, better equipped to tackle challenges and capitalize on opportunities, ensuring long-term growth and sustainability.

WHAT IS THE SINGLE MOST IMPORTANT THING YOU HAVE LEARNED THROUGHOUT YOUR CAREER THAT WOULD INSPIRE OTHERS/OTHER WOMEN?

The single most important lesson I’ve learned in my career is the power of resilience. Facing challenges that seemed insurmountable at times, I’ve realized that each obstacle is an opportunity for growth and learning.

Resilience means maintaining a positive mindset, adapting to change and pushing forward even when the path is unclear. This quality is particularly crucial for women, who often balance multiple roles. By staying true to your values, trusting your instincts and embracing your unique strengths, you can overcome barriers and achieve your goals.

Resilience not only leads to personal and professional fulfillment but also inspires others to persevere and succeed, regardless of the challenges they encounter.

Surround yourself with a supportive network, seek mentors, and never stop learning. Your journey can uplift others, creating a ripple effect of empowerment and success.

WHAT DO YOU THINK WE CAN DO – NOW – TO MAKE A DIFFERENCE FOR YOUNG PEOPLE/WOMEN IN ARIZONA?

To make a significant difference for young people and women in Arizona, we must prioritize mentorship and education. Providing accessible mentorship programs that connect young women with experienced leaders is essential for helping them navigate their career paths, build confidence and develop the skills needed to succeed. Additionally, investing in education, including technical schools that offer pathways to fantastic careers, ensures that women are well-prepared for the future workforce.

It’s also crucial to advocate for policies that support work-life balance and create more opportunities for women in leadership roles. By fostering an environment that values mentorship, education and supportive policies, we can empower the next generation to not only succeed but to lead. These efforts will cultivate a more inclusive and dynamic community where women and young people have the resources and opportunities they need to thrive and make a lasting impact.

ABOUT ME

Inspiring others is about leading with authenticity, empowering teams to believe in their potential and consistently striving to make a positive impact in our community.

IN FEW WORDS

What was the last course, certification or training you took to improve yourself professionally? I’m in a Vistage group, which has a speaker on a different topic almost every month. I’ve also recently taken classes from NACD on cybersecurity and corporate governance.

What would you say is a single characteristic OTHERS might attribute to you that defines your success? Resilience

What is the one thing you feel you could work on professionally to be a greater success? Delegation

What is the one professional skill you have that has gotten you where you are today? Determination

What is the single greatest issue facing Arizona today? The rising cost of housing and the lack of affordable options for low- and middle-income families.

Sissie Roberts Shank, CEO and president of Chas Roberts, embodies Arizona’s blend of tradition, hard work and community values. With more than 23 years at the helm, she has driven the company’s growth while maintaining a deep commitment to customer service and employee welfare. Her leadership has earned her prestigious awards, including CEO of the Year and the Impact Award. Sissie also serves on the boards of Knight-Swift, U-Haul and Greater Phoenix Leadership. Outside of work, she cherishes time with her family, exemplifying a life dedicated to both business and personal connections.

Honoree

Jennifer Cranston is a shareholder at Gallagher & Kennedy in Phoenix and a member of the firm’s board of directors. Her unique practice includes real estate litigation, insurance coverage and utility regulation. For more than 24 years, she has counseled land developers and private property owners in condemnation actions and valuation issues. In her insurance practice, Cranston advises insurers, business owners and individuals on coverage and bad faith issues. In her regulatory practice, she advocates for public utilities in rate cases and policy matters before the Arizona Corporation Commission. gknet.com

It’s an Election Year for the Arizona Corporation Commission

Here’s why Arizona business owners and residents should care by

Jennifer Cranston

This November, Arizona voters will have the opportunity to elect three of the five seats on the Arizona Corporation Commission — thereby determining the majority of officials controlling this powerful regulatory body.

For those wondering, “What is the Commission?” and “Why should I care?” read on.

WHAT IS THE ARIZONA CORPORATION COMMISSION?

The Commission is unique. First, it derives its existence and authority from the Arizona Constitution, not from statute as in most states. Second, Arizona Commissioners are elected in a statewide election rather than appointed by the legislature or governor. Third, the Commission is tasked with a broad set of responsibilities that go beyond corporate entity administration. The Commission’s authority extends to public utilities regulation, securities regulation, and railroad and pipeline safety.

Given its constitutional roots and the fact that it functions separately from the other three branches of state government (executive, legislative and judicial), the Commission has historically viewed itself as the “fourth branch” of the Arizona government.

WHY SHOULD I CARE?

While all the Commission’s areas of responsibility are important, the one that most directly impacts Arizona businesses and residents is the Commission’s regulation of non-municipal public utilities providing electric, gas, water, wastewater and telecommunications services. These utilities include Arizona Public Service, Tucson Electric Power, Southwest Gas, Lumen (formerly CenturyLink), and numerous water and sewer companies throughout the state.

Under the Arizona Constitution, the Commission possesses exclusive authority to set the rates charged by these utility providers. Additionally, the Commission oversees various nonrate issues, including consumer complaints against utilities as well as policy matters impacting public health and safety.

As elected officials, the Commissioners often look to the public for guidance in making difficult decisions. For example, in setting utility rates, the Commission faces the daunting task of balancing the needs of (1) utilities to remain economically viable in order to provide safe and reliable services and (2) customers to receive critical services at reasonable and affordable prices. Input from the voting public has and will continue to play a vital role in the Commission’s deliberation of these and other important policy issues.

It is my hope that, with a better understanding of what the Commission does and how its work impacts individuals and businesses throughout Arizona, voters will be in a better position to evaluate the candidates and elect those who will best fulfill the obligations of the office.

Ylenia Aguilar (www.aguilarforarizona.com) was born in Mexico and has called Arizona home for 32 years. Her public service experience includes membership on the boards of the Central Arizona Water Conservation District, Osborn School District and Vitalyst Health Foundation. Her priorities in running for the Commission are integrity, renewable energy and consumer protection.

Professionally, Aguilar works as the business development manager for Gybe, a water analytics company that helps organizations optimize watershed health, and is a member of the Water Positive Think Tank.

Aguilar earned her undergraduate degree in Latin American Studies from the University of Arizona.

Jonathon Hill (www.votehillaz.com) was born and raised in Arizona and currently resides in Tempe. He is running for the ACC because, as his website says, “he believes the commission needs members with technical backgrounds in order to successfully regulate Arizona’s utilities.” He has identified several key issues he would like to address as a Commissioner, including solar jobs and cybersecurity.

Professionally, Hill has worked as an engineer and scientist at the ASU Mars Space Flight Facility for the past 17 years, where he operated the University’s camera on NASA’s Mars Odyssey spacecraft and its instruments on two Mars rovers. He also worked on other NASA missions, including supporting the University of Arizona’s OSIRIS-REx asteroid mission and NASA’s Clipper mission.

Hill earned undergraduate degrees in aerospace engineering and Russian, as well as master’s degrees in

The Arizona Corporation Commission is tasked with a broad set of responsibilities that go beyond corporate entity administration. The Commission’s authority extends to public utilities regulation, securities regulation, and railroad and pipeline safety.

2024 ACC CANDIDATES

aerospace engineering and geological sciences and a Ph.D. in geological sciences, all from Arizona State University.

Rene Lopez (voterenelopez.com) is a third-generation Arizonan, currently living in Chandler. His public service experience includes membership on the Chandler City Council as well as various roles for the Republican Party. His campaign for the Commission focuses on utility accountability, energy diversity, rate affordability and energy reliability.

Professionally, Lopez served in the U.S. Navy for 22 years in various positions that include a cryptologic officer and in Special Operations. His work experience also includes roles in the telecommunications and oil and gas industries. Lopez also co-founded CeCe’s Hope, a Chandler nonprofit that helps young women rescued from sex trafficking.

Lopez is the first in his extended family to graduate college, earning his undergraduate degree in nuclear engineering from the University of Arizona.

Lea Márquez Peterson (voteforlea.com) is a native of the Southwest and currently resides in Tucson. She is the sole incumbent running for the Commission, where she has served since 2019. During her time with the Commission, Peterson held the position of chairwoman and focused on rate affordability and supporting voluntary renewable energy goals. She has also been appointed to various utility-related organizations, including the Electric Power Research Institute and the National Association of Regulated Utility Commissioners.

Professionally, Peterson has owned and operated several businesses in southern Arizona. She also served as president and CEO of the Tucson Hispanic Chamber and executive director of Greater Tucson Leadership.

Peterson earned undergraduate degrees in marketing and entrepreneurship from the University of Arizona and her Master of Business Administration from Pepperdine University.

Joshua Polacheck (www.joshuaforarizona.com) grew up in the rural West and is currently a resident of Tucson. In 2020, he became active in politics through the Pima County Democratic Party. As a candidate for the Commission, Polacheck is focused on affordability, reliability and security with an emphasis on ensuring energy independence from out-of-state fossil fuels.

Professionally, Polacheck served almost 20 years as a commissioned foreign service officer with the U.S. Department of State, including four tours in the Middle East. Polacheck also has experience as a leadership and public affairs consultant with New York-based SPYEX.

Polacheck earned his undergraduate degree in history from Brandeis University and a master’s degree in public administration from Havard University Kennedy School.

Rachel Walden (www.electrachelwalden.com) is a long-time Arizonan, currently residing in Mesa. Her public service experience includes membership on the Mesa Public Schools Governing Board and as a precinct committeeman and state committeeman for LD 10. Her campaign priorities focus on making the Commission more efficient and supporting resource adequacy as well as advocating against Green New Deal policies and government mandates and subsidies.

Professionally, Walden’s career in finance began in the family office of her mother’s financial planning business. She then managed institutional accounts at The Vanguard Group, holding securities licenses and undergoing training on fraud prevention and other securities-related topics.

Walden is a first-generation college graduate, earning her undergraduate degree and a Master of Arts from Arizona State University.

The Disruptors

Fearless, innovative, driven and daring. These are the qualities of a disruptor: a business that is willing to take risks to achieve incredible success. In The Disruptors, leading business journalist Sally Percy investigates the stories behind some of the world’s most innovative businesses, which took unconventional and trailblazing approaches to overcome the competition and achieve success. Spotify, Nintendo, TikTok and A24: These are all businesses that have taken disruptive pathways to success and have redefined their industries. The Disruptors dives into the strategies behind these stories, offering valuable insights into innovative and daring entrepreneurship.

The Disruptors: How 15 Successful Businesses Defied the Norm

Sally Percy

Kogan Page Available 9/24/2024

The Mac & Cheese Millionaire

$68.00

280 pages

In The Mac & Cheese Millionaire: Building a Better Business by Thinking Outside the Box, best-selling author, entrepreneur, and culinary innovator Erin Wade shares her inspiring and often hilarious journey of leaving her corporate lawyer job to open a hit mac-and-cheese restaurant, taking you through the challenges and victories that paved her path to success. By sharing the lessons that helped her sell millions of dollars in cheesy carbs, she delivers the tools you need to create change and surpass all your expectations. This book isn’t just a personal narrative; it’s a masterclass in redefining what it means to love your work. Because, while her journey started out of a love of mac and cheese, Wade found that what she ultimately fell in love with was — business. What follows is the story of starting a small business, all of the ensuing trials and tribulations, and ultimately building a unique, feminist work culture that helped transform the restaurant industry.

The Mac & Cheese Millionaire: Building a Better Business by Thinking Outside the Box

Erin Wade

Wiley Available 9/24/2024

Strategic Growth for Leaders

$26.00

256 pages

As new technologies expand and converge, we witness industry, connectivity and innovation advance at accelerating rates. The emergence of generative AI, specifically, raises questions about the future of human agency. Add to that, the scale of global tension environmentally, economically and politically — never mind residual effects of the COVID-19 pandemic — are upending the world as we know it. No matter how worthy the product or service being offered, strategic growth is essential to keep pace with change and extend the business’s reach. To help business leaders do that, Strategic Growth for Leaders, Volume 2 in the “For Leaders” series, is here. With chapters of insight from 10 successful leaders and a bonus chapter demystifying our relationship with AI, Strategic Growth For Leaders is an important tool for navigating this new era.

Strategic Growth for Leaders: 10 Success Keys to Elevate You to the Next Level

Deborah Froese

Indigo River Publishing Available 9/24/2024

Given its constitutional roots and the fact that it functions separately from the other three branches of state government (executive, legislative and judicial), the Commission has historically viewed itself as the “fourth branch” of the Arizona government.

$18.95

176 pages

INVESTOR TIP

Angel investors often look for businesses with high growth potential and a strong team. Entrepreneurs should consider attending startup pitch events to connect with potential investors and gain valuable feedback.

Securing Your Funding Round: A Strategic Guide

Perseverance, a compelling pitch and a deep understanding of investor expectations are key by Adam Nguyen

Securing funding for a startup is a complex endeavor requiring meticulous planning, persuasive communication and a deep understanding of investor expectations. While there is no guaranteed formula for success, adhering to strategic guidelines can significantly increase the likelihood of securing the necessary capital to propel a business forward. From crafting a compelling narrative to building a robust financial model, each stage of the fundraising journey is crucial. Moreover, cultivating a strong network of industry professionals can provide invaluable support and guidance throughout the process.

CRAFTING A COMPELLING NARRATIVE

A compelling business narrative is the foundation of a successful funding round. Investors are drawn to stories that clearly articulate a problem, a viable solution and a passionate team dedicated to execution. The pitch should concisely communicate the company’s value proposition, target market and competitive advantage, demonstrating a strong grasp of the market and the business’s growth potential. Moreover, a well-crafted narrative can inspire confidence in the company’s ability to achieve its long-term goals, making it more attractive to potential investors.

BUILDING A ROBUST FINANCIAL MODEL

Adam Nguyen is senior vice president for Donnelley Financial Solutions™, a global financial solutions company. He has many years of experience in the industry and focuses on the company’s financing activities and daily operations. dfinsolutions.com

A robust financial model is essential to demonstrate revenue projections, expense management and profitability potential. Incorporating sensitivity analysis showcases the business’s resilience in various economic conditions. Accuracy, transparency and, potentially, the expertise of a financial analyst or consultant can enhance the model’s credibility. A well-documented financial model is instrumental in attracting potential investors and securing the necessary funding for growth. Moreover, it serves as a valuable tool for internal decision-making, allowing businesses to make informed strategic choices based on reliable financial data.

ASSEMBLING A STELLAR TEAM

Investors prioritize the strength of the team behind the business. Highlighting the expertise, experience and passion of team members, along with their complementary skill sets and shared vision, can significantly increase investor interest. A diverse and talented team, coupled with a deep understanding of the target market and a genuine passion for the product or service, is particularly appealing to investors. Moreover, a team’s ability to articulate a clear and compelling growth strategy, along with a well-defined path to profitability, further enhances their attractiveness to potential investors.

LEVERAGING YOUR NETWORK

Building strong relationships within the industry and investor community is crucial. Attending industry events, conferences and networking functions provides opportunities to connect with potential investors. Leveraging personal and professional networks can yield warm introductions and referrals. Consistent engagement is key to building and strengthening relationships over time.

DUE DILIGENCE AND LEGAL COMPLIANCE

Thorough preparation is essential for navigating the due diligence process. An organized file of financial records and intellectual property documentation should remain on hand. Additionally, utilizing an SEC filing software (dfinsolutions.com/ products/activedisclosure) will streamline the process. During this time, it’s also recommended to prepare for potential investor questions regarding the project’s legal compliance. Anticipating and addressing potential concerns demonstrates a high level of transparency and professionalism, ultimately fostering a stronger investor relationship. This proactive and organized approach builds trust and increases the likelihood of securing funding

PITCH PERFECTION

Pitching the business effectively is paramount. A clear, concise and engaging pitch tailored to the specific interests and investment criteria of each investor is crucial. Effective storytelling and the ability to confidently answer questions are essential. Visual aids can further enhance the pitch’s impact. Moreover, practicing the pitch multiple times can boost confidence and ensure a smooth delivery. Remember, the pitch is an opportunity to build a compelling narrative that inspires investors to believe in the vision.

THE ROLE OF MENTORSHIP

Seeking guidance from experienced entrepreneurs or mentors provides invaluable insights and support. Mentors can offer advice on various aspects of the fundraising process, from crafting compelling pitches to navigating investor relations. A strong mentor-mentee relationship accelerates learning and increases confidence, ultimately enhancing the entrepreneur’s chances of success. By sharing their knowledge and experience, mentors can help entrepreneurs avoid common pitfalls and make informed decisions.

Securing funding is a challenging but rewarding process. By following these guidelines and demonstrating a deep understanding of the business and the investor landscape, entrepreneurs can increase their chances of success and build a strong foundation for growth. Persistence, adaptability and a relentless focus on the business vision are essential for navigating this complex landscape.

Securing venture capital funding is a lengthy and competitive process. On average, it takes 18 months to close a deal, according to PitchBook. While fewer than 10% of startups successfully secure VC funding, those that do often receive substantial investments. Perseverance, a compelling pitch and a deep understanding of investor expectations are crucial for navigating this challenging landscape.

Troy P. Foster is a fourthgeneration Arizona native and partner of The Foster Group in Phoenix. With more than 20 years of legal experience exclusively in the employment law space, Foster takes pride in guiding clients, step by step, to understand and exercise their rights at every juncture. thefosterlaw.com

Six Essential Employment Law Conversations for Growing Businesses

Navigating legal requirements to create a safe and productive workplace

by Troy P. Foster

Responsible business growth in Arizona begins with a commitment to a fair and productive workplace. Understanding the impact of employment practices and legal requirements on business is essential to that growth, which is the expertise attorneys bring to the enterprise.

FAIR HIRING PRACTICES

Adding employees is an important step in business growth, but hiring isn’t as simple as posting a job description and waiting for resumes. The Equal Employment Opportunity Commission states that all employers must deploy fair hiring practices.

Job postings should use inclusive language that avoids bias or exclusion based on protected characteristics such as race, gender, age, religion, disability or national origin. This includes using non-gender-specific terms, such as “person” instead of “man” in job titles. Creating clear job criteria is a main priority when assessing candidates during the hiring process. If conducting background and reference checks, they must be done so as to not unlawfully infringe on an applicant’s privacy.

ANTI-DISCRIMINATION AND HARASSMENT PREVENTION

In 2023, the EEOC saw a 10% increase in discrimination charges against employers, receiving 81,055 new complaints. Title VII of the Civil Rights Act of 1964 states that employees are protected from discrimination based on race, gender, age, religion, disability and other protected characteristics.

Discrimination and harassment in the workplace cover a range of behaviors that include offensive jokes, intimidation, threats, unwanted advances, false rumors, exclusion from work events, and more.

Having policies to address discrimination and harassment is just the first step. These policies must be enforced, and employees must feel safe reporting issues without fear of retaliation. Reporting can be difficult, especially if the business owner is involved, so businesses should consider creating an empowered HR team. Commitment to a harassment-free workplace fosters inclusivity, enhancing employee retention, satisfaction and morale.

WAGE AND HOUR COMPLIANCE

Fair compensation is a cornerstone of good business practices and as wage and hour laws change, so must a business’s salary structure. To ensure appropriate compensation for employees, the Fair Labor Standards Act outlines employment standards for private-sector employers with 50 or more employees.

Growing businesses, especially those using independent contractors, must comply with both federal and Arizona state laws by classifying independent contractors properly. An independent contractor is defined by the payer’s right to control

only the result of the work, not the methods used. Independent contractors are self-employed and are responsible for their own employment taxes. Salaried (non-exempt) and hourly employees are subject to the rules of the company.

Hourly employees may be eligible for overtime pay if hours exceed 40 per week. It’s essential to plan for anticipated work hours and potential overtime as misclassifying employees or miscalculating hours can lead to legal consequences, including wage repayment. Regular wage and hour evaluations and consultations with employment law experts ensure compliance and keep the business on track.

WORKPLACE SAFETY

Creating a safe workplace and preventing injuries requires adherence to Occupational Safety and Health Administration regulations. For some businesses, that may mean providing uniforms or other required clothing; for others, it may mean providing protective equipment. All businesses should properly display safety policies and procedures and the proper protocol for reporting injuries. In addition, regular safety audits and training programs help to maintain compliance.

FAMILY, PARENTAL, PREGNANCY LEAVE

The Family and Medical Leave Act permits employees up to 12 weeks of unpaid leave within a 12-month period for specified family and medical reasons, including childbirth and/ or adoption. The State of Arizona does not require employers to offer additional unpaid leave beyond what FMLA provides. However, many employers will allow employees to use accrued paid time off to supplement the 12 weeks unpaid leave.

Employers must ensure that returning employees have the right to be reinstated to their original position or an equivalent one with the same pay, benefits and other terms and conditions of employment.

Employers should regularly review and update leave policies and communicate them through employee handbooks and educational training sessions to make employees aware of their rights.

TRADE SECRETS

Safeguarding a company’s intellectual property is just as important as safeguarding employees, and proprietary information may be protected under the Arizona Uniform Trade Secrets Act. Employers maintain confidentiality by implementing procedures such as confidentiality agreements for employees that define obligations regarding confidential information and unauthorized use or disclosure of trade secrets. Limiting access to information to authorized individuals and taking proper cyber security measures to protect data from threats are other essential steps to keeping trade secrets a secret.

In April 2024, the Equal Employment Opportunity Commission issued its final guidance on workplace harassment since 1999, clarifying protection for LGBTQ+ workers based on gender identity and virtual work environment protections.

COMMITMENT TO COMMUNITY

Echo Coffee has sponsored numerous Arizona Humane Society events, such as “Compassion with Fashion” and “Home in One,” and has hosted its own fundraisers, like a movie premiere benefiting the Arizona Trail Association. In January 2022, Echo Coffee organized a movie premiere event at Evie’s Pavilion at Papago Golf Course. The event, which featured the film End of the World by Phoenix-based musician Joey Gutos, raised funds for the Arizona Trail Association. Such events highlight Echo Coffee’s commitment to community engagement and support for various local causes.

Brewing Compassion

Echo Coffee’s transformative journey in corporate philanthropy by Tyler

Butler

Echo Coffee, a beloved Scottsdale-based coffee shop, has become a beacon of community engagement and corporate philanthropy under the leadership of its compassionate owner, Rob Rigolfi Jr. Born with deep-rooted family values and a passion for helping others, Rigolfi has seamlessly blended his entrepreneurial spirit with his philanthropic endeavors, creating a unique model of corporate giving that significantly impacts both coffee enthusiasts and the local community.

Rigolfi’s journey into philanthropy began at the age of 21 when he embarked on a mission to Haiti, inspired by his mother’s dedication to helping people. This transformative experience — where he collaborated with musicians, artists and teachers — ignited his lifelong commitment to humanitarian work. His efforts led to the creation of the “Bob Rabbit Project,” a nonprofit aimed at aiding underserved communities in Haiti. Despite the eventual closure of the Haitian Breeze Café due to the country’s instability, Rigolfi’s resolve to help others remained unshaken.

After moving to Phoenix and fostering a friend’s dog, Diesel, Rigolfi found a new path. Diesel, who had survived a near-fatal attack, became Rigolfi’s steadfast companion during the tumultuous days of the COVID-19 pandemic. This bond with Diesel deepened Rigolfi’s empathy and reinforced his commitment to making a difference in both human and animal lives.

Rigolfi’s work at Echo Coffee and a chance encounter with a mentor led him to ownership of the café and a partnership with the Arizona Humane Society. Since June 2021, Echo Coffee has donated 1% of all sales to AHS, a commitment that has provided life-saving services, care and supplies for vulnerable pets in the Valley. This innovative model of steady support, rather than traditional one-off donations, sets Echo Coffee apart.

Tyler Butler is the chief social impact officer for a private portfolio of companies, where she spearheads initiatives that benefit humanity. She is also the founder of Collaboration for Good. She is a recognized expert; her insights are frequently featured in Forbes, SHRM, Entrepreneur, Fast Company, U.S. News & World Report and other leading publications. linkedin.com/in/tylerbutler

“For me, it’s about more than just running a coffee business; it’s about making a lasting difference in the lives of animals and people,” says Rigolfi, a passionate animal lover. “After my own experience running a nonprofit and operating the coffee shop simultaneously, I realized that supporting an established organization like Arizona Humane Society was the most effective way to combine my love for animals, people and business.”

Echo Coffee’s dedication extends beyond financial contributions. The café will soon open a second location inside AHS’s new Rob & Melani Walton Papago Park Campus. This full-service shop will offer brewed drinks and treats to AHS customers and staff, fostering a closer relationship between the coffee shop and the animal welfare community. “We welcome Echo Coffee as part of the new Rob and Melani Walton Campus at Papago Park,” says AHS President and CEO Steven R. Hansen, DVM. “Onsite, Echo’s full-service shop will offer brewed drinks and pastries to our clients, AHS customers and staff members — an amenity not found at other animal welfare providers.”

The shop’s unique approach to community engagement includes welcoming dog lovers and their pets, offering dog treats and selling organic whole bean coffee “doggie bags” featuring images of Rigolfi’s own dogs. These bags, adorned with original renderings of Rigolfi’s dogs — Diesel, Chunky, Peggy and Luna — have become popular among patrons. Echo Coffee also plans to introduce a special Arizona Humane Society blend of coffee, further cementing its partnership with AHS.

“I believe that animals have the power to bring hope and unconditional love to people facing various challenges in life,” Rigolfi says. “By supporting Arizona Humane Society, I am privileged to play a small role in their essential work of rescuing animals and making a profound difference in people’s lives.”

Echo Coffee’s efforts have had a tangible impact. To date, the funds donated to AHS have supported a range of services that include transporting homeless pets to AHS, providing medical supplies, food, grooming services, and life-saving medical care. This consistent support ensures that AHS can continue its vital work in rescuing and caring for animals in need.

Rigolfi’s vision for Echo Coffee goes beyond the immediate contributions. He aims to inspire other businesses to adopt similar models of corporate giving. By integrating philanthropy into the core operations of Echo Coffee, Rigolfi shows that doing good can also be good for business. This holistic approach not only benefits the community but also strengthens the bond between the business and its customers, creating a loyal and engaged customer base.

Echo Coffee’s journey under Rigolfi’s leadership is a testament to the power of compassionate entrepreneurship. It illustrates how a business, driven by values and a commitment to making a difference, can create ripples of positive change in the community. As Echo Coffee continues to grow and expand its philanthropic efforts, it stands as a beacon of hope and inspiration for other businesses to follow.

Echo Coffee echocoffee.shop

Since June 2021, Echo Coffee has donated 1% of all sales to Arizona Humane Society, a commitment that has provided lifesaving services, care and supplies for vulnerable pets in the Valley.

Photo courtesy of Echo Coffee

Strengthening communities through charitable giving.

For over 40 years, the Arizona Community Foundation has supported nonprofits and students across our state by mobilizing the collective passion and generosity of thousands of Arizonans.

When you are ready to take the next step in your personal charitable giving journey, we are here to help you achieve your goals.

Kathleen Gramzay is an entrepreneur, body/ mind resilience expert, speaker, author and founder of Kinessage LLC. The Kinessage® methods are taught nationally to transform stress, chronic tension and pain, and increase mental resilience and long-term health for greater well-being and sustainable success. Her resilience strategy consulting and programs empower leaders and teams to be present, think more clearly and work more productively, confidently and collaboratively. kathleengramzay.com

Leader Resilience – Core of Culture & Organizational Success

And effective in combatting chronic stress and burnout

by Kathleen Gramzay

Chronic stress and burnout are not new to business or leadership. What is significantly different today is the increased levels of leadership chronic stress and their exponential ripple effects on organizations.

This article clarifies why prioritizing leader resilience is crucial for organizational health, success and sustainability.

LEADERS ARE THE CULTURE

There is a saying: Leaders and managers are an organization’s culture. Leaders define and set the tone by who they consistently show up as, how they communicate, the vision and mission they model, and the strategies implemented through the managerial team.

BEING A GREAT LEADER IS CHALLENGING

Great leaders at every level inspire their teams, fostering a culture of trust, creativity, innovation and enthusiasm. However, today’s intense demands make it difficult for leaders to remain clear-minded, focused and engaged. Recent reports from SHRM, Gallup and McKinsey show senior-leader burnout levels between 50 and 70 percent due to extensive workloads, tighter deadlines and constant pressure amidst market, technological and global changes. This toll extends to those they manage.

The May 2024 Truth About Worker Burnout survey stated that 88% of employees feel burnt out. Gallup’s 2024 State of the Workforce Report noted that only 32% of U.S. employees are actively engaged, with managers determining 70% of the variance in team engagement. Reducing leader burnout can benefit the entire organization.

THE CORE OF CHRONIC STRESS

At the core of human function lies a physiological switch called the Autonomic Nervous System. The ANS operates primarily from an equilibrium state, enabling clear thinking, focus, positive social engagement and healthy bodily functions. It switches to emergency mode during perceived threats, triggering fight, flight or freeze responses.

Chronic stress conditions the ANS to remain in emergency mode, preventing a return to equilibrium and leading to compounded negative patterns in thoughts, emotions and behavior. Physical issues like heart or gut problems, diabetes, muscular pain, increased illness susceptibility and insomnia are more evident.

THE QUADRUPLE NEGATIVE IMPACT OF LEADER CHRONIC STRESS & BURNOUT

Humans perceive safety or threat cues from each other. Safety fosters clear thinking, openness, creativity and wellbeing. Threat leads to mistrust, guardedness and separation. Leader chronic stress creates a quadruple negative impact. Here are some predictable patterns of chronic stress and examples of how it can play out.

SIGNS OF LEADER CHRONIC STRESS

• Personally: Exhaustion, cynicism, lack of confidence, distrust of others. An innovative executive becomes physically exhausted by relentless pressure and long hours. He feels too tired to engage in activities he once enjoyed. Mentally, his healthy skepticism has turned cynical. He starts doubting his abilities and losing confidence in his vision. His colleagues notice his positive outlook shifting to distrust and negativity.

• Functionally: Hasty decision-making, closed-mindedness, autocratic management style. A senior leader who prides herself on thoughtful decisions gets overwhelmed with an increased workload. She starts making hasty decisions without thinking through the consequences. She becomes more autocratic and less open to input from her team. This shift impacts both her performance and the success of future projects.

• Interpersonally: Lack of emotional awareness and control, reduced capacity to support direct reports, lack of empathy or care. A department head known for her strong interpersonal skills and caring way is feeling emotionally frustrated. She finds it more challenging to listen to and guide her direct reports, causing a rift between them. Performance and morale suffer.

• Organizationally: Eroded trust, increased internal conflict, toxic culture. A CEO’s increasing stress levels leads to erratic behavior and lack of transparency. The atmosphere of uncertainty and fear creates a decline in trust among the executive team. High attrition rates and absenteeism follow, with conflicts becoming more frequent. The organizational culture, once collaborative and innovative, becomes toxic and fragmented.

It’s important to note that these signs of chronic stress are not character flaws but physiological symptoms of overtaxed nervous systems needing restoration. Thankfully, the resilience to restore them is also built in.

BUILDING ORGANIZATIONAL RESILIENCE

Resilience is a human necessity for optimum function and conscious engagement.

Leaders can:

• Prioritize leader resilience: Support the entire organization by focusing on leader resilience from the C-suite to supervisors first, then roll out to teams.

• Model and champion resilience: Embodying resilience as a personal core value has a neurological and organizational impact far beyond words.

• Fund and support resilience: Align policies and budgets to structurally provide leaders and teams with the skills to restore themselves, handle stress effectively, and live and work more resiliently.

For leaders seeking sustainable personal and organizational longevity, embracing body/mind resilience is the “one thing” that positively impacts everything.

Recent reports from SHRM, Gallup and McKinsey show senior-leader burnout levels between 50 and 70 percent due to extensive workloads, tighter deadlines and constant pressure amidst market, technological and global changes.

Moving from Feedback to ‘Feedforward’

How managers and companies can push employees to their best

by Jenny von Podewils

We’re all familiar with the term and concept of feedback. Now, we are beginning to hear a new term applied to performance reviews: feedforward. From what I’ve read, this new term stems from younger employees challenging the status quo regarding feedback practices at their companies. This, in itself, is a good thing! Any business or organizational practice that has been around for a long time and, in many cases, gone unquestioned should be regularly put under the microscope to ensure it’s still fit for purpose in today’s world of work for today’s workers. So, I find it reassuring that the newest generation to join the workforce is calling for a review of this term and practice.

We should regularly review these initiatives and the terms we use to describe them and adapt them when needed better to meet the needs of the latest generation of workers. But I don’t agree with throwing the term “feedback” out the door, nor with the black-and-white lens used to examine this.

Feedback, when done well, is kind, specific and productive. It should never be overtly negative or hurtful. But we shouldn’t shy away from it being constructive; eight in 10 employees say receiving constructive feedback makes them more productive.

Good feedback should be a mixture of looking back and looking forward. It involves observing and contextualizing something that happened, sharing how it made the reviewer or another team member feel, highlighting its impact, and suggesting a way to improve, avoid or enhance things in the future for a better outcome. This is the situation we should all aim for — and the term used to describe this process is less relevant than the result.

DELIVERING THE PERFORMANCE REVIEW

I see performance reviews and a company’s feedback culture as two separate things that, ideally, feed into and complement each other. Deliberate, intentional and regular thought and effort must ensure both are up to par.

A performance review is an official conversation between every employee and their manager, scheduled to occur at regular intervals throughout the year. Most employees have a performance review at least twice a year. However, according to a recent survey by Leapsome, only two-thirds are satisfied with the review process in their company, and half say reviews should happen more often. So, performance reviews should be regularly reviewed to ensure they’re achieving what a company wants them to achieve.

But feedback definitely should not be limited to a performance review, especially when three in four employees call for more regular feedback (both constructive and recognition) from their managers. There should be no limit on when feedback can be shared or requested.

And rather than there be simply an assumption that everything is as it needs to be, a robust feedback (or feedforward; the term is not as important as what stands behind it) culture creates an open channel of communication between employees, their colleagues and their managers.

Receiving regular, actionable feedback is crucial for employees’ growth and development. But it doesn’t benefit just the employee. Delivered in the right way, it can positively impact a company through improved performance, increased employee engagement and greater levels of trust.

The secret to giving effective and empathetic feedback or feedforward is to realize that the whole point is to start an open conversation and help the person grow. There’s no one-size-fits-all solution, but here are five things the reviewer should do:

• Make sure the recipient is prepared for the feedback session,

• Clearly describe the situation,

• Present his or her take on the situation,

• Give actionable recommendations for improvement and

• Turn the session into a conversation.

‘FEEDBACK’ OR ‘FEEDFORWARD’?

Before zooming in on the specific term a company uses to describe feedback, it’s important its leadership consider whether the feedback culture generally is up to scratch.

If yes, is there an argument for changing the term used to describe it? Are employees asking for a new term?

If no, is it a matter of changing the wording used to describe feedback, or is it a matter of reviewing the practices, rituals and habits that stand in the way of improving that culture?

I have read that the reason for this change in many companies is that the word “feedback” provokes anxiety for many employees. This may, unfortunately, be the case in some companies. But rather than changing the term, I encourage business and HR leaders to look under the hood and examine why that is the case at their company. It’s likely the anxiety is coming not from the word but from the culture. So, how much of a long-term impact will changing just the word really have?

The secret to giving effective and empathetic feedback or feedforward is to realize that the whole point is to start an open conversation and help the person grow.

Jenny von Podewils is CEO of Leapsome, which she co-founded in 2022 with Kajetan von Armansperg with a mission of making work more fulfilling for everyone. The platform combines tools for goal and Objectives and Key Results management, performance and 360-degree reviews, learning, onboarding, engagement surveys, feedback and praise, and both one-to-one and team meetings. leapsome.com

Register to Vote

• Arizona MVD Now | www.azmvdnow.gov

• Service Arizona | www. servicearizona.com

Key Upcoming Dates

• October 7, 2024 | Voter Registration Deadline

• October 9, 2024 | Early Voting Begins

• October 25, 2024 | Last Day to Request Ballot By Mail

• October 29, 2024 | Mail Back Your Ballot By Date

• November 1, 2024 | Last Day to Vote Early In-Person

• November 5, 2024 | Election Day

Resources to Share with Employees for Accurate and Trusted Election Information

• Arizona Secretary of State | arizona.vote or azsos.gov/elections

• Citizens Clean Elections Commission | azcleanelections.gov

• Maricopa County Elections | elections.maricopa.gov

• Valley of the Sun United Way | vsuw.org/vote

Election 2024: Employer Responsibility

Encouraging employees’ civic engagement in the election process without getting political by Tracy Bonjean

Political polarization is at an all-time high, which might signal Arizona has its highest number of interested and invested voters this election year. However, it may also be the reason fewer people head to the polls to vote.

Supporting employees’ civic engagement in the election process is perhaps one of the most important ways employers can enact change throughout our communities — and it’s possible to do it without getting into politics.

Employees may be unsure whether they fully understand the issues at hand, or the differences between the candidates’ initiatives, without being clouded by political party rhetoric. Yet, it is important to encourage turnout at the polls and awareness of key issues on the ballot and the measures designed to address those issues.

BECOMING INFORMED

To maximize voter engagement, companies can motivate their employees to become educated about the issues that are on the ballot this year while highlighting the issues that could potentially impact their businesses. Whether it be policy changes that could potentially affect a company’s bottom line or education resources that are in jeopardy of being eliminated, it’s important to encourage employees to lend their voice and their vote to help make a difference.

Another potential strategy is to host lunchtime voter awareness collaboratives in which employees can gather to discuss issues in a nonpartisan way with a designated facilitator. The goal of such meetings is to simply shed light on the ballot issues for discussion without persuading employees to vote one way or the other.

Providing tips and training for how to find accurate information and how to advocate for a cause can go a long way in creating a workforce that is passionate about civic engagement. These sorts of voter education programs can not only inform voters who might not have time to do their own research but also provide time and space for employees to create more cohesion with their fellow team members.

TIME OFF TO VOTE

Tracy Bonjean is the vice president of people and culture at Valley of the Sun United Way. Discover how Valley of the Sun United Way is creating Mighty Change across Maricopa County and how your company can get involved. vsuw.org

Allowing time off to vote during office hours is another important component of supporting employees while performing their civic duty. Many employees (and even some employers) may not be aware that Arizona law requires that employees be provided time to vote on Election Day, specifically when there are fewer than three consecutive hours between the time that polls open or close and the beginning or end of their regular shifts.

For the employee, this provides ample time to participate in the election process without the burden of a reduction

in pay or disciplinary action. Employers can, however, specify the hours during which the employee can be absent, whether in the morning or afternoon, while employees must communicate their plan to be absent to their employer one day prior to Election Day.

ADDRESSING UNDERLYING ANXIETY

According to a recent poll by the American Psychiatric Association, 73% of U.S. adults are anxious about the upcoming election. This means employers can be a valuable resource by offering workplace wellness initiatives through their employee assistance programs and benefit packages, such as 1:1 counseling, mindfulness training or meditation techniques to use at work to reduce stress and anxiety. Constant monitoring of television, radio and social media during election years can also be draining for users, so creating space for employees to decompress and take a break is essential to their overall health.

VOLUNTEERING TO ‘EXPERIENCE’ THE ISSUES

A more immersive strategy that employers could offer as part of their corporate social responsibility efforts is enabling employees to volunteer and serve their local communities to see, experience and provide help or assistance firsthand to nonprofit organizations who work to address community-level issues that may be impacted by upcoming ballot measures. The “snowball effect” of change is significant when companies bring together employees for a common good to transform the communities in which their employees and customers live, work and play. This could include engaging in volunteer projects that help improve living conditions and access to food, housing, healthcare, education and/or job training programs. Voting has long been touted as society’s civic duty but has become an increasingly divisive topic. When people come together and prove that we are stronger united than divided, we can begin to tackle the key issues that need to be addressed to strengthen our Arizona communities and the quality of life for our families, friends and neighbors.

Arizona law requires that employees be provided time to vote on Election Day.

2024 Rolls-Royce EV Spectre

Spectre positions Rolls-Royce’s entrance into the electric world as a stamp of leadership — and the beginning of an era that will see the entire model portfolio electrified by 2030. Its visionary design reinvents timeless iconography, setting a clear path toward the brand’s first all-electric decade. Spectre’s drive is uncompromising; it is an experience only ever realized by Rolls-Royce. Built upon the Architecture of Luxury — a custom platform that enables adaptive engineering and peerless ride quality — it combines agile performance with the brand’s signature magic carpet ride. Experience a seamless blend of performance and control. Specter EV features a 102-kWh lithium-ion battery pack and two electric motors, which produce a combined 584 horsepower and 664 pound-feet of torque. That power is sent to all four wheels. It’s a revolutionary shift for the brand, but it’s still obvious that it’s a Rolls-Royce first and an EV second. Spectre is a hallmark of dazzling power and presence. The

world’s first Ultra-Luxury Electric Super Coupé is engineered with precise handling and a fast-accelerating drive. This dynamism is matched with effortless performance and spectacular comfort.

Spectre presents a never-before-seen exterior color option: chartreuse — a vivid shade replicating the green tones of the French liqueur originally made by monks in the mountainous region of Grenoble, France. Like the liqueur, the hue boasts a mesmerizing richness and depth, inviting the viewer’s eye to linger.

As the world’s first ultra-luxury electric super coupé, Spectre is the initial step toward the brand’s all-electric future.

The charging time of Spectre varies depending on the power availability. When charging using AC power, Spectre is capable of up to 22kW. Overnight charging will provide the most effortless experience. Spectre can also be charged for short periods to increase driving range when all is needed is a boost rather than a full charge. Just ten minutes of charging, then it’s back on the road.

Spectre’s uncompromising character is articulated through lines of sculptural purity. Its straightened form is exciting in every sense; the fender line evokes dynamism, while the waft line sharply tapers at the front, creating the illusion of motion even when the car is still.

Throughout the journey, Spectre remains self-assured, gliding with unbridled athleticism. —Mike Hunter

Spectre rolls-roycemotorcars.com

What’s in a Good Name? And What Can a Credit Freeze Do for It?

In terms of relationships — personal and business — one’s good name is a respected reputation. It takes care to establish it. But now, it may not take much to lose it.

All (!) Social Security numbers have been hacked and are available on the Dark Web. This means the “bad guys” on the Internet have everything they need to wreak havoc in the financial life of all those people — identity theft on a grand scale.

One can block them by freezing one’s credit. For maximum security, contact each of the three major credit bureaus (Equifax, Experian and TransUnion).

Online (fastest) or by phone:

• Equifax: www.equifax.com/personal/credit-report-services/credit-freeze/ or 1-800-349-9960

• Experian: www.experian.com/freeze/center.html or 1-888-397-3742

• TransUnion: www.transunion.com/credit-freeze or 1-888-909-8872

By mail:

Check each bureau’s website for the specific mailing address and required documents.

Key Things to Know

• Credit freezes are free.

• Freezes don’t affect existing accounts or one’s credit score.

• One will receive a PIN to unfreeze one’s credit when needed.

• One will need to unfreeze one’s credit before applying for new credit. —Mike Hunter

Whispers App: SPIRIT is the digital extension of the Rolls-Royce Architecture of Luxury — setting a new precedent for how technology and luxury are married with automotive excellence. SPIRIT manages Spectre’s functions and seamlessly integrates into Whispers, Rolls-Royce’s exclusive owner’s app, allowing remote interactions between driver and car and the delivery of live information curated by luxury intelligence specialists.

2024 ROLLS-ROYCE EV SPECTRE

MSRP: $420,000

Range: 266 mi

Charge Time: 10–80% in 34 mins

0–60 mph: 4.5 sec

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Chicken nestled in a brioche bun and paired with pickles, lettuce, tomato and Fool’s Gold sauce, a proprietary combination of golden mustard and smokey barbecue sauce

$10.95

ISLANDER FLATBREAD

Honey chipotle sauce, mozzarella, pineapple and capicola ham garnished with fresh cilantro

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EIGHT WINGS

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(Sneaky)bird Is the Word for Never Ever Fried Chicken

by Alison Bailin Batz

sneakybird is out to prove the best chicken in Arizona need not be made with added oils or a greasy fryer.

“While I am as guilty as anyone of indulging now and then, once I became a dad, I got really focused on our entire family eating cleanly together,” says Dan Chaon, a restaurant veteran who helped build such brands as Chili’s and Native Grill & Wings over the past 30 years. After successfully selling Native Grill & Wings in 2021, Chaon decided to invest in research and development to help others enjoy a meal together with as little grease, saturated fats and oils as possible — without sacrificing flavor. His edible journey led him first to technology and then to a mouth-watering recipe that he believes will change the face of food in Arizona and beyond for years to come.

Enter sneakybird.

“We opened a gorgeous, bright, light space in north Scottsdale near Frank Lloyd Wright and Loop 101 in 2022, and the response has been overwhelming, so much so we now have a restaurant open at Verde at Cooley Station in Gilbert and plans to open locations in Arcadia and Queen Creek in the next few weeks,” says Chaon. “By year’s end, we will also expand into Dove Valley and bring a second location to the Gilmore in Gilbert as well.”

The secret to the success of sneakybird, spelled with all lowercase letters by design to underscore its sneaky-good and sneaky-guilt-free product, is the combination of a specially designed oven and innovative breading recipe that blends panko flatbread and aged Parmesan cheese, which combine to give the crunch and flavor of fried chicken. The process is applied to a gorgeous array of oven-grilled chicken wings, tenders and sandwiches.

Any of the chicken offerings may be paired with the guest’s choice of several spectacular dry rubs, or, for those who prefer

sneakybird offers franchise opportunity for owner-operators.

something that feels like more traditional grilled chicken, each of the chicken options may also be ordered “naked,” which means it is grilled breadless with SPG (the salt, pepper and garlic dry rub). “Beyond our rubs, we have a number of sauces that guests may mix and match with the chicken of their choice,” says Chaon.

The menu also features an impressive lineup of handcrafted flatbreads, salads and three fun takes on tater tots in addition to a full line of beverages.

Visually, each space is tailor-made to satisfy the lunch crowd, offering clean lines and architecture with pops of color and ample natural light. There are high-top tables for larger groups in addition to more standard booths, and even some colorful art installations, perfect for photos.

sneakybird

15801 N. Frank Lloyd Wright Blvd., Scottsdale (480) 747-6868

3919 E. Williams Field Rd., Gilbert (480) 300-3515

Arcadia, Queen Creek and Surprise locations to open Fall 2024 sneakybird.com

The best chicken is fried chicken. Or is it?

We unite nonprofits and philanthropy to transform Arizona through education, advocacy, and innovation.

FALL 2024 • AZIMPACTFORGOOD.ORG

AZ Impact for Good, previously the Alliance of Arizona Nonprofits + Arizona Grantmakers Forum, is a trusted statewide resource and advocate for the state’s nonprofit and philanthropy communities. AZ Impact for Good envisions a vibrant and equitable Arizona where all people and living things thrive.

CONTENTS

Page 3 The Essential Guide to Nonprofit Board Governance

Page 5 The Excited Intern

Page 6 Strengthening Arizona through Leadership and Collaboration

Neutral but Not Silent: Boosting Voter Turnout with Nonpartisan Engagement

In today’s rapidly evolving social and political landscape, nonprofits play a crucial role in fostering an inclusive democracy through nonpartisan voter engagement. Engaging in voter education and mobilization efforts, without designating or encouraging support of specific political parties, allows organizations to contribute positively to the democratic process while maintaining neutrality, a vital consideration for nonprofits.

Arizona voters are inundated every day with campaign ads, news stories and social media posts vying for their attention. Voting in America should be something everyone feels comfortable doing, but it can be challenging to cut through the noise. Barriers still remain for many, especially those in marginalized or historically underrepresented communities, but nonprofits can help.

Nonpartisan voter engagement is more than just a civic duty; it is a powerful tool for empowering communities and fostering a sense of responsibility among citizens and mission-driven organizations. Supporting voter engagement efforts reflects a commitment to the broader society and underscores our role as stewards of democracy. By encouraging informed participation in elections, organizations help ensure a diverse range of voices is heard, building a more representative and inclusive system.

For businesses, nonpartisan voter engagement can enhance corporate social responsibility (CSR) initiatives, aligning with values of inclusivity and community support. This, in turn, can strengthen relationships with customers, employees and stakeholders who value civic responsibility. Nonprofits are uniquely positioned to leverage their community ties and credibility to promote voter participation among underrepresented groups, fulfilling their missions of social impact and equity.

CONTINUED ON PAGE 2

CONTINUED FROM PAGE 1

Maintaining Neutrality in a Politically Charged Environment

One of the key challenges for nonprofit organizations engaging in voter initiatives is maintaining neutrality, especially in a politically polarized environment. For 501(c)3 nonprofits, it’s not only prudent, it’s the law. It’s essential to approach voter engagement efforts with a clear nonpartisan stance, focusing on the democratic process rather than specific candidates or parties. This neutrality not only protects the organization from potential repercussions but also ensures that its efforts are inclusive, reaching a broader audience regardless of political affiliation.

For businesses, staying neutral means focusing on the importance of voting as a civic duty without endorsing specific political parties. This can be providing unbiased information on upcoming legislation to allow for critical thinking as voters. This

can be achieved through initiatives like providing employees with time off to vote, hosting voter registration drives and partnering with organizations who specialize in nonpartisan voter education. For nonprofits, it involves careful messaging that emphasizes the value of every vote and the importance of an informed electorate, without swaying toward specific political outcomes.

To effectively engage in nonpartisan voter initiatives, businesses and nonprofits can adopt these simple strategies:

Education and Awareness Campaigns: Develop and distribute educational materials that inform voters about the voting process, important dates and how to participate. This can include online resources, workshops and community events that are strictly informational. Arizona.vote is run by the Secretary of State and is a good resource for voting information across Arizona.

Partnerships with Nonpartisan Organizations: Collaborate with established nonpartisan groups that have expertise in voter engagement, as we have partnered with Nonprofit VOTE. AZ Impact for Good can also be a valued partner for your organization’s efforts. These partnerships can provide valuable resources and credibility, ensuring that your efforts are effective and aligned with best practices.

Employee and Community Involvement: Encourage employees or community members to participate in voter engagement activities. This could mean offering paid time off for voting or volunteering at polling stations. For nonprofits, involving volunteers in voter outreach programs can amplify your impact and reach.

Use of Technology: Leverage your social media to reach your audience. Online platforms are powerful for disseminating accurate voter information and encouraging civic participation, especially among younger demographics, while combating misinformation. Your authenticity will drive the engagement, and your message will drive voters.

Nonpartisan voter engagement is a vital component of a healthy democracy; businesses and nonprofits have a crucial role to play in this arena. By adopting a nonpartisan stance and focusing on the democratic process, organizations will contribute to a more informed and engaged electorate. This not only aligns with the values of social responsibility and inclusivity but also strengthens the foundation of our democratic society.

Through careful planning and collaboration, businesses and nonprofits can navigate the challenges of political neutrality and make a meaningful impact on voter participation, ensuring that every voice can be heard in the electoral process. Nonpartisan is the farthest thing from disengaged. It means passionately informative, fair access to resources and acting as a bastion of support for all voters. You can be that support.

The Essential Guide to Nonprofit Board Governance: Insights from an Executive

by Kristen Wilson

Serving on a nonprofit board is a significant responsibility, offering the opportunity to shape and support the mission of an organization committed to the greater good. With these responsibilities comes a set of duties that demand both strategic acumen and a deep commitment to the organization’s success. As a nonprofit executive, I’ve seen how exceptional boards can propel an organization forward, while ineffective governance can hinder its progress and, ultimately, keep critical resources from flowing to communities in need. I want to share insights on the critical aspects of board governance that every business leader considering a nonprofit board role should understand.

For business leaders, these principles of nonprofit board governance offer valuable lessons that are equally applicable in the corporate world. The ability to navigate complex governance challenges with integrity and strategic foresight is a skill that transcends sectors, making nonprofit board service a rewarding and enriching experience for any professional.

Understanding the Core Responsibilities

At the heart of nonprofit board governance lies the responsibility to set the strategic direction of the organization. Board members are tasked with ensuring the nonprofit remains true to its mission while also adapting to changing environments. This requires not only a deep understanding of the organization’s goals but also a commitment to continuous strategic thinking. Exceptional boards allocate time to what matters most, engaging in discussions that hone the organization’s direction and ensure its longterm viability.

Financial oversight is another critical function of the board. Ensuring the organization is financially sound involves approving budgets, monitoring financial statements and safeguarding the organization’s assets. This role is not just about numbers — it’s about understanding the financial health of the organization and

making decisions that align with its mission and strategic goals.

Building Effective BoardCEO Relationships

A productive relationship between the board and the CEO is fundamental to effective governance. This relationship thrives on open, transparent communication; mutual respect; and clearly defined roles. The board must support the CEO, providing guidance while also holding them accountable. This balance ensures the CEO has the resources and support needed to lead effectively, while the board fulfills its governance role.

An effective board also recognizes the importance of informal relationship-building between the CEO and board members. These interactions foster a culture of trust and collaboration, which is crucial for navigating challenges and seizing opportunities.

Cultivating a Culture of Inquiry and Independence

One of the hallmarks of exceptional boards is a culture of inquiry. This means fostering an environment where board members feel comfortable asking tough questions and engaging in constructive debate. Such a culture not only leads to better decision-making but also ensures that all perspectives are considered, reducing the risk of hidden vulnerabilities.

Independence is equally important. Board members must prioritize the organization’s interests above all else, avoiding conflicts of

interest and ensuring that their decisions are free from undue influence. This independentmindedness is critical in maintaining the integrity of the board’s decisions and protecting the organization’s reputation.

Strategic Recruitment and Diversity

Board composition is a key factor in effective governance. National reports reveal diversity remains a challenge for many nonprofit boards. A lack of diversity can result in overlooked perspectives, limiting the board’s ability to effectively address the needs of the communities it serves. It’s essential for boards to actively prioritize diversity in their recruitment efforts, seeking out members who bring varied perspectives, lived experiences and skills.

Strategic recruitment also involves looking beyond personal networks to find individuals who align with the organization’s mission and can contribute meaningfully to its governance. This approach strengthens the board and enhances its ability to fulfill its responsibilities effectively.

The Path to Exceptional Governance

Serving on a nonprofit board is a profound way to contribute to the public good, and it requires a commitment to excellence in governance. By understanding the core responsibilities, fostering strong boardCEO relationships, cultivating a culture of inquiry and independence, and prioritizing strategic recruitment and diversity, board members can ensure they are driving their organizations toward success.

The Excited Intern: How AI Can

Empower Nonprofits and Businesses to Make Smarter Decisions

by Michael Morefield

In the rapidly evolving landscape of technology, artificial intelligence is often perceived as a complex, futuristic tool, reserved for tech giants and data scientists. However, when understood on a fundamental level, AI can be likened to an eager intern — full of potential, ready to impress, and capable of augmenting the capabilities of your staff, but not yet a replacement for your seasoned team members. For nonprofits and businesses alike, AI offers an array of benefits, particularly in the realms of data organization, deciphering and interpretation. This potential can be harnessed to enhance efficiency and decision-making processes.

Every organization, whether nonprofit or for-profit, generates data — from donor interactions to customer behavior to operational activities. The challenge lies in sifting through this data to extract meaningful insights. AI excels in this domain. By processing large volumes of data at unprecedented speeds, AI

tools can identify patterns, trends and correlations that might otherwise go unnoticed. For instance, Microsoft Copilot, an AIpowered assistant integrated into the Microsoft 365 suite, acts as a diligent intern by helping you quickly analyze datasets, create summaries and even generate reports. Copilot can pull insights from Excel spreadsheets, emails and other documents, providing a cohesive understanding of the organization’s data landscape. This capability enables the organization to make informed decisions based on data-driven evidence, rather than relying on intuition or anecdotal evidence.

In today’s competitive environment, personalization is key to engaging donors and customers alike. AI’s ability to analyze individual preferences and behaviors allows organizations to create personalized marketing campaigns that resonate more deeply with their target audience. Imagine your nonprofit is running a campaign to increase donor engagement. AI tools

Kristen Wilson, Chief Executive Officer

Laurie Liles, Chief Public Policy Officer

Jennifer Purcell, Chief Impact Officer

Erika Acorn, Vice President of Business Development & Membership

Robyn Reyff, Director of Nonprofit & Partner Membership

Lisa Hodge, Director of Finance & Operations

Sabrina Lobato-Gonzales Director of Philanthropy

Michael Morefield, Director of Marketing & Communications

Jared Byrd, Senior Programs and Learning Manager

Colleen Holman, Executive Strategy Manager

Kristin O’Shaughnessy, Member Relations Manager

Stephany Perry, Events Manager

David Robles, Marketing Manager

AZ IMPACT FOR GOOD STAFF

can analyze past donation patterns, social media interactions and email open rates to identify the most effective messaging for different segments of your donor base. By tailoring your outreach, you can increase positive responses, ultimately leading to higher conversion rates and stronger relationships. Similarly, for businesses, AI can enhance customer loyalty by delivering customized content and offers based on real-time analysis of customer data. In both cases, AI acts as the intern who remembers every detail about your stakeholders, ensuring that each interaction is meaningful and impactful. Administrative tasks are necessary but often time-consuming. AI can automate many of these routine tasks, allowing your team to focus on higher-level strategic work. For example, scheduling meetings, managing emails and entering data can be efficiently handled by AI-powered tools. This automation not only increases productivity but also reduces the risk of human error. Your team can then redirect their energy toward innovation and mission-critical activities, knowing that the repetitive, but necessary tasks are being handled effectively by your AI intern.

For nonprofits, understanding donor behavior is crucial to sustaining and growing support. AI can significantly enhance donor management by analyzing data to identify giving patterns, predict future donations and recommend personalized engagement strategies. AI tools can segment your donor database into categories based on factors such as donation frequency, average gift size and engagement level. This segmentation allows you to tailor your communication strategies, so each donor feels valued and connected to your mission. By providing insights into donor preferences and behaviors, AI helps you build stronger, more enduring relationships. Fundraising is both an art and a science, and AI adds a new dimension to the latter. By analyzing historical data, AI can predict the success of future fundraising campaigns, helping you set realistic goals and allocate resources

effectively. Predictive analytics can forecast potential revenue from different donor segments, suggest optimal times for launching campaigns and even recommend the best communication channels to reach your audience. With AI, you’re not guessing — you’re basing your strategy on data-driven predictions that increase the likelihood of achieving your fundraising targets.

Content is king, but creating high-quality content consistently can be daunting. AI tools can assist in generating content for marketing materials, social media posts and other communications, guaranteeing your messaging remains consistent and engaging. Your AI intern can help draft content based on key points you provide, suggest edits and even generate new ideas by analyzing trends and popular topics. This AI-driven content creation can save time and ensure that your organization’s voice remains clear and compelling across all platforms. If you aren’t speaking with a singular voice, your message will be garbled, and your audience will tune you out.

While AI offers powerful capabilities, it’s crucial to remember it functions best as a complement to your human team, not as a replacement. Like an excited intern, AI brings enthusiasm, efficiency and fresh perspectives to your organization. However, it’s your experienced staff who provide the strategic direction, creativity and nuanced understanding that AI cannot replicate. In the wisdom pyramid, AI can be your building blocks for data and information, while your team builds knowledge and wisdom. “Knowledge is knowing that a tomato is a fruit. Wisdom is knowing not to put it in a fruit salad.” AI may put tomatoes in your fruit salad, but your team will not.

By integrating AI into your operations, you can enhance your organization’s ability to organize, decipher and interpret data, leading to smarter decisions and greater impact. Embrace AI as a valuable addition to your team and watch as it helps you achieve your mission with newfound efficiency and effectiveness.

AZ IMPACT FOR GOOD BOARD OF DIRECTORS

BOARD CHAIR

Jeri Royce, President & CEO

Advance Community

VICE CHAIR

Wendy Erica Werden, Manager Community Investment and Philanthropy Tucson Electric Power/UniSource Energy Services

SECRETARY

Matt Ellsworth, Vice President, Communications Flinn Foundation

CO-TREASURER

Mario Aniles, CPA, Shareholder, Aniles & Company

HONORED BOARD MEMBERS

Glenn Wike, The Burton Family Foundation

Marcus Johnson, Arizona Health Care Cost Containment System (AHCCCS)

Maria Echeveste, Senior Vice President & Community Relations Manager, Bank of America

Penny Allee Taylor, Consultant

Eric Wolverton, Habitat for Humanity Northern Arizona

Jared Langkild, Honor Health Foundation

Margaret Hepburn, Legacy Foundation of Southeast Arizona

Kate Jensen, Ronald McDonald House Charities of Southern Arizona

Andrea Moreno, Salt River Project

John Amoroso, Associate Gift Officer, Philanthropic Engagement

Monica Nuvamsa, The Hopi Foundation

Annie Clary, Executive Director of Risk, Valley of the Sun YMCA

Yvonne Moss, Make-A-Wish Foundation of America

Torrie Taj, Child Crisis AZ

Kate Thoene, New Life Center

AZ Impact for Good 333 E Osborn Rd #245 Phoenix, AZ 85012

Phone: (602) 279-2966

www.azimpactforgood.org

Strengthening Arizona through Leadership and Collaboration

We are proud of how our organization has become a cornerstone of support for the nonprofit sector in Arizona. Our mission is clear: to empower and unite nonprofits, grantmakers and mission-driven businesses across the state, ensuring they have the resources, knowledge and advocacy needed to drive meaningful change in our communities.

At AZ Impact for Good, we believe that nonprofits and grantmakers are the heartbeat of a thriving community. Our mission is to build resilient communities by providing them with the tools they need to succeed. We focus on three key pillars: education, advocacy and innovation. Through these, we ensure Arizona’s nonprofits are not just surviving but thriving, with the capacity to meet the growing demands of the populations they serve.

Leadership is at the core of everything we do. We understand that strong leadership within nonprofits is essential for sustainable growth and success. Our leadership programs, like our Business on Board program, are designed to cultivate the next generation of leaders, providing them with the skills and confidence to navigate the challenges of today’s landscape. We offer a range of leadership development opportunities, from workshops to on-demand learning programs, all aimed at strengthening the leadership capacity within the nonprofit and grantmaker sector. We help nonprofits to lead with vision, integrity and

effectiveness, ensuring they can deliver on their missions.

Collaboration is a cornerstone of our approach. We recognize that nonprofits and philanthropic professionals cannot work in silos if they are to create lasting change. That’s why we focus on fostering collaboration across the sector. By bringing together nonprofits, philanthropists, business leaders and government agencies, we create a network of support that amplifies the impact of each organization.

One of our most impactful initiatives is Arizona Gives Day, an annual 24hour online fundraising event. This day unites nonprofits and their supporters across the state, generating millions of dollars to fund essential services and programs. By participating in Arizona Gives Day, nonprofits not only raise crucial funds but also increase awareness of their causes. This event exemplifies our commitment to fostering a strong, interconnected community, empowering organizations to amplify their impact on Arizona’s communities.

Our advocacy efforts are equally important. We work tirelessly to ensure that the voices of Arizona’s nonprofits and grantmakers are heard at the local, state and national levels. Whether it’s advocating for policy changes or providing nonprofits with the tools to advocate for themselves, we are committed to advancing the interests of the sector as a whole.

Transparency and integrity are not just buzzwords for us; they are values that guide every aspect of our work. We believe trust is the foundation of any successful relationship, and we strive to build and maintain trust with the nonprofits we serve, our partners and the broader community. We are committed to operating with the highest standards of transparency, ensuring that our stakeholders have a clear understanding of our goals, strategies and outcomes. By doing so, we foster an environment of trust and accountability, which is essential for achieving lasting impact.

As we look to the future, innovation will continue to play a critical role in our work. The challenges facing the nonprofit sector are constantly evolving, and we are committed to staying ahead of the curve. Through our innovative programs and initiatives, we provide nonprofits with the tools and strategies they need to adapt and thrive in an ever-changing landscape. We have built a digital on-demand learning library, hybrid events to access leaders across Arizona, and a member portal catered to connecting groups from  all sectors. We are constantly revolutionizing giving through Arizona Gives Day, the largest online day of giving for nonprofits in Arizona, raising millions to amplify causes in our community. Whether it’s through the adoption of new technologies, the development of cutting-edge programs or the exploration of new funding models, we are always looking for ways to push the boundaries of what’s possible in the nonprofit and grantmaking sector.

Arizona’s nonprofits are doing incredible work, but they cannot do it alone. We invite businesses, philanthropists and community leaders to join us in our mission to support and empower these organizations. Together, we can build a stronger, more resilient Arizona where nonprofits have the resources they need to create lasting, positive change. At AZ Impact for Good, we are not just supporting nonprofits; we are building the foundation for a better future. Join us in making that future a reality.

Aguilar, Ylenia, 46

Barrett, Barbara, 9, 31

Bohannon, Tami, 32

Bonjean, Tracy, 56 Causey, Latasha, 33

Chaon, Dan, 58

Choulet, Brook, 24

Cranston, Jennifer, 46 Dei Cas, Katherine, 34

Foster, Troy P., 50

Froese, Deborah, 47

Giles, John, 20 Gonzalez, Tony, 12 Gramzay, Kathleen, 54

Hansen, Steven R., 52

Henderson, Dan, 18

Hill, Jonathon, 46

Hill, Noreen Bishop, 35

Hobbs, Katie, 22

Hoffman, Sintra, 36

Johnson, Christina, 17

Johnson, Karen D., 37

Kahler, Catrina, 38

Kato, DeeDee, 15

Keefe, Pam, 39

Loeffler, Chris, 18

Lopez, Rene, 46

Martuscelli, Mary, 10

Agate Construction, 17

Amkor Technology, Inc., 22

Apex Leadership Company, 14

Arizona Commerce Authority, 7, 22

Arizona Community Foundation, 53

Arizona Hispanic Chamber of Commerce, 10

Arizona Humane Society, 52

Arizona Impact for Good, 59

Arizona, State of, 22

Artlink Inc., 38

ASU Sandra Day O'Connor College of Law, 5

AVANA Companies, 66

Blue Cross Blue Shield of Arizona, 11

Caliber, 18

Chas Roberts Air Conditioning and Plumbing, 45

Chicano Por La Causa, 41

Choulet Wellness, 24

Credit Union West, 14

Diversity Today Consulting, 43

DKS Properties LLC, 17

Donnelley Financial Solutions, 48

DSV IMS, 20

Echo Coffee, 52

EMD Electronics, 34

Equality Health Foundation, 21

Foster Group, The, 50

Foundation for Senior Living, 32 Foxit, 15

FSL, 32

Fusion Transport, 26

Gallagher & Kennedy, 46

Gensler, 49

Gideon Group, The, 43

Gilbert, Town of, 18

Giving Tree, The, 24

Goodwill of Central and Northern Arizona, 2, 10

Greater Phoenix Chamber, 40

HonorHealth, 14, 25

James Agency, The, 14

Jive, 9

JLL, 17

JP Morgan Private Bank, 35

Kinnessage LLC, 54

Kiterocket, 23

KoMiCo, 22

Leapsome, 55

Marsh McLennan Agency, 44

Mayo Clinic, 42

In each issue of In Business Magazine, we list both companies and indivuduals for quick reference. See the stories for links to more.

Matarazzo, Frank, 26

Mellor, Jennifer, 40

Miller, Brian, 26

Morefield, Michael, 62 Nelson, Mike, 16

Nguyen, Adam, 48

Nuñez, Alicia, 41

Patel, Sundip, 66

Penzien, Donald B., 14

Percy, Sally, 47

Perry, Paige, 42

Peterson, Lea Márquez, 46 Polacheck, Joshua, 46

Rigolfi, Rob Jr., 52

Ritchie, Matt, 20

Robinson, Connie, 43

Sarchett, Jody, 44

Shank, Sissie Roberts, 45

Stone, Mona, 10

Villalobos, Monica, 10

Von Podewils, Jenny, 55

Wade, Erin, 47

Walden, Rachel, 46

Watson, Sandra, 20

Wilson, Kristen, 61

Wozny, Rob, 14

Mesa, City of, 22

Mr. Pickle’s Sandwich Shop, 16

National Bank of Arizona, 21, 39

New Pathways for Youth, 37 Okland Capital, 18

PADT, 27

Patrice & Associates, 26

Phoenix Raceway, 13, 33

Phoenix Symphony, The, 68

Plexus Worldwide, 14

Polestar Scottsdale, 19

Private Label International, 17

Resume Builder, 14

Rolls-Royce, 57

Saddleback Communications, 14

San Tan Development Group, 18

Schnitzer Properties, 17

Slick Barrier, 12

Sneakybird, 58

Stearns Bank, 9

Sunbelt Holdings, 27

Tiffany & Bosco, P.A., 51

U.S. Bank, 10

UnitedHealthcare, 67

Valley of the Sun United Way, 56 WESTMARC, 36

Bold listings are advertisers supporting this issue of In Business Magazine

Sundip Patel is cofounder and chief executive officer of AVANA Companies, a small-business lender, and private credit investment and asset manager. Since founding AVANA Companies 22 years ago, Sundip has cultivated a family of seven world-class lending and asset management brands that use capital to provide private debt financing in the United States while also offering private credit commercial investment opportunities to institutional and individual investors. Each brand is committed to AVANA's mission: Delivering Capital for a Better Tomorrow, with a keen eye on social and environmental impact. avanacompanies.com

How to Align Business Success with Sustainable Development Goals

Prioritizing sustainability in the investment and lending industry leads to long-term success

by Sundip Patel

SDGs, or Sustainable Development Goals, are universal guidelines established by the UN that call on organizations to participate in a collaborative effort to address social, economic and environmental issues.

Prioritizing SDGs creates socially responsible businesses and enables leaders to identify growth opportunities. When implementing SDGs, business leaders should choose goals that align with the mission and purpose of the company. This will ensure that SDGs are intertwined with the company’s broader goals, ultimately supporting the company’s growth.

For example, AVANA’s journey, now spanning more than two decades, reflects our mission: Capital for a better tomorrow. Our company strives to positively impact the next generation. This concept inspired AVANA’s mission and, ultimately, inspired our team to align our success directly with SDGs. Therefore, one SDG we picked to focus on was “reduced inequalities.” Our team chose to implement that SDG because we believe in job creation, purpose to be in lockstep with profit, and democratizing investments across all socioeconomic classes. Leaders must understand that aligning company priorities with SDGs will not happen overnight. Leaders and team members will have to commit to interlacing those goals within the company structure, which will take time and deliberate action.

GET COMPANY LEADERS ON BOARD ABOUT SETTING UP SDGS

A key part of aligning a company’s mission to SDGs is getting its staff on board. The business leader should start the conversation by highlighting the business benefits: Explain how SDGs can help companies articulate what they stand for, why they matter and what their contribution is to society. Aligning profit and purpose can be beneficial to a company’s success because it can help build an employee following. SDGs can give team members a greater purpose beyond day-today tasks, boosting willingness to collaborate and overall productivity. Success without a greater purpose can feel hollow to team members, while finding goals that truly help communities thrive can be more fulfilling. Practicing SDGs can also give a company a competitive edge. Remind leaders that a successful business practices introspection, meaning leaders can look inward at their company and what it could look like if growth also focused on changing lives globally.

IDENTIFY MILESTONES AND USE IMPACT DATA TO MAKE ONGOING IMPROVEMENTS

After identifying the SDGs that best fit their business and getting their staff on board, business leaders need to put together a system to track milestones and monitor progress so they can use impact data to improve. Communities are

Communities are integrating sustainable standards that companies must meet, and customers are paying more attention to ethical business practices.

integrating sustainable standards that companies must meet, and customers are paying more attention to ethical business practices. Sustainable measures or initiatives don’t have to start big, but it will be easier in the long run if leaders can find a way to start somewhere. Think of SDGs as a continuum; it’s a journey, so one must make a conscientious effort to take on the tasks slowly and deliberately. Eventually, the company will have met and changed its course toward prioritizing social impact and profit.

Leaders should also analyze impact data to identify trends and patterns to find areas of improvement. What would be most relevant for the company to focus on in terms of SDGs — is it financial inclusion, is it eliminating poverty, is it gender equality? Based on the impact data collected, is the company achieving what it wants to focus on or should the company pivot its SDGs to more relevant issues?

MAKE SURE YOUR COMPANY MEETS ITS GOAL

In addition to analyzing impact data, leaders need to organize it and document team achievements to show company results and accomplishments. It’s important to show the strides the company has made to meet its goal and remind team members that meeting SDGs is a necessary part of company success. This will ensure that SDGs become naturally ingrained within projects and thinking processes.

Remember, to be more equitable and to have a social and environmental impact, leaders must be able to prove it. It is not enough to say, “We have an impact.” Businesses must make an upfront commitment to properly measure their impact. This is something AVANA is taking seriously as we’re being intentional about measuring impact and hiring a third-party company to independently measure the clean energy we’ve generated and jobs our customers have created. Through this process, we are creating a baseline that will measure our social impact so that we can continue growing.