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SOUTHWEST FLORIDA’S BUSINESS VOICE • 239-573-9732 Vol. 9 No. 2 / DECEMBER 2015 www.swfloridabusinesstoday.com
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Whole Foods Market signs lease for Lee store Whole Foods Market, a national grocery retailer of natural and organic foods, has signed a lease to build its first Fort Myers store. Committed to supporting the communities it serves, Whole Foods is planning a 45,000-square-foot market that features locally sourced products and wares, in addition to many of the company’s standard features that consumers have come to expect such as an open-air market feel, displays of baked goods and perishables, a variety of healthy product choices and the like. Currently, the proposed site at the northwest intersection of Daniels Parkway and Six Mile Cypress/Ben C. Pratt Parkway in Fort Myers is zoned for Commercial/Retail/Medical/Hotel use. Working with the community, the property would be rezoned to substantially reduce the intensity of the site in order to accommodate Whole Foods Market.
Photography by Jim Jett
The CRS Technology Consultants team celebrates its win 1920’s style at the Uncommon Friends Foundation event.
Uncommon Friends name ethics winner
STORE See page 9
Accreditation team seeks clerk, comptroller feedback “A team of assessors from the Commission for Florida Law Enforcement Accreditation (CFA) will arrive Dec. 2, to examine all aspects of the Lee County Clerk of Circuit Court and Comptroller’s Internal Audit/Inspector General Department’s policies and procedures, management, operations, and support services,” said Chief Internal Audit Officer/Inspector General Tim Parks. The Lee County Clerk of Circuit Court and Comptroller is required to comply with 44 standards in order to receive their initial accredited status. The assessors will review written materials, interview individuals, and visit offices and other places where compliance can be witnessed. The CFA Assessment Team Leader is Accreditation Manager Flora Butler, Palm Beach County Office of the Inspector General, and Capt. TEAM See page 4
Guests in attendance “dressed to the nines,” in 1920’s garb.
The Uncommon Friends Foundation (UncommonFriends.org) has announced the winner of the 2015 Business Ethics Award at the annual “Uncommon Evening” event held Oct. 27 at the Burroughs Home & Gardens in downtown Fort Myers. Cape Coral-based CRS Technology Consultants is the winner of the 2015 Business Ethics Award. CRS provides managed IT and cloud services to companies. Services include IT consulting, staff support, network support and telephone services. Other finalists were CPR Tools; Spiro & Associates Marketing, Advertising and Public Relations; and The Smart Companies. The finalists participated in the 10th Annual Ethical Leadership luncheon at Florida Gulf Coast University last month, where a panel of judges listened to the finalists
William C. Huff Companies goes totally solar
Lee County Clerk of Court Linda Doggett is presenting a public seminar, “The Value of Searching Records and Online Services” from 1:30 p.m. to 3:30 p.m. Dec.9 at Cape Coral Public Library, 921 S.W. 39th Terrace, Cape Coral. Doggett will guide attendees through the information available on the Lee County
William C. Huff Companies officially went “solar” with a ceremonial “throwing of the switch” at their Naples warehouse, 4227 Progress Ave., Naples, in mid-November. Jim Henderson, owner of Huff – a full-service company specializing in complete personalized logistics support for high and ultra-high net worth homeowners, builders, designers, architects and estate managers – joined local government officials and community leaders to celebrate the achievement. The installation of its new 137 kilowatt, direct-current solar photovoltaic system project began Aug. 10, so now the Huff 34,000-square-foot Naples warehouse is cooled by the power of the sun. There is also be enough solar electricity to power the 10,000 square foot addition planned next year for the high-efficiency storage facility.
WORKSHOP See page 9
SOLAR See page 9
Lee Clerk of Court presents public records workshop
before making their ultimate decision. Educator Patricia Cicero, teacher at Pinewoods Elementary School in Estero, has been named the Uncommon Friends Foundation 2015 Champion Teacher. She has been in the field of education for 32 years as a teacher, tutor and consultant. The Eleanore “Ellie” Newton Student Chair in Humanities was awarded to Sierra Williams, a sophomore at Florida Southwestern State College. The James D. Newton Student Chair in Leadership was awarded to Emily Casey, a student at Florida Southwestern State College. The Uncommon Friends Foundation, a not-for-profit 501(c)(3) organization established in 1993, is dedicated to lifelong character building among today’s youth and business leaders.
LOOKING BACK,
Photography by Jim Jett
Jim Henderson, owner and president of William C.Huff Companies in Naples “pulls the switch” on the new solar-powered warehouse.
LOOKING AHEAD
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Southwest Florida BUSINESS TODAY
DECEMBER 2015
Gwendolyn’s wins Poggenpohl unveils kitchen design Blue Chip award Gwendolyn’s Café and Catering Co. is announced as the 21st annual Blue Chip Community Business Award winner. After overcoming many personal and professional challenges, owner Gwendolyn HowardPowell has fostered a successful restaurant in downtown Fort Myers that provides aid to the homeless and other local nonprofit organizations. Gwendolyn’s Café and Catering was recognized at the annual luncheon ceremony that took place last month at the Harborside Event Center, an event coordinated and sponsored by BB&T-Oswald Trippe and Company and BB&T Bank. “Ms. Howard-Powell’s mission to help better our community is inspiring to all,” said Scott Gregory, BB&T-Oswald-Trippe and Company vice president. “Hard work and the belief that everyone deserves a second chance in life is a humbling lesson.” The Blue Chip Community Business Award is given to for-profit businesses in Southwest Florida who have overcome adversity to achieve success. The finalists are determined through an application process that is reviewed by an impartial panel of judges. This year the five finalists were; Gwendolyn’s Café and Catering Company, Jennifer’s, A Touch of Class Pet Grooming, Inc., Rumours Hair Design and Accounting for Profitability, LLC.
Poggenpohl and Porsche Design Studio unveiled the award-winning P’7350 kitchen design to stunning industry and design reviews at the 2015 Kitchen and Bath Industry Show in Las Vegas. Now the extraordinary kitchen concept has been installed at the Poggenpohl Showroom at Miromar Design Center, 10800 Corkscrew Road, Estero. Interior designers, architects and the public attended the recent store unveiling. “Today’s modern home design features an open concept and the kitchen is most often a focal point,” said Tony Mammoliti, owner of the Poggenpohl Showroom. “That’s why the design aesthetic is especially important.” Porsche Design is a luxury brand with a particular focus on functionality, and is characterized by a pure and clean design aesthetic, which creates an unmistakable signature look. The collaboration between Porsche Design Studio and Poggenpohl was a partnership of industry equals and the combined result has been as dramatic as it is revolutionary. When it comes to describing the design of the new Porsche kitchen, Mammoliti can’t get away from the automotive imagery. “I find myself using the same adjectives to describe this kitchen as I would one of their cars – sleek, dramatic, even a little racy,” he said. The design is considered groundbreaking in
Photography by Jim Jett
Above: The Porsche Design kitchen features clean lines and a sleek look that is both elegant and bold. Below: Tony and Patricia Mammoliti are excited about their new venture.
the German and international design scene and the P`7350 Design by Porsche Design Studio has already received several prestigious international industry awards.
Don’t wait for emergencies to happen — plan ahead Emergency management is the planning for and implementation of all emergency functions to minimize the impact and damage resulting from natural disasters caused by fire, flood, storm, earthquake, or other natural causes, or manmade disasters caused by enemy attack, sabotage or other hostile action. Emergency management includes prevention of, mitigation against, preparedness for, response to, and recovery from disasters or major emergencies There are many different types of emergency management plans (EMPs). The type of plan required depends on whether you are a business (such as an assisted living facility, nursing home, etc.) or a county/ local government agency. Plans should be written and updated annually. Why consider an EMP? An EMP is the first line of defense in the event of a natural or manmade disaster. Properly documented plans that are regularly tested help organizations greatly increase their chances of returning to normal operations quickly and with minimal impact. Without an EMP organizations risk fines, potential loss of life, lawsuits and the potential of being shut down. What is a CEMP and who needs one? A Certified Emergency Management Plan (CEMP) is a documented course of action developed to mitigate the damage of potential events that could endanger an organization’s ability to function. It includes measures that provide for the safety of personnel, property and facilities. It also documents what steps to take in the
event of an emergency. To be certified, the Emergency Operations Center (EOC) must approve of the plan. All health care facilities – adult day care, assisted living facilities, hospitals, skilled nursing facilities, etc. – are required to have CEMPs. All businesses should have some type of emergency management plan. What is an EMAP and who needs one? An Emergency BY LINDA Management Accreditation HANWACKER Program (EMAP) is the volunGuest Columnist tary standards, assessment and accreditation process for disaster preparedness pro-
grams throughout the country. It fosters excellence and accountability in emergency management and homeland security programs. The state of Florida has achieved national recognition and re-accreditation for the third time. As of 2014, five Florida counties (Duval, Manatee, Miami-Dade, Orange, Volusia) have received their accreditation. The goal is for all 67 counties in Florida to be accredited. Linda Hanwacker is an industry subject matter expert, guest speaker, author, and CEO and founder of The LSH Group LLC in Fort Myers, which has provided professional services with economical solutions for business continuity, IT disaster recovery and emergency management planning for more than 20 years. Contact her at (239) 466-1170 or email hanwacker@ thelshgroup.com, or visit TheLSHGroup.com.
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Southwest Florida BUSINESS TODAY
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Major expansion of medical facilities underway Southwest Florida continues to experience development of new hospitals and specialized medical centers, medical offices, outpatient centers and a wide range of support facilities. Dave Kistel, vice president of Facilities and Support Services with Lee Memorial Health System, will provide an overview of current projects and long term plans at the luncheon meeting of the Real Estate Investment So-
ciety (REIS) at 11:45 a.m. Dec. 8 in the Osprey Room at Pelican Preserve’s Clubhouse, on Treeline Avenue at Colonial Boulevard, one mile east of I-75 exit 136 in Fort Myers.. The growth of the medical sector has emerged as a driving force for commercial real estate and construction in the region. The investment in health care facilities is also an important factor for new residents moving to
SS Hookers celebrates its one-year anniversary SS Hookers’ Seafood, Southern and Cajun-style restaurant, located near the Sanibel bridge in Fort Myers, is excited to celebrate its oneyear anniversary and bring a new style of waterfront view dining to Southwest Florida. Paying tribute to the rich history of Punta Rassa, the home of big game fishing, SS Hookers is where fishing tales come to life. It overlooks the very waters where it all started. William Halsey Wood made history as the first person to land a tarpon on rod and reel in 1885 at Punta Rassa. Up until that moment, many fishermen said it couldn’t be done. But he proved them wrong, capturing
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P.O. Box 152299 Cape Coral, FL 33915-2299 News: 239-573-9731 All other: 239-573-9732 News email: editor@swfbiztoday.com All other information requests: publisher@ swfloridabusinesstoday.com The contents of Southwest Florida Business Today are copyright 2013 by Southwest Florida Newspapers, Inc. No portion may be reproduced without the express written consent of Southwest Florida Newspapers, Inc. The publication of any advertisement or article does not necessarily reflect the view of the publisher of Southwest Florida Business Today. For more information about any article or column appearing in Southwest Florida Business Today, for advertising rates or subscription information please call 239-573-9732 or email: publisher@ swfloridabusinesstoday.com
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a 5-foot, 9-inch Tarpon that weighed 93 pounds with his bamboo pole. He didn’t stop there. The gentleman from New York City caught a total of five tarpon during his week-long visit. His story has inspired countless others to pursue the “Silver King,” and for several generations now, people have flocked to this very spot in pursuit of Tarpon. Theodore Roosevelt, Earnest Hemingway and Thomas Edison have written passionately about the epic battle between fish and man that takes place here. The most famous was author Zane Grey, who did more than write about big game fishing. In 1924, he caught the world’s largest fish in Nova Scotia. His next move was to Fort Myers, where he and others started a big game fish charter service. So the word got out, and today people come to the Gulf of Mexico from all over the world, demonstrating their intense fascination with big game fishing and their massive appetite for adventure. SS Hookers honors that hunger, providing delicious meals and a place to share and hear fishing tales, both big and small. After a triumphant day of fishing, anglers are invited to have their own catch cooked by our chef. SS Hookers is owned and operated by Sandy Stilwell, a Lee County resident who also owns and operates the Captiva Island Inn, Keylime Bistro, Sunshine Seafood Café & Wine Bar, Cantina Captiva, RC Otters and Latte Da.
this area. Following the presentation, Kistel will respond to questions of specific interest to the real estate investment and development industry. Kistel has overseen the growth of Lee Memorial Health System for many years through acquisitions, expansion and new development. Lee Memorial Health System is Florida’s largest nonprofit public health system, with 1,423 beds and 10,500 employees. It serves
more than 1 million patients a year and reported $1.36 billion in revenues for its most recent fiscal year. The meeting is sponsored by Krise Commercial Group. Admission is $30 for members and $40 for guests, which includes lunch. Reservations are required by Dec. 2 and may be made at the REIS web site (reis-swfl.org). For further program information, contact Amanda Brock at (239) 344-1269.
Managing your cash flow through seasons
Q: Mine is a cyclical small busispring and sumness. During the spring and summer mer months, months my cash flow is quite good. you must put aside sufficient The winter months are usually slow, funds to carry generating little income. Admittedyou through the ly, I am not a good money manager. winter months. What do you suggest? You also A: You should start by creatneed to manage ing a budget, a 12-month cash flow your payables analysis of income and expenses. and receivables SCORE provides an excel template – that is, money that can accessed by logging on to owed to your Richmond.SCORE.org and click BY GRAY POEHLER vendors and on “Templates & Tools” and then money owed to “Business Plans & Financial State- Guest Columnist you by your cusments.” Look back over the prior 12 tomers. With payables you should try to months and plug in the income you negotiate the most favorable payreceived in each. Your expenses fall into two cat- ment terms, extending payments to egories – fixed and variable. Fixed 60 or 90 days if possible. In return expenses would include rent, utili- you should always pay your bills on ties, insurance, salaries and payroll time. With customer accounts receivtaxes. Variable expenses would include such items as legal, account- ables, be sure to establish payment ing, automotive, replenishing inven- terms in writing. There are a number of ways to tory and supplies. You would assign fixed and speed up collections. You can create variable expenses to the months in electronic invoices and payment by which they fall due, using the prior credit card. You can also offer nominal dis12 months as your guide. Going forward, you would re- counts to customers who pay quickplace the estimated income and ex- ly and charge late fees to those who pense items with the actual monthly are delinquent. The goal here is to revenue received and expenses paid convert receivables into cash in your bank account. out. Your customer accounts receivIn this manner you will know at a glance when your expenses fall due ables should be aged by 30, 60 and and prepare accordingly. Suffice to 90 days. Those over 30 days should say when cash flow is good in the be sent a reminder. Those over 60 days should receive a phone call and those over 90 days should be turned over to a collection agency. Remember, the only good customers are those who pay their just debts in a timely manner, as originally agreed ...is what keeps you and your business upon in writing. keeps you and your ahead of ...is thewhat game. It is recommended that you exbusiness ahead of the game. amine and update your budget and cash flow forecast every month. Due to expansion, SWFBT seeks delivery This allows you to see if you SWFL Business Today seeks delivery are meeting or exceeding income professionals for both the Cape Coral people for its monthly newspaper and expense estimates, and where and Bonita Springs areas. call in Estero. Please callPlease for details. you may need to make adjustments 770-7527 for(239) details. (239) 770-7527 along the way.
Anticipating what’s next... Anticipating what’s next...
Here’s what is ahead for 2015 for Southwest Florida Business
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Gray Poehler is a volunteer with the Naples Chapter of SCORE. To learn more about management issues facing your small business, contact SCORE Naples. Counseling is provided FREE of charge to all U.S. citizens and legal aliens. Call (239) 430-0081 or visit Naples. SCORE.org/mentors. A counselor will contact you within 48 hours. Please include your name, email address and a contact phone number.
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Southwest Florida BUSINESS TODAY
DECEMBER 2015
Achieva Credit Union opens new Estero location through Friday, and 9 a.m. to 1 p.m. Saturday. Fast-growing Achieva Credit Union has long served the region, and includes members who live or work in Charlotte, Collier, Hernando, Hillsborough, Lee, Manatee, Pasco, Pinellas and Sarasota Counties. A leader in innovation, Achieva is among the first wave of financial institutions to deploy new
As workforce grows, what about workforce housing?
Port Manatee looks to create partnership with Charlotte Co. Reinforcing Port Manatee’s dynamic role as Southwest Florida’s port, officials of the Manatee County seaport look forward to collaborating with Charlotte County counterparts in bringing more business and jobs to the region. Enthusiasm was expressed as Port Manatee leadership recently shared an update on the multimodal trade and transportation hub with members of the Charlotte County Commission. “As the seaport of Southwest Florida, Port Manatee is privileged to serve as Charlotte County’s gateway to international trade, providing an integral commercial link with markets throughout the world,” said Carol Whitmore, who chairs the Manatee County Port Authority. “We look forward to jointly pursuing business opportunities that will mutually benefit our port and the people of Charlotte County.” Whitmore was joined for the Charlotte County Commission meeting by John Chappie, the authority board’s second vice chairman; Port Authority members Robin DiSabatino and Charles B. Smith; Carlos Buqueras, executive director of Port Manatee; Dave Sanford, Port Manatee’s deputy executive director; Virginia Zimmermann, the port’s marketing and public relations manager; and Jennifer Cowan, the port’s legal counsel. “The expansion of the Panama Canal will create tremendous opportunities for Charlotte County,” said Charlotte County Commission
As we gear up for the 2016 baseAs we look to ball Spring Training season, I’m re2016, the chalminded we lost one of baseball’s alllenge of first time greats and a person who’s words defining what of wisdom hold so true even today for affordable workSouthwest Florida. force housing is “It’s déjà vu all over again,” said will become a Yogi Berra (1925-2015). priority, and getLooking back at 2015, we saw the ting builders and economy slowly but steadily climb at developers to about 2 to 3 percent, and each month buy into buildthe unemployment figures dropped ing affordable by a consistent 1 percent from 2014. homes for our Since August, CareerSource – South- BY JIM WALL workforce will west Florida’s network of career cen- Guest Columnist be a challenge. ters – has experienced heavy traffic as The discussion businesses gear up for what is predict- of smart growth will again surface as ed to be a record-breaking season. communities start to voice the “not in In April and October we hosted a my neighborhood” mantra regarding regional manufacturing-hiring event, schools, social service facilities and and in November we hosted the third increased traffic. annual Paychecks for Patriots caLet us hope we in Southwest Florireer fair targeting the brave women da learn from the past and do not make and men who have served our coun- the same mistakes we did during the try. Over the last six months we have boom years of 2005-09 – because we hosted or co-hosted health care, hospi- all know “It’s not over till it’s over.” tality, social services, retail sales and Rest in peace, Yogi. IT hiring events. Needless to say, if an individual is looking for a job, CaJim Wall is the communications reerSource Southwest Florida’s career director at CareerSource Southwest centers are the place to go. Florida.
TEAM PAGE 1 David Pate, Florida Fish and Wildlife Conservation Commission, Division of Law Enforcement. As part of the on-site assessment, agency members and the general public are invited to offer comments to CFA,
credit and debit cards with EMV “chip card” technology for more secure transactions. Achieva also now offers the Apple Pay service, allowing members to make purchases via their iPhones and Apple iWatches. The new Estero branch represents the third Achieva location in the local market, as the company has opened two sites in Cape Coral.
P.O. Box 1489, Tallahassee, Florida 32302, or email info@flaccreditation. org. Once the Commission’s assessors complete their review of the agency, they report back to the full Commission, which will then decide if the agency is to receive accredited status, which would remain in force for three years.
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We look forward to jointly pursuing business opportunities that will mutually benefit our port and the people of Charlotte County.
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Achieva Credit Union is commemorated the opening of its newest location in Estero with a grand opening celebration. The new location – at 21301 S. Tamiami Trail, at the corner of U.S. 41 and Corkscrew Road – represents the 19th location for the “Banking for Good” financial institution. The new site includes a 24-hour ATM, and will operate 9 a.m. to 5:30 p.m. Monday
– Carol Whitmore, Manatee County Port Authority
Chairman Bill Truex. “I am impressed by Port Manatee’s readiness to take advantage of the expected growth in shipping traffic to the Gulf Coast and look forward to partnering with them to maximize the economic benefit to Charlotte County and the entire region.” A week earlier, Port Manatee reported that it handled 83 percent more containerized cargo units in the fiscal year ended Sept. 30 than in the preceding 12-month period – while continuing to add to its prominence in other key cargo sectors. Located “Where Tampa Bay meets the Gulf of Mexico,” Port Manatee is the closest U.S. deepwater seaport to the expanding Panama Canal, with 10 40-foot-draft berths serving container, bulk, breakbulk, heavylift, project and general cargo customers. The port generates more than $2.3 billion in annual economic impact for the local community, while supporting more than 24,000 jobs, without levying advalorem taxes.
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Southwest Florida BUSINESS TODAY
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Manufacturer’s summit highlights area companies Submitted by Karen Miller Guest Correspondent Southwest Florida was well-represented when the Manufacturers Association of Florida held its 12th annual Manufacturer’s Summit & Marketplace last month in West Palm Beach. MAF President Al Stimac opened the program by outlining the organization’s goals, which include helping manufacturers create and realize opportunities to grow their businesses, connect with state and federal expertise, and address the talent gap that some manufacturers see as their biggest challenge. Specifically addressing higher education, the association plans to make recommendations to help colleges, universities and trade schools use business intelligence to build curriculum. Another priority of the MAF is supporting Realtors in calling for the elimination of sales tax on leases – a tax that does not exist in most other states. Ted Bill, president and CEO of Pelican Wire Co., took the stage to share best practices as a 2014 recipient of the Manufacturers of the Year award. Pelican Wire specializes in manufacturing custom thermocouple wire as well as insulated and bare resistance wires used for such things as dentists’ drills, wind mills, medical temperature measuring devices, water leak detection devices and many other applications. Ted believes that winning the Manufacturer of the Year award has encouraged Pelican Wire’s staff to continue their team’s efforts to build a top-performing business. He attributes much of their success to visually driven metrics and measurements shared with team members through a “Pelican Power” theme. They have used on-time sales delivery methods and lean manufacturing techniques to build a more efficient model. “People matter, and a good working atmosphere is a key to success,” Bill said. The company is 100 percent employee owned through an employee stock ownership plan (ESOP) and Bill believes this encourages employee engagement and employment longevity. One of the highlights of the summit was Gov. Rick Scott’s visit. He addressed the audience briefly to outline his plan to cut $1 billion in state taxes, mostly in tax cuts for businesses. He shared his intentions to cut taxes on manufacturing equipment, remove the commercial lease tax over the next two years, and remove income tax for “C” corporations.
Two SRMA members were featured as finalists of the 2015 Manufacturer of the Year – Polygon Solutions and Storm Smart. Peter Bagwell, above, representing Polygon Solutions Inc., and Brian Rist, below, representing Storm Smart, accepted the awards.
“I intend to make Florida the number one state in which to do business,” said Scott, noting his goal to displace Texas as the most business-friendly state. After his speech, Scott visited with summit attendees and toured vendor booths, stopping to talk personally with many participants. Two Southwest Regional Manufacturers Association members were featured as finalists of the 2015 Manufacturer of the Year – Polygon Solutions in the “1 to 40 Employees” category and Storm Smart in the “101 to 250 Employees” category. Peter Bagwell, representing Polygon Solutions Inc., and Brian Rist, representing Storm Smart, accepted awards at the MAF Manufacturers of the Year Awards dinner. In all, the summit was a great event that provided a wealth of information for Florida’s manufacturers. For more information on MAF, visit mafmfg.com. To get involved locally through the Southwest Regional Manufacturers Association, visit srma.net.
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Southwest Florida BUSINESS TODAY
DECEMBER 2015
Cape Coral-based Arinsco Optics launches 3D glasses
Cape Coral-based Arinsco Optics invites the public to discover how a local inventor’s curiosity has led to the creation of a new, dynamic way to enjoy television, movies, games and presentations. The C3D line of non-corrective glasses employs revolutionary technology that offers a richly enhanced viewing experience at home without the need for a 3D television and at the movies for the price of a regular show. The technology of the C3D glasses brings the action to life for family television or home theater viewing, gaming on a desktop computer or mobile device, and professional presentations with unprecedented polish. Arinsco’s Principal Les Hardison is an engineer who, although retired, is constantly seeking to discover the “how” behind humans’ experience of depth, time and place. He developed C3D after contemplating and research-
ing the mechanism of depth perception in the eye and brain. He has been granted a patent on a non-wearable
device that provides a 3D viewing experience by applying mirror images. C3D applies the same principles using
Charlotte State Bank hires new lender for Lee, Collier
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I listen to my customers, discovering their needs, identifying business-driven options and delivering viable solutions.
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Kim Donnelly, who recently joined Charlotte State Bank & Trust as a vice president and commercial lender, will help the bank service existing clients and expand its commercial lending operations in Lee and Collier counties. Donnelly is familiar with the business environment in those counties, having more than 20 years of experience in commercial lending and business development there. Her new office is at Kim Donnelly 15050 Elderberry Lane, Suite 6-12, Fort Myers. “We have been providing lending services south of Charlotte County for a while now,” said bank President Craig DeYoung, “and are expanding our presence with Kim on board. Her extensive experience and knowledge of the area will be a huge plus to our clients there. We will provide them the same high-level service our customers have come to rely on.” Prior to joining the bank, Donnelly served as a consultant with the Florida Small Business Development Center at Florida Gulf Coast University. She provided entrepreneurs with assistance, guidance and expertise in every phase of business operations. She also developed and implemented a small business academy offering business owners the tools necessary to measure their strengths and weaknesses. She previously worked as a com-
a special film integrated onto comfortable, lightweight eyeglass lenses, and is a practical, affordable product that more users will get to enjoy. The C3D Glasses product, which enables the user’s two eyes to view separate images that the brain is then able to integrate into one rich viewing experience, is expected to become a popular holiday gift item for everyone in the family. Visitors to arinscooptics. com can take a simple vision test to determine if C3D will truly enhance their viewing experience based on their existing depth perception function. “Les is one of those people who is never content to accept the current standard of innovation, and is always pushing to make the world better,” said Jennifer Jahn of Arinsco Optics. “We’re excited to bring his vision to market and enhance the everyday experience and enjoyment of our customers.”
– Kim Donnelly, Charlotte State Bank & Trust
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mercial lender and banking officer in Lee and Collier counties, where she managed loan operations, made loans, developed customer relations and supervised staff. She managed client loan portfolios ranging in size from $14 million to $100 million. Donnelly earned a bachelor’s degree in business administration and marketing at Aurora University in Illinois. She is a member and past president of the Real Estate Investment Society. “Construction is proceeding rapidly in Lee and Collier counties, and all those rooftops are going to require commercial buildings to support the new neighborhoods,” Donnelly said. “In addition, I am seeing many investors back in the marketplace. It would be my pleasure to provide financing for these buildings and investments. “People who know me and my track record understand my strong work ethic. I listen to my customers, discovering their needs, identifying business-driven options and delivering viable solutions.”
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MANAGING YOUR PRINT & PROMOTIONAL NEEDS
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DECEMBER 2015
Southwest Florida BUSINESS TODAY
Tips to leave those back taxes in the dust
Charlotte County releases videos on HCP, DIY permitting CC-TV, Charlotte County’s government access television station, has released two new videos: Charlotte County’s Habitat Conservation Plan (HCP) and a DIY Permitting video. The HCP is the first countywide plan in the state. It provides an option for landowners looking to develop scrub jay-identified land. Now they can get a simple county permit to clear and develop their land instead of developing their own HCP and submitting it to the state for approval – a lengthy and expensive process. DIY Permitting is a new series covering a variety of permitting related topics such as the permit-
ting process, what they are for, when they are needed and why. This first episode looks at the importance of pulling a permit and hiring a licensed contractor. View the videos on the county YouTube channel, “CC-TV Charlotte County, FL.” CC-TV is Charlotte County’s premier government access television station, located on Comcast channel 20 (in some areas south of Punta Gorda, the broadcast can be found on Comcast channel 97) and CenturyLink Prism TV channel 96. The broadcast is also streamed live 24/7 on the county website at CharlotteCountyFL.gov.
Andrea Dillon Guest Columnist
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“Oh, I just love paying taxes,” said no one ever. Here’s the usual story, especially for all you business owners out there. You had a great year (or several) and were relishing all of your newfound business glory, then when the dreaded tax bill came your jaw about hit the floor. Maybe by now business slowed back down, and that big, scary tax bill is no longer in your budget to pay. To make matters worse, ignoring it just made it even bigger, thanks to interest and penalties, and now the IRS is threatening your very livelihood, your business, to pay the bill. You are not alone. I work with business owners every day in this exact same situation. Here’s the good news: You have options – more so than just to write a check or to bury your cash in your backyard. The easiest (and most prevalent) of options is what’s called an Installment Agreement. This is a fancy way to say a payment plan. You may qualify to pay the total taxes due over 36 or 72 months, although interest and penalties will keep calculating. This is a great way to get in line with the IRS quick. Once you start making your payments the IRS will stop threatening to shut your business down because they consider you to be in compliance (you’re playing by the rules). Oftentimes, though, the monthly payment is still sky high – and you can’t make the payment. There’s a
program for you, too. It’s called a Partial Pay Installment Agreement. If we can prove that it would be a hardship to you to pay the payment they calculate, we can attempt to argue a lower payment amount. You’ll pay this for the rest of the statute (that’s 10 years from when the tax was assessed) but whatever balance is left at the end of the statute is forgiven. Sounds pretty good, right? What about the option to negotiate the taxes down – you know, make the IRS an offer they can’t refuse? That’s called an Offer in Compromise, where you do just that. We do a very thorough deep dive into your financials and (if you qualify) may be able to offer a lower amount and have the IRS write off the rest. The catch here is that you truly have to not be able to pay the taxes – you can’t just not want to pay. There is also penalty abatement. Maybe you owe (and can pay) the taxes but want to try to wipe those pesky penalties away. There are ways to do that, too. So many people and business owners get in over their head and can’t see a way out. There are all kinds of options out there to protect your business, protect yourself and to move forward with your life without the IRS breathing down your neck (or living under a rock to get away from them). Andrea Dillon is a CPA with Noack and Company. Contact her at (239) 936-6144 or Andrea@cpaofflorida.com
New Walmart Supercenter opens in Fort Myers Beach A new Walmart Supercenter in Fort Myers Beach is now open, bringing a broad assortment of fresh groceries and general merchandise at everyday low prices. Customers will also enjoy convenient on-site services such as a full pharmacy and a free store pickup service providing an easy way to shop millions of products on Walmart.com, with many items available for pickup the same day. The new store will employ up to 300 full- and part-time associates. The store will include a dedi-
cated beach shop. “We are pleased to bring the first Walmart to Fort Myers Beach,” said Melissa Simmerman, store manager. “We’re the gateway to the beach, and visitors will find everything they need in our dedicated beach shop, meaning more investment in the local economy. We’ll also have everything our friend and neighbors need to save money and live better, whether they’re shopping for holiday meals or gift giving or everyday needs.”
IN BUSINESS SINCE 2014
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Southwest Florida BUSINESS TODAY
DECEMBER 2015
WCI Communities celebrates Altaira project commencement Executives from WCI Communities and Suffolk Construction were joined by officials from the city of Bonita Springs – including Deputy Mayor Stephen McIntosh, City Manager Carl Schwing and Councilman Peter Simmons – to celebrate the project commencement of Altaira, WCI’s new luxury tower of 76 Sky Homes in The Colony Golf & Bay Club in Bonita Springs. “The city of Bonita Springs has been a great partner to WCI,” said Paul Erhardt, WCI’s senior vice president of homebuilding and community development. “We appreciate their cooperation and support as we build Altaira in this premier community – in our hometown.” Each Sky Home features 3,300 or 3,500 square feet of living space, depending on the floor plan.
The tower features 19 residential floors, each with only four residences per floor. Altaira residences feature hurricane-rated, solar-tinted expanses of exterior vision glass and floor-to-ceiling sliding glass doors that open to the terraces, as well as up to 529 square feet of open-air and screened-in terraces in select residences. These design features introduce natural light into each home, along with views of The Colony, Estero Bay and the famous Gulf of Mexico sunsets from higher floors. Sky Homes in Altaira start from $1 million and are scheduled for completion in the second quarter of 2017. To view floor plans and product information, visit.AltairaWCI.com or call (239) 495-1300.
WCI Communities vice president, Tower Division, Dwight Thomas, with city of Bonita Springs Deputy Mayor Stephen McIntosh and Finance Director Anne Wright.
BUSINESS GIANTS OF A DIFFERENT KIND, PAST AND PRESENT — A TRIBUTE KARL S. PNAZEK Activist fought poverty, system to help others have better lives Karl was instrumental in fighting poverty in central & eastern Wisconsin and in helping people get back on their feet. Karl built up the Community Action Program (CAP) of Central Wisconsin to be one of the best organizations of its type in the United States--so much so that other similar organizations use Central WI CAP as a model. No words, awards or trophies can say enough of what Karl’s organization has accomplished.— Phillip J. Janowski, Stevens Point WI Born in 1949 and raised in the south suburbs of Chicago, Karl served as President and CEO of CAP Services,
Inc. in Stevens Point WI, 1976-2008. He is the eldest of my three brothers. He died peacefully in October at his home with his brave and proud wife Bonnie at his side, after a courageous 7-year battle with brain cancer. According to many, Karl was often described as “the smartest man in the room.” According to a business colleague, he mentored many, inspired more and sometimes stepped on people’s toes when he saw unfairness in them. One of his proudest accomplishments was the creation of revolving loan funds for those wishing to start a business or buy a home and not able to secure capital or credit otherwise. In the mid-90’s, as I matured into adulthood and came to understand what he was achieving in Wisconsin, I started referring to Karl in private as George Bailey, the beloved and hum-
ble hero of the timeless holiday film classic, It’s A Wonderful Life. He never corrected me on that: I think it let him know that I “got it,” that I understood the magnitude of what he was accomplishing with his life and work. As others have said, Karl’s legacy will live on in the many projects he created and the people he touched. He was my brother, my friend, my supporter, my tough-love coach and often my mentor. SWFBT would not be here without him. My family and I will miss him deeply and always. To play on the last line of It’s A Wonderful Life, “Successful is the man who has friends.” Karl/George had more than he could ever count. — Karen Pnazek Moore, Founder/ Publisher, Southwest Florida Business Today
Here for you… yesterday, today and tomorrow
Lending Team – From left back row: Geoffrey Roepstorff, CEO; John Ammons, Vice President, Cleveland Avenue Office Manager
From left middle row: Willy Ocasio, Sanibel-Captiva Office Manager; Rob Lisenbee, Vice President, Lending; Kim Nyberg, Vice President, Professional & Executive Banking; Liz Aurensan, Vice President, Lending From left front row: Pam Edwards, Vice President, Lending; Leah Kirby, Vice President, River District Office Manager; Robbie Roepstorff, President
Some things should never change, and the commitment and dedication of your bank is one of them. As the oldest locally-owned and operated bank in Lee County, we have been here for you for decades with quality service, personal care and local decision making. That is something you can always bank on. See us for a business loan or a fixed rate residential loan to purchase or refinance. Now is the time to invest in the future, with your local bank. Our customers enjoy the cost savings of Free Online Banking and Free Bill Pay, access to any Publix® Presto! ATM at no charge and Mobile Banking.
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For our convenient locations and services, please visit www.EdisonNationalBank.com or call 239.466.1800
DECEMBER 2015
Southwest Florida BUSINESS TODAY
Page 9
Photography by Jim Jett
The William C. Huff Companies team is proud of this groundbreaking achievement, with the installation of the region’s largest solar-powered system to date. “The clean photovoltaic power will reduce William C. Huff’s carbon footprint by approximately 3,500 This solar-powered system pro- tons over its lifetime,” said Neville duces 214,000 kilowatt hours of elec- Williams, solar energy expert, author tricity a year, equaling approximately and former CEO of Standard Solar. to 18,000 kilowatt hours each month. “That’s a lot of CO2! Jim wants to ‘do The project was completed by the the right thing,’ and he has. AlternaUrban Solar Group of Boca Raton, tively, he could plant 140,000 trees one of Florida’s fastest growing solar to reduce greenhouse gas emissions, companies. Urban Solar has already but going solar is cheaper, and a smart installed several residential solar sys- decision for the future of William C. Huff and for our planet.” tems in Naples. After working closely with WilOver the 25-year system lifetime, the company can expect to pay the liams, Henderson came to the concluequivalent of 4.8 cents per kilowatt sion that there are more reasons to go hour for the installation – which, after solar than there are reasons not to. “Currently, most businesses and the 30 percent federal tax credit, will cost approximately $245,000. This is municipalities are more concerned less than current commercial electric with their ROI (return on investment) rates and far less than residential rates than with their impact on the environwhich are currently around 10 cents ment,” Henderson said. “We calculate per kilowatt hour. The Huff solar sys- about a seven-year payback on his intem will bring the company’s energy vestment. We care about the environcost to net zero. The bill for power ment and so do our clients.” Henderson said his company’s drawn from the electric grid at night will be offset by the solar system’s warehouse is the largest single-facility solar project in Collier County to date. daytime electricity production.
SOLAR PAGE 1 Photography by Jim Jett
Radio host, author and entrepreneur Barry Moltz moderated the seminar with energy and humor.
Marketing Success Seminar 2015 draws eager-to-learn crowd
Dana Morgan, Strategic Partner Manager with Google, led the session about online consumer trends.
Bob Gaglio and Martin Pahnke were among the business professionals in attendance at this event.
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Clerk of Court website. Public records are invaluable to businesses and organizations, and can help residents and consumers make better-informed decisions in their daily lives. Learn what to do if you suspect fraud, waste or financial mismanagement involving court-appointed guardians over the elderly, minor children or incapacitated individuals. Learn how to search public records for copies of deeds and mortgages; review court records of prospective tenants, employees, contractors and doctors; pay traffic tickets online; request postponement or excusal of jury duty and more. There is no admission; however, seating is on a first-come, first-served basis, and subject to capacity. Arrive early for best seating. Check the Community Outreach Schedule located within
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Linda Doggett demonstrates how to find information useful both to business owners and the general public on the county website. the Media Center tab at LeeClerk.org for additional dates and locations. throughout the country. “Everyone involved is very excited about bringing an organization that promotes healthier lifestyles and choices to the Lee County and we look forward to continuing to work with the community to bring Whole Foods Market to Lee County.” Currently, there are 24 Whole Food Market stores in Florida. In addition to the new Fort Myers store, other Whole Foods Market locations in development within the state include Destin, Altamonte Springs, Winter Park North and North Sarasota.
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Southwest Florida BUSINESS TODAY
DECEMBER 2015
Guest Commentary
The FairTax transfers fed power back to people Once Upon A Time … a country, is also inevitable. based entirely on the freedom of its citiHow? With the zens, was born. FairTax! The United States of America was The FairTax is once a prosperous nation. Everyone got a piece of legislato keep their entire paycheck, for which tion that already they had worked so hard, and April 15 exists. “We The was just another spring day. Then a giPeople” just need ant ogre, otherwise known as the federal to encourage our government, grew so big it sucked the elected officials life out of this once great country. to pass it. The The End. first step is to edUnfortunately, this is no fairy tale. ucate ourselves. BY BOB DIPESA Imagine our country going back to strong Next, we need to local and state governments (and a weak Guest Columnist contact our repfederal government) as our Founding resentatives and Fathers intended it to be. Imagine tril- pressure them into doing what’s best for lions of U.S. dollars, currently being held our future, and the future of our children overseas to avoid the highest corporate and grandchildren. taxes in the world, suddenly flooding Individual Americans and businesses back into this country. Now imagine it are spending billions of dollars every leading to tremendous growth and pros- year simply trying to comply with the perity, with many international compa- onerous 73,000-plus-page tax code. It nies starting to bring their money over is putting a tremendous burden on our HERE, creating millions of new jobs for economy, and it gets worse every year. Americans. Not only is this possible, it The FairTax legislation is only 133 pag-
es long, and completely changes the way our federal government collects taxes. The FairTax eliminates all of these taxes: individual income tax, corporate and business income taxes, estate taxes, gift taxes, alternative minimum tax, capital gains taxes, Social Security taxes, Medicare taxes (along with all other federal payroll taxes) and the selfemployment tax. They are replaced with a single personal consumption (sales) tax on new goods and services. It will be imbedded in the price, and will be clearly visible on your receipt. You will instantly know how much federal tax you just paid. Wow! How simple – and “fair” – is that? Is it a perfect system? No. But switching from our current tax code to the FairTax will be like climbing out of quicksand and getting into an economic jet. Unfortunately, some people lump the FairTax in with other plans, such as the flat tax. Although the flat tax is slightly better than what we have now, it is still based on income. I’m not sure how you
feel, but I don’t think it’s any of the government’s business how much money we make. Also, it would be very easy for them to take us back to where we are now – and worse, with the government continuing to pick winners and losers by manipulating the tax code. The FairTax repeals the 16th Amendment and eliminates the IRS. It shifts power from the federal government back to the people, where it belongs. Finally, included in the bill is a prebate, a check to every household every month, which ensures no one will have to pay taxes on essential items up to the poverty level. If we pass this legislation, we may yet have our “happily ever after.” Bob DiPesa is a sales manager for Wholesale Screen Printing. He is a member of the Florida FairTax Education Association and has lived in Naples for almost 25 years. Contact him at bob@wholesalescreenprinting.com or (239) 263-7061.
Be careful, not fearful when considering investments We continue to expect the economy to show encouraging, though sometimes volatile, results over the coming months. This is despite the occasionally unnerving headlines regarding China, Greece, Russia, ISIS, Syria, Iraq and oil prices. The Euro-Zone debt crisis concerns have receded, though growth there remains slow. More recently, fears of a Chinese economic “hard landing” have resurfaced as a result of the poorly handled plunge in their equity markets. Meanwhile, interest rates around most of the world are generally falling, not rising. Many issues having to do with U.S. fiscal and monetary policy that were vexing markets three years ago have been constructively resolved. These include the federal budget debates as well as concerns over the initial actions of Federal Reserve Board Chair Janet Yellen. We expect short-term interest rates to rise only grudgingly beginning in the last quarter of this year. We have been tracking the political landscape, as well, and the recent change in congressional leadership. While we watch in earnest the “long slog” toward the 2016 election, we do not think much has changed with respect to Washington’s ability to reach compromises. Some negotiations may be successful on select issues, but we foresee nothing that materially changes the outlook we had prior to last year’s election. We are following the debate taking shape with regard to comprehensive tax
reform legislation, which could be considered before year’s end. While we view it as a longshot, a bill to simplify the tax code and deal with the repatriation of corporate cash from overseas would be both BY RICHARD E. beneficial and a PYLE surprise. Guest Columnist We could also be pleasantly surprised by an improvement in equity prices in 2015 and 2016 given the relatively low valuations compared to fixed-income alternatives. As always, it’s best to be careful, but not fearful. We remain comfortable with our outlook for moderate economic and profit growth as well as for relatively low inflation and interest rates worldwide in 2015-2016. Generally such conditions are a prescription for rising demand for equities. Stabilization both in the value of the U.S. dollar and the price of oil will go far in 2016 toward becoming a tailwind to profit growth after their negative effects this year. Investors are meanwhile struggling with the impact of lower-than-average worldwide economic growth. The collapse in commodity prices combined with excess capacity are reflections of this sub-par growth environment. This
supply/demand dynamic is expected to continue for an extended period of time. We continue to suggest a strategy of asset accumulation through investments in high-quality businesses not heavily dependent on surging growth and inflation. Also, given the low return investors are receiving from fixed-income securities, we continue to look for fixed-income alternatives that can meet clients’ current income needs. With underlying growth expected to be slow and inflation and interest rates low for the foreseeable fu-
ture, our current outlook means that such “outside the box” investment thinking will be in great demand. Richard E. Pyle is president of The Sanibel Captiva Trust Company, an independent trust company with $1.4 billion in assets under management that provides wealth management services including investment management, trust administration and financial counsel to high net worth individuals, families, businesses, foundations and endowments. Visit sancaptrustco.com.
PRIVATE INVESTIGATOR Over thirty years experience specializing in business issues Background Inquiries & Due Diligence Breach of Contract Investigations Company Mergers & Acquisitions Intellectual Property Infringements Internal/External Fraud Inquiries Insurance Fraud Surveillance Asset Searches - Judgment Recovery Fraud Risk Assessments David B. Watts
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6300 Techster Boulevard, Suite 1, Ft. Myers, Fl 33966
Burkett
Law Office
ROBERT E. BURKETT Attorney At Law
BUSINESS LITIGATION • ARBITRATION • COLLECTIONS 5237 Summerlin Commons Blvd,. Suite 217 • Fort Myers, FL 33907 Office: (239) 275-2145 Email: bobburkettlaw@gmail.com • Web: bobburkettlaw.com
DECEMBER 2015
Southwest Florida BUSINESS TODAY
Page 11
BUSINESS GIANTS OF A DIFFERENT KIND, PAST AND PRESENT — A TRIBUTE JAMES A. FRANKLIN JR.
Henderson Franklin Starnes & Holt announced the passing of James A. Franklin Jr. at the age 91 on Oct. 25 at his home in Fort Myers. Jim, as he was known to many, was born in Jacksonville to James A Franklin Sr. and Eugene Waterbury Franklin on June 4, 1924. The family moved to Fort Myers when Jim was 4 months old after his father James Franklin Sr. started his law practice with R.A. Henderson. To this day, Henderson, Franklin, Starnes & Holt, P.A. is the longest-standing firm name with the Florida Bar since the early 1940s.
Jim was a trial lawyer with his primary practice being the defense of wrongful death and personal injury lawsuits. After a 44-year career, he retired as a senior partner in 1993. He remained an honorary partner at the firm and would visit and mentor attorneys with this philosophy up until he passed away every Tuesday afternoon. “Jim was a giant in the litigation world as he was well known and respected statewide and beyond amongst all counsel, including opposing counsel, court clerks, court reporters, judges and all those involved in judicial proceedings,” said Michael Corso, a member of the Henderson Franklin’s executive committee and department chair of the litigation division. “The law firm of which he and his father has roots to its beginning hopefully will
Preferred Travel was founded 31 years ago in 1984. With Boyd as her mentor and under her tutelage, she became familiar with all facets of the travel business. She was eventually promoted to agency manager and, since 2001, has proudly served as the company’s managing partner and CFO. She has been instrumental in Preferred Travel’s growth as a multi-million dollar company and Southwest Florida’s most award-winning and premier luxury travel agency. She has assisted with the acquisition of numerous travel agencies and now overlooks the day to day operations of 50-plus staff. Many of the original staff from the acquired agencies are still working at Preferred Travel as topproducing travel counselors with worldwide experience. Preferred Travel’s success can be directly attributed to the business savvy and management style of Boyd and Pla-
ceres. Together, they make a formidable and unstoppable duo. Preferred Travel receives many local and national awards and accolades for both the company and individual agents. As a result of Placeres’s accomplishments, she is invited to serve on many national boards, such as Tauck Tours and Signature Travel Network, a large travel consortia serving travel agencies throughout the world. She also represents Preferred Travel as an invited guest by many cruise lines and tour companies, and has traveled around the world. Placeres’s daughter, Kristina, an honors graduate of the University of South Florida, joined Preferred Travel in 2013 as Boyd’s assistant – following in her mother’s footsteps and learning all facets of the travel business. Placeres looks forward to guiding Preferred Travel into the future and assisting the next generation of travelers.
TOM RICE
in his tenure. He figured Rice would only complete a couple of the items, which included increased heart services, a stroke center, and providing training for medical and nursing students.. “He did it all,” Klein noted. When Hurricane Charley rampaged through Charlotte County in 2004, Fawcett’s emergency room never closed, even though the fourth floor suffered extensive damage from the rain and had to be completely rebuilt, which took a year. “To HCA’s credit, no one lost a paycheck,” Rice said. “We had full employment from the very beginning. We took the position that you may be in a different position – you may be sweeping the floors – but that’s OK. We need you back here.” According to Klein, Rice’s leadership
Respected lawyer mentored next generation of attoneys
OLGA PLACERES Immigrant helps turn Preferred Travel of Naples into top agency Olga Placeres immigrated to the United States from Cuba with her family as a small child. She learned English going to school and lived in the Miami area while growing up. Before following her family to Naples in the late 1980s, she worked as account manager for the southeastern region at ADP and held that position for over nine years. But it was after arriving in Naples that she began her career in travel when she was hired for a temporary accounting position by a small travel agency in Naples. The agency was later sold to Wilma Boyd in 1988 and Placeres was offered a full-time position to train as a travel agent.
Retired Fawcett Hospital CEO left his mark on community “As far as I’m concerned, that’s a world record for a hospital CEO to last 15 years,” said Dr. David Klein of Thomas J. Rice. Rice retired last summer as CEO of Fawcett Memorial Hospital (owned by Hospital Corporation of America, HCA.) “But he has done a great job. He re-formed Fawcett. It’s not that Fawcett was bad, but he turned it in to a real powerhouse.” Klein – a Port Charlotte ophthalmologist who served with Rice on the boards of numerous charitable organizations and community projects – gave Rice a list of suggested improvements to Fawcett early
continue to make a real difference in the lives of many and it was quite a legacy for him to leave behind.” “When I interviewed for a job with Henderson Franklin 30 years ago, a large part of the reason I accepted the offer was my meeting with Mr. Franklin,” said Bruce Stanley, a longtime colleague and trial lawyer. “He seemed to be exactly the kind of lawyer I had always wanted to work with. … He proved to be one of a handful of people in my life whom I was initially impressed with, and who turned out to be a much finer person than I possibly could have hoped. I miss him greatly.” Jim’s career highlights include being elected to the American College of Trial Lawyers in 1969, district governor of Rotary, and Lee County Bar Association’s Lawyer of the Year in 1982.
in the wake of the storm ranks among his greatest accomplishments. “His leadership at Fawcett and throughout the county elevated everybody – like a rising tide elevates all the boats,” Klein said. “Every medical facility got better.” “I hope folks would say that I’ve been open and honest and conscientious toward the needs of patients, staff members and physicians,” Rice said, “and that they would respect what I’ve tried to do.” “When I met him, I had just started as the medical chief of staff, and I thought I saw something in him that was really special – not just for the hospital but for the community,” Klein said. “This is a far better community because of him. I know that.”
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Southwest Florida BUSINESS TODAY
DECEMBER 2015
Local promotional products business marks 25 years
From customized, embroidered apparel, clever promotional campaigns, awards and recognition gifts to branded office and household items, Promotional Incentives’ Lucy and Jack Costa have been behind some of Southwest Florida’s most recognizable companies’ marketing efforts through highly tangible media – promotional products. In 1990, the duo – as newlyweds – set up shop in their Cape Coral office where they still work, servicing clients throughout Southwest Florida and the state and beyond. Lucy handles sales and client service, and Jack logistics and financial management. Promotional Incentives employs a staff of three and a network of local vendors and resources to keep pace with often-high demands of promotional product fulfillment. “We see great things for Southwest Florida business,” Lucy said. “It is rewarding to be part of promoting the brands of businesses, staying top of mind, creating awareness of nonprofit organizations and celebrating the achievements of outstanding leaders, organizations and corporations.” The company has seen great growth in business and in the local economy over the years. For example, Promotional Incentives is a longstanding supporter of the new Golisano Children’s Hospital of Southwest Florida, creating early keepsakes such as Telethon T-shirts,
Hundreds of charity events and causes have relied on Promotional Incentives for innovative products to spur on support. donor gifts and plush renditions of its manatee mascot. They provided the Boston Red Sox Charity Classic with player duffel bags, and they have been the source of the Lee Building Industry Association’s Pinnacle and Summit Awards for more than 20 years. Perhaps the company’s most notable giveaway was an embedded paperweight to commemorate FGCU’s groundbreaking in 1997 as Florida’s newest university. Hundreds of charity events and causes have relied on Promotional Incentives for innovative products to
spur on support. They provided the SWFL Wine & Food Fest with wine glasses and guest lanyards; premiums for membership drives for WGCU public media; shrink-wrapped compressed T-shirts in the shape of a racecar for the FGCU President’s Welcome Back gifts; a customized bookmark for Tom Brokaw’s book signing and keynote for the Uncommon Friends Foundation, and much more. “Promotional Incentives is an important part of the stature of the Horizon Council’s Industry Appreciation Awards,” said B. Pat O’Rourke, business development specialist for the Lee Council Economic Development Office. “Lucy knows how to distinguish award winners with high-impact recognition items. Our signature awards signify the high level of achievement and display beautifully in the board rooms and offices of our honorees.” As the recipient and co-recipient, Promotional Incentives has been recognized for numerous outstanding communication tools, client promotions, and self-promotion marketing and sales campaigns from the SWFL Advertising Federation, the Florida Public Relations Association, and the Lee BIA. “My plan for the future is to continue getting results for our clients by positively reinforcing their brand image and helping recognize the success of others,” Jack said.
Physicians’ Primary Care celebrates 20 years of medical care As 2015 winds down, Physicians’ Primary Care of Southwest Florida (PPC) is looking ahead and gearing up to celebrate its 20th year as a physician-owned and managed multispecialty primary care group in Lee County. It all came together in 1996 when several independent physician groups decided to join forces. It was a time of change in the national health care system with the influence of insurance companies and hospital acquisitions.
Many well-known local physicians had a desire to remain independent. So after weighing all the factors, 26 OB/GYN, family medicine and pediatric physicians merged to become one large group. The merger enabled the physicians to not only remain independent but to provide enhanced quality patient care. Today, PPC continues to be a leader in the community with 43 physicians and nine advanced practitioners with nine offices conveniently located in
Fort Myers, Cape Coral and Lehigh Acres, and four specialties including family medicine, internal medicine, obstetrics and gynecology and pediatrics. PPC continues to be a leader in medical advances and innovative procedures such as the new laser therapy for vaginal health. PPC is also recognized as a Patient-Centered Medical Home by NCQA. This new model of care strengthens the relationship between patient and
their primary care physician. Over the years technology advances have been embraced by PPC with the implementation of electronic health records and a secure patient portal. PPC sees the future of medicine to be based on population health management while continuing to embrace technology. We look forward to more health information exchange between providers as well as empowering patients to be proactive with their health and healthcare management.
SAVE THE DATE! Thursday, January 21, 2016 | 7:30 a.m. to 12:00 p.m. The Southwest Florida CCIM District Proudly Presents:
16th ANNUAL SOUTHWEST fLORIDA
Harborside Event Center 1375 Monroe Street fort Myers, florida
EARLY BIRD RATES
Members: $40 Non-Members: $50 At The Door: $60
REGISTER TODAY!
http://bit.ly/1PV33VR
www.flccim.com/districts/southwest/ Sponsorship Opportunities: (239) 281-1290