September 2018 Issue of In Business Magazin by InMedia

SEPT. 2018

Steps to Reject Sexual Harassment from Your Workplace

Achieving Greatness Honoring the best in business

What Is ‘Social Return on Investment’? Meet the 2018

Women of Achievement

HR Advances New ROI: Return on Involvement $4.95 INBUSINESSPHX.COM

THIS ISSUE Global Chamber Alliance of Arizona Nonprofits

Because no two clients are ever the same. TM

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SEPTEMBER 2018

COVER STORY

Achieving Greatness: Honoring the 2018 Women of Achievement

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

18 FEATURE

40 Top Bankers

Using Document Management Software to Conquer HR Challenges

Jesse Wood discusses advances that are enabling HR to serve a greater role in executive leadership.

Profiles in Excellenc

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IN BUSINESS

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THE JOB MARKET

Job Market

Do we have Do we have the the right talent for the jobs? kind of jobs for the talent?

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PARTNER SECTIONS GLOBAL CHAMBER® Global Chamber® Events

FALL 2018

phoenix.globalchamber.org/events

DEPARTMENTS

Guest Editor

Sharon Lechter, founder and CEO of Pay Your Family First, introduces the “Women of Achievement” issue.

Feedback

Rebeca Lopez, Mary Rabago and Zulema Valenzuela respond to In Business Magazine’s burning business question of the month.

Sept. 6 Global Leadership: Soft Skills for Success 8 a.m.

Sept. 8 Global Career Roundtable 11 a.m.

Sept. 11 American Express Foreign Exchange 8 a.m.

Spotlight Event Sept. 13 Grow Globally Fair Tucson 3 p.m.

Sanjeev Khagram and Global Tribe

Sept. 14 The Export Journey

Member Success in Metro Phoenix

8 a.m.

Oct. 2 Grow Globally Fair Phoenix

by Doug Bruhnke, CEO at Global Chamber®

3 p.m.

Inside this Section

2 3

Avoid These Exporting Pitfalls

Stay Up to Date on Trade

4 6

China’s Belt and Road Initiative

Update on GDPR – General Data Protection Regulation Update on NAFTA by Dan Ujczo of Dickinson Wright

7 8

More Global Resources and Information Breaking Glass Ceilings: Emerging Leadership for Women

One of our favorite Phoenix-area events celebrates our amazing Global Chamber® “global tribe” with special emphasis on new companies and executives. This summer, we were treated at our Welcome! Adapt! Thrive! event to some of the first public comments by the new dean and director general at Thunderbird School of Global Management, Sanjeev Khagram, Ph.D. Dean Khagram comes to Arizona with multiple doctorates and years of leadership in Silicon Valley. In his comments, it was clear that he will bring fresh and innovative ideas to Thunderbird. He gave a stirring introductory keynote about the school, students and opportunities, and how he’ll be listening carefully to the global tribe in developing next steps. Above all, Thunderbird is looking for more great students, and so it just might be your time to learn more and get involved! Many thanks to our hosts Tiffany & Bosco, to all our speakers, and to everyone who attended the 2nd Annual Welcome! event. May Lu of Tiffany & Bosco kicked things off, and the theme of the event was the

May Lu at Tiffany & Bosco

support of companies that are going global as they land and as they continue to expand, too. What a talented line-up of members we had to talk on supporting growth in Metro Phoenix! Besides Dr. Khagram, we heard about extraordinary global business activities by our members — from Tony Banegas, chair of the advisory board of the Arizona Consular Corps, Vince Thelander of Bank of America, Rick Buss of City of Peoria, Rod Beach of Cresa Partners and Kiyoko Toyama of the Japanese Friendship Garden. We also heard from Susana Martinez of Maricopa Association of Governments and Tina Sweis of NewThink Theater, who rolled out the Global Chamber Young Global Leaders program that includes new affordable professional memberships for professionals. Contact us to learn more! GlobalChamber.org

49 Global Chamber

UNITING, STRENGTHENING, AND ADVANCING ARIZONA’S NONPROFIT SECTOR. ARIZONANONPROFITS.ORG

The Alliance of Arizona Nonprofits is an action-oriented group of partners across Arizona — both nonprofits and those in the community who support them — dedicated to uniting, strengthening and advancing Arizona’s nonprofit sector. The Alliance envisions an Arizona where all nonprofits are valued, empowered and thriving.

CONTENTS

p. 2 Good Corporate Citizenship Is a Sound Business Practice p. 4 Capacity Building for Nonprofits p. 5 On The Board and In The Spotlight: Andrea Moseley

p. 6 Nonpartisanship Is the Charitable Nonprofit Way of Life, for Good Reasons p. 8 The Nonprofit/For-Profit Connection: National Bank of Arizona

I vividly remember my first experience with the concept of corporate sponsorship. A local arm of a large corporation had given the chamber of commerce I was working for at the time a sponsorship of $50,000 for our networking events we were holding all over the Valley. As a young professional just starting my career, that amount was mind boggling to me. And what did they get in return for that huge investment? Well, I recall carting around a rolling suitcase filled with their tchotchkes that I would put out on a table adorned with their table cloth at each event. There were many times that no one from the company would even attend the events. When it came time to renew that gargantuan agreement, they had a big question for us: How many of our members were now doing business with them? Crickets. Tracking a return on their investment had never even been considered — by us or them. Now 15 years into a career that has always heavily relied on sponsorship as a large source of revenue, I have definitely seen the tides start to change. No longer do companies want (or dare I say care about) two tables of 10 at a luncheon, or to simply have their logo pasted onto everything that will hold the ink. We are seeing a desire to change form — from sponsorSHIP to more of a two-way partnerSHIP. No longer do funders want to just be check writers, but now, change makers. Sponsorship dollars can absolutely be put toward advancing both the mission of the organization and the company’s business and community development goals. But, when we aren’t on the same page — and no one considers what the desired return is — it can lead to disappointment. This has rocked the world of many of us in the 501c3 and 501c6 industry, because it could initially be viewed as a threat to a major stream of revenue. “What do you mean you won’t write me a check for $10,000 for our gala? You have for the past 10 years!” Things are changing — corporations want to have their investment follow that of their employees, either in time or dollars. Single decision makers have now moved to committees of employees. Sponsorship checks are now tied to impact reports. I see these as truly positive changes, but it will require us to work together, to help educate each other, and to understand the goals we each bring to the table. When for-profits and nonprofits can come together to tackle the challenges that face our communities, big things can happen. So, what ship are you on — the sponsorSHIP or the partnerSHIP? Both can lead to positive outcomes, but we want to be sure you and the organizations you support are both on the same ship so you can reach the same destination! You can learn about some great local examples in our Nonprofit/For-Profit Connection article in each of these special sections. Until then, see you on the lido deck! Kristen Merrifield, CAE, CNAP Chief Executive Officer Alliance of Arizona Nonprofits

“Re-energizing Arizona’s Film Industry,” “Changing the Way Businesses Do TV” and “Digital Matchmaker”

57 Alliance of Arizona Nonprofits

By the Numbers

How can businesses address the yawning gap between wanting to improve employee engagement levels and knowing how to effectively overcome the challenges?

FALL 2018

It Might Be Time to Get on a New Ship

Briefs

From the Top

Lennard van der Feltz merges technology with the art of financial planning.

Startups

“Shoes Power Up Body and Spirit” and “Courses for Entrepreneurs – Online and Free”

CRE

“Consumer Cellular’s Big Box Move Illustrates Trend” and “Industrial Spec”

Healthcare

“Valley Acupuncture Franchise Expands,” “Strengthening Lung Health Institute’s Advisory Board,” “Is an Association Plan the Answer?” and “Glucose-Monitoring Leader Expands in Mesa”

Legal

In this first of two parts, attorney Ben Hase describes two of four steps businesses can follow for rejecting sexual harassment in their workplaces.

Books

New releases give fresh insights on business thinking.

Nonprofit

What is Social Return on Investment, and why is it important that nonprofits recognize and communicate its transformative impact?

Assets

2019 Inifiniti QX80 Limited Plus: For many of us, coffee is that magic elixir that perks us up in the morning and keeps us going throughout the day.

Power Lunch

Babbo Italian Eatery: Innovating Traditions Plus: Sandwiches are flair and flavor packaged for convenience.

Roundtable

Michael R. Solomon, Ph.D., discusses a new ROI: Return on Involvement. ON THE AGENDA

Spotlight

Money Month 2.0 — Empowered PhXX Women of Achievement Luncheon — In Business Magazine

Calendar

Business events throughout the Valley

SEPT. 2018

INBUSINESSPHX.COM

A study put together by Mulberry’s found that, while 52 percent of people are somewhat or very uncomfortable asking for a raise, women are 1.73 times more likely than men to be very uncomfortable with it; one in three women have never asked for a raise, compared to one in five men. mulberryscleaners.com

INSPIRING WOMEN MOVING BUSINESS AND COMMUNITIES FORWARD Blue Cross Blue Shield of Arizona salutes the recipients of the 2018 Women of Achievement awards, especially our own Deanna Salazar. Deannaâ&#x20AC;&#x2122;s strategic leadership and dedication to our community are an inspiration to those around her. Every day she helps further our mission to improve the quality of life for Arizonans.

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Thanks to all honorees for making Arizona a better place to live and work. You all have set the bar high and are important role models for the next generation of female leaders.

Sept. 2018 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 Kristen Merrifield, CEO Alliance of Arizona Nonprofits (602) 279-2966 www.arizonanonprofits.org Jess Roman, Interim Chief Executive Officer Arizona Small Business Association Central Office (602) 306-4000 Southern Arizona (520) 327-0222 www.asba.com Steven G. Zylstra, President & CEO Arizona Technology Council One Renaissance Square (602) 343-8324 www.aztechcouncil.org Doug Bruhnke, Founder & President Global ChamberÂŽ (480) 595-5000 www.globalchamber.org JRonit Urman, President NAWBO Phoenix Metro Chapter (480) 289-5768 www.nawbophx.org Anne Gill, 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@inbusinessmag.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 Chandler Chamber of Commerce chandlerchamber.com Economic Club of Phoenix econclubphx.org Glendale Chamber of Commerce glendaleazchamber.org Greater Phoenix Chamber of Commerce phoenixchamber.com Greater Phoenix Gay & Lesbian 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 Surprise Regional Chamber of Commerce surpriseregionalchamber.com WESTMARC westmarc.org

SEPT. 2018

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Sept. 2018

VOL. 9, NO. 9

Publisher Rick McCartney Editor RaeAnne Marsh

Art Director Benjamin Little

NATIONALLY RANKED.

LOCALLY FOCUSED.

Contributing Writers Ben Hase

Mike Hunter Jeff Kirke Mary Little Geraldine Osman Michael R. Solomon, Ph.D. Dara Shlifka Richard Tollefson Michal Tyra Jesse Wood ADVERTISING

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Women of Achievement

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Accounting Manager Todd Juhl Corporate Office InMedia Company 1 N. 1st Street, Sixth Floor Phoenix, AZ 85004 T: (480) 588-9505 info@inmediacompany.com www.inmediacompany.com Vol. 9, No. 9. In Business Magazine is published 12 times per year by InMedia Company. POSTMASTER: Send address changes to InMedia Company, 1 N. 1st Street, Sixth Floor, Phoenix, AZ 85004. To subscribe to In Business Magazine, please send check or money order for one-year subscription of $24.95 to InMedia Company, 1 N. 1st Street, Sixth Floor, Phoenix, AZ 85004 or visit inbusinessphx.com. We appreciate your editorial submissions, news and photos for review by our editorial staff. You July 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. © 2018 InMedia Company, LLC. All rights reserved. No part of this magazine July be reproduced or transmitted in any form or by any means without written permission by the publisher.

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SHARON LECHTER, PAY YOUR FAMILY FIRST

Greatness in Abundance

Sharon Lechter is an entrepreneur, author, international speaker and licensed CPA. A life-long education advocate, she is the founder and CEO of Pay Your Family First, a financial education organization. She is the author of Think and Grow Rich for Women and co-author of Think and Grow Rich-Three Feet From Gold, Outwitting the Devil and Rich Dad Poor Dad. Regarded as a global expert on financial literacy, Lechter has served as a national spokeswoman and Presidential Adviser on the topic. She is a member of the National CPAs Financial Literacy Commission. In 2016, she was appointed by Junior Achievement as a JA University of Success Founding Chancellor and in 2017 and 2018 as Arizona Chairman for the 2020 Women on Boards initiative.

Last year, In Business Magazine introduced its Women of Achievement honorees in a very wellattended luncheon. Shining a light on, and supporting, women who are making a difference in our business community has long been a focus for me — and I am very pleased to be the Guest Editor of this September issue that recognizes this year’s Women of Achievement honorees. As a financial literacy expert, entrepreneur and author of Think and Grow Rich for Women, it is my mission to empower women globally to stand in their own power to create lives of success and significance. Today in the U.S., women hold more than 20 percent of board positions on Fortune 1000 companies. More than 11.6 million firms are owned by women, employing nearly 9 million people as of 2017. But there is more to be done so that women have a seat at every table of opportunity and our global economy gets the full benefit of available talent and skill. The results are in. Companies with women in leadership positions outperform companies with male only boards and executives. As chairman for the 2020 Women on Boards initiative in Arizona, it is my honor to know and work with so many women of distinction to ensure we continue to move the dial for women in our home state. The cover story is expanded in this issue as it presents 2018’s Women of Achievement, 14 women who share their stories in biographical profiles, and my honor of being named this year’s Linda M. Herold Lifetime Achievement honoree. A topic that, sadly, remains a concern and has become increasingly common in headline news is sexual harassment in the workplace. Most often perceived as a women’s issue, this problem affects employees of both genders. The subject is addressed in the Legal feature, in an in-depth discussion that begins in this September issue and will conclude next month. Return on investment is a critical concern for all businesses in making their operation decisions. This is true of nonprofit businesses as well as for-profit ones. But social return on investment is an additional consideration especially for nonprofits in dealing with stakeholders and potential donors — and the Nonprofit article on page 42 goes into the surprisingly enormous impact of this as-yet under-the-radar concept. Among the various other subject matter in this issue, from healthcare and startups to trends in commercial real estate, is an article on another ROI: return on involvement —which deals with the perceived relevance of a product based upon a consumer’s needs, values and interests — as the Roundtable feature. I am pleased to help bring you this special Women of Achievement issue of In Business Magazine, and hope you will find it a good read — and an inspiring one. Sincerely,

Achievement in All Ways happy she is being recognized as a true

of Achievement. It is so inspiring to get to know these many

woman of achievement.

amazing and successful businesspeople. Each tells us her story

We thank Sharon Lechter for her

of achievement, which offers incredible insight into the benefits

leadership and powerful voice with which

and successes that abound when hard work; focus on best

we are fortunate to work over this issue

practices; determination; and good, old-fashioned expertise

and for our event on October 5th. Her

come together in business. Well, these 14 Women of Achievement

experience and breadth of knowledge on so many aspects of

and 1 Lifetime Achievement Honoree are truly outstanding. I am

business have nurtured, mentored and shaped countless lives —

pleased we are honoring them this year. In particular, our editorial

women’s and men’s. It is our distinct honor to showcase her as our

director, RaeAnne Marsh, was chosen this year for her exceptional

Guest Editor this month and celebrate her remarkable talent with

work and devotion to InMedia and as the editor of In Business

the Linda M. Herold Lifetime Achievement award. I hope that you

Magazine. Each month, she produces the strongest business

will join us on October 5th at the Arizona Biltmore where we will

content in the state through this magazine, and we at InMedia are

celebrate her and so many others. —Rick McCartney, Publisher

Profiles in Excellenc

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VALLEY LEADERS SOUND OFF

As the owner of an identified woman-owned, minority-owned business, what does “diversity and inclusion” mean for you and your business?

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

For all past Feedbacks go online to inbusinessphx.com and see what Valley executives think on various business topics.

SEPT. 2018

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REBECA LOPEZ

MARY RÁBAGO

ZULEMA VALENZUELA

Owner and Co-Founder Milestone Pediatrics and Milestone Innovative Therapy Group Sector: Healthcare

President and CEO Mary Rabago Productions Sector: Media

President A&E Development LLC Sector: Construction

This could be life or death for my business; working with corporations and organizations that support womanowned businesses or take diversity into consideration when deciding with whom to do business has been key in the success of my company. Being able to bring to the table that differentiator of the language, the cultural background and knowledge of the market they are trying to connect with or tap into their buying power gives me the opportunity to get their attention to present my services and products as the best options for their project. In marketing, particular multicultural marketing as the area of expertise in my business. The message is the magic element that can determine the success or failure of a campaign. Having that message resonate or reflect the reality of the group of consumers a client is trying to attract is the winning formula, especially if that message is given or delivered by a trustworthy figure within their community.

As the owner of A&E Development, a woman-owned and minority-owned business, I know how powerful and needed diversity and inclusion is; essentially, it means the work I and my team does gets counted. For me, it means I can tell my story of how I personally overcame adversity and powered through numerous obstacles, especially when it came to proving my own and my team’s capabilities in the construction industry. Too, my business has allowed me to give back to the diverse community from which I came. My company has created living-wage jobs and has also supported diversity in our suppliers. I understand and value the needs of my employees and subcontractors, and, by creating an environment of inclusion, I have received commitment and loyalty from my staff that has allowed my company to build an even stronger and more cohesive and creative workforce. My staff and I have leveraged the assistance from agencies that promote diversity and inclusion, and have received the strongest support from the Arizona Hispanic Chamber of Commerce and the Phoenix MBDA Business Center, and we are also very proud members of both of these amazing organizations.

As a woman-owned, minority-owned business, Milestone Pediatrics ensures its commitment to diversity, equality and inclusion in its business model and its practices. We grow our business by embracing visible and invisible diversity. Milestone views inclusion as a fair work environment where resources, opportunities and respect are provided equally, and are key to the organization’s success. Milestone thrives off of the unique talents and varying lenses that our workforce brings to our community and truly makes us perform better. Milestone Pediatrics is among the list of clinics in the Valley with the most diverse patient/staff population, who are attracted by the diversity that exists as a minority-owned business. Special focus has been placed on increasing the recruitment and retention of underrepresented groups. We have targeted recruitment efforts present at minority-focused employment events, advertising in minority employment publications and ongoing strategic networking. As a Mexican-American woman, it is my duty to speak about my journey and to provide access for women, minorities and other underrepresented groups about leadership, empowerment and training opportunities. Milestone Pediatrics and Milestone Innovative Therapy Group milestoneaz.com Rebeca Lopez is the owner and co-founder of Milestone Pediatrics, which provides speech therapy and occupational therapy to children with developmental disabilities. In addition, Lopez serves on the board of directors for the Tucson Hispanic Chamber of Commerce and Sharing Down Syndrome Arizona.

Mary Rabago Productions maryrabago.com With a career spanning more than 20 years in various media companies nationally and internationally, Mary Rábago is a multi-awardwinning journalist. Born in Sonora, Mexico, she has been the main news anchor of Univision Arizona as well as Univision California, and is one of the Top 10 Hispanic women with more media presence on both sides of the U.S.-Mexico border. She brings this wealth of experience to Mary Rabago Productions, a multimedia company that has garnered national attention for its creative solutions.

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

A&E Development LLC a-edevelopment.com Zulema Valenzuela is the president of A&E Development LLC. She is currently enrolled in the SBLA program. Her firm, which she leads with her husband, has built hotels, restaurants, commercial spaces, warehouses and custom homes, and is currently pending certifications for SBE/DBE and 8a.

QUICK AND TO THE POINT

Re-energizing Arizona’s Film Industry

Photos courtesy of Arizona Filmrise (left), UPShow (right, top)

Featuring locations throughout Arizona, including Apache Junction, Queen Creek and Scottsdale, principal photography recently wrapped on an independent feature film, The Unhealer, and one of its producers, Cristi Harris — Phoenix-based and a co-founder of Shared Card Films, also in Phoenix — sees the project as “laying the groundwork for re-energizing the state’s film business.” Says Harris, “Through my company, Shared Card Films, we are anticipating bringing two projects per year here to Arizona. With more community support, we may be able to increase that number. This will be huge increase in needs for talented and experienced individuals. I am also working with other producers in the hopes of bringing coproduction partnerships to Arizona.” The project brought employment and revenue benefit to local businesses, of which some of the big-ticket items included booking 1,107 room-nights at the Crowne Plaza San Marcos Hotel in Chandler, using Dad’s Catering for the 55-75 meals twice a day for the fourweek film shoot, and renting the production/ makeup trailer from A & L Wheels and Reels in Tucson. Harris relates that vendors told her “having a production company like ours would help them remain fully staffed so they didn’t have to reduce for the summer.” Additionally, the production used Scottsdale companies Brown’s Classic Autos and Discover Autos Online as its two picture car companies. “The car companies were both established before our film as car sales, but now have a secondary income stream with the picture-car rental side of the industry.” The story of The Unhealer — which combines the genres of drama and supernatural horror — begins when a Native American burial site is desecrated and robbed, releasing an ancient

The Unhealer actors Adam Beach and Branscombe Richmond (l to r)

BYTES

Changing the Way Businesses Do TV Seventeen Phoenix/ Scottsdale local businesses as well as many national chain brands are using a new social TV platform called

The Unhealer Director Martin Guigui flanked by actors Lance Henriksen (left) and Natasha Henstridge (right)

supernatural shaman medicine. A sickly and troubled teenager becomes instantly healthy when this otherworldly power is used to heal him, but also gives him superhuman abilities. When his high school tormentors do him wrong, he uses his newfound superpowers unleashing the unnerving and bloody horrors of revenge. The moral and social underpinnings of the film’s narrative expose not only the most common and egregious examples of teen bullying but also take a deep dive into the effects of the abuse of power driven by raw vengeance. This horrific combination produces consequences with gruesome results and shocking supernatural surprises. Film locations and resources for sourcing include Apache Junction High School, Scottsdale Police Department, Apache Junction Police Department, Superstition Fire Department and Dani’s Agency for Actors. This was also an opportunity for film students here. Says Harris, “During and before our filming, we were able to meet with several of the local colleges with film programs. Specifically, we were able to use students from Huntington University, Glendale Community College and ASU.” And she notes, “The more productions we bring here, the more colleges we will be able to utilize and develop our new talent for major films and television employment.” Harris’s associate producers are Jessica Lion, CEO and founder of Lion MediaMarketing and co-founder of Arizona Filmrise, and Denny Schnulo, also involved with Arizona Filmrise, the production services company that focuses on the growth of film projects within the state of Arizona. The production was assisted in locating vendors and utilizing additional local resources by the Arizona Office of Film & Digital Media, established in 2016 as part of the Arizona Commerce Authority. —RaeAnne Marsh The Unhealer arizonafilmrise.com/the-unhealer

UPshow as an affordable way to engage and entertain customers. UPshow’s Social TV Platform allows businesses to engage their audience and drive revenue. This new technology turns ordinary TVs into powerful digital displays that offer value-added entertainment and a unique consumer experience. UPshow’s Social TV Platform includes user-generated social media content, social TV, digital signage, and entertainment and games. —Dara Shlifka upshow.tv

Digital Matchmaker vCandidates.com, the first subscription-based digital platform that connects recruiters with qualified and pre-screened candidates, aims to eliminate the need for recruiters to post jobs on boards or candidates to use them when searching for new opportunities. Says LT Ladino Bryson, founder of the Chandler-based company, “I created vCandidates after working as a recruiter for one of the largest firms and running my own small firm.” A 51-percent woman-owned entity created by recruiters for recruiters, vCandidates.com offers a variety of unique features such as the vCan ManagerTM, which automatically tracks the search, screening, communication and presentation process for both recruiters and candidates. For candidates, instead of being forced to present skills and personality in a box — also known as a résumé — the platform allows them to control how they present themselves in a completely confidential platform. For instance, they can use video messages to showcase skills and personality, and upload multiple résumés with personalized formatting. Candidates also have the opportunity to work with a vCounselor to optimize their profile. There are also options available for background checks and personality tests. Additionally, employers may use vCandidates.com as an outplacement package for former employees to assist them with finding their next position. —Mike Hunter vcandidates.com

The Arizona Office of Film & Digital Media is led by Matthew Earl Jones, director, and Ramsay Wharton, program manager. Part of the Arizona Commerce Authority, it was established in 2016 thanks in large part to sponsorship by YAM Worldwide, Inc., a Scottsdale corporation owned by entrepreneur and philanthropist Bob Parsons. azcommerce.com/film-media/film-offices

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METRICS & MEASUREMENTS

Enterprises Challenged in Addressing Employee Engagement

There’s a big gap between wanting to address employee engagement levels and knowing how to effectively overcome the challenges by Geraldine Osman Geraldine Osman, vice president of marketing with StaffConnect, has more than 20 years’ global marketing leadership experience in the technology sector, transforming companies like Barracuda Networks and Nexsan into recognized, worldwide brands and growing early-stage startups into market-leading, successful companies. StaffConnect is the leading provider of mobile employee engagement solutions. The StaffConnect platform transforms the employee experience by enabling enterprises to connect, communicate and engage their entire workforce, especially remote, nondesk employees. The customer-branded mobile app gives employees “a voice” — with access to company and usergenerated content to increase loyalty and productivity. The cloud-hosted platform empowers employers to target that content, with analytics, to deepen engagement with everyone. From offices in London and San Francisco, StaffConnect’s platform and domain expertise support large businesses around the world to inspire their workforces to deliver better performance, improved customer experiences and greater shareholder value. staffconnectapp.com.

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New survey data shows that a majority of enterprises polled are committed to prioritizing employee engagement. The 2018 Employee Engagement Survey from StaffConnect asked C-level executives, HR, communications and other business professionals in North America and Europe about their methodologies, technologies, challenges and goals concerning employee communications and engagement in the enterprise. The survey found that most enterprises have a stated priority of wanting to improve their employees’ experience (EX) in 2018, with nearly 75 percent of organizations planning to implement specific initiatives to boost EX this year. Interestingly, though, the study also revealed that the way many enterprises approach employee communication and engagement may actually impede engagement efforts. Top findings of the research include the fact that most enterprise organizations still rely primarily on legacy communications with limited reach when communicating with staff, such as email (nearly 80 percent) and newsletters (nearly 50 percent). Another surprising finding from the StaffConnect survey data is that a significant percentage (more than a quarter of respondents) aren’t even measuring engagement data — or, if they are, they’re using old-school measuring tools like paper surveys (nearly 75 percent), employee suggestion schemes (nearly 40 percent) and reward programs (over 20 percent). Yet, these tools are not efficient in this role, especially when compared head-to-head against mobile technologies. While the majority of today’s enterprises value new and innovative technologies to help them create and maintain competitive advantage and are investing in them, many in HR, communications and even the C-suite remain rather behind in this arena. Mobile technologies and engagement platforms are much better equipped to simplify ongoing management and analysis of employee insights via surveys and data, while effectively measuring interaction and capturing feedback on corporate initiatives. Since many workers are non-desk employees, the outcome of these technology choices around communication and engagement tools means a growing percentage of an organization’s workforce is frequently excluded and out of the loop. An enterprise’s non-desk workforce may not even receive the information necessary to do their jobs. This can quickly lower engagement and lead to a panoply of problems, from decreased productivity and customer service, to unhappy customers and lower profits. StaffConnect was not surprised to see that, while employee engagement was recognized as important, most organizations

Recent survey revealed that the way many enterprises approach employee communication and engagement may actually impede engagement efforts. bit.ly/staffconnect-survey

do not possess the right tools and/or methodologies to measure it. It is necessary to effectively measure engagement — across the entire organization — and track the results over time to improve it. The tools used can make all the difference in whether or not a company’s commitment to EX and engagement actually produces results. StaffConnect staffconnectapp.com

Communicating with Employees Enterprise organizations that rely primarily on email

78%

Enterprises that rely on newsletters

49%

Enterprises leveraging new and innovative

under 2%

technologies like mobile apps Measuring Employee Engagement Enterprises not measuring or are using antiquated

26%

measurement tools Enterprises that use paper-based surveys

74%

Enterprises that use employee suggestion schemes

40%

Enterprises that use reward programs

21%

Enterprises that use decreased absenteeism

26%

Enterprises that use employee turnover rates

35%

Enterprises that use increased profitability

24%

Improving Employee Experience (EX) Enterprise organizations that plan to improve EX

74%

in 2018 Enterprises with no plans to improve EX in 2018

26%

Source for charts: 2018 StaffConnect Survey of C-level executives, HR, Communications and other business professionals in North America and Europe regarding employee communications and engagement in the enterprise, including methodologies, technologies, challenges and goals (bit.ly/staffconnect-survey)

MINDING THEIR BUSINESS

Lennard van der Feltz: Merging Technology with the Art of Financial Planning Flexing technological muscle in a dollars-and-cents world by Mary Little

Ask anyone to describe financial planning and you will likely get myriad responses ranging from investing in insurance policies or mutual funds to managing 401(k)s. But the common denominator is typically a pencil-pushing financial professional buried in spreadsheets with the latest trends, best buys and value-added opportunities, many of which are outdated before the ink is dry. Enter Lennard van der Feltz, CFP®, MSM, MBA. The 62-year-old is anything but the typical financial planner. A self-professed “tech head,” he and his business partner Susan Talbott founded Pinnacle Financial Advisors, a full-service financial planning and wealth management firm that works with individuals, families and businesses, on the premise of delivering comprehensive, customized financial roadmaps using a client-first philosophy. Ironically, technology played a central part in making the latter come to life. “Technology is at the root of our rapidly changing world. From communicating to looking at trends, it’s astonishing how much tech has changed our lives,” says van der Feltz. “With our tech-centric backgrounds, we wanted to harness that power to propel Pinnacle Financial Advisors into a preeminent financial planning firm and to build a well-informed databank that we can deploy to help clients reap benefits.” Over the last 13 years, they’ve done just that. Van der Feltz is known in the industry for blending his business and finance acumen with a fervent interest in technology and the supporting role it plays in helping clients achieve their financial goals. His belief in holistic planning comes from a career focused on uncovering opportunities, evaluating efficiencies, exploring greatest returns and, very importantly, using technology to improve quality. His tech savvy stretches back more than three decades. Starting his career at Exxon as an international auditor, he analyzed business operations and controls where his inherent need to problem-solve was born. Although fascinated by peoples’ financial decision-making processes, his passion in technology was ferociously ignited when the first computer systems were introduced, and, with them, the ability to crunch numbers and develop algorithms. The more he learned about the role of technology in the financial world, the more he realized the untapped potential it could bring to the financial planning industry. “Financial planning is an art. Pinnacle’s strategies are customized based on factors from clients’ risk tolerance and life stage to desire for involvement and investment experience,” van der Feltz says. “Technology has taken much

guess work out of analyzing thousands of factors and helped us deliver best-possible options for our clients to consider. Proprietary industry resources have kept our finger on the pulse of real-time opportunities, while other programs — many of which we’ve had a hand in evolving — have helped us better recommend best-fit options.” New tools are being deployed frequently, which brings challenges of implementation and transition. Although these resources are state of the art, few planners push them to the limits as much as van der Feltz and his team. The team recently promoted a support specialist into the role of strategy and product analyst, whose job is to integrate the latest industry technologies and software into each client’s personalized financial plan while also providing custom tech infrastructure and support for the Pinnacle team. “We’re always looking at ways to push the limits of software capability, and have even collaborated with developers to improve responsiveness and solutions Pinnacle can offer to clients,” van der Feltz says. Outwardly, a typical client meeting at Pinnacle may seem like friends coming together to talk about the ebbs and flows of life. Under it, the team is gathering vital information about their clients’ goals and life circumstances, each of which translates into formulas and algorithms used to put together comprehensive financial plans. The team also provides its clients with specialized portals that allow them to 24/7-access to their finances. Of course, this comes with 1:1 coaching to help clients — however savvy they may be — harness the power that’s at their fingertips. “Technology, and being able to maximize its potential, has been a boon to Pinnacle, giving us a unique perspective and leg up in the industry,” says van der Feltz. “That translates into happier clients who are travelling down the road to financial independence.” Looking to the future, van der Feltz eagerly scans through the latest tech resources infiltrating the market and, with his mind racing, begins evaluating how he can further bring tech into the art of financial planning. Pinnacle Financial Advisors teampinnacle.net

Lennard van der Feltz, CFP®, MSM, MBA is a Registered Representative offering Securities through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC. Advisory Services offered through SEROS FINANCIAL, LLC. Pinnacle Financial Advisors, Seros Financial, and United Planners are independent companies.

Starting his career in the financial world more than 30 years ago at Exxon as an international auditor, Lennard van der Feltz analyzed business operations and controls where his inherent need to problem-solve was born.

VIEW FROM THE PINNACLE • Lennard van der Feltz’s career spans more than three decades in the finance world, both internationally and in the United States. • Born in Curaçao, a Dutch Caribbean island, the former Navy brat speaks six languages: Dutch, English, German, Italian, French and Chinese. • Employed by international firms, he has had the privilege of working in Paris and Rome, becoming well versed in international business. • He played a key role in helping bring emerging technologies to the forefront, especially those zeroing in on artificial intelligence. • He played a key role at TEAMS International, the developer of 360-degree job evaluation processes, starting with the emergence of Scantrontype evaluations all the way through online Internet evaluations. • Leveraging his tech-meets-business savvy, he also founded KnowledgeTrax, a business development planning and technology consulting firm.

13 SEPT. INBUSINESSPHX.COM

ENTREPRENEURS & INNOVATORS

Shoes Power Up Body and Spirit

“Athalonz was and is inspired by a passion and a commitment to help people have safe, happy and healthy lives through products, services and humanitarian efforts to prevent and heal from child abuse. As a victim of physical and sexual child abuse, it is important to me to help stop it. It is also important to me to help other victims heal from the trauma and to help them have a great life. That is why I am speaking out and Athalonz is currently donating 5 percent of our gross profits to the Joe Torres Safe At Home Foundation. “I became a registered patent agent in the spring of 1989, graduated law school in 1993, and have been practicing patent law since. I’ve worked with large corporations, startup companies and all types of companies in-between. I’ve worked with great inventors and scientists, written thousands of patent applications and have been a prolific inventor with over 260 patented inventions in my name. “All of this has led to the creation of Athalonz, the products we develop and the humanitarian efforts we support.” — Tim Markison, Athalonz founder and engineer

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Athalonz GF1 Metal Baseball Cleats - Black

to play better and less pain makes a person feel better and to have more confidence. This creates an individual positive shift in the mind and soul.” Humanitarian efforts are also a core part of the business. Athalonz donates 5 percent if its gross profits to the Joe Torre Safe At Home Foundation (www.linkedin.com/company/joetorre-safe-at-home-foundation), a cause to which Markison is personally committed, having been a victim of physical and sexual child abuse. “With customers supporting Athalonz, they are also directly supporting our efforts to prevent child abuse and to help victims recover from the physical, emotional and spiritual scars that abuse left. Such support creates individual and world-wide positive shifts in mind, body and soul.” Says Markison, “Being innovative with marketing is time consuming and full of trial-and-error. But we are continuing to find the right ways to convey our messages in an honest and trustworthy manner so we can accomplish empowering individual power and make the world a better place.” —RaeAnne Marsh Athalonz athalonz.com

Courses for Entrepreneurs – Online and Free There is a wealth of sources available to help entrepreneurs. Business incubators and accelerators — and free online courses from prestigious institutions such as MIT and other respected colleges and professors, for experience that ranges from first-time startups to seasoned entrepreneurs. The following are five of the “30 Free Online Courses for Entrepreneurs” compiled by BusinessStudent.com: MIT.edu — How to Develop Breakthrough Products and Services: New companies want to develop major products and innovative services, but don’t know where to start. This class teaches how to develop innovative breakthroughs in a systematic way and how to implement these methodologies.

Udemy.com — From Idea to Launch: Nearly 40,000 entrepreneurs have completed this class. This is a good course for those just beginning a business. Dr. Jeff Cornwall gives practical steps to turn an idea into a successful business. MIT.edu — The Software Business: This course teaches entrepreneurs how to launch a software company or work for a software firm that is using cuttingedge technology. In the world of fintech, blockchain and SaaS, this is a huge growth opportunity. Coursera.org — New Venture Finance: University of Maryland professor teaches what is needed to be done in the early stages of one’s company to look for funding, how

to source it, how to make a pitch to investors and venture capitalists, as well as how to close the deal. Babson College — Access to Capital for Women: This five-module course will equip the entrepreneur with the skills and mindset to access capital and interpret financial statements to support the growth of her company. —BusinessStudent.com 30 Free Online Courses for Entrepreneurs businessstudent.com/topics/best-online-business-courses-for-entreprenuers/

Wearable tech products have begun emerging as a major influence in tracking athletic performance. The Apple Watch, Antelope Sportswear, the Motus Baseball Sleeve are all notable gadgets that have been made to monitor and boost athlete’s health and performance.

Photo courtesy of Athalonz (top)

ATHALONZ INSPIRATION

Athalonz, a 2014 startup based in Mesa, offers first-of-theirkind shoes as a wearable tech product in a field that includes the Apple Watch, Antelope Sportswear and Motus Baseball Sleeve — notable gadgets that have been made to monitor and boost an athlete’s health and performance. Athalonz shoes use physics and kinematics to maximize athletic performance, reducing stress on joints and providing optimal athletic positioning to help players perform their best. They serve as a performance enhancement tool rather than a piece of apparel. Tim Markison, a prolific inventor with more than 260 patented inventions in his name, brought his technical/ biotechnical skills to create Athalonz shoes. He has a Bachelor of Science in engineering, as well as a law degree, and, using his engineering and baseball background, incorporated physics and kinematics when creating the shoe to develop the Athalonz-patented Optimal Athletic Positioning sole, which naturally shifts the body’s weight onto the inside of the user’s legs, increasing power by 9 percent or more. He also worked with a sports medicine orthopedic surgeon and sports scientist to test the shoes to ensure they performed up to their standards before hitting the market. Athalonz’s biggest challenge is marketing, Markison says, noting that the functioning of the shoes is based on the laws of physics and takes a goodly amount of math to explain, making it difficult for Athalonz to convey its messages via conventional social media. “By shifting the body’s interaction with the ground, many people experience less ankle, knee, hip and/or back pain,” Markison explains. “The combination of having more power

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PROPERTY, GROWTH AND LOCATION

Consumer Cellular’s Big Box Move Illustrates Trend

Says John Marick, Consumer Cellular CEO, of the move into a former Sam’s Club big-box space, “Initially, when we looked at the big, empty building, it was difficult to visualize how it could be transformed into a useable space. However, it was at a convenient location, was the size we needed and had plenty of parking for our future employees. Once we realized we could customize it and mold it to fit our needs, we knew we could help revitalize part of the community. It quickly turned into the perfect option for out third Phoenix location.” In addition to having new fiber run into the building, which had not had any high-speed data coming into it, the 164,000-squarefoot space has been completely renovated to include a “floating” second level, the floors connected by a large staircase that serves as the focal point. There is an additional side staircase featuring community seating for employees and visitors. The building contains 24 private offices, eight conference rooms and five training rooms. consumercellular.com

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expansion in the immediate trade area. Therefore, sometimes these are the only options. One of the challenges, however, is that landlords have very few alternatives to backfill a big-box space. “We’ve been seeing more creative uses like professional/medical office, call centers, data centers, government agencies, dialysis treatment centers, etc.” But, they add, “Oftentimes, these tenants don’t need the depth provided and this results in inefficient use of the gross usable area, thus restricting the gross potential rent.” Consumer Cellular, however, has made efficient use of the opportunity. The no-contract wireless provider ranked “Highest in Customer Service among Non-Contract Wireless Providers, Four Times in a Row” by J.D. Power, has taken over a 164,000-square-foot space alongside Black Canyon Freeway formerly occupied by Sam’s Club, expanding its call center footprint in Phoenix as it plans for future growth in the market. The mobile service provider, which boasts nearly three million customers, currently employs 1,025 staff in two Phoenix-area locations. The new facility will allow for the addition of 1,200 employees over the next three years. —RaeAnne Marsh Cashen Realty Advisors cashenrealty.com Consumer Cellular consumercellular.com JLL jll.com Marcus & Millichap marcusmillichap.com

GET REAL

by Mike Hunter

Industrial Spec Industrial demand remains high following a record 2017, with the Sky

seven developers to build eight different speculative projects,

Harbor and Southeast Valley submarkets experiencing most of the

totaling nearly three million square feet of new industrial space

activity since the last downturn, but demand is outpacing the current

at previously overlooked development opportunities in the Sky

supply, spurring the adaptive reuse and modernization of existing

Harbor and Southeast submarkets. Of the eight projects in various

buildings to keep up with growing demands and evolving tenant

stages of development, approximately 1.2 million square feet will

needs and to optimize the industrial landscape for future growth.

consist of the redevelopment and adaptive reuse of older sites and

Capitalizing on this demand are Chris McClurg and Ken McQueen, principals at Lee & Associates Arizona, who teamed up with

buildings for prospective new tenants. lee-associates.com/offices/office/?id=2394

Chandler Airport Center – completed

Metro East Valley Commerce Center II – starting soon

Prologis I-17 Logistics Center – under construction

Class A industrial park with 210,000 square feet in two buildings, partly leased, plus a 3.4-acre pad site that’s available for sale or build-to-suit project.

Located in Mesa on 21 acres, the two new industrial buildings will be 155,480 and 208,100 square feet each with divisibility to 20,500 square feet.

This premier development in the Sky Harbor market has redeveloped an obsolete concrete batch plant into more than 900,000 square feet of state-of-the-art industrial product.

“Since 2012, the Sky Harbor and Southeast Valley submarkets have seen just under six million square feet of speculative warehouse product delivered,” explains Ken McQueen, a principal at Lee & Associates Arizona. “This spec product is nearly 70-percent occupied and we are now seeing the second phase of spec product being delivered to the market to keep up with the demand.”

Photos courtesy of Lee & Associates Arizona

CONSUMER CELLULAR EXPANSION GIVES THIS BIG BOX A MAKEOVER

The Great Recession of 2008 left a massive overhang of big-box retail buildings exceeding 6 million square feet Valleywide, reports Ray Cashen of Cashen Realty Advisors. Health clubs, schools, mini storage, offices and healthcare uses have filled many of the big-box vacancies, and, he observes, as the retail market recovers against competition from online retailers like Amazon, eBay, Wayfair and Overstock, that supply has dwindled to less than 4 million square feet. On the office side, Phoenix has more than 2.7 million square feet of space under construction, but we also have approximately 100 companies looking for space — representing approximately 4.6 million square feet of demand, according to John Reva, vice president specializing in retail for JLL. “As long as this demand persists, and as retail continues to change and evolve, landlords and tenants will no doubt continue to pursue alternative uses for traditional, vacant big-box spaces — particularly those buildings that are located near major employment pools and in close proximity to freeways,” he says. Ryan Sarbinoff, regional manager in Marcus & Millichap’s Phoenix office, and his colleague Sanford Burstyn note that, given the consistent increases to construction materials and labor, improvements to retrofit existing spaces are more cost-effective than building ground-up. Furthermore, many of these locations are irreplaceable, with very few options for

YOUR BENEFIT IN BUSINESS

WELL WELL WELL

by Mike Hunter

Valley Acupuncture Franchise Expands Scottsdale-based Modern Acupuncture™, a franchise concept transforming the alternative medicine market and acupuncture industry, has opened a clinic in Mesa — the fourth location to open in the Valley and the 19th to open across the nation; at least 15 locations are slated for the Phoenix metro area. Modern Acupuncture Dana Park’s 1,200-squarefoot clinic features 11 zero-gravity acupuncture chairs located in the Zen Den, a relaxing retreat where traditional and cosmetic acupuncture is administered by licensed acupuncturists; guests can unwind and possibly even fall asleep, zoning out to peaceful music while experiencing the healing and/or cosmetic benefits of acupuncture. Sessions are typically 30 minutes or less, and walk-ins are always welcome. Modern Acupuncture offers affordable memberships encouraging guests to add acupuncture to their regular health and wellness routines. “The East Valley is an underserved market regarding alternative methods of healing, which is one of the many reasons I am confident Modern Acupuncture Dana Park will positively impact the Mesa, Gilbert, Tempe and Chandler communities,” says Shannon Tolbert, Modern Acupuncture franchisee of the Mesa location. modernacupuncture.com/az004

Strengthening Lung Health Institute’s Advisory Board Andrew Huberman, Ph.D., neuroscientist and tenured associate professor of neurobiology and ophthalmology at Stanford University School of Medicine, is the newest member of the Lung Health Institute’s advisory board. Responsible for shedding light on scientific findings in academic literature and how those findings could potentially evolve research and clinical practices at Lung Health Institute, Dr. Huberman brings more than 20 years’ experience in neurobiology to the board. He and the other board members will guide research efforts aimed at accelerating the advancement of chronic lung disease treatments. Lung Health Institute — whose five clinics around the country include one in Scottsdale — leads the industry in regenerative medicine and is among the first cellular therapy providers accredited by The Joint Commission, widely considered the gold standard of quality patient care. thelunghealthinstitute.com.

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Is an Association Plan the Answer? Competition and choice were two promises of the Affordable Care Act that have largely been unfulfilled. Will Association Health Plans be the flavor of the month and quickly vanish like the healthcare co-ops, or will they create a viable pathway to lower cost, more administratively efficient health insurance? Health Plan Associations have the opportunity to be nimbler than a large insurance company. They can tailor benefits and services to their target audience. Smaller employers can access the best-in-class solutions that may previously have been available only to large employers in these associations. Premiums can be stabilized and become more predictable by utilizing the actuarial law of large numbers. Lastly, association health plans can put market pressure on existing insurance solutions through increased competition for business. The list of potential benefits is both attractive and numerous. However, the opportunity does not create an automatic result. George Washington is credited

with saying, “It is better to be alone than in bad company.” The road to destruction in healthcare is historically strewn with entities that believed bigger is better. In health insurance, better is better. Assembling groups of individuals and employers together using the same market solutions that are available today will not result in a better outcome. Associations that creatively connect groups together to improve the health risk and the quality of care will be the winners. The Association Health Plan decision recently announced by the United States Department of Labor will unlock the door of opportunity to expand the use of associations across the U.S., but the success of such plans relies on the ability of association administrators to innovate and think both creatively and intentionally. —Jeff Kirke, vice president of Employee Benefits in the Scottsdale office of Holmes Murphy, privately-held insurance brokerage (www.holmesmurphy.com)

Glucose-Monitoring Leader Expands in Mesa With demand for Dexcom’s newest product soaring and the company’s stock price at an all-time high, the leader in continuous glucose monitoring for people with diabetes has begun hiring to fill more than 100 competitive-wage jobs at its manufacturing facility in Mesa, which currently employs over 400 people, and will continue to hire throughout 2018 with the likelihood of more than 200 jobs available across all functions. The Mesa site opened in April of 2017 with a handful of employees, and has grown tremendously. Says Allyson Aabram, senior manager of talent acquisition at Dexcom, “Initially, we hired for technical and patient support roles, to staff our care center. In the later part of 2017, we shifted focus to build our manufacturing staff. Presently, we have nearly 500 employees onsite and expect to hire around 200 more by the fall. In fact, our manufacturing footprint is continuing to expand in Mesa, as we plan to add second manufacturing suite.” Mesa, she explains, was chosen for its proximity to San Diego as well the positive business climate within the State of Arizona.

Additionally, it offers the benefits of affordable real estate and an available workforce. Dexcom is a market leader in the United States, providing continuous glucose monitoring devices for patients with Type 1 diabetes. “There are around 3 million people on intensive insulin therapy in the United States alone who could take advantage of Dexcom’s technology,” Aabram says. Dexcom’s technology syncs directly with a patient’s smartphone device and provides glucose-level data every five minutes, and emits an audible alert when levels are too high. Adds Aabram, “The value extends to up to five friends and family, who can receive the patient’s information in real time.” —RaeAnne Marsh Dexcom dexcom.com

A report last year from the Centers for Disease Control and Prevention confirmed the rate of growth of new diabetes diagnoses remains steady — but the numbers are significant: 30.3 million Americans have diabetes, and another 84.1 million have prediabetes. Many health plans include diabetes wellness programs.

Striving to help make every day better for Arizona business. Your business succeeds when you take care of your people. We succeed when we take care of you. United Healthcare offers a broad portfolio of health plans designed to help every Arizona business give their employees access to affordable, quality care and resources so they can live healthier lives.

Insurance coverage provided by or through UnitedHealthcare Insurance Company or its affiliates. Administrative services provided by United HealthCare Services, Inc. or their affiliates. Health Plan coverage provided by or through UnitedHealthcare of Arizona, Inc. ©2017 United HealthCare Services, Inc. MT-1127685.0 3/17 ©2017 United HealthCare Services, Inc. 17-4120

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LAW MATTERS TO BUSINESS

Employers: Reject Sexual Harassment (Part I) Steps 1 and 2 of four steps for rejecting harassment by Ben Hase

Part 2, next month, will cover Step 3: “Assess Damage after Reacting” and Step 4: “What It Takes to Reject.”

Ben Hase is the managing attorney for Information Services provided by the Employers Council (formerly Mountain States Employers Council), where he also coordinates California and Nevada legal services. While his office is located in Denver, he supports clients in many states with employment law issues, including tax-favored savings or benefits plans and correction programs, discrimination, unemployment benefits, wage and hour claims, FMLA and more. The development of his employment law practice area includes three years spent in private practice litigating on behalf of plaintiffs and more than five further years spent at the Colorado Civil Rights Division working on complex discrimination issues, as well as three years defending and counseling employers in labor and employment law claims as a staff attorney for EC. employerscouncil.org

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Recent events have brought sexual harassment into the spotlight, but it is no stranger to this kind of recurrence. Employees, employers, courts, attorneys, business owners, human resources professionals and many more have struggled with the topic for decades. It was not until the second half of the 20th century that legislation reflected the desire to eliminate sexual harassment from our workplaces. What has and has not changed since then? In many circumstances, sexual harassment is being addressed when and where it’s reported, but, according to the U.S. Equal Employment Opportunity Commission (www. eeoc.gov/eeoc/task_force/harassment/upload/report.pdf), it remains unreported by up to 75 percent of our workforce. Organizations educate their supervisors and staff about harassment prevention on a regular basis, but harassment at all employee levels continues in some cases. Employment attorneys advise their clients to take swift, remedial action when harassment is corroborated, but this advice is not always followed when the remedial action involves terminating a profitable, successful employee, or in cases where certain business factors discourage employers from engaging with these third-party investigators. In short, the issue remains. Despite decades of increasingly severe legislation and judicial disapproval, instances of sexual harassment still exist. Laws, best practices, and policies have failed to completely eliminate the issue, paving the way for social movements to bring the issue to the forefront. This rise in social movements can create risks if employers don’t adopt policies and practices that address the root of the problem. And those who suffer from sexual harassment may be more inclined to litigate the issue than to resolve it internally. These factors and continued harassment in the workplace facilitate an unacceptable and unprofessional workplace experience, negatively impacting productivity and allowing legal risks to fester. How do we address these issues in a conscientious way that brings problem solving back into the responsibility of human resources, rather than within the purview of social and mass media?

STEP 1: EMPLOYERS MUST DEDICATE THEMSELVES TO A HARASSMENT-FREE WORKPLACE

A harassment-free workplace takes more than a good policy, baseline training and a swift response. It requires us to practice and live the message that harassment is not tolerated among the workplace. Businesses can start by looking at their company values — is this message reflected therein? If not, those mission or values statements should be revised and re-issued. Ask whether we (yes, you) and other workplace leaders, from supervisors to the chief executive officer, live

these values. If we do not, we are sending the message, “Do as we say, but do not do as we do.” For example, when recent graduates enter the workforce, the majority of their learning stems from their co-workers and their supervisors, including the leaders of the organization. As an organization, we may instruct them on how to prevent harassment, but if our C-suite does not take harassment seriously, or even engages in harassing behavior, it may shape the next generation of workers in a way that perpetuates sexual harassment. Above all other considerations, having expectations and policies in place that match this formative and modeling effect of sexual harassment conduct can serve as the determining factor on whether sexual harassment will be rejected or if it will continue to persist for the next generation and those to come. Businesses may find it helpful to consult a third party to determine whether or not sexual harassment policies fall in line with this thinking.

STEP 2: EMPLOYERS MUST CONTINUOUSLY WORK TO REJECT HARASSMENT

Traditionally speaking, when a harassment complaint is received, it is investigated and corroborated, and the harasser is ultimately fired. The situation fades and the company moves on. Such is a common lifecycle of a standard harassment complaint. It is suited to address harassment. However, addressing harassment is not synonymous with rejecting harassment. Businesses that wish to reject harassment need to take the practice one step further. At the simplest level, a business’s decision makers need to think about what makes each situation unique. Is that nuance reflected in company policies? For instance, in the case of a complaint by an employee against a third-party non-employee, the business needs to check whether its policy addresses harassment by third parties. If not, it should update its policy. Lastly, businesses need to consider situations that will be difficult to address given existing policy mechanisms. For example, if the policy vests ultimate decision-making authority in a high-level employee, such as the CEO, what happens if the CEO is the harasser? It’s important to think about how this situation could be handled and discuss solutions within the organization to devise the correct mechanism. Businesses may need to hire a third-party investigator or develop a team of employees throughout the organization to carry out or ultimately make a decision following the investigation. Steps 3 and 4 will be covered next month, in the October 2018 issue of In Business Magazine. With sexual harassment continuing to frequent headlines across the U.S., now is the right time for organizations to ensure their sexual harassment policies not only prevent but also effectively eliminate these types of situations.

In FY 2017, 6,696 sex-based harassment charges were filed with the U.S. Equal Employment Opportunity Commission (16.5 percent by men). This does not include charges filed with state or local Fair Employment Practices Agencies, nor did all of these result in penalties assessed against an employer, but the total awards came to $46.3 million. eeoc.gov/eeoc/statistics/enforcement/sexual_harassment_new.cfm

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Achieving Greatness Honoring the Women Who Bring out the Best in Business

Achieving goals is how businesses succeed, and our community has grown from layers of success built upon other layers of success. Powering this is the commitment of those who “can” to help others also succeed — proving the truth of the adage, “A rising tide lifts all boats.” This issue presents our 2018 Women of

Achievement. Each of these 14 women has proven her involvement in our business community and her connection to doing good for our community, and has demonstrated great success in business. Their varied strengths are part of the mesh that binds and supports the greater community and attests to the collective achievement of women in business. To honor and celebrate these women, we

present on the following pages profiles of our honorees, in which they share their stories. And they will share the spotlight again at our Women of Achievement luncheon on Oct. 5 at the Arizona Biltmore. We also honor Sharon Lechter, this month’s Guest Editor, as this year’s recipient of the Linda M. Herold Lifetime Achievement Award. Please meet our 2018 Women of

Achievement. —Rick McCartney, Publisher, In Business Magazine

Lifetime Achievement Honoree

"My father would ask me, 'Have you added value to someone’s life today?' With each achievement, I am grateful for his advice and refocus on adding value today."

Sharon Lechter Founder and CEO | Pay Your Family First LLC

Sharon Lechter is an entrepreneur, New York Times bestselling author, philanthropist, international speaker and licensed CPA. As founder and CEO of Pay Your Family First, a financial education organization, Lechter has served as a presidential adviser to presidents Bush and Obama on the topic. In 2009, she was appointed to the National CPA Financial Literacy Commission as a national spokesperson on financial literacy and was reappointed in 2014. Lechter is a founding chancellor for Junior Achievement University of Success and is Arizona chairman for the 2020 Women on Boards initiative. Lechter has been a pioneer in developing new technologies, programs and products to bring education into people’s lives in ways that are innovative, challenging and fun, and remains committed to education — particularly financial literacy and entrepreneurship. In 1989, she helped the inventor expand the electronic book industry to a multi-million-dollar international market. In 1997, Lechter co-authored the international bestseller Rich Dad Poor Dad and 14 other books in the Rich Dad series. Over 10 years as co-founder and CEO, she led the Rich Dad Company and brand to global success. In 2008, she was asked by the Napoleon Hill Foundation to help re-energize the teachings of Napoleon Hill just as the international economy was faltering. Lechter has three bestselling books in cooperation with the Foundation, including Three Feet from Gold, Outwitting the Devil and Think and Grow Rich for Women. She is featured in the 2017 movie Think and Grow Rich: The Legacy. As a lifetime education advocate, Lechter was instrumental in and the driving force behind the passage of legislation in Arizona that requires personal financial education for high school graduation. Lechter is the recipient of numerous awards and honors. Childhelp has honored her and her husband, Michael, as recipients of the Spirit of the Children Award. She has received a Gift of Wisdom Award by Florida State University’s Women for FSU, Mary Lehman MacLachlan Economic Empowerment Award by Women President’s Organization and Financial Educator of the Year by the National Financial Educators Council. Lechter was also honored with the prestigious 2015 International Profilo Donna Award by Profilo Donna (Profile Woman) and has the distinct honor to be the only woman inducted into the Personal Development Hall of Fame. In 2018, Lechter is being honored as a Trendsetter by Trends Charitable Fund, and will be receiving the Women of Achievement Linda M. Herold Lifetime Achievement Award from In Business Magazine and the Global Voice award by the World Women Foundation.

SEPT. 2018

Company Name:

Pay Your Family First LLC Main Office Address:

6611 N. 64th Pl. Paradise Valley, AZ 85253 Phone:

(480) 607-1940 Website:

sharonlechter.com Number of Locations in Metro Phoenix:

1 Number of Employees:

5 City Nationally Headquartered:

Scottsdale No. of Years with Firm:

11 Year Established Locally:

2007 Specialties/Services:

Financial Education, International Speaker, Publisher, Entrepreneurial Mentorship

INBUSINESSPHX.COM

Honoree

"You can’t be what you can’t see. Helping others to see that they have the power and the tools to change the world will always be reward enough."

Catherine Alonzo CEO | Javelina

Catherine Alonzo is CEO and founding partner of Javelina, a changeengineering company that is advancing equality and human dignity through social, political and economic change. Javelina helps its clients realize their vision of change in the world through cutting-edge strategies from the worlds of marketing and political campaigns.

Company Name:

Javelina Main Office Address:

800 N. 1st Ave. Phoenix, AZ 85003 Phone:

(623) 252-5439 Website:

javelina.co Number of Locations in Metro Phoenix:

1 Number of Employees:

12 City Nationally Headquartered:

Phoenix No. of Years with Firm: 6 Year Established Locally: 2012 Specialties/Services:

Development of purpose, mission and values; Message development and training; Strategic communications – digital marketing, social media, traditional comms; Political campaign management and fundraising; Direct mail

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Alonzo is motivated by her personal mission: to make the world a kinder, more equal place. As she was growing up, life taught her that so much of what we are able to achieve is determined by the circumstances of our birth: our race, gender, birthplace and the family who raises us. If she can even the playing field just a millimeter through her work and volunteerism, she knows she’ll have made a lasting impact. Alonzo has been integral in growing Javelina to be one the Valley’s preeminent marketing and campaign agencies. With a background in political campaigns, she specializes in crafting strategies to help people and organizations change the world. She marries her political background (having served on the teams that raised the Arizona minimum wage in 2016, and elected Phoenix Mayor Greg Stanton and Tempe Mayor Mark Mitchell) with her passion for storytelling in the digital age. Originally from the UK, Alonzo moved to Arizona in 2005 to complete her master’s degree in Public Administration at Arizona State University. She lives in Central Phoenix with her husband Ruben and their three bunny rabbits. One of her favorite weekend activities is volunteering at Brambley Hedge Rabbit Rescue, cleaning bunny cages and filling up water dishes. Connection to community is a life source for Alonzo, and she has given countless hours to local organizations. As a past board member for Tucson-based kindness-focused nonprofit Ben’s Bells, Alonzo led the effort to open a Phoenix studio. The studio still operates on Roosevelt Row in Downtown Phoenix. In recent years, Alonzo has been recognized for her business leadership by organizations that include the Greater Phoenix Chamber of Commerce. Her vision for the future is a kinder, more equal world. Continuing to scale the impact that Javelina’s clients have on the world is a major part of that.

SEPT 2018

Honoree

"I want to make sure that I leave a positive mark on the world. Surrounding myself with amazing people has inspired me to do just that."

Jane AnthonyRivera Vice President Sales | LP Insurance Services Inc.

LP Insurance Services is a unique risk services and insurance brokerage firm specializing in Property, Casualty, Surety, Workers’ Compensation, Employee Benefits, Healthcare Professionals, Personal and Risk Services. Headquartered in Reno, Nev., with additional offices in Phoenix, Las Vegas, Sacramento, Lake Tahoe and Elko, Nev., LP supports clients throughout the West. Recently named a Top 100 U.S. insurance brokerage and a Best Practices Agency by industry insiders, LP Insurance, with Jane Anthony-Rivera’s support, has been leading the way in providing complete risk assessment and mitigation as well as compliance and comprehensive coverage. In addition, LP has been named a Best Agency to Work For across the West for more than five years. Anthony-Rivera, a vice president/sales executive, has more than 40 years of Commercial Property and Casualty insurance industry experience as well as Risk Management advisory expertise. She is a fully-licensed insurance broker with clientele throughout the United States and Internationally from Italy to India to Canada and all parts in between.

Company Name:

LP Insurance Services Main Office Address:

2201 E. Camelback Rd., Suite 202 Phoenix, AZ 85016 Phone:

(602) 889.9365

A native of New York and graduate of St. John’s University, Anthony-Rivera moved west in 1994 to further pursue her insurance career both as an independent broker and with Top 10 national brokerage houses. In her current role, she advises and counsels LP Insurance clients on the best course of action pertaining to insurance, risk management, contractual risk, safety, regulatory compliance and more. Her clients include everything from medical schools to environmental contractors and manufacturers to technology specialists.

Website:

Anthony-Rivera is an active member of her communities and has served on the boards of The Southwest College of Integrative Medicine and Health Sciences in Arizona, Silver Key Senior Services in Colorado and the College of Southern Nevada Law School as well as on the advisory council of Sunrise Children’s Foundation in Nevada. She is committed to health and wellness for all ages. However, she is most proud of being the founder of The Wellness Community (TWC) in Phoenix, now known as Cancer Support Community Arizona.

153

Founded in 1996, TWC provided the medicine of love, support and hope to those fighting cancer. Today, Cancer Support Community Arizona continues that mission and offers those battling cancer hundreds of programs that include health, nutrition, support groups, therapeutic arts, education seminars, workshops, youth/ teen and family programs and fun community events, all led by licensed mental health professionals and meant to boost the immune system at no cost to the recipient.

SEPT. 2018

www.lpins.net Number of Locations in Metro Phoenix:

1 Number of Employees:

City Nationally Headquartered:

Reno, NV No. of Years with Firm:

10 Year Established Locally: 3 Specialties/Services:

Commercial Property & Casualty Insurance, Contractual Insurance Risk, Insurance Regulatory Compliance, Domestic and International, Private & Public Companies

INBUSINESSPHX.COM

Honoree

"Achievements are found behind the doors right in front of you, waiting for you to find the courage to open them, waiting for you to put the effort into the victory."

Pat Bondurant President & CEO | Bondurant Racing School

Pat Bondurant, president and CEO of the 50-year-successful Bondurant Racing School, is the wife of founder Bob Bondurant, world champion race car driver. The family-owned school is globally recognized as the expert authority on driver training and safety. BONDURANT brings an average annual economic impact of $35 million to the Greater Phoenix area. She serves as the fierce visionary to take BONDURANT into the next 50 years.

Company Name: Bondurant Racing School Main Office Address: 20000 S. Maricopa Rd. Chandler, AZ 85226 Phone: (480) 403-7600 Website: www.bondurant.com Number of Locations in Metro Phoenix: 1 Number of Employees: 50 City Nationally Headquartered: Phoenix No. of Years with Firm: 8 Year Established Locally: Founded in 1968, but moved to Phoenix in 1990 Specialties/Services: Only purpose-built driver training facility in the world, from teenagers to law enforcement, auto enthusiasts and race car drivers

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Bondurant led through the recession while 113 other driving schools folded, including close competitors. This industry is very expensive to maintain, yet she leads the strategic planning and marketing, negotiates with multi-milliondollar sponsors and top automotive executives, and secures the five-star service, as well as travels the globe alongside her famous husband as the brand ambassadors for BONDURANT. BONDURANT is a small company on a big global stage — the BONDURANT brand raves a 5-star rating with close to one billion social impressions a year. In charge of maintaining the stability of the future to remain the world’s best and protecting the BONDURANT brand, Bondurant calls her role “an ongoing precarious achievement.” Raised among five very successful brothers, her training in understanding the male psyche came at a very early age. She was a beauty queen and runway model who had aimed for a career in fashion, but her destiny turned left and pointed to the polar opposite side of the career spectrum — the once all-maledominated industries. She led successful careers in aerospace, architecture, television, cars, investing and, now, racing school. Her business résumé includes working for NASA/Teledyne Brown Engineering first as a draftsman then promoted to designer on the first Space Shuttle, and being hired by United Technologies to be the lead designer on the Tomahawk Cruise Missile facility. Taking her last paycheck, Bondurant launched her own architectural firm, winning a National Architectural design award. As marketing director at SSOE, the eighthlargest engineering firm in the nation, she re-located from Nashville to Seattle. Health issues forced a move to Arizona, where she invested in and jointly started a new TV station rolling out documentaries. Bondurant has chaired, volunteered and donated her time and resources to help raise millions of dollars to literally hundreds of charities. She is the 2018 Honoree of the St. Jude Children’s Research Hospital. She credits her tenacity to achieve success from her career-driven mother, and enjoys watching her own two children succeed in the business arena.

SEPT 2018

Honoree

"I took on challenges people said couldn’t be done. Instead of running, I leaped. Those wins fuel my motivation to tackle the next challenges."

Mesha Davis CEO | Arizona Foundation for Women

When Mesha Davis became the CEO of the Arizona Foundation for Women in 2016, she immediately hit the ground running by planning the organization’s signature luncheon event honoring actress and humanitarian Ashley Judd. Also honored were Jen Welter, Ph.D., the first female NFL coach, and Dr. Ken Snyder, local dentist with St. Vincent de Paul. With an outstanding lineup of honorees at the luncheon, Davis hit a homerun by raising more than $375,000 for AFW and, more importantly, raising awareness about the organization. As CEO, Davis also was instrumental in releasing the Status of Women Report, a vital research piece that provides a clearer picture of the state of women’s issues in Arizona. The report serves as a roadmap for AFW to prioritize the challenges women face today and develop strategies to solve these challenges through research, advocacy and philanthropy. Under Davis’s leadership, AFW is undergoing a branding refresh. She is overseeing the redesign of a new website and creation of new materials that reflect the Foundation’s mission and goals and place a spotlight on improving the status of women in Arizona. AFW is all about providing grants to programs specifically for women, and Davis has made it her goal to raise $5 million through endowment by 2020. It’s a lofty goal, but Davis is a firecracker who can turn any spark into a wildfire. Prior to her current position, Davis was the chief development officer for Southwest Center for HIV/AIDS, where she led the organization’s $10.1-million capital and capacity campaign. While she was there, the organization celebrated its 25th anniversary with its largest annual black-tie fundraising gala; its raising of more than $750,000 earned it a ranking in the Phoenix Business Journal’s top charity events.

Company Name: Arizona Foundation for Women Main Office Address: 2201 E. Camelback Rd., Suite 405B Phoenix, AZ 85016 Phone: (602) 532-2800 Website: www.azfw.org Number of Locations in Metro Phoenix:

1 Number of Employees:

Davis’s nonprofit career started with the YMCA of Metropolitan Milwaukee, where she held seven leadership positions during her 11 years. She opened and operated a $16-million, 114,000-square-foot YMCA; 500-student K-5 to 8th grade charter school; and 100-capacity childcare center — which resulted in an increase in memberships and program enrollments. Additionally, Davis served on two major national YMCA health initiatives.

City Nationally Headquartered:

Davis received a Master of Science in Management from Cardinal Stritch University and a bachelor’s in business administration from the University of Wisconsin-Milwaukee.

1995

A native of Milwaukee Wisconsin, Davis lives in North Phoenix with her fiancé, Doug Carter. She likes to run, hike and ride her bike in the beautiful Arizona sunsets and mountain views.

SEPT. 2018

Phoenix No. of Years with Firm: 1 1/2 Year Established Locally:

Specialties/Services: Safety & Health, Economic Empowerment/ Education, Research, Advocacy, Philanthropy/Grantmaking

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Honoree

"My achievements have made me more humble and empathetic. As a result, I have become a more effective leader, mentor and community member."

Drena Kusari

General Manager of Southwest & Hawaii | Lyft Drena Kusari connects transportation with technology to improve the lives of millions in our communities. As the general manager for the Southwest Region at Lyft, Kusari leads growth strategy, marketing and operations. Under her leadership, Lyft has added more than $100 million in economic value in Phoenix and ridership has grown more than eight times.

Company Name:

Lyft Main Office Address:

4050 E. Cotton Center Blvd., Suite 38 Phoenix, AZ 85040 Phone:

(480) 252-4787 Website:

lyft.com Number of Locations in Metro Phoenix:

n/a Number of Employees:

40 (locally) City Nationally Headquartered:

San Francisco No. of Years with Firm:

2 1/2

Paving the road for females in technology, Kusari obtained her MBA at Harvard Business School and has worked in the tech-enabled services for 10 years. Before Lyft, she worked at Infusionsoft, an SaaS company. Kusari was also an analyst at Goldman Sachs and a senior strategy consultant with McKinsey & Company advising Fortune 500 companies. Kusari is a dedicated leader and mentor in the community. She volunteers on multiple boards (Junior Achievement of Arizona, Harvard Business School Club of Arizona, Visit Scottsdale and the ASU Research Park) and has served as a mentor for Social Venture Partners. Kusari has also served as a judge in the March Venture Madness competition and is a member ASU’s Women in Philanthropy group. She serves as a mentor to young girls interested in STEM and technology careers. Kusari is a mentor and advisor at Gjirafa Lab, one of the leading technology incubators in the Balkans. In 2017, Kusari was awarded the Young Professional ATHENA, recognized as Phoenix Business Journal’s 40 Under 40 and was a Community Hero Finalist in Phoenix Business Journal’s Top Tech Awards. In 2018, Drena was recognized as an Outstanding Woman in Business by the Phoenix Business Journal and one of the Most Influential Women in Arizona Business by AZ Big Media. Kusari has been adamant about engaging Lyft in the Phoenix community. She propels Lyft’s mission by forging partnerships to support community initiatives and fundraise for underserved communities and has worked with more than 75 nonprofits.

Year Established Locally:

2016 Specialties/Services:

Rideshare, Transportation

INBUSINESSPHX.COM

SEPT 2018

Honoree

"My achievements inspire me to continue fostering teams that are dedicated to creating something bigger than themselves and having fun doing so!"

Ruzica Markovic President & CEO | Pro One Media Productions, Inc.

A 25-year marketing executive turned entrepreneur, Ruzica Markovic is today the new president and CEO of Pro One Media Productions, a multi-media marketing agency that has been creating “ridiculously effective” commercials, documentaries and corporate videos for nearly 35 years. Raised in publicly traded, fast-growth companies, Markovic is known for innovating and executing, managing budgets upwards of $40 million. But, that’s not what differentiates her. Nor the fact that she forged her skills in public/investor relations, corporate communications, digital lead generation and advertising all while on a plane somewhere from Dubai to Hyderabad by way of Paris on the way to Santiago.

Company Name:

Pro One Media Productions, Inc.

What differentiates Markovic is she’s a trained journalist who started her career as a press liaison in a war zone in her native Balkans nearly 20 years ago. Forced to flee or face house arrest, she later returned to monitor the first Bosnian election, entering Sarajevo 10 days after the final peace accord was signed — where, upon entry, she was almost mistaken as part of the “prisoner exchange.” Sobering, that experience gave her a deeper understanding of the human condition and honed her ability to connect and compel. “What I learned is that any change is jarring; and nothing is more powerful than a sense of belonging,” says Markovic. “It taught me that people embrace change best when delivered in bite-size pieces — pieces that form a longer narrative and paint a greater vision. They evangelize brands in much the same way.”

Main Office Address:

For her, the experience underscored the importance of education as the bedrock of democracy and economic sustainability. Over the last decade, she has worked to bring education to the forefront of corporate activism and giving. She worked with the International Federation of Pharmacists and the World Health Organization to raising cross-border competencies, the Bank of Nevada to bring STEM 101 (one of the best STEM programs in the country) to the State of Nevada, and Alliance Bank to leverage CEO concerns throughout Arizona as momentum needed to pass Prop 123.

Undoubtedly, her greatest gift is her inability to hear “no” in the face adversity. Her son is a testament to her tenacity. Faced with countless setbacks and endless procedures, she is today is the proud parent of a thriving, five-year-old boy—a boy whose odds of being born were slim to none. His life is the fabric from which Markovic draws courage and inspiration.

3 months

Markovic has a Bachelor of Science from Northwestern’s Medill School of Journalism and serves on the Leadership Circle for Partners in Action, a local nonprofit that has operated more than 30 orphanages and ministries worldwide for more than 30 years.

SEPT. 2018

7443 E. Butherus Dr., Suite 110 Scottsdale, AZ 85260 Phone:

(480) 948-9310 Website:

www.proonemedia.com Number of Locations in Metro Phoenix:

Number of Employees:

5-10 City Nationally Headquartered:

Scottsdale, AZ No. of Years with Firm:

Year Established Locally:

1985 Specialties/Services:

Commercial and Corporate Video, TV spots, Documentaries, Short Films, 3-D Motion Graphics/ Animation, GreenScreen Studio

INBUSINESSPHX.COM

Honoree

"How does one respond when told, “Your example made a difference in my life”? This has happened a few times to me. It is both humbling and frightening."

RaeAnne Marsh Editorial Director | InMedia Company

Company Name:

InMedia Company Main Office Address:

1 N. 1st St., Sixth Floor Phoenix, AZ 85004 Phone:

(480) 588-9505 ext. 220 Website:

inmediacompany.com Number of Locations in Metro Phoenix:

1 Number of Employees:

8 City Nationally Headquartered:

Phoenix No. of Years with Firm:

8 Year Established Locally:

2007 Specialties/Services:

I’ve been with InMedia Company for eight years, and have helped launch two exciting publications: In Business Magazine and Vicinity Magazine. The latter is a hyper-local publication aimed at strengthening the ties of community within a neighborhood by connecting at the most essential level those who live there with the entertainment, shopping and other services “in their own backyard.” The bulk of my attention, however, is taken by the former, with its broader focus on supporting the business community of this fifth-largest metropolitan region in the United States — the Greater Phoenix area. 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. We recognize, too, that there are myriad factors that impact business — from internal differences in leadership and decisions regarding marketing to external affairs such as regulations and technological advances — and it is my challenge to ensure each edition is packed with relevant information on a broad spectrum of issues, aimed at a readership that spans the spectrum from entrepreneurial startup to major corporation. I am often told — in exasperation a s much as admiration — that I am exacting in trying to maintain journalistic standards. But language is intended to communicate, and to that end I believe it is imperative that communication be accurate in content and in style. Information must be right when it is disseminated; inaccurate information may be able to be corrected to at least some extent, but subconscious impressions once imprinted can affect a person’s perceptions and decisions and are not nearly so easily mended. Decades of service to Girl Scouts U.S.A., in multiple capacities, instilled a respect for that organization that compels continuing support, although no longer in a formal capacity. I served as a volunteer and later board member on Business Volunteers for the Arts and its reincarnation as Arts & Business Council of Greater Phoenix, including founding chair of its auxiliary Bravos. And I served more than a decade supporting arts programs for underserved youth as a member and executive committee member on the board of Rosie’s House: A Music Academy for Children.

Content Development, Media & Marketing Products, Publications, Advertising Sales

INBUSINESSPHX.COM

SEPT 2018

Honoree

"I never want to be found resting on my laurels. Each achievement drives me to want to do more, be more and serve more."

Kristen Merrifield CEO | Alliance of A rizona Nonprofits

The Alliance of Arizona Nonprofits was formed in 2004 to be the unifying voice of the nonprofit sector in Arizona. As the only statewide association dedicated to serving the needs of the nonprofit sector, it represents the more than 20,000 nonprofit organizations all across Arizona. Its mission is to unite, strengthen and advance Arizonaâ&#x20AC;&#x2122;s nonprofit sector. This is accomplished through advocacy, education and connections to critical resources that are tailored specifically for nonprofits, their staff, their board and their volunteers. Kristen Merrifield brings extensive leadership and more than 15 years of nonprofit knowledge and expertise to her role as the CEO of the Alliance of Arizona Nonprofits through her previous roles at the Arizona Small Business Association, the Arizona State University Foundation and the Greater Phoenix Chamber of Commerce. Using this experience, she has helped successfully lead the Alliance into its next stage of organizational growth, focusing on the areas of membership, internal processes and procedures, board governance and program development. Since Merrifield joined the Alliance a little over three years ago, membership has grown 33 percent, from 750 members to now more than 1,000 across Arizona. Corporate support has more than doubled, and programs and events have also experienced significant growth. This can be attributed to an incredibly talented and dedicated group of staff, board and volunteer leadership. Merrifield is an active participant in the business and nonprofit community, serving as a productive member and past president of the Arizona Society of Association Executives, as well as a member of the American Society of Association Executives. She holds a Bachelor of Science in Business Management from Grand Canyon University; a certificate in Association Management from ASAE and the prestigious designations of Certified Association Executive (CAE) and Certified Nonprofit Accounting Professional (CNAP). Merrifield is also a graduate of the ASU Lodestar Centerâ&#x20AC;&#x2122;s Generation Next Nonprofit Leadership Academy and the ASBA Executive Business Mentoring Program. She has dedicated her career to serving others and is a respected and well-rounded leader.

Company Name:

Alliance of Arizona Nonprofits Main Office Address:

360 E. Coronado Rd., Suite 120 Phoenix, AZ 85004 Phone:

(602) 279-2966 Website:

www.arizonanonprofits.org Number of Locations in Metro Phoenix:

1 Number of Employees:

6 City Nationally Headquartered:

Phoenix No. of Years with Firm:

3 Year Established Locally:

2004 Specialties/Services:

Advocacy & Public Policy, Training & Education, Fundraising & Grantseeking, Discounts on Products/Services, Capacity Building

SEPT. 2018

INBUSINESSPHX.COM

Honoree

"I don’t find inspiration from what I do; I find inspiration from others."

Deanna Salazar Senior Vice President & Chief Legal Officer Blue Cross Blue Shield of Arizona

As senior vice president and chief legal officer for Blue Cross Blue Shield of Arizona (BCBSAZ), Deanna Salazar oversees the company’s legal division, which provides consulting services to the board of directors and other key executives. This division advises the company in matters such as risk assessment, contracting, regulatory compliance and litigation management. Company Name:

Blue Cross Blue Shield of Arizona Main Office Address:

2444 W. Las Palmaritas Phoenix, AZ 85021 Phone:

(602) 864-5870 Website:

www.azblue.com Number of Locations in Metro Phoenix:

2 Number of Employees:

1,600

Prior to joining BCBSAZ, Salazar was a partner with the Phoenix law firm of Lewis and Roca, senior counsel with Wells Fargo Bank, and senior counsel with Employee Solutions, a professional employer organization. She joined BCBSAZ in 1999, and began her service with the organization as associate general counsel. Before attaining her current position, she was employed as the vice president of Human Resources. Salazar is a member of the Arizona and Colorado state bars. She serves as a member of the Phoenix Art Museum’s Board of Trustee’s and the boards of directors of Expect More Arizona and Teach for America. She previously was a member of the board of directors of Chicanos Por La Causa and served as chair of the Hispanic Women’s Corporation. She is a recipient of the Valley Del Sol’s Profiles of Success Exemplary Leadership Award, the Arizona Hispanic Chamber of Commerce’s Woman of the Year Award and the Los Abogados Community Service Award, and was recognized as one of the most influential businesswomen in 2017 by Phoenix Business Journal. Salazar received her bachelor’s degree from Adams State College and her juris doctorate from Arizona State University College of Law.

City Nationally Headquartered:

Phoenix No. of Years with Firm:

19.5 Year Established Locally:

1939 Specialties/Services:

Health insurance, Medicare, Federal Employee Program Coverage, Products and services designed to keep customers healthy

INBUSINESSPHX.COM

SEPT 2018

Honoree

"Successful careers are never solo acts. I am purposeful about encouraging others in their careers because of the many encouragers I've had along the way."

Nicole Stanton

Phoenix Office Managing Partner | Quarles & Brady LLP In 2014, Nicole Stanton became the first-ever female office managing partner of Quarles & Brady LLP’s Phoenix office, an AmLaw 200 firm with more than 475 attorneys nationwide. One of the few women to head a large Phoenix law firm, Stanton leads more than 100 of Arizona’s top legal minds, providing an array of legal services to corporate and individual clients, ranging from small entrepreneurial businesses to Fortune 100 companies. On a national level, Stanton serves as the firm’s assistant general counsel, protecting the firm’s interests and counseling its lawyers on ethics and risk management concerns. The firm has strengthened its financial and operational positions both locally and nationally as a result of its measured growth under Stanton’s leadership. A broadly experienced litigator, Stanton has defended several local and national law firms, accounting firms, financial institutions and insurance brokers. Stanton also handles cases involving real estate, higher education and wrongful death. She is consistently listed as a Southwest Super Lawyer and identified in Best Lawyers in America for her work. In 2016, she became an arbitrator with the American Arbitration Association. In the community, Stanton currently serves as a board member of Charter 100 Women and the Arizona Equal Justice Foundation. She is one of only a handful of lawyers in Arizona to be elected into the prestigious American Law Institute. She is a founding board member and past president of the Women’s Metropolitan Arts Council of the Phoenix Art Museum. For many years, Stanton also served as an adjunct professor at Arizona State University Sandra Day O’Connor College of Law, and she is a graduate of Valley Leadership Class XXIX. In 2012, in her role as First Lady of Phoenix, Stanton founded The Dion Initiative, a statewide anti-bullying initiative committed to promoting environments that foster children’s health, wellbeing and academic success. Through her efforts, The Dion Initiative brought the world’s leading expert on bullying to Arizona for a statewide summit for educators regarding best practices on bullying prevention. She has received numerous honors for her work on behalf of Arizona’s children — most notably, the Horace Steel Child Advocacy Award from the Children’s Action Alliance in 2016. In 2016, the Arizona Summit Law School Women’s Law Association presented Stanton with the first-ever Woman of the Year Award. She has been similarly honored with the YWCA Tribute to Women Award and the Southwest Center for HIV/AIDS Outstanding Achievement Award.

SEPT. 2018

Company Name:

Quarles & Brady LLP Main Office Address:

2 N. Central Ave. Phoenix, AZ 85004 Phone:

(602) 229-5200 Website:

www.quarles.com Number of Locations in Metro Phoenix:

2 Number of Employees:

475 City Nationally Headquartered:

Milwaukee No. of Years with Firm:

17 (since 2001) Year Established Locally:

2000 Specialties/Services:

Litigation & Dispute Resolution, Health Law, Intellectual Property, Business Law, Real Estate

INBUSINESSPHX.COM

Honoree

"Founding the institute in my new community of Phoenix allows me to continue my life’s work: helping others help others."

Susan Kenny Stevens CEO | Nonprofit Lifecycles Institute

Nonprofit Lifecycles Institute is an expanding community of nonprofits, funders and consultants driving organizational capacity in the nonprofit sector to build stronger communities. Strong Nonprofits. Stronger Communities. The Institute is headquartered in Scottsdale, Arizona, and has affiliate markets in Syracuse, N.Y.; Vancouver, British Columbia; and Regina, Saskatchewan. In these bi-national markets, we work locally with private foundations and government funders interested in strengthening the business model and operating capacity of important grantee partners. Company Name: Nonprofit Lifecycles Institute Main Office Address:

24437 N. 72nd Way, Suite 300 Scottsdale, AZ 85255 Phone: (480) 808-9237 Website: www.nonprofitlifecycles.com Number of Locations in Metro Phoenix:

1 Number of Employees:1 City Nationally Headquartered:

Scottsdale, Ariz., with affiliates in Syracuse, N.Y.; Vancouver, B.C.; and Regina, Saskatchewan No. of Years with Firm: 3 Year Established Locally: 3 Specialties/Services: Professional Development and Certification for Nonprofit Consultants, Lifecycle Capacity Assessments for Nonprofits, Capacity Investment Advisory Services for Foundations, Specialty Consulting and Transition Planning for Nonprofit Founders

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Locally, the Institute designed and manages the ATLAS and Agile programs for the Virginia G. Piper Charitable Trust. In six years, these two programs have invested more than $5 million in the capacity of 30-plus Valley nonprofits. The Institute has a two-year partnership with the Alliance of Arizona Nonprofits to help member agencies throughout Arizona assess their lifecycle stage and challenges, then determine how best to address them. In each of our four markets, we work through Institute-trained local consultants, providing professional development, certification and a much-needed affiliation mechanism to connect consultants with local and national peers. Our programs are based on the principles from Dr. Stevens’ award-winning book, Nonprofit Lifecycles: Stage-based Wisdom for Nonprofit Capacity. Lifecycle principles meet nonprofits “where they are” and strengthen their ability to accomplish mission and programs. The Institute and our affiliates are actively developing a series of capacity ecosystems across North America, weaving together the nonprofit, funder and consultant communities. Susan Kenny Stevens founded the Institute in 2015 as a legacy effort to pass on the lifecycles capacity approach to future generations. Since then, the Institute has trained several hundred nonprofit executives, board members, consultants and funders throughout the United States and Canada on the important relationship between operating capacity and mission delivery. Susan Kenny Stevens holds a Ph.D. in Organizational Behavior. She founded The Stevens Group, a boutique nonprofit consulting firm, in the late 1980s in St. Paul, Minn., sold that firm to Larson Allen (now Clifton Larson Allen) in 1998, and then led CLA’s Nonprofit and Government Group for 10 years before moving to the Valley in 2014 and founding the Institute. Special thanks to InMedia for this much-appreciated award, and to the Phoenix nonprofit and philanthropic community for your generous welcome. Together, we are building a healthy ecosystem in the Valley for nonprofits and the millions of residents who need them. Strong Nonprofits. Stronger Communities.

SEPT 2018

Honoree

"My achievements are not mine alone; rather, they are a culmination of everyone who’s poured their hearts and minds into our collective work. They inspire me."

Kado Stewart Program Director | one n ten

Kado Stewart has been working as a leader in the LGBTQ community since 2008, when, at 22 years old, Stewart created and founded Camp OUTdoors. Now in its 11th year, Camp OUTdoors has been a safe space where more than 1,100 LGBTQ youth across Arizona and the country have come to develop leadership skills, build self-confidence and work to make a difference in their communities. Camp OUTdoors! won the interest of National Geographic and was featured in a 2017 special called Gender Revolution: A Journey with Katie Couric that aired in 40 countries. Camp OUTdoors is a signature program of Arizona’s largest LGBTQ youth-serving organization, one•n•ten.

Company Name:

one∙n∙ten

Stewart has been developing programs at one•n•ten for the past 10 years. As the director of Programs, Stewart leads the one•n•ten program team in ensuring the lives of LGBTQ youth are enhanced through empowering social programs and critical supportive services. Each year, the one•n•ten team serves nearly 1,000 unique youth, ages 11–24, through its Central Phoenix youth center; five satellite sites operating in Flagstaff, Scottsdale, Mesa, Glendale and Queen Creek; and the downtown Promise of A New Day supportive housing program.

Main Office Address:

Digging in where needed, Stewart works to cultivate community partnerships to create equitable spaces for the LGBTQ community. From managing the partnership between one•n•ten and K-12 to provide a safe learning environment at “QBLC” where young people can earn their High School Diploma, to working with local health agencies to develop and provide safer sex education for LGBTQ youth, Stewart is a consistent leader in the organization’s mission.

www.onenten.org

Stewart has a passion for educating the broader community and has trained dozens of companies and organizations in LGBTQ-inclusive best practices, some of which include the Phoenix Police Department, Phoenix school union and the local behavioral health agencies. Working to bridge the gaps between the LGBTQ and police communities, Stewart is currently a member of the Phoenix Police Department’s LGBTQ Advisory Board. Stewart is an American Camp Association-certified camp director, a Wilderness First Responder, and enjoys guiding backcountry wilderness trips. With a passion for music, Stewart is the drummer in an all-female band that often volunteers its musical talents in the community. Stewart is a Leading for Change graduate and an alumnus of Prescott College, with a Bachelor of Arts in Social Justice, Gender & Sexuality studies.

SEPT. 2018

1101 N. Central Ave., Suite 202 Phoenix, AZ 85004 Phone:

(602) 909-9956 Website:

Number of Locations in Metro Phoenix:

4 Number of Employees:

15 City Nationally Headquartered:

Phoenix No. of Years with Firm:

10-plus Year Established Locally:

1993 Specialties/Services:

Program design and implementation, LGBTQ inclusivity training, coaching and development of staff, risk management and crisis intervention, building and managing partnerships

INBUSINESSPHX.COM

Honoree

"My achievements inspire me to combine my passion and expertise, to have a purposeful life. I strive to positively impact our community. "

Molly Stockley Vice President of Hospital Growth Cancer Treatment Centers of America

Company Name:

Cancer Treatment Centers of America Main Office Address:

14200 W. Celebrate Life Way Goodyear, AZ 85338 Phone: (623) 207-3000 Website:

www.cancercenter.com Number of Locations in Metro Phoenix:

1 Hospital in Goodyear and 2 Outpatient Care Centers in North Phoenix and North Scottsdale Number of Employees:

449 Arizona locations; 4,100 enterprise-wide City Nationally Headquartered:

Boca Raton, FL No. of Years with Firm: 10 Year Established Locally: 2008 Specialties/Services:

Surgery, Radiation, Chemotherapy, Immunotherapy, Clinical Trials and Precision Cancer Treatment combined with Integrative Services

INBUSINESSPHX.COM

Molly Stockley is the vice president of Hospital Growth at Cancer Treatment Centers of America. This executive-level position sits on the nine-member executive leadership team and includes both clinical and non-clinical leaders. Stockley is responsible for executing on strategies with the primary mission of raising awareness about CTCA to treat more people who have been diagnosed with cancer. She leads the comprehensive Growth/Marketing arena for a 13-state region, including Key Market Development (Community Outreach); Public Affairs and all communications; Marketing Analytics and Operations; Physician Referrals; Employer Relations; and Business Development, Loyalty and Volunteers. Stockley has 25 years of experience in marketing, advertising, broadcasting and media. Prior to joining CTCA, she worked in television with KTVK Channel 3 and KASW CW6 (Phoenix, Ariz.), KGW 8 (Portland, Ore.) and KING 5 (Seattle, Wash.). Within marketing, she worked with the Anaheim Angels Major League Baseball organization. She was also on-air as a sports reporter in Lafayette, La.; Oklahoma City, Okla.; and Seattle, Wash. Stockley is a national and regional featured speaker and is a guest writer in multiple publications in the state. She is active in the Valley: American Heart Association, Trends Charitable Fund, Sandra Day O’Connor Institute, Childhelp, Charter 100, 2020 Women On Boards, Roman Catholic Diocese of Phoenix, Teenlife Line, Assistance In Healthcare, Goodyear Police Shop With A Cop, Savor the (Phoenix) Symphony, American Cancer Society, Kristina A. Stockley Melanoma Foundation and Phoenix Children’s Hospital West Valley Advisory Board. Stockley is honored to have received the following awards: 58th Vice Chair of the Phoenix Heart Ball, 2016 Outstanding Women in Business, 2016 Women Who Move the Valley, 2016 Trendsetter, 2016 West Valley Woman of the Year, 2015 Most Influential Women in Arizona, 2015 Phoenix Suns and NBAZ AmAZing Women Award, 2011 Forty Under 40, 2011 Leadership Award “Community Relations,” 2010 Best of the West Emerging Leader and 2010 West Valley “Mover.” Currently pursuing a Master of Science in Healthcare Communication at Boston University, Stockley holds a B.A. in Mass Communication from Oklahoma City University, a private college. Stockley, from New Iberia, Louisiana, has been in Phoenix for 15 years and is married to Bob, a third-generation Arizonan; together, they have two boys, Jackson (age 7) and Jacob (age 5), who are fourthgeneration Arizonans.

SEPT 2018

Honoree

"I am inspired every day by the diversity, creativity, intelligence and passion of the people I meet. They care about the world and each other."

Brenda Thomson Executive Director | Arizona Humanities

As the executive director of Arizona Humanities, I have the awesome responsibility of building Arizona’s cultural community with the help of many talented scholars, historians, authors, poets, artists, musicians and thought leaders. Together, we encourage Arizonans to think about the past, as they envision the future of our state and our nation. Arizona Humanities is the Arizona affiliate of the National Endowment for the Humanities. Our role is important because we are stewards of American culture. American culture is important. It is a reflection of all that we are. The music we hear, be it jazz, country, rock ’n’ roll or opera, this is America singing. The dance — line dancing, hoop dancing, swing, hip-hop and square dancing — this is America dancing. The art, sculptures, paintings, murals, photography and more, this is the story of America unfolding before our eyes. Nothing is more important than preserving, honoring and celebrating the cultural legacy of our country. The humanities are all about people. We bring people together to learn, listen and discuss things that are important to us all. We provide funding to libraries, schools, museums and community centers so that people can explore books, films, performances and exhibitions. They can talk about the challenges we face each day that affect our communities, environment and planet, and explore creative solutions together. Some people think humanities and arts are not important. Can you imagine a world without libraries or books? Books feed the soul. We know that teaching people how to engage civilly and respectfully, and to hear other perspectives is fundamental to democracy. It sounds like a small thing, but it is a really big deal to bring people together to share their experiences, and to learn about people and places different from themselves. It is important to know who you are, where you come from and where you are going. Why? Because despite the fact that we may be very different from one another, we have one thing in common: our destiny. What will be the future of the people on this planet? I don’t know the answer to that question. But I do know that the future is what we make it. What you do every day, and what you don’t do, can change the world forever. Arizona Humanities is making the world a better place for us all.

SEPT. 2018

Company Name: Arizona Humanities Main Office Address: 1242 N. Central Ave., Phoenix, AZ 85004 Phone: (602) 257-0335 Website: www.azhumanities.org Number of Locations in Metro Phoenix: 1 Number of Employees: 6 City Nationally Headquartered: Phoenix No. of Years with Firm: 8 1/2 Year Established Locally: 1973 Specialties/Services: Arizona affiliate of the National Endowment for the Humanities, providing grants to libraries, schools, museums, and nonprofit organizations for cultural programs statewide; More than 150 AZ Speaks free public presentations on history, culture, literature, the environment, and more to 14,000 people statewide; Literacy and cultural programs for K-12, including distribution of free books to promote family reading; “FRANK Talks” open and safe community conversations on current topics facing communities, the state and our nation; and Smithsonian Traveling Exhibitions and Pulitzer award winning authors, poets and journalist programs.

INBUSINESSPHX.COM

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PEOPLE ARE KEY

Use Document Management to Conquer HR Challenges HR is serving a greater role in executive leadership by Jesse Wood

Human resources managers are playing a growing role within business expansion; more than ever, they are expected to weigh in on company decisions with executive teams, engage in strategic planning, and foster employee wellness in a world of workers overwrought by personal problems. An HR document management tool can simplify these challenges. As if these responsibilities aren’t enough, the stakes for achieving them are higher than ever. As the human resources profession legitimizes and ingratiates itself into the sphere of executive leadership, HR directors and managers are put in tough positions to prove their worth. However, using HR document management solutions can help HR personnel conquer these challenges and fulfill the roles that executive teams desire of them.

Jesse Wood is the CEO of document management software vendor eFileCabinet. Founded in 2001, eFileCabinet, Inc. began as a cutting-edge tool to digitally store records in accounting firms. As it grew in popularity, eFileCabinet developed into a full-fledged electronic document management solution designed to help organizations automate redundant processes, ensure security and solve common office problems. efilecabinet.com

SEPT. 2018

INBUSINESSPHX.COM

BUSINESS SOLUTIONS: A BYPRODUCT OF HR DOCUMENT MANAGEMENT Bench-marking and compensation tools are just the beginning of HR business solutions. The real complexity of these items involves training employees adequately, so they can assume the rates of pay and performance standards that will enable retention within companies. Essentially, compensation tools and bench-marking coalesce company strategy with human capital improvement efforts. One way to ensure an all-in-one business solution for onboarding is to improve on-site training for new hires.

IMPROVING ON-SITE TRAINING FOR NEW HIRES

All software that is implemented by an organization for company-wide use should be part of on-site training and hiring for all companies, no matter how large or small the organization or business. This is just one of the reasons HR document management can save the world’s workforce: Not only is it easy to use and

therefore easy to train others to use, but it touches every portion of the business process — across a wide range of industries, departments and consultative services. HR document management doesn’t just provide a window into all employees’ activity within a system, it lets HR managers regulate complex processes of the HR process, which would otherwise be incredibly time-consuming if completed manually. Document retention and scheduling: This lets HR personnel choose how long to retain records once they are scanned and uploaded into the document management solution. Most HR managers are required to retain records for seven years or more. To leverage this feature, all HR personnel must do is set retention for a file to a date when they want it automatically purged from the system. Over the long haul, this helps scale back on system clutter. Audit trails: In confluence with document retention, the audit trail feature lets HR personnel manage information effectively within the HR document management solution. In the event of an external audit, HR will be able to tell auditors exactly what has happened in the system, and at what time. For HR employees working in financial industries, conducting internal audits is also simplified, for the same reason. Role-based user permissions: System administrators of the document management solution (which are usually HR executives), can customize who can see what within the system, and who can download certain files. Given that more than half of data breaches are internal, role-based user permissions are extremely helpful in securing information from not just outside attackers, but also employees within an organization. This feature helps HR managers meet OSHA standards. Templates: Templates give HR managers the ability to mass-apply isolated storage structures across a greater range of cabinets, drawers and files in an HR document management

World Paper-free Day is an initiative of AIIM, the global community of information professionals, which, its website explains, “isn’t just about switching off the printers; it’s about working smarter, decreasing the paper entry points, and improving our processes.” aim.org/world-paper-free-day

BETTERING YOUR BUSINESS solution. Take the HR onboarding process again, for instance: If a company is hiring rapidly, creating new employee drawers in cabinets takes seconds. With a typical paper-based filing structure, this would take nearly four to five times longer. And within an HR document solution, an infinite number of folders and files and drawers can fit into a cabinet. When compared to the manual, finite storage methods of a typical file repository, data compression reaches new heights.

You Are a Mogul

HR DOCUMENT MANAGEMENT FORMS AUTOMATION

United States without speaking a word of English — turn

This is where document management helps HR managers in automating repetitive tasks with Zonal OCR (optical character recognition), which helps auto fill forms at the field level, automatically routes documents into an HR document management silo and makes documents retrievable in the system. This is one of the many reasons World Paper-free Day Paper Free Hero Chris Beebe exclaimed that he could “find files so fast it’s ridiculous.” (World Paper-free Day is an initiative of AIIM, the global community of information professionals, to promote improving processes in the digital age.) He also noted that he had to organize files with metal brads and, as his hospital continued growing, the battle to keep all the information in alignment without the technology equipped to handle it was proving to be a nearly impossible task — and certainly not a profitable one. If an organization is growing rapidly, an HR director relying on paperbased filing systems will have to manually go through these processes.

Traditionally, the word “mogul” has been attributed to men. But Tiffany Pham has redefined it — now, when someone Googles the word, the top search result is the company she founded: Mogul. The platform enables millions of women, across 196 countries, to connect, share information and access knowledge. So how did a young woman — who arrived in the a dream of connecting women into a fulfilling career and highly profitable company that has changed so many lives? You Are A Mogul is an indispensable road map to the kind of life and career that is demanding and challenging — but also exciting and full of opportunities, once one knows where to look. You Are a Mogul: How to Do the Impossible, Do It Yourself, and Do It Now Tiffany Pham

well. From managing work and home responsibilities to being impacted by a lack of self-care and time for deep friendships, the struggle is real. At the end of each day, many working moms are exhausted and stretched too thin. In her latest practical and inspiring book, Jessica Turner shows the working mom how to: work and parent guilt-free; establish clear work boundaries; set achievable goals; discover more flexibility; develop home management solutions; prioritize self-care; invest in her marriage; cultivate deeper friendships; and feel like a good mom, even while working. Full of compassion and encouragement, Stretched Too Thin will empower women with useful insights and tools to thrive as working moms. Stretched Too Thin: How Working Moms Can Lose the Guilt, Work Smarter, and Thrive Jessica N. Turner Publisher: Revell

240 pages Available: 9/18/2018

$22.99

Know Your Value How can women ask for — and actually get — the money,

The Society for Human Resources Managers has reported that a 2016 survey by Aptitude Research Partners found most HR directors are unsatisfied with their applicant tracking systems. Many companies are not using their systems to the fullest extent. Most applicant tracking systems are jettisoned by human resources managers for the same reasons — they simply are too clunky and limited in scope, but feature-rich enough to cause confusion among those using the systems.

Although applicant tracking systems are well-intentioned and a step in the right direction for HR onboarding processes, they don’t enable HR managers to touch every portion of the business process in the same way that HR document management can. In fact, the categorical capabilities of these document management solutions alone make for fitting alternatives to applicant tracking systems.

$27

Working mothers constantly battle the pull to do all things

RETHINKING THE ATS (APPLICANT TRACKING SYSTEM)

USING DOCUMENT MANAGEMENT TO OVERTHROW ATS ISSUES

Available: 9/4/2018

Stretched Too Thin

ORGANIZATIONAL AND EMPLOYEE DEVELOPMENT

Typical office employees spend 30 to 40 percent of their time looking for paper-based information, not doing their jobs. This has numerous negative ramifications for employee development and wellness. And, when analyzed in confluence with worker sentiment, the feeling that employees are “working longer hours and not feeling like they’re getting anywhere” suddenly starts to make sense. For this reason, HR document management is paramount in today’s office environment. It takes all the processes one does inefficiently with paper and turns them into digital, value-added processes for departments and organizations. And it frees up room for greater professional development, investment dollars for employee wellness and, perhaps most valuably, time — which can be used for an infinite number of purposes to improve a company’s position in the marketplace.

224 pages

Publisher: Simon & Schuster

the job and the recognition they deserve? Prompted by her own experience as cohost of “Morning Joe,” Mika Brzezinski asked a wide range of successful women to share the critical lessons they learned while moving up in their fields. Power players such as Facebook’s Sheryl Sandberg, Senator Elizabeth Warren, Harvard’s Victoria Budson, comedian Susie Essman and many more shared their surprising personal stories. They spoke candidly about why women are paid less and the pitfalls women face — and play into. Now expanded to address gender dynamics in the #metoo era, Brzezinski’s bestselling Know Your Value blends compelling personal stories with the latest research on why many women don’t negotiate their compensation, why negotiating aggressively usually backfires, and what can be done about it. Know Your Value: Women, Money, and Getting What You’re Worth Mika Brzezinski Publisher: Hachette Books; revised edition

According to Sean Fredricks in his “A Brief History of Paper Shredding,” posted on Legal Shred in 2016, “We can thank the 1980s for the commercial use of paper shredders, as offices all over found these devices useful to destroy sensitive information during a paper-reliant era.” legalshred.com/brief-history-paper-shredding

256 pages Available: 9/25/2018

$26

41 SEPT. INBUSINESSPHX.COM

INVESTING IN COMMUNITY

Communicate the Transformative Impact with Social Return on Investment by Richard Tollefson and Michal Tyra

INTRIGUED BY THE POSSIBILITIES OF SROI? There are several resources available to help get started. The Alliance of Arizona Nonprofits is committed to strengthening the local nonprofit community by helping organizations demonstrate their full impact. Alliance CEO Kristen Merrifield indicated they are developing the “technical training and assistance to help more organizations understand how and what to measure, and to also explore what resources are already in existence that could lend themselves to this work.” arizonanonprofits.org

Richard Tollefson is founder and president, and Michal Tyra is director of Client and Community Engagement at The Phoenix Philanthropy Group, an Arizona-based international consulting firm serving nonprofit organizations as well as institutional and individual philanthropists. phoenixphilanthropy.com.

SEPT. 2018

INBUSINESSPHX.COM

For nonprofits, communicating impact and value is crucial. While most businesses answer to a select group of owners, investors and shareholders, nonprofits must justify their existence and performance to a wide range of stakeholders. Donors, program partners, volunteers, board members, legislators, clients and local leaders all want constant assurances that their time, money and influence are being well spent. Organizations that fail to do this effectively may soon find themselves falling behind. Effectively assessing and communicating why the organization and its programs matter, though, can be tricky. The age of increasing donor sophistication requires that nonprofits do more than simply share heartwarming stories about their clients. Even traditional quantitative tools such as cost-benefit analyses fall short in their ability to look beyond immediate direct and indirect impact. A new approach, however, has recently started to gain traction. A Social Return on Investment (SROI) analysis offers nonprofits the potential to look beyond the standard impact metrics to the value of the outcomes of its services. Put more simply, while most impact reports or “stories of change” generally refer to inputs (resources devoted to a program) and outputs (things the program produces), SROI can measure the outcomes (things that are different because that program exists). Recently, a partnership of local stakeholders, led by the Alliance of Arizona Nonprofits, with research conducted by the L. William Seidman Research Institute and support from the Arizona Community Foundation, J.R. Hollon & Associates, InMedia Company, The Phoenix Philanthropy Group and Salt River Project, ambitiously attempted to determine the SROI for Arizona’s nonprofit sector as whole. Laurel Kimball, Ph.D., the study’s project manager, says the aim is really to determine, “What difference do nonprofits make? If 20 teenagers, for example, go to college rather than to prison as a result of a nonprofit’s program, what is the economic value to our state?” The study surveyed more than 4,000 nonprofits about their programs and services to determine the SROI for each organization and then aggregate this data for Arizona as a whole. While the study was partially stymied by insufficient survey responses and available data, those organizations that were able to provide complete responses offered a glimpse into the powerful potential of SROI. One of the most compelling examples is that of Boys & Girls Club of Central Phoenix. While it’s simple to measure its inputs ($11.1 million, 236 staff and 823 volunteers, 13 venues) and outputs ($14.1 million in direct impact to 11,000 young people from 4,155 households), if we go one step further and measure outcomes in just the one area of increased parental productivity, the impact figure jumps to $126 million. A shocking difference, yes? And this isn’t some fancy accounting trick. It’s simply looking at impact from a more

comprehensive point of view. Imagine being able to take that kind of data into a solicitation with a prospective donor. Or using it to reengage current supporters at a higher level. It could have a transformative effect. So, is SROI worth the time? Though the process can be a bit complicated, we definitely believe the benefits are worth the trouble. According to Beyond the Bottom Line: The Economic and Social Value of Arizona Nonprofits (available at aznonprofitvalue.org), here’s why: To keep the organization’s focus on the issues it seeks to address. Calculating SROI is similar to strategic planning. It’s about looking expansively at the organization’s programs and who they affect, beyond the nuts and bolts to the ripples that extend far beyond the immediate line of sight. Looking downstream helps those involved to visualize the big picture and consider how every action their organization takes touches each stakeholder along the way. To evaluate with data the effectiveness of a particular program or service. To develop a proper SROI analysis, the organization needs to evaluate each of its programs and services individually — establishing a list of the affected stakeholders and translating those effects into a monetary value. This provides a crystal-clear insight into each program’s impact and effectiveness. It can demonstrate which programs help achieve the overall mission and which do not. To create a common language for discussions with business leaders and funders. Anyone who’s ever met with a potential corporate funder has probably noticed their priorities and concerns were a bit different from the standard donor. They were likely less interested with anecdotal evidence and more concerned with hard numbers. Because SROI was designed to be an evolved version of the standard corporate cost-benefit analysis, all partners and funders will appreciate the process and its results. To demonstrate to donors that there is a social return on their investment. In the past, institutional or geographic loyalty made it simpler to attract and retain local funders; however, donors today want to find the programs that offer the best impact in the areas they are passionate about — no matter where they are located. This means more competition for funding and, consequently, more sophisticated stories of change. SROI can help the organization stand out from the crowd.

Social Return on Investment? For example, Boys & Girls Club of Central Phoenix reports 2017 input of $11.1 million enabled output of $14.1 — and an outcome of $126 million in just one area of impact (increased parental productivity). Beyond the Bottom Line: The Economic and Social Value of Arizona Nonprofits (available at aznonprofitvalue.org)

BY MIKE HUNTER

SEPTEMBER 2018

Empowered PhXX

Money Month 2.0 Thurs., Sept. 6, 13, 20 & 27 | Times vary with location Empowered PhXX, working with National Bank of Arizona, has taken the feedback from last year’s AZ Women Business Owner survey plus responses from more than 40 events held last year and created Money Month 2.0. The overall goal of Money Month 2.0 is to continue to support the development of all diverse firms in Phoenix by giving them tools to address many financial issues. The month-long program kicks off with a free reception on Wednesday, Sept. 5, from 6 to 9 p.m. at the National Bank of Arizona Conference Center. Sessions will be presented every Thursday; to make it convenient to attend, each session will be presented at five locations around the Valley: Peoria, Northeast Valley, Central, Mesa and Chandler. Times and presenters vary among the locations, but the week’s topic will be the same. Week 1 (Sept. 6), the topic is “Making Money.” Dana Duncan, partner at Results Junkies, will be the presenter at the Northeast Valley location. Week 2 (Sept. 13), the topic is “Managing Money.” Presenting at the Central location will be Jeannie Gambill, owner of West Valley Accounting Services. Week 3 (Sept. 20), the topic will be “Internal Money.” helping attendees learn how to make smart decisions to grow their business based on the numbers. Week 4 (Sept. 27), the topic is “External Money,” helping attendees go past the trends and headlines to find the right funding for them. Stephanie Sims, founder of Finance-Ability, will be the presenter at the Northeast Valley location. Kristin Slice, business analyst with the Maricopa Small Business Development Center who helped found Empowered PhXX, explains the approach: “We asked that [participating experts] work together to create truly innovative interactive events in a format that allows business owners to learn from their peers. Thus, startups can receive assistance, and established firms can receive the advanced resources they need.” The program this year also includes national speakers and resources about investing.

Rick Weekly McCartney Podcast ® hosted by

In Business Magazine

Women of Achievement Luncheon Fri., Oct. 5 | 11:00a – 1:30p Following the event’s highly acclaimed debut last year, In Business Magazine is bringing together top local women of achievement to share their stories and inspire Valley business leaders at its second annual Women of Achievement luncheon. The women being honored for their business success, connection and service to our community, and efforts to grow business are Catherine Alonzo, CEO of Javelina; Jane Anthony-Rivera, vice president of sales with LP Insurance Services Inc.; Pat Bondurant, co-owner of Bondurant Racing School; Mesha Davis, CEO of Arizona Foundation for Women; Drena Kusari, general manager of the Southwest and Hawaii region for Lyft; Ruzica Markovic, president and CEO of Pro One Media Productions Inc.; RaeAnne Marsh, editorial director at InMedia Company; Kristen Merrifield, CEO of Alliance of Arizona Nonprofits; Deanna Salazar, senior vice president and chief legal officer of Blue Cross Blue Shield of Arizona; Nicole Stanton, managing partner of the Phoenix office of Quarles & Brady LLP; Susan Kinney Stevens, CEO of Nonprofit Lifecycles Institute; Kado Stewart, program director of one·n·ten; Molly Stockley, vice president of Hospital Growth at Cancer Treatment Centers of America; and Brenda Thomson, executive director of Arizona Humanities. A few of this year’s Women of Achievement will be asked to tell their story of achievement on stage in a TED Talkstyle presentation meant to truly inspire the guests. This year’s Linda M. Herold Lifetime Achievement Honor will be presented to Sharon Lechter of Pay Your Family First LLC, a true pioneer in creating awareness and the power of “financial success.” She is an accountant, author, businesswoman, investor, motivational speaker, financial literacy activist and philanthropist.

Full-month pass: $45; individual sessions: $15 Five locations around the Valley

$75 Arizona Biltmore, A Waldorf Astoria Resort 2400 Biltmore Circle, Phoenix

moneymonthaz.com

inbusinessevents.com

SEPTEMBER 2018 S M T W T F S

OUR PODCAST Join us for interesting, informative and inspiring conversations with top local businesspeople in the Greater Phoenix area. Listen now at inbusinessphx.com.

SAVE THE DATE

Upcoming and notable Economic Club of Phoenix – Spirit of Enterprise Oct

Tues., Oct. 2

ECP kicks off its luncheon season with the award to Nextiva and presentation by its CEO Tomas Gorny on being a successful entrepreneur and a leader in Arizona's technology industry. econclubphx.org 2018 Grow Globally Fair Phoenix Oct

Tues., Oct. 2

3:00p – 5:00p

The Global Chamber’s Grow Globally Fair is all the global resources in Metro Phoenix, all together, one time per year. phoenix.globalchamber.org Strategic Organizational Focus Planning – Hybrid Model for Oct Nonprofits

Fri., Oct. 5

Alliance of Arizona Nonprofits aims to help nonprofit organizations get ready for 2019. arizonanonprofits. site-ym.com

1 2 3 4 5 6 7 8 9

SEPTEMBER 2018 NOTABLE DATES

16 17 18 19 20 21 22 Mon., Sept. 3 — Labor Day

23 24 25 26 27 28 29 Sun., Sept. 9-11 — Rosh Hashana 30

Wed., Sept. 19 — Yom Kippur Sat., Sept. 22 — Fall begins

43 SEPT. INBUSINESSPHX.COM

SEPTEMBER 2018 Wed., Sept. 5

Wed., Sept. 12

5:30p – 7:30p

11:00a – 1:00p

Shakers & Stirrers Networking Mixer

‘Protect, Build and Manage your Assets’

Networking for Professionals

National Association of Women Business Owners – Phoenix

Business networking mixer. All industries are welcome. Please bring business cards and/or brochures. Free appetizers plus Happy Hour Cash Bar.

Monthly business meeting with networking, lunch and panel presentation in conjunction with September as Money Month: “Protect, Build and Manage your Assets.”

$15 online pre-registration; at the door: $20

Members: 43; non-members: $53

Hyatt Place Scottsdale/Old Town

Gainey Ranch Golf Club

7300 E. 3rd Ave., Scottsdale

7600 E. Gainey Club Dr., Scottsdale

networkingforprofessionals.com

nawbophx.org

Tues., Sept. 11

Thurs., Sept. 20

11:30a – 1:15p

AM Connect at Living Spaces

‘Real-estate Forecast – What is on the Horizon?’

Scottsdale Area Chamber of Commerce

Arizona Association for Economic Development

6 Thurs., Sept. 6

Economist Jim Rounds, brokers Corey Hawley (commercial) and Pat Feeney (industrial) will provide their perspectives on the current condition of the Phoenix metro real estate market.

This very popular breakfast gathering is comprised of business professionals dedicated to promoting each other’s businesses with a strong commitment to mutual success.

Members: $45; non-members: $60

Members: free; non-members: $30

Phoenix Country Club

Living Spaces

2901 7th St., Phoenix

16275 N. Scottsdale Rd., Scottsdale

aaed.com

scottsdalechamber.com

The Arizona Technology Council presents the second annual Smart Cities and IoT Conference. An opportunity for sharing current advances in implementation of communication technology in development of smart cities and IoT, it includes an expo, keynote speakers, “IoT Expert Panel” and “Smart City Expert Panel” presentations, and closes with cocktails and networking. ASU SkySong – Building 3

Tues., Sept. 11

1365 N. Scottsdale Rd., Scottsdale

AZBizCon

aztechcouncil.org

Arizona Small Business Association

Ahwatukee Foothills Chamber of Commerce Enjoy a light breakfast, coffee and juice plus some great networking.

1:00p – 6:00p

AZBIZCON is a half-day event of interactive learning, networking and idea-generating for companies ready to amplify their ambitions and grow. This year’s lineup of speakers, programming and networking opportunities promises to connect entrepreneurs and executives like never before. Come and hang out with quality exhibitors showcasing a full array of innovative resources. Free

Members: Free; non-members: $15

Double Tree Resort by Hilton Paradise Valley Scottsdale

Tuk Urban Kafe

5401 N. Scottsdale Rd., Scottsdale

15815 S. 50th St., Phoenix

ahwatukeechamber.com

SEPT. 2018

INBUSINESSPHX.COM

20 8:30a – 10:30a

Arizona Small Business Association

Members: $40; non-members: $60

Wake-Up Ahwatukee Morning Mixer

Mindshare – ‘Employment Law 101: For Non-Lawyers’ (webinar)

Arizona Technology Council

8:00a – 9:00a

Thurs., Sept. 13

12:30p – 6:00p

Smart Cities and IoT Conference

Mon., Sept. 10

7:15a – 9:00a

azbizcon.com

For more events, visit “Business Events” at www.inbusinessphx.com

Please confirm, as dates and times are subject to change.

This webinar examines a few key employment law concepts to help businesses understand their legal basis and nuances, such as the at-will employment relationship and what constitutes workplace harassment. The presentation will also focus on the importance of Section 7 of the National Labor Relations Act and discuss how seemingly minor payroll oversights can turn into massive wage and hour claims for small businesses. Members: free; non-members: $35 Online asba.com

Tues., Sept. 25

9:30a – 11:00a

Fri., Sept. 28

7:00a – 2:30p

Coffee & Connections

14th Annual Golf Classic

Glendale Chamber of Commerce

WESTMARC

This special networking event is a great way to meet with other Chamber members and make new connections. Members: free; non-members: $60

WESTMARC’s Golf Classic is an excellent opportunity for golfers and non-golfers to spend a day networking, experiencing a fabulous golf course, and enjoying our beautiful weather — while supporting WESTMARC and the West Valley.

The Ceremony Shop

Member foursome: $750; non-member foursome: $850

7150 N. 57th Ave., Glendale

Trilogy Golf Club at Vistancia

glendaleazchamber.org

12575 W. Golf Club Dr., Peoria westmarc.org

Thurs., Sept. 20

5:30p – 7:30p

Tues., Sept. 25

Mix and Mingle

11:30a – 1:00p

Lunch and Learn – ‘Building an Effective IT Security Program’

North Phoenix Chamber of Commerce

Arizona Technology Council and cStor

Come and enjoy networking and meeting some great like-minded people. This high energy setting is perfect for making connections and building incredible centers of influence. Bring business cards. Food and drink available for purchase. Free

During the session, the speaker will discuss choosing a cybersecurity framework, getting executive buy-in, gap analyses, control mapping, building the roadmap and more. Throughout the discussion, cStor will share practical experiences and discuss proven methods to get your IT Security program off the ground or take it to the next level. Presenter is Andrew Roberts, cStor’s chief cybersecurity strategist.

Lookout Tavern

Members: free; non-members: $15

830 E. Greenway Pkwy., Phoenix

CEI Gateway

northphoenixchamber.com

aztechcouncil.org

Fri., Sept. 21

275 N. Gateway Dr., Phoenix

25 11:30a – 1:00p

26 Wed., Sept. 26

5:30a – 7:30a

27 Thurs., Sept. 27

28 6:00p – 9:00p

Friday Forum – ‘Understand the Gold, Silver and Rare Coin Market’

Hablamos de Negocis @5:30

23rd Annual Gilbert Community Excellence Awards

Scottsdale Area Chamber of Commerce

East Valley Hispanic Chamber of Commerce

Gilbert Chamber of Commerce

Find out what has changed in the last two years and warnings of scams in the coin world. Information will be presented by American Federal Rare Coin & Bullion. Free Scottsdale Area Chamber of Commerce 7501 E. McCormick Pkwy., Scottsdale scottsdalechamber.com

A very high-profile businessnetworking event, which brings out businesses from corporations to midsized and small-business companies. Free Location TBD evhcc.org

Sponsored by APS, this formal evening is filled with celebration as attendees honor those in the community who have excelled in the areas of business, education and community involvement. This event features Gilbert’s Culinary Showcase with samplings provided by local, favorite restaurants. A cash bar will be available for the purchase of soda, beer and wine. $55

The Falls Event Center Wed., Sept. 26 & 27

4635 E. Baseline Rd., Gilbert

gilbertaz.com

7:30a – 4:00p

‘Advance’ – 2018 Statewide Nonprofit Conference Alliance of Arizona Nonprofits Two full days of relevant programming with a lens toward innovation, equity and advancement of thought and skills through two deep-dive sessions, three keynotes and 12 breakout sessions. This conference offers something for everyone, from EDs/CEOs, to development teams, to program staff, and even board members. Members: $139 (1 day), $239 2 days); non-members: $169 (1 day), $269 (2 days) Desert Willow Conference Center

4340 E. Cotton Center Blvd., Phoenix

arizonanonprofits.site-ym.com/page/Advance

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Comms Fun Data Mining – Ethically Tariffs and AZ Craft Brewing $4.95 INBUSINESSPHX.COM

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If your event is directed to helping build business in Metro Phoenix, please send us information to include it in the In Business Magazine events calendar. Full calendar online. events@inbusinessmag.com

45 SEPT. INBUSINESSPHX.COM

WE VALUE WHAT WE OWN

2019 Infiniti QX80 Limited

City: 13 mpg Hwy: 19 mpg Trans: 7-speed automatic 0–60: 5.9 (est.) MSRP: $89,800

Coffee Grinders

Coffee Beans

For many of us, coffee is that

Cuisinart – This company has

Costa Rica Tres Rios, from Village Coffee

established an elite name for kitchen

Roastery

appliances. Coffee grinders range in

Scottsdale • villagecoffee.com

the morning and keeps us going throughout the day. Freshly ground has the richest flavor, so here are some choices of coffee grinder to keep handy in the cupboard above/ below/next to the office coffee maker. And, to be complete — here are suggestions we stand by for beans. —RaeAnne Marsh

INBUSINESSPHX.COM

Infiniti infinitiusa.com

Magic Beans? magic elixir that perks us up in

SEPT. 2018

InTouch™ Services remote features and alerts, no matter where the QX80 is, it’s as close as its owner’s smartphone or even smartwatch. It’s easy to keep tabs on its location, speed and more with programmable alerts that put the driver in control, even when he or she is not. The available Hydraulic Body Motion Control system monitors force and distributes variable pressure to either the outer or inner suspension. The result is one driver and passengers will feel with minimized body lean and a smoother ride. —Mike Hunter

price from $29.95 to $149. cuisinart.com

Ethiopia Yirgacheffe Washed, from Press Coffee Roasters

KitchenAid – Grinders range from $39.99 to $69.99.

Valley-wide

The company also offers a cold brew coffee maker

presscoffeeaz.com

for $129. kitchenaid.com

French Roast, from Starbucks

Capresso – Grinders range in price from $19.99 to

Valley-wide (and more)

$99.99. capresso.com

starbucks.com

Infiniti InTouch™: Keyless Convenience Logging in to the smartphone app enables quick and easy access to lock remotely or open when keys aren’t accessible. The owner can also make the most of drive time by syncing Google Calendar™ to the car’s Infiniti InTouch™ system to see what’s scheduled.

Photos courtesy of Infiniti ( top), Cuisinart, Starbucks (bootom, l to r)

2019 INFINITI QX80 LIMITED

The 2019 QX80 Limited 4WD adds an even higher level of detailed elegance to the Infiniti QX80 4WD’s undeniable presence, featuring the exclusive Infiniti logo welcome lighting; satin chrome exterior trim; and machine-finished, 22inch, forged aluminum wheels. The engine is both powerful and efﬁcient. The 5.6-liter V8 generates 400 horsepower, 413 pound-feet of torque, and delivers an impressive maximum 8,500-pound towing capacity. Acceleration is smooth, gradually increasing until reaching the desired speed. When it comes to the luxurious details of the QX80 Limited 4WD, nothing has been overlooked. Two-tone, semi-aniline leather with Alcantara®-appointed seating with quilting, contrast piping and stitching; matte silver, open pore Ash wood trim; and “LIMITED” embossed onto first- and second-row seatbacks, are just a few of the features that take the QX80 Limited 4WD to new heights of comfort and luxury. Infiniti InTouch™ Services opens up a new dimension of connectivity between the driver, the car and the world. A whole suite of safety, security and innovative convenience features like the Amazon Alexa Skill keep the drover in touch with the car even when not behind the wheel. With Infiniti

Join In Business Magazine as we honor the talents of women business owners, managers and leaders who have achieved great success in our Greater Phoenix business community. At this elegant and celebratory luncheon, attendees will enjoy inspiring stories of achievement.

MEDIA PARTNER

Join us Oct. 5, the 2018 at the Arizona Biltmore Get your seat today at inbusinessevents.com

MEALS THAT MATTER

Profiles in Excellenc

MAGAZINE

AUG 2018

IN BUSINESS

e in Banking Special Section

The

THE JOB MARKET

Job Market

Do we have Do we have the the right talent for the jobs? kind of jobs for the talent?

Make Internal

AUGUST 2018 • INBUSINESSPHX.COM

THIS ISSUE

Arizona Technology

Council

Comms Fun Data Mining – Ethically Tariffs and AZ Craft Brewing $4.95 INBUSINESSPHX.COM

DON’T MISS OUT!

Get a year of In Business Magazine Subscribe now at inbusinessphx.com

BBQ CRISPY CHICKEN SALAD Mixed greens, tomatoes, corn, red onion, bacon, spicy jalapeños, almonds, mozzarella, cilantro, won tons, lime juice, ranch dressing $10.95 / $13.50

Babbo Italian Eatery: Innovating Traditions Babbo Italian Eatery’s is a comfortable atmosphere in mellow browns and soothing designs. Size variation among the many locations lends a different ambience from restaurant to restaurant — for instance, Arrowhead feels more intimate; Cave Creek, more open and informal; Scottsdale, the most spacious. Décor is understated, with framed old-timey-style photographs creating a sense of friendly welcome. Many of the photos are, indeed, personal photos of this family-owned enterprise; others celebrate employees but are in the same style. It’s an environment conducive as much to relaxing from the stresses of the office as to conducting business discussions. Oil drizzled with rich balsamic vinegar makes great dipping for the fresh bread while guests make decisions from the menu. Chopped pistachios adds a new flavor to traditional insalata caprese, one of the appetizer options. One of the most popular are the flavor-filled firecracker rolls, wonton skins wrapped around fillings that include chicken with spicy buffalo sauce. Even the side salad is beyond ordinary — greens not topped with a perfunctory tomato wedge but tossed also with black olives and mushrooms and topped with grated parmesan.

SPAGHETTI AND MEATBALLS Marinara Sauce, Meatballs, Parmesan, Oregano, Basil. Served on Spaghettini. $13.95

PESTO POMODORO Pesto, fresh mozzarella, Pomodoro tomatoes, topped with fresh basil, pictured with optional cauliflower crust $13.95

SEPT. 2018

INBUSINESSPHX.COM

Scottsdale location; photo by Jose Martinez of FoRM Design Studio

Pasta dishes include the Creamy Pesto Fusilli, the tasty sauce making this a pesto-lover’s prize. To the traditional Italian menu, from salads to calzones to pizza, Babbo also offers protein bowls of brown rice, red quinoa, broccoli, yellow squash, zucchini and carrots topped with a sweet and spicy honey chili glaze and choice of salmon, steak, chicken and shrimp. Another innovation Babbo recently debuted is a cheese wheel as an exhibition preparation. Like some Mexican restaurants make guacamole tableside, Babbo prepares a weekly special pasta dish that gains extra cheesy creaminess from being mixed in the bowl-like depression in the 50-pound, 17-inchdiameter wheel of cheese. This special is currently offered only at the Scottsdale location, which, as the largest, offers the most floor space to wheel it from table to table. The latest pizza innovation, however, is available at all locations: cauliflower. No, not a topping, but incorporated into the thin, crispy crust to add an unexpected piquancy to the standard flavors. Babbo Italian Eatery Nine Metro Phoenix locations babboitalian.com

Sandwich Flair Sandwiches are designed for convenience, but that’s no reason to neglect culinary flair and flavor. Providing that in abundance, these are our favorites for virtually any time of day (hours of operation vary, with Zooks open earliest at 7 a.m. and Even Stevens open latest at 8 p.m., even 9 p.m. on Friday and Saturday).

Even Stevens

WM Sacks

This craft-casual restaurant serves

WM Sacks Art of Sandwicherie is just that — a

Zookz

sandwiches, salads, bites and local craft

virtual sandwich factory that is all about making

Offering sandwiches for breakfast,

fair unique to each of its stores. By offering

the best combinations of breads, meats,

lunch and dessert, this locally owned

new takes on classic recipes, the brand

vegetables and condiments, plus original recipe

and operated restaurant is the first

honors tradition while leaving an open door

soups and inventive salads. Offering everything

of its kind to serve up round, pressed,

for creativity. And, with every sandwich

fresh and from scratch, Sacks promises no

toasted sandwiches stuffed with

purchase, a sandwich is donated to a local

reheating, no “nuking” and no preservatives.

fillings like meats, cheeses, eggs and

nonprofit partner.

4247 E. Indian School Rd., Phoenix

fruit. The sealed edges keep fillings

11 W. Boston St., Chandler

231 W. Thomas Rd., Phoenix

from falling out.

21 W. Van Buren St., Phoenix

839 W. University Dr., Tempe

One N. 1st St., Phoenix

1015 S. Rural Rd., Tempe

35 E. 9th St., Tempe

100 E. Camelback Rd., Phoenix

evenstevens.com

sackssandwiches.com

zookzsandwiches.com

The origin of the sandwich is generally credited to the 4th Earl of Sandwich, John Montagu by name, who did not want to interrupt the hunt by having to sit down to a repast.

Photos courtesy of Babbo Italian Eatery (top, left), Zookz (bottom)

Top Bankers

BY RAEANNE MARSH

GLOBAL CHAMBER

Global Chamber® Events

FALL 2018

phoenix.globalchamber.org/events

Sept. 6 Global Leadership: Soft Skills for Success 8 a.m.

Sept. 8 Global Career Roundtable 11 a.m.

Sept. 11 American Express Foreign Exchange 8 a.m.

Spotlight Event Sept. 13 Grow Globally Fair Tucson 3 p.m.

Sanjeev Khagram and Global Tribe

Sept. 14 The Export Journey 8 a.m.

Oct. 2 Grow Globally Fair Phoenix

by Doug Bruhnke, CEO at Global Chamber®

3 p.m.

Inside this Section

2 3

Avoid These Exporting Pitfalls

Stay Up to Date on Trade

4 6

China’s Belt and Road Initiative

Update on GDPR – General Data Protection Regulation Update on NAFTA by Dan Ujczo of Dickinson Wright

7 8

Member Success in Metro Phoenix

More Global Resources and Information Breaking Glass Ceilings: Emerging Leadership for Women

May Lu at Tiffany & Bosco

Avoid These Exporting Pitfalls by Cesar Trabanco, VP of Business Services at Global Chamber®

We were pleased to recently host three extraordinary top executives speaking about opportunities and challenges with product exporting. The process includes complications in compliance, ethics, communications, insurance, currency, intellectual property rights and competitive pricing. We discussed common pitfalls of new exporters and how to deal with those issues that are often unforeseen. Join Global Chamber® to have access to the full discussion. Research is key before taking any products abroad. This includes not only understanding compliance laws, tariffs and other restrictions, but also packaging procedures and whether your product works in other countries. For Melinda Trego, co-founder and COO of Eyetech Digital Systems, after making sure her company’s technology met a country’s legal standards, she realized another issue — the product was not working the same way because that country’s usual electrical power differed from that of the United States. Also, details in product design and packaging are important to note as, anecdotally, a product functional in Arizona’s dry climate could have corrosive components in a humid climate. In addition, finding the right business partners is one of the most important steps. A business partner who is local to the market region that you are trying to target, who can be trusted to take care of some components of sales and marketing where you might lack the expertise, can significantly boost your prospects abroad. Additionally, also familiarize yourself with all the local compliance laws, and it was advised to stick to your business’s core policies across all borders. Lynn James Meyer, CEO of Biosafe, noted that there will be times when your business partner may say something along the lines of, “Well this practice is how everyone else does this, and this is how we’ve always done this, so it’s okay.” That doesn’t mean it’s right for you. Make sure to stand ground and not let that change your own ethical values. When taking your products abroad, there is a “black hole” period when control over handling the shipped product is shifting, and local officials take over to perform security and compliance checks. That’s when regional transportation services take over delivery of the products. From exporting shampoo to optical technology to rugs, getting your products insured during this entire exporting process is most important. There are risks at every step of the way. Barbara Barran, founder and CEO of Classic Rug Collection, shared how product was lost on one of her first shipments abroad, but, fortunately, she had insured it and only incurred 10 percent of the loss. When you place full trust on any of the distributors, transportation services, business partners and local officials, you set yourself up for high-stakes financial loss regardless of how unlikely it may seem at first glance. Resources are also available for consultation on credit checks of distributors, compliance laws and product viability by country, so take advantage of them. It might seem like figuring everything out yourself

Global Chamber®

Global Tribe

is realistic, but there’s a lot to consider — and outsourcing some of the components is recommended. In addition to research on your own, expert consultation that can help you understand the market and network is equally important. Consultation is especially helpful for international compliance, intellectual property, freight forwarding, banking, insurance and distributor reliability, which are all areas to be considered when exporting products. In addition, if the product requires intellectual property protection, be especially sensitive to all legal contracts and make sure everything you’ll need is included in the contract. Get a great attorney on this. Global Chamber can help you get connected to the right people. Resources can be found at Global Chamber and many of our local alliance organizations. Some countries have specific organizations aimed to help facilitate international business in those countries, examples including KOTRA, JETRO or MITA, which all typically collaborate with the Global Chamber. Your country’s EXIM Bank is a resource that exporters should take advantage of. They can even conduct credit checks on distributors. Understanding your market also requires understanding each target country’s currency strength and enforcement of intellectual property laws. When making transactions, Classic Rug Collection’s Barran has only a few currencies she is willing to accept, and all others she requests to be paid in U.S. dollars. For Biosafe, protecting their intellectual property is an important and sensitive matter, so they conduct business only in countries where they are sure their patents will be honored. Treating every market the same way will almost certainly not be the best business practice, since every country has different laws, culture and preferences. It would be best to tailor your business practices and models so that varying demands are met in every country. While your business changes across borders, your attitude should always remain the same — to treat every individual with respect and sincerity because, when you go abroad, you represent not only yourself and your business but you also act as an ambassador for your country. Conducting thorough research at every step of the process is most important, and that includes understanding laws, consumers, competitors and every individual involved in the process. It is especially helpful to know the right people, so don’t shy away from networking, especially regarding any international business.

Stay Up to Date on Trade by Mark Lohsen, Executive Director at Global Chamber® Charlotte

The United States announced this summer that the U.S. Trade Representative has been asked to “identify US$200 billion-worth of Chinese goods for additional tariffs at a rate of 10 percent.” This is a new tariff initiative following recently announced tariffs of 25 percent on US$50 billion of electronics and other imports. This new round of tariffs is directly related to China’s retaliation on the first tariff announcement. At the core of the current tariff dispute is China’s theft of intellectual property. American companies that want to do business in China are typically forced into joint ventures with Chinese state-owned companies. In building up their business, Chinese partners are given access to proprietary information and data. They then use that data for their own benefit, often in other state-run businesses with similar products. This is a significant and

complex problem: It is widely acknowledged that tariffs are not the solution and will cause immediate harm to U.S. businesses, especially agriculture. China is America’s second-largest agricultural export market and American producers rely heavily on exports to China to sustain their operations. The targets of China’s tariffs also extend to key U.S. manufacturing sectors, including cars, light trucks and light aircraft, and so directly affect large producers such as the Big 3 car manufacturers and Boeing. U.S. Treasury Secretary Mnuchin has stated there is a possibility that the U.S. might return to negotiations with China by means of a bilateral investment treaty (BIT). The U.S. has BITs with 42 other countries, and negotiations with China had started with the Obama administration. Resuming BIT

Mark Lohsen speaking

negotiations is an effective, but longer-term, solution. The U.S. could, among other things, demand requirements that China abide by the WTO’s Trade-Related Aspects of Intellectual Property Rights Agreement within a BIT, in lieu of recently discussed considerations to re-enter the Trans Pacific Partnership. Stay tuned to Global Chamber®; the back and forth has only just begun. This is a longterm process that, if you’re involved with international business, requires you to stay up to date.

GlobalChamber.org

China’s Belt and Road Initiative by Annie Yang, Marketing Intern at Global Chamber®

The Belt and Road Initiative is the largest initiative of the 21st century in terms of projected impact and given the strong political and financial drives behind it. The Chinese have called this initiative a bid to enhance regional connectivity for a brighter future; others have called it a push by China to create for itself a global role and to position itself in the middle of international trade. An expansive economic and geopolitical strategy, the Belt and Road Initiative is already creating substantive ripples, even at its formative stage. In our recent event on BRI, we invited experts with a view across metros and continents to discuss the strategies and current progress of the Belt and Road Initiative and what repercussions it will have for future international business. The BRI will create a network of railways, roads, pipelines, shipping lanes and utility grids that set up an extensive infrastructure to connect China to countries stretching through Central Asia, Russia, Europe, Southeast Asia, the Middle East and Africa. Seventy countries will be covered in this initiative that compose approximately two thirds of the world’s population and one third of the world’s GDP. There are two main components: Silk Road Economic Belt — Three physical land routes connecting China to Central Asia, the Middle East and Europe, providing easy market and natural resource access. 21st Century Maritime Silk Road — Railway and maritime infrastructure that would connect China to the South China Sea, Indian Ocean, Arabian Gulf and the Mediterranean. The goal is to create a regional framework that enhances economic cooperation and the free flow of trade through strengthening both hard and soft infrastructure with new physical routes and increased people-topeople exchanges. With Chinese investments currently approaching $4 trillion, this will be the world’s largest platform for economic cooperation, policy coordination, financial collaboration, and social and cultural affinity promotion. The initiative is primarily funded by the Chinese government and will, firstly, serve Chinese interests; participating countries mostly do not have the means otherwise to build the scale of infrastructure that China is offering. Still, many nations are very open to this project, and, as explained by Abelhak Benkerroum, founder of Eastheimer Consulting, this comes in part from China’s willingness to work with any government. Unlike the European Union or the United States, China would not question a nation’s controversies with human rights or nature of power before offering infrastructural aid. Syria and Yemen are such examples. Furthermore, China is flexible with negotiating payments and low-interest loans, and securing money is probably the last thing they think about. If a country is unable to pay off their loans, China is willing to accept other assets like infrastructure sovereignty and influence over the region to compensate, extending a sort of “debt-trap diplomacy.” Enacted as a response to the global economic crash of 2008, the BRI is China’s intention to become less dependent on western economies

Global Chamber®

and politics and to consolidate for itself economic preeminence and ideological hegemony. This initiative is about securing both resources and market access for China. Historically a resource-poor country except in human labor, China is looking to establish stronger economic ties with resource-abundant regions to reduce duty costs and set up manufacturing hubs along the routes. Furthermore, trade route access has been one of China’s primary concerns for the last decade. China currently exports primarily through the South China Sea, and heavy militarization in that area by both western powers and China has disturbed trade. With the maritime Silk Road, 80 percent of the globe and almost 100 percent of China’s existing markets will be covered. Ultimately, the BRI will secure imports for China and protect its current and future exports. Also, with increasing disruptions on international trade agreements, such as tariff increases sweeping across North America and the increase in the number of trade protectionist policies, several countries are already restricting trade and more are expected to follow. The BRI will secure China’s trade agreements. Furthermore, with this initiative, China can easily access the resources of participating countries without creating much political upheaval, unlike recent sojourns by the United States and European nations in the Middle East. All major contractors for this project will be Chinese, and foreign companies will have difficulty stepping in and getting involved in the projects — except through approval processes decided by China. Most opportunities for outside company firms will be in sub-contracts and joint ventures, but right now foreign companies will have a very hard time identifying concrete business opportunities due to lack of data and Beijing not liking to overcommunicate in general. Also, for foreign businesses looking to take part in the projects, level of risk must be considered, and Chinese companies are often open to taking on risks that American and European companies cannot. However, many foreign companies — like General Electric, Siemens, Honeywell, Chubb, HSBC, etc. — were still able to be awarded contracts. American opportunities will mostly be in infrastructure development and helping them build this project and providing the equipment, as Kimberly Kirkendall, president of International Resource Development, Inc., explained, and other opportunities may exist in insurance, finance and technology. Connections are very important for doing business with the

Chinese. China doesnâ&#x20AC;&#x2122;t have a very transparent database on businesses opportunities and company credits, so the Chinese then tend to look toward their relationships to feel comfortable about the business decisions they make. This is also why brand and reputability are important. A common misconception is that bribery and other corrupt means are necessary to do business with the Chinese, and that is not true, as sometimes you just need to exchange favors without monetary transactions to move things forward. Another interesting perspective to consider for finding business opportunities with this initiative is in Chinese import patterns. While securing exports is mainly based on geopolitical strategy, securing imports and eventually setting up manufacturing locales through new businesses will require partnerships. Aziz Ahmed, CEO of Indus International, gave the advice to first pinpoint what industries China exports in what countries they are from, and then reference your network to perhaps set up a trading post or manufacturing outlet in economic zones along the Belt and Road. With lower costs of shipping and logistics time from China to other regions, China will become a platform for the world to reach several key markets, and this will be an advantage that every nation will attempt to leverage. The threat is that now those countries involved in this initiative will have lower shipping, freight and logistics costs from factory to market, so they are going to become more competitive than they ever have been.

In addition, many of the countries involved in the BRI are also new and emerging economic forces that will only see accelerated growth through this initiative. The Asia Development Bank estimates that projects in Asia will exceed $1.7 trillion per year through 2030; compare that to the United States, currently with $881 billion invested annually. As explained by James Herendeen, CEO at The Herendeen Group and global advisor for Global Chamber Bangkok, Southeast Asia and its emerging economies will be transformed into key trade centers, notably Bangkok, which will serve as a terminus point for the pan-Asia railway network. Furthermore, Central Asia, which has historically untapped economic potential, will also see drastic transformations in perhaps shifts toward industrialization or changes in pipeline distribution of its massive oil reserves. While Central Asian nations are wary of losing in trade agreements, they are still enthusiastic about this initiative, and Kimberly Millier, Ph.D., of JKM Business Consulting noted that Central Asian nations probably look at China more favorably than western nations due to past hostilities also regarding trade. As China and participating countries promote free trade, the rest of the world experiences the dominoes of trade protectionism from western nations. It feels like current politics have reversed roles from the situation post-WWII. By placing itself at the forefront of international trade, China is looking to become the next greatest economic power and ideological influence on not just the Eastern Hemisphere but much of the world.

GlobalChamber.org

Update on GDPR – General Data Protection Regulation by Doug Bruhnke, CEO and Founder of Global Chamber®

Do you have customers and partners in Europe? Are you actively marketing your business in Europe? Are you transferring personal data from Europe to the U.S.? If you answered ‘yes’ to any of these questions, you’ll want to watch our video and discover how the General Data Protection Regulation will impact your organization. The new regulation started on May 25, 2018 — and your company may be vulnerable to government fines unless you take specific remedies to comply. Failure to comply with the GDPR could result in stiff fines as high as $22 million on issues such as whether data is kept or not, who has access to data, etc. We

Global Chamber Phoenix and Tucson Global Chamber® is a growing and collaborating community of CEOs, executives and leaders in 525 metro regions around the world taking on global business and advancing growth and success. Contact us at info@globalchamber.org or (480) 595-5000. Chairman/CEO Sponsors

extend special thanks to Polsinelli for hosting our recent event with speakers from the UK and France. Polsinelli can help, too — they have a questionnaire that you can fill out to determine your vulnerability to GDPR. Reach out to Global Chamber® to learn more.

Update on NAFTA by Dan Ujczo of Dickinson Wright by Doug Bruhnke, CEO and Founder of Global Chamber®

Global Chamber® encourages you to stay in touch with the latest on trade wars and tariffs throughout the fall and for as long as the United States continues to disrupt global trade with China and the EU, and even with Mexico and Canada. Member Dickinson Wright has been alerting us as the United States Trade Representative announces tariffs and other sanctions, country by country. The good news is that progress is expected this summer on further understanding and finalization of tariffs. Written comments on proposed tariffs were due earlier in August, and a full hearing was to be held toward the end of August in Washington, D.C. Posthearing rebuttal filings needed to be filed by August 30, 2018. Then Dickinson Wright anticipates the new tariffs will come into force in early September. The U.S. Administration has been considering written submission and testimony during the first wave of tariffs as more than 500 tariff lines were removed from the final determinations based on objections

Global Chamber®

BMO Harris Bank Polsinelli Spencer Fane Squire Patton Boggs Thunderbird School of Global Management President Sponsors Bank of America BBVA Compass Bank Dickinson Wright InWhatLanguage Radix Law Special Global Advisors Charles Bruce, Johnny Rockets, The Original Hamburger Hank Marshall, UK Honorary Consul in Arizona Melissa Sanderson, Freeport McMoRan Leila Aridi Afas, Toyota Michael Patterson, Polsinelli Jimmy Douglas, Tesla Electric Cars David Farca, International Business Group Susan Shultz, The Board Institute Committees

Dan Ujczo speaking at SkySong

from companies. At any time should you review the proposed tariffs and find that your products will be subject to an additional 10-percent tariff, we encourage you to file written comments as soon as possible. Dickinson Wright is available to assist in this process at any time. Our key resource at Dickinson Wright is Daniel D. Ujczo, practice group chair for International and Regional Practices. He is shown in the photo at a globinar broadcast across the U.S. from Global Chamber headquarters at SkySong.

All Metros, Industries and Regions Contacts CEO/Founder: Doug Bruhnke, doug@globalchamber.org Business Services: Cesar Trabanco, cesar@globalchamber.org Membership: Yvonne Luker yvonne@globalchamber.org Global Marketing: Annie Yang annie@globalchamber.org

More Global Resources and Information by Annie Yang, Marketing Intern at Global Chamber®

We’re all busy! You very likely don’t have enough time to invest in cross-metro, cross-border and global growth in a way that matches the relative opportunity for your business. We know because we speak with hundreds of companies every day, and many members and most non-members are under-invested in global business. It’s been that way forever, and now at least many multi-nationals and some small and medium-sized businesses get it, including making the investment commitment of time, talent and treasury required to grow globally. It doesn’t happen by itself. So, we’re here to help along the way, making it easier and simpler to grow. Global Chamber helps our members PRIMARILY by 1. Making warm introductions that create conversations and saves time and money. 2. Sharing growth tips for you and your team through oneon-ones, events and globinars. 3. Creating a “global tribe” that is everywhere, in every segment, ready to help. Global Chamber® has begun presenting one-hour globinars every week so that members can watch to learn about all the things they need plus connect with talented people and up-to-the-moment ideas

Tatiana Shcherbinina of Ruspan Communications

and opportunities. Our most capable members share the information of highest interest with their team and extended teams. They get their team involved. They get better as a team. From our experience, many times not enough people are well-grounded within any business on all the things needed to know, to grow. We’re the place where all the people you need to grow globally gather. And that is increasingly the case as we add more metros and globinars every month, around the world, everywhere!

The latest business news on inbusinessmag.com and on twitter @inbusinessmag

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@inbusinessmag GlobalChamber.org

Breaking Glass Ceilings: Emerging Leadership for Women by Annie Yang, Marketing Intern for Global Chamber®

Progress toward gender equality varies in momentum around the world, and many nations still lack the social infrastructure and understanding for women to hold leadership roles. Despite facing backlash from their societies when choosing to pursue professional careers, many women have still managed to emerge as business leaders in countries with some of the widest gender gaps. In a recent event at Global Chamber®, female business leaders from Pakistan, Azerbaijan, Peru, Georgia and the United States shared their experiences in dealing with gender inequality in their striving for success. In an engrained patriarchy, Pakistani women are often not free to make independent choices, and that means obtaining loans to start ventures or continuing education are decisions left to the male figureheads of their households. The women who gain support from their families in pursuing professional careers consider themselves extremely lucky, like Samrah Azam, who is the CEO of VIGO Business Consulting and executive director of Global Chamber Islamabad. Even with the support of her family, cultural complications still exist for Azam to make business negotiations by herself in the male-oriented business culture. In Peru, very low percentages of women are entrepreneurs (4 percent) or hold high corporate positions (6 percent), with less than 20 percent having any leadership role within their companies. While stereotype pressure is without doubt a hindrance for women to emerge as business leaders, another barrier exists within women themselves, who too often yield their accomplishments or exhibit “imposter syndrome.” Cinthia Valera, CEO

Global Chamber®

Okyu from Turkey at webinar [Öykü Korkmaz Ataçoğlu (Istanbul, Turkey)]

of the Family Business Association in Peru, experienced this psychological setback herself when faced with common biases against women. However, she believes that if women are aware of the system and also of their abilities, confidence can be gained and a lot can be changed about those low percentages because gender diversity really adds value to companies. Problems that women face are parallel and similar around the world, especially those in education, financial opportunities, pay equality, childcare access and opportunities for balancing work and life, and, in the end everyone wants the same thing — equal opportunities and the ability to make choices. “One statement that we need to be continuously making is that women’s rights and gender equality are not newly emerged sciences but provisions of basic human rights.” This was a comment by Shafag Menraliyev, chief of Rector’s Office for ADA University, Azerbaijan. The first step to building societies where women can make choices surpassing the boundaries of their stereotypes is to lead by example. Your environment starts changing when

you practice what you preach, and you are setting a new and better standard for future generations of women. Also, social media has become an influential battleground of public opinion, and never before has it been easier to lend support to and unite women. Young women are frequently exposed to cultural biases that suggest women are inferior to men. In a personal story, Tamara Kalaniya, the chief financial and operating officer at the Middle East Institute, heard a remark from her daughter who thought her dad was smarter than her mom simply because of gender. That inspired Tamara to work even harder to professionally support and promote the women around her and also create an environment of female empowerment for her daughter. Now her daughter has a different view: “Mom, you know, you are my role model and when I grow up, I’m gonna wear the pants in the family.” The landscape for gender equality has seen significant change in the last 20 years, and the momentum on female empowerment is slowly transforming business leadership around the world.

FALL 2018

UNITING, STRENGTHENING, AND ADVANCING ARIZONA’S NONPROFIT SECTOR. ARIZONANONPROFITS.ORG

It Might Be Time to Get on a New Ship The Alliance of Arizona Nonprofits is an action-oriented group of partners across Arizona — both nonprofits and those in the community who support them — dedicated to uniting, strengthening and advancing Arizona’s nonprofit sector. The Alliance envisions an Arizona where all nonprofits are valued, empowered and thriving.

CONTENTS

p. 2 Good Corporate Citizenship Is a Sound Business Practice p. 4 Capacity Building for Nonprofits p. 5 On The Board and In The Spotlight: Andrea Moseley

p. 6 Nonpartisanship Is the Charitable Nonprofit Way of Life, for Good Reasons p. 8 The Nonprofit/For-Profit Connection: National Bank of Arizona

ALLIANCE OF ARIZONA NONPROFITS

Alliance Nonprofits Good Corporate Citizenship Is a Sound Business Practice by Rhonda Oliver, CEO, HandsOn Greater Phoenix Corporate community engagement is no longer about responding to requests from community organizations with a simple yes or no. Instead, companies are designing programs that make meaningful social impact while also meeting business needs. Here are a few noteworthy practices from some of the top community-minded companies in the country.

WWW.ARIZONANONPROFITS.ORG Customizing Causes Today’s cutting-edge community involvement doesn’t merely select a cause from a traditional list that includes art, education and health. Instead, companies circle around causes that they are well suited to support. • The Home Depot is committed to supporting veterans. Since 2011, it has invested a quarter of a billion dollars in renovating 37,000 veteran homes and facilities across the country. The company also places high value on hiring veterans and currently employs 35,000 veterans. Developing Employee Changemakers Beyond offering employees volunteer activities, companies also create programs that develop employees to become community leaders and agents of change. • While Intel offers a robust internal website with volunteer opportunities that any employee can access, it has also formed affinity employee groups that are encouraged to take the lead in supporting issues important to their specific group. In turn, Intel not only provides paid time off to volunteer, but also provides a $10-per-volunteer-hour match to the service organizations its employees support. Placing Community Involvement at the Top of the Organization In years past, community involvement was often buried deep in community relations, HR, marketing or another department.

Many of today’s companies place community involvement at the top of the company’s leadership structure, demonstrating its strategic importance to the business. • This practice has also been implemented by some of America’s largest cities, from New York to Chicago to Phoenix. These municipalities have created Chief Service Officers (CSOs) who work out of the City Manager’s or Mayor’s office to advise, support and develop city-wide service plans. Involving Customers Many companies enrich the lives of their customers using community involvement, either by providing them with opportunities to serve or by having them benefit from the company’s community service. • T. Rowe Price is among companies that see a value in community engagement activities that involve both their employees and their customers. The company plans annual service events in which customers are also invited to participate. This concept redefines team-building, and we see it happening with company/vendor community activities, too. Source: Points Of Light, Civic 50 (pointsoflight.org/civic50) and HandsOn Greater Phoenix (handsonphoenix.org)

connecting

REAL people with

REAL

careers

via

HIRING companies

www.readbetterbebetter.org facebook.com / readbetterbebetter twitter.com / readbetteraz @readbetteraz

and

QUALITY

resources CareerConnectors.org 480.442.5806

CareerConnectors is a 501 (c)(3) non-profit organization

For more information about the program, or to find out how you can help, please contact Sophie Etchart, Founder & CEO of Read Better Be Better at sophiee@readbetterbebetter.org or (623) 229-7880.

ALLIANCE OF ARIZONA NONPROFITS

Capacity Building for Nonprofits by Robin Hanson, Program Manager, AmeriCorps VISTA, Alliance of Arizona Nonprofits The Alliance AmeriCorps VISTA program places college-educated individuals into nonprofit organizations, educational institutions and government agencies to serve full time for one to three years to help build the capacity of these organizations to expand resources and services in the communities they serve. These individuals serve as grants in human capital with a focus to start, strengthen or expand programs or services that help low-income individuals and communities move out of poverty. The focus of VISTA is strengthening Arizona’s rural community as a whole, while providing services and programs that help improve lives. Our program is uniquely positioned to serve organizations with either a statewide or rural focus. In Arizona, the statewide unemployment rate is 4.9 percent and the poverty rate is 16.4 percent (Bureau of Labor Statistic, March 2018). Fifteen of our current partners are located in rural Arizona communities. Of those rural sites, four exceed the statewide unemployment rate and two surpass 7 percent. The poverty rate is equally staggering, with ten rural sites exceeding the 16.4 percent rate and two almost doubling it, at 33.9 percent and 35.7 percent.

Before communities in poverty can provide job training and placement programs for the unemployed population, they have to create jobs. Ten of our sites (nine in rural Arizona) are focused on economic development. The projects concentrate on stopping economic leakage and bringing in new businesses (via eco/agro-tourism, “Shop Local” programs, etc.) that increase the employment opportunities in communities

with the greatest need. Our VISTA in Flagstaff will also focus on financial literacy through education and training. Our program will significantly expand beginning September 2018, when we will be able to serve up to 25 organizations per year, up from 15 in 2017. We look forward to expanding our capacity in order to serve a growing demand for our VISTA program. Learn more at arizonanonprofits.org/AmeriCorpsVISTA

Examples of projects supported through this program: Site Name

Community(ies)

Focus Area

Sonoran Desert Inn

Ajo

Eco-Tourism, Small Business Development

Ajo Center for Ajo Sustainable Agriculture

Small Business Development, Jobs Creation

Local First Foundation

Globe, Bisbee, Cottonwood

Development/Implementation of “Shop Local” campaign

Rebuild Superior

Superior

Economic Development; Entrepreneurship, Employment Opportunities

City of Douglas

Douglas

Development/Implementation of “Shop Local” campaign

City of Casa Grande

Casa Grande

Development/Implementation of “Shop Local” campaign

Coconino County Community Services

Flagstaff

Financial Literacy training; Economic Empowerment

WWW.ARIZONANONPROFITS.ORG

On The Board and In The Spotlight

Andrea Moseley President/CEO, AWE Corporate Interiors

Name: Andrea Moseley Company: AWE Corporate Interiors Job Title: President/CEO Boards you serve on: I currently serve on The Board of Visitors, The ARCS Foundation and Phoenix Rotary 100; formerly, Cancer Support Community Arizona.

Q: How long have you served on these boards? A: I’ve been a member of the BOV since 2002, working on a variety of committees that include Grants, Long Range Planning, Fashion Show and BOV Ball. I’m a recently added member of ARCS and have a lot to learn and look forward to working with this great organization. I’ve been a member of Phoenix Rotary 100 since 2010, chairing Membership Experience – New/Individual, Greeters, Gala and Grape Arizona Wine Event committees. I’ve been on the board twice and aspire to be president of the club one day. I was on the board of the Cancer Support Community Arizona for two consecutive terms (three years per term) until I cycled off. During that time, I was chairman of the board, chairman of the annual porch party, and helped with many more committees. During my tenure, the CSCAZ board saw many new members, and broadened its outreach through the Valley cancer-care and service delivery communities, as well as local awareness of this awesome organization. Q: What drew you to these organizations? A: Serving the community is just part of my makeup. As corny as it sounds, I truly believe you have to give to receive. The best way I know of to do that giving is to give of my time and, certainly, financially to help those around us — because we need to make sure our friends and neighbors are taken care of, right? It’s important to note that a monetary donation is great, but not much matches the feeling of being part of a successful event or organization, or delivering the help firsthand, at least for me.

Q: What would you say is one of the biggest challenges of serving on a nonprofit board? A: Raising money for the nonprofit is one of the biggest challenges of a board. There are so many worthy causes that need support. Q: How did you overcome that challenge? A: Leadership by creating greater awareness of the nonprofit, its goals and its constituencies. It is sharing with the community the needs of the nonprofit and the various mechanisms for individuals to help meet those needs and goals. Q: What has been your favorite part of this experience and why? A: Each organization has a unique set of individuals that work with and serve each organization. I love getting to know these individuals. Q: What do you wish you had known before joining the board? A: More friends with money and who to reach out to about the organizations. Q: What would you say to another business professional considering joining a nonprofit board? A: Doing good for others is something I cannot only recommend to anyone; it cannot be mandated, but should come from the heart. However, once you start helping or serving, I believe it completes you as an individual, making your life more well-rounded. I’ve created lifelong friendships thanks to the many boards on which I’ve served — friends I may not have ever met if it weren’t for the board and organization. That my own network has grown as a result of my participation is but a small part of the benefits; the real satisfaction comes, for me, from the service.

ALLIANCE OF ARIZONA NONPROFITS

Nonpartisanship Is the Charitable Nonprofit Way of Life, for Good Reasons by David L. Thompson, Vice President of Public Policy, National Council of Nonprofits One of the distinguishing features of the charitable nonprofit sector is that it focuses almost exclusively on solving problems in communities — without regard to profit and without regard to partisan politics. Instead of profits, charitable organizations can receive taxdeductible donations. And in exchange for tax exemption and receipt of those donations, charitable nonprofits agree

ALLIANCE OF ARIZONA NONPROFITS BOARD OF DIRECTORS

to stay out of partisan politics and focus on their missions. That’s the deal we have with the business community and with taxpayers. Communities in Arizona and across the country are better for it. All of this could change if some powerful interests have their way in Washington. The President, Vice President and other politicians are calling for repealing or weakening a VICE CHAIRS: Sonia Perillo Audubon Arizona with the National Audubon Society Glenn Wike Arizona Community Foundation

BOARD CHAIR: Kelly McCullough R Kids/R Entertainment SECRETARY: Yvonne Moss Caritas Law Group, P.C.

decades-old law called the Johnson Amendment (www.councilofnonprofits. org/trends-policy-issues/protectingnonprofit-nonpartisanship). Their argument is that charitable organizations, including houses of worship, and foundations, should be free to endorse or oppose candidates for public office. Two efforts last year failed to change the longstanding law, but another effort

Mario Aniles Housing Authority of Maricopa County Ellis Carter Caritas Law Group, P.C. Pam Gaber Gabriel’s Angels

TREASURER: Ron Stearns CliftonLarsonAllen

Karl Gentles Back to School Clothing Drive

Shaylinn Aleman Arizona College Access Network (AzCAN)

Len Gutman American Heart Association/ American Stroke Association

Donnette Hermes Ameliorate, LLC Amy Schwabenlender Human Services Campus Deborah Turcott PetSmart Charities Steve Yamamori Rio Salado College EX-OFFICIO: Kristen Merrifield, CAE, CNAP Alliance of Arizona Nonprofits

WWW.ARIZONANONPROFITS.ORG passed the House last month and will soon be considered by a House-Senate conference committee. To say that most organizations covered by the Johnson Amendment oppose changes to the law would be an understatement. The broad charitable community, as evidenced by a community letter signed by 150 Arizona organizations and more than 5,800 nationwide, strongly opposes efforts to undermine the law that protects them from the caustic and corrupting influences of partisan politics. Every religious denomination that has taken a position on the issue — more than 100 — and more than 4,500 faith leaders have come out in support of keeping current law and opposing any and all of the proposals in Congress. Even charity law enforcement officials have declared that weakening the Johnson Amendment “would undermine the charitable sector in many ways and would be bad policy.”

Why are charitable organizations so adamant that the Johnson Amendment stay in place? Because the consequences — intentional and unintentional — would be profoundly destabilizing for the people and communities nonprofits serve. Notably, the proposals to weaken the law would encourage creation of sham organizations, divert contributions from the good works of legitimate nonprofits to fund partisan entities, and bring discredit to the broad charitable nonprofit community. During attempts last year to weaken the Johnson Amendment and politicize the charitable sector, it came out that American taxpayers would lose $2.1 billion in revenue because partisan political donors would start “diverting” $6 billion or more in campaign contributions through newly politicized charitable nonprofits and receive tax deductions for those political contributions for the first time in history. It is also clear that without the Johnson Amendment, nonprofits

would be buffeted by demands from politicians and their donors to back candidates or lose donations. Mission would no longer matter as long as the organization’s “politics” were right. The broad charitable community rejects this jaded and selfish perspective. All 501(c)(3) organizations — charitable nonprofits, houses of worship, and foundations — earn their tax-exempt status every day by shepherding taxdeductible contributions to improve our communities, enrich lives and aid those in need. Contrary to the views of politicians and well-funded interest groups, we are effective because we bring people together across party lines to solve problems. The Johnson Amendment is a major reason for our success and must remain in place. David L. Thompson is vice president of Public Policy for the National Council of Nonprofits (www.councilofnonprofits.org), based in Washington, D.C.

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ALLIANCE OF ARIZONA NONPROFITS

The Nonprofit/For-Profit Connection

ALLIANCE OF ARIZONA NONPROFITS STAFF Kristen Merrifield, CAE, CNAP Chief Executive Officer KristenM@arizonanonprofits.org (602) 279-2966 x14 Jennifer Blair Director of Membership JenniferB@arizonanonprofits.org (602) 279-2966 x20 Robin Hanson Program Manager – AmeriCorps VISTA RobinH@arizonanonprofits.org (602) 279-2966 x19 Jacki Presnal Office Manager & Executive Coordinator JackiP@arizonanonprofits.org

National Bank of Arizona

(602) 279-2966 x10 Jennifer Purcell

by Pam Keefe, Vice President, Nonprofit Relationship Manager with National Bank of Arizona

Director of Community Engagement

Arizona is our home as much as it is yours, and we want to see it grow and thrive just as you do. Nonprofit organizations are a significant part of the Arizona community, and National Bank of Arizona® is committed to your goals and success within them. Let us help you reach your financial goals so that your nonprofit can reach its dreams. In 2015, National Bank of Arizona introduced efforts related to Associate Volunteerism, Associate Giving, Fundraising Activities and Community Giving at NB|AZ®. Employee Advisory Groups were then developed to review applications and make recommendations on how monies should be donated. Since that time, National Bank of Arizona has been able to direct more than $200,000 in donations from associates and the bank to more than 50 local Arizona nonprofits. In terms of effort and impact, this was a huge success for NB|AZ, nonprofits

(602) 279-2966 x17

within the community and for-profits supporting them! In 2018, we have now introduced NBAZ in Action, which encompasses all of the associate-related efforts initially aligned under what has already been established, including Associate Giving, Associate Volunteerism and the True Partner Fund. National Bank of Arizona is still committed to giving generously to support Arizona nonprofits, and will continue to find ways to work with our associates to direct that support locally because we are working to improve our community together. As we celebrate 15 years as Arizona’s No. 1 bank, serving nonprofit banking needs is our dedication so that you can focus on meeting you mission. Pam Keefe is the vice president, nonprofit relationship manager with National Bank of Arizona.

JenniferP@arizonanonprofits.org

Angel Cancino AmeriCorps VISTA Program Coordinator angelc@arizonanonprofits.org (602) 279-2966 x22 Juan Chavez AmeriCorps VISTA Leader JuanC@arizonanonprofits.org (602) 279-2966 x18

Alliance of Arizona Nonprofits 360 E. Coronado Road, Suite 120 Phoenix, AZ 85004 Phone: (602) 279-2966 www.ArizonaNonprofits.org

Aabram, Allyson, 18

Khagram, Sanjeev, Ph.D., 49

Oliver, Rhonda, 59

Tolbert, Shannon, 18

Alonzo, Catherine, 25

Kimball, Laurel, Ph.D., 42

Osman, Geraldine, 12

Tollefson, Richard, 42

Anthony-Rivera, Jane, 26

Kirke, Jeff, 18

Pham, Tiffany, 41

Turner, Jessica N., 41

Bondurant, Pat, 27

Kusari, Drena, 29

Rábago, Mary, 10

Tyra, Michal, 42

Bruhnke, Doug, 49

Lechter, Sharon, 9, 24

Reva, John, 16

Ujczo, Dan, 54

Bryson, LT Ladino, 11

Lopez, Rebeca, 10

Salazar, Deanna, 33

Valenzuela, Zulema, 10

Brzezinski, Mika, 41

Marick, John, 16

Sarbinoff, Ryan, 16

van der Feltz, Lennard, 13

Cashen, Ray, 16

Markison, Tim, 14

Slice, Kristin, 43

Wood, Jesse, 40

Davis, Mesha, 28

Markovic, Ruzica, 30

Solomon, Michael R., 66

zBOOKS, 41

Harris, Cristi, 11

Marsh, RaeAnne, 31

Stanton, Nicole, 34

zBOOKS, 41

Hase, Ben, 18

McClurg, Chris, 16

Stewart, Kado, 36

zBOOKS, 41

Huberman, Andrew, Ph.D., 18

McQueen, Ken, 16

Stockley, Molly, 37

zBOOKS, 41

Keefe, Pam, 64

Merrifield, Kristen, 32, 42, 57

Thompson, David L., 62

Kenny Stevens, Susan, Ph.D., 35

Moseley, Andrea, 61

Thomson, Brenda, 38

A&E Development LLC, 10

Consumer Cellular, 16

Lee & Associates Arizona, 16

Ahwatukee Foothills Chamber of Commerce, 44

cStor, 45

LP Insurance Services Inc., 26

Cuisinart, 46

Lung Health Institute, 18

Dexom, 18

Lyft, 29

Dickinson Wright, 54

Marcus & Millichap, 16

East Valley Hispanic Chamber of Commerce, 45

Maricopa Community Colleges, 53

Alliance Bank of Arizona, 2 Alliance of Arizona Nonprofits, 32, 42, 45, 57 AmeriCorps VISTA, 60 APS, 39 Arizona Association for Economic Development, 44 Arizona Diamondbacks, 7 Arizona Foundation for Women, 28 Arizona Humanities, 38 Arizona Office of Film & Digital Media, 11

eFileCabinet, 40 Employers Council, 18

Milestone Innovative Therapy Group, 10

Empowered PhXX, 43

Milestone Pediatrics, 10

Enterprise Bank & Trust, 8, 47

Modern Acupuncture, 18

Equality Health, 67

National Association of Women Business Owners – Phoenix, 44

Even Stevens, 48 First Bank, 6

Arizona Small Business Association, 44

Gilbert Chamber of Commerce, 45

Arizona Technology Council, 44, 45

Glendale Chamber of Commerce, 45

Athalonz, 14

Global Chamber, 49

AWE Corporate Interiors, 61

HandsOn Greater Phoenix, 59

Babbo Italian Eatery, 48

Haub School of Business, 66

Bank of Arizona, 15

Holmes Murphy, 18

Blue Cross Blue Shield of Arizona, 5, 33, 68

Infiniti, 46

BMO Harris Bank, 21

J.R. Hollon & Associates, 42

Bondurant Racing School, 27 BusinessStudent.com, 14 Cancer Treatment Centers of America, 37 Capresso, 46 Career Connectors, 59 Cashen Realty Advisors, 16

Mary Rabago Productions, 10

Shared Card Films, 11 Snell & Wilmer, 3 StaffConnect, 12 Starbucks, 46 Support My Club, 63 Thunderbird School of Global Management, 49 UnitedHealthcare, 19 UPshow, 11 vCandidates, 11 Village Coffee Roastery, 46

National Bank of Arizona, 43, 64

WESTMARC, 45

National Council of Nonprofits, 62

WM Sacks, 48

Networking for Professionals, 44

Zookz, 48

Nonprofit Lifecycles Institute, 35 North Phoenix Chamber of Commerce, 45 one·n·ten, 36 Pay Your Family First, 9, 24 Phoenix Philanthropy Group, The, 42

InMedia Company, 31, 42 Javelina, 25

Pinnacle Financial Services, 13 Polsinelli, 51 Press Coffee Roasters, 46

Jive, 6

Pro One Media Production, Inc., 30

JLL

Quarles & Brady LLP, 34

JLL, 16, 17

Read Better Be Better, 59

KitchenAid, 46 L. William Seidman Research Insititute,42

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

Scottsdale Area Chamber of Commerce, 44, 45

Saint Joseph’s University, 66 Salt River Project, 42

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ROI: Return on Involvement How much does the customer ‘give a hoot’ – and how does the marketer connect? by Michael R. Solomon, Ph.D.

Michael Solomon “wrote the book” on understanding consumers. Literally. Hundreds of thousands of business students have learned about marketing from his books that include Consumer Behavior: Buying, Having, and Being — the most widely used book on the subject in the world. As a professor of marketing (in the Haub School of Business at Saint Joseph’s University in Philadelphia) and an industry consultant, Solomon combines cutting-edge academic theory with actionable real-world strategies. He helps managers get inside the heads of their customers so they can anticipate and satisfy their deepest and most pressing needs — today and tomorrow. An executive at Subaru said it best: “The man is a scholar who is current and street-wise.” michaelsolomon.com

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Imagine this conversation between two shoppers at a car dealership: Consumer #1: “I want the one I read about in the latest issue of Car and Driver magazine: It has a six-cylinder turbo engine, a double-clutch transmission, a 90 strokebore, and 10:1 compression ratio.” Consumer #2: “I want a red one.” Obviously, these two people differ quite a bit in terms of their level of involvement with the product. This concept describes the perceived relevance of the object based upon a consumer’s needs, values and interests. When talking about customer engagement, there is no more important factor one needs to consider. It’s so important that I believe we need to add a new kind of ROI when we look at marketing campaigns: I call this “Return on Involvement.” Here’s the irony: No matter what they sell, managers obsess about it. Thus, they find it hard to accept that customers don’t give a hoot. But the reality is that many (probably most) products and services fall into the low-involvement category. Sure, a few select brands like Apple, Nike and Coca-Cola approach the status of cult worship. What about everyone else? Actually, it’s pretty easy to sell a cult product that pretty much sells itself — but much more of a creative challenge to sell other things. This is where the “pedal hits the metal” in terms of identifying marketers who can really strut their stuff. Of the many ways to increase involvement, here are a few: Mass customization: This describes the personalization of products and services for individual customers at a massproduction price. This strategy applies to a wide range of products and services, from newspaper websites that allow readers to choose which sections of the paper they want to see, to Dell computers that buyers can configure, to Levi’s blue jeans that have a right leg one inch shorter than a left leg to fit an asymmetrical body (this is more common than you think). DIY (Do It Yourself): When we have the opportunity to personalize a product, our involvement increases because the item reflects our unique preferences. The DIY market is projected to reach almost $14 billion in just a few years. One reason for the boom: When we build the product ourselves, the value we attach to it increases because our own labor is

In Forbes’ 2018 ranking of the world’s most valuable brands, Apple has the top spot with brand value at $182.8 billion, CocaCola is sixth at $57.3 billion, and Nike is 18th at $32 billion.

involved. Researchers term this the IKEA Effect. Co-creation strategies: This goes a step further, because the company works jointly with customers to create value. This approach is catching on in B2B environments, where organizations partner with their biggest clients to envision new solutions to their problems. For example, Anheuser-Busch invited input from 25,000 beer drinkers when it developed a new lager called Black Crown. Gamification: This is a red-hot marketing strategy today; it refers to the application of gaming principles to non-gaming contexts. When companies make buying or using a product or service “fun” or turn it into a competition, customers will immerse themselves in the game. When the Federal Deposit Insurance Corporation (FDIC) wanted to promote financial literacy, the government agency created its Money Smart (www.fdic.gov/consumers/consumer/moneysmart) program. It’s designed to look like a board game similar to Monopoly, and it challenges players to learn financial skills such as setting up a bank account, paying bills on time and avoiding identity theft. The game attracted more than 40,000 users in a year. But for those still mired at the low end of the involvement continuum, there is another path to success. I call this the “paradox of low involvement.” When we don’t care as much about a product, the way it’s presented (e.g., who endorses it or the visuals that go with it) increases in importance. We don’t want to see, hear or read about all the dry and boring reasons why one brand of kitty litter or shoe polish is so much better than the other guy’s. But we will respond to “peripheral cues” that give us a shortcut to determine whether a brand is worth a look. These cues include an attentiongrabbing package, a popular endorser or, perhaps, a riveting in-store display. Many a marketer has wrestled with the age-old question, “Do I sell the steak or the sizzle?” Here’s a simple answer: Those who are lucky enough to market a high involvement product or service should push the steak. Others can add some sizzle by finding ways to engage the shopper — and will need to keep selling that sizzle as hard as they can. At the end of the day, it’s all about ROI (Return on Involvement).

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