FSAE Foundation Annual Report

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Forward Thinking for a Brighter Tomorrow

2013 ANNUAL REPORT

FSAE FOUNDATION


Mission: To support education, research, professional development, publications, and public relations efforts for the association management professional.


Greetings Sir Winston Churchill’s statement, “We make a living by what we get, but we make a life by what we give” are appropriate words to introduce the 2013 Annual Report for our Florida Society of Association Executives (FSAE) Foundation. Why an annual report? Simple. It’s to recognize and thank our contributors and patrons for their generosity, provide a summary of the Foundation’s accomplishments and encourage all executive and associate members to make supporting our FSAE Foundation an annual practice. The FSAE Foundation was created in 1984 to support research, professional development, publications and public relations efforts for association management professionals. The FSAE Foundation is much more personal than its mission statement. The Foundation provides a way for individuals to make a difference. The FSAE Foundation allows association professionals to give back to their profession, support the development of the next generation of association leaders and ensure the continual improvement of the association management profession. These accomplishments are possible because individuals involved with FSAE are willing to donate freely of their time, talents and treasures, year after year. The FSAE Foundation, including its donors, patrons, staff and volunteers have much to be proud of. The FSAE Foundation also has much to be optimistic about. With your ongoing support, the FSAE Foundation will continue to be a force for and a leader in the association profession by developing innovative educational programming and providing grants and scholarships to support cutting-edge research and professional development. Please enjoy the FSAE Foundation Annual Report and give generously to support the advancement of your profession.

Sincerely,

Jim Ayotte, CAE 2013-14 Foundation Chair Executive Director, Florida Manufactured Housing Association, Inc.


The FSAE Foundation Board of Trustees 2013 - 2014 OFFICERS Jim Ayotte, CAE Chair

Total Cash Donations:

$12,040

Foundation Donors:

124

Deborah Marie Boza-Valledor, CIPS, CRB, CRS Chair-Elect Timothy Bell Immediate Past Chair Jaime Caldwell, ACHE Treasurer TRUSTEES Kathy Anderson, CAE, CRMA Gayle Carson, CSP, CMC, EdD

Total Auction Proceeds:

$26,500 on-site auction

$13,500 online auction

Grand Total:

$40,000 Total Auction Donors:

Erin Daly

235

Carolyn Raffa Fazio, ECAM Sue Fern Marsha Kiner Chip Minick Al Pasini, CAE Eleanor Warmack, CAE, CPRP FSAE Chair

Total Auction Patrons:

92

most patrons purchased multiple items


2013 by the Numbers Board of Trustees 2012 - 2013

“The scholarships offered through FSAE and the Foundation have proved invaluable for advancing my career. Whether I was applying to attend Annual Conference or to help defray expenses for my CAE exam, it has been great to know that my association can assist me. Thank you to FSAE, the Foundation and all the members who help support the scholarships through their donations or their participation in the silent auction!

OFFICERS Timothy Bell Chair Jim Ayotte, CAE Chair Elect

Rachel Luoma CSE, Partners in Assn Management, Previous Scholarship Recipient

Professional Development Grants Awarded:

12

Bennett E. Napier, II, CAE Immediate Past Chair

Scholarship/Grant Funding Awarded:

$7,525

Gregory Brooks Treasurer TRUSTEES David Bennett, CAE Larry Bodkin, Jr., M.S., CAE

Contribution to FSAE Educational Programming:

$20,000

Deborah Marie Boza-Valledor, CIPS, CRB, CRS Jaime Caldwell, ACHE Gayle Carson Erin Daly Carolyn Raffa Fazio, ECAM Sue Fern Connie Galietti, JD

Foundation Event Attendees:

162

Barbara Solis, CMP Karen Hollern Becky Macaluso, CAE Drew McLeod, FMP John Ricco, CAE FSAE Chair


Foundation Volunteers 2012-13 Committees

2013-14 Committees

Fundraising Task Force

Finance & Audit Committee

Co-Chairs: Drew McLeod, Ted Smith

Chair: Jaime Caldwell

Committee Members: Nina Crabtree

Committee Members: Jim Ayotte Carolyn Fazio Al Pasini

Becky Macaluso

Finance & Audit Committee

Deborah Boza-Valldor Mary Malone

Chair: Greg Brooks Committee Members: Tricia Arnold Carolyn Fazio Donna Son

Nominating Committee Deborah Boza-Valldor Timothy Bell

Nominating Committee

Chair: Deborah Boza-Valldor Committee Members: Jim Ayotte Carolyn Fazio

Timothy A. Bell

Chair: Jim Ayotte

Scholarship Committee

Committee Members: Carolyn Fazio

Chair: Timothy A. Bell Timothy Bell

Scholarship Committee

Committee Members: Melinda Bailey Jillian Heddaeus

Fran Gilbert Steven Louchheim

Co-Chairs: Anne Kelly Karen Hollern Committee Members: Keyna Cory Eric Szymanski Dustin McKissen

Silent Auction Committee Tyrone Haskett Timothy Bell

Silent Auction Committee Co-Chairs: Meg Caldwell Kristin McWhorter Committee Members: Timothy A. Bell Peggy Brogan Adrienne Bryant Karen Nosari Hollern Kimball Mathews Marina Mitusova Elaine Mann Carpenter Rachel Luoma Al Pasini Bailey Shields Eric Szymanski Michelle Wilson Latoya Washington Jason Zaborske

Endowment Research Task Force Chair: Timothy A. Bell Committee Members: Jim Ayotte David Bennett Deborah Boza-Valledor

Co-Chairs: Meg Caldwell Adrienne Bryant Committee Members: Peggy Brogan Erin Daly Betty Homan-Bolick Kyle Lourie Kimball Mathews Kathryn McCaleb Marina Mitusova Noelle Ricciardi Linda Urban

Elaine M. Carpenter Pam Fields Lynn Hupp Marsha Kiner Tondra Matthews Kristin McWhorter Al Pasini Crissy Tallman Nealy Wheat


Supporting Education Executive Series Luncheons The Foundation’s Executive Series Luncheon is a sponsored luncheon exclusively for association executives. The luncheons are held in Tallahassee, several times each year with new luncheons coming to Central and South Florida in 2014! Luncheon speakers are selected for their insight on topical issues regarding Florida government such as finance, regulatory and social reform, etc. All FSAE executive members are invited to attend and the luncheons are free thanks to our generous sponsors!

February 2013 Looking Back to Look Forward Former Senator Robert (Bob) McKnight Sponsored by Visit St. Petersburg/Clearwater

May 2013 Why We Hate Congress and Are Powerless To Change It

September 2013 Looking Ahead to 2014 Legislative Session

Steve Vancore, VancoreJones Communications, Inc

Lester Abberger, B.L. Abberger & Company and Mary Ellen Klaus, Miami Herald

Sponsored by Experience Kissimmee

Sponsored by Renaissance Orlando at SeaWorld


Think Tank 2013 Think Tank Topic: The Membership Nexus: Positioning Your Association in the Face of Declining Revenue Streams Facilitator: Bill Pawlucy, CAE Association Options, LLC What is Think Tank? The Foundation hosts an annual Think Tank to contribute to the association management knowledge base. The meeting gathers a small group of association decision makers to contemplate an issue, concern, topic, or idea concerning the operation of associations and/or the association management profession. The group, with the assistance of our informed facilitator, draws conclusions and drafts a report to contribute to the association community. White Papers since 1999 are available to download on the FSAE website:

www.fsae.org/ThinkTank

“I would not have missed this Think Tank for anything in the world! I have gotten so much that I am taking back to my association that’s going to help us be more effective, more efficient and provide an even better level of service to our members than we do now. This is more than worth 10, 20 times the price of our membership dues to FSAE.” Deborah Boza-Valledor, CIPS,CRB COO & Chief Marketing Officer Miami Assn of REALTORS


2013 White Paper Sample

The Membership Nexus:

Positioning Your Association in the Face of Declining Revenue Streams 2013 FSAE Foundation Think Tank This September in St. Pete Beach, 22 association executives committed over one and a half days to the FSAE Foundation’s Think Tank. The goals were to engage in dialogue on the important topic of enhancing the value proposition of associations and to develop actionable and deeply thought out ideas to assist FSAE members to position their associations to grow and prosper in the face of declining revenue streams. The Think Tank was intended to be the start of an ongoing discussion to explore how associations can:

Think Tank Host Sponsor: Sirata Beach Resort & Conference Center

St. Pete Beach, FL

Improve non-dues revenue streams

Serve a dynamic membership demographic, and

Keep our associations vibrant while exploring new possibilities

This White Paper is written so that even if you were not present at the Think Tank, you can still understand what the group discussed and accomplished. The White Paper is intended to summarize discussions, convey ideas, provoke thought and hopefully spur action. Written by Think Tank Facilitator Bill Pawlucy, CAE, MPA, MBNQA Association Options

download your copy at www.fsae.org/ThinkTank


2013 Grant Recipients CAE/CMP Recipients: Cora Baker, RCE, Association Executive, New Smyrna Beach Board of REALTORS Jillian Heddaeus, CMP, Associate Staff Executive, Partners In Association Management

Marriott International Hotels & Resorts of Florida Recipients: Barbara Harrison, CAE, Project Manager, Federal Alliance for Safe Homes (FLASH) Dee Kring, CAE, CMP, Director of Continuing Education, Florida Engineering Society Steven Louchheim, CAE, Executive Director, TALLAHASSEE BOARD OF REALTORS® INC Lance Lozano, CAE, COO, Florida United Businesses Association Elaine Mann Carpenter, CAE, Vice President, Operations, Florida Retail Federation Jan Scheff, CMP, Executive Director, Tallahassee Society of Association Executives

Associate Member Grant Recipients: Susan Henderson, Global Account Executive, ConferenceDirect Felice Levy, Director of Sales, ITM Mobile Margaret Williams, CMP, President, Pizzazz Meeting & Event Planning Group, Inc.

FSAE Foundation Recipient: Jeanice Caskey, CMP, Meeting Planner, Florida Association of Health Plans

Funding Professional Development “I was absolutely thrilled to receive the FSAE scholarship. My goal is to sit for the Certified Association Executive (CAE) exam and learn the methods and ideas from some of the most knowledgeable in our profession. The scholarship assisted in paying for the CAE exam application and an intense and focused study session. My sincere thank you to FSAE for this opportunity! Cora Baker, RCE | Association Executive New Smyrna Beach Board of REALTORS® CAE or CMP Grant: These grants are designed to assist an association professional in gaining the American Society of Association Executive (ASAE) designation of Certified Association Executive (CAE) or the Convention Industry Council’s (CIC) designation of Certified Meeting Professional (CMP). The FSAE Foundation provides financial awards to help recipients cover the costs of the application fee, study class registration, and the standard CAE or CMP study materials.

Marriott International Hotels & Resorts of Florida Grant This grant is designed to assist an association professional in gaining professional development through education or training at the FSAE Annual Conference. This award is offered to assist recipients to cover the costs of the registration fee, study materials, or travel expenses for attendance at the FSAE Annual Conference.

Associate Member Grant This grant is designed to assist an FSAE Associate/Supplier Member in gaining professional development through education or training at the FSAE Annual Conference. These awards are offered to assist recipients to cover the costs of the registration fee or travel expenses for attendance at the FSAE Annual Conference.

Institute for Organization Management (IOM) Tuition Grant FSAE is proud to partner with Institute for Organization Management, the U.S. Chamber of Commerce Foundation professional development program for non-profit executives, and offer two $500 partial tuition grants to one of Institute’s 2014 sites. The two scholarships, available to any of FSAE members, will be awarded to students attending Institute for the first time to assist with enrollment fees and cannot be combined with any other Institute scholarships.


“Without a scholarship from FSAE to attend the Annual Convention, I would have missed out on a wonderful educational event. The General Sessions were spot-on with today’s needed topics for association executives and associates. The breakouts were equally as informative and gave me a wealth of new or updated tools in our arsenal to share with our staff. As a CAE, staying on top of the cutting edge of association principles is vital. And, the renewal points are essential too! Thank you to FSAE and scholarship sponsors for your dedication to education opportunities that will keep Florida as the best association state in the country.” Elaine C. Mann Carpenter, CAE | Vice President, Operations Florida Retail Federation

“I was lucky enough to receive a scholarship for the FSAE Annual Meeting in Tampa this summer. As a supplier involved in a new venture, I would not have been able to attend this event without it. The FSAE event was excellent! It offered me the ability to network with the association members, there were great speakers, and a very fun wine toss. More importantly, I met someone I did not know at the time, but who is now one of my largest clients! I met so many great people at this event, and I learned a good bit more about working with Associations. Thank you FSAE for the assist! Felice Levy | Director of Sales ITM Mobile


Corporate Scholarship Partners Many of our scholarships are possible because of our corporate partners. Hyatt Hotels in Florida and Marriott International Hotels & Resorts of Florida have supported members’ professional development for numerous years through their generous donations to the Foundation. Thank you!

“Marriott International Hotels & Resorts of Florida value our great relationships with all the association members and we are looking forward to continuing our partnership. We are honored to be able to work with and give back to such a great group of friends and professionals.” Melinda Bailey, Sr. Account Executive, Marriott International Inc.

Scholarship donation presentation with Marriott Representatives

“Hyatt Hotels & Resorts in Florida appreciates our long-term relationship with Florida’s association community. We want to continue to be a great partner by supporting association professional development. Since 1984, through Hyatt Hotels in Florida, we have contributed nearly $100,000 to benefit association executives.” Bob Harris, CAE, Association Representative Scholarship donation presentation with Hyatt Representatives


2013 Online & Silent Auction Online Auction: June 6 - 16 | Silent Auction: July 10-12

Total Raised:

Big Ticket Donors:

$40,000 Donations Received:

235 Big Tickets Sold:

360 2,000

Wine & Liquor Toss:

rings tossed

Top Sellers: 24 Rachel Luoma 21 Carolyn Fazio

17 Kristin McWhorter

Onsite Auction Volunteers:

32

Big Ticket Winners: Connie Galietti Rachel Luoma Marcia Petty Brenda Thomas


2013 Auction Donors 501Apps Agora Al Pasini, CAE Anonymous Association Services Association Studios Atlas Aviation Banyan Tree Investment Group

Doubletree by Hilton Orlando at SeaWorld Edison & Ford Winter Estates Elaine Mann Carpenter Embassy Suites Ft. Lauderdale Embassy Suites Hotel Orlando North Embassy Suites Orlando - Lake Buena Vista South

Haute Art Hawks Cay Resort and Marina Hilton Clearwater Beach Resort Hilton Cocoa Beach Oceanfront Hilton Ft. Lauderdale Beach Resort Hilton Garden Inn Atlanta North Point Hilton Key Largo Resort Hilton Miami Downtown

Boca Raton Resort & Club

Embassy Suites Tampa Downtown Convention Center

Broward Farm Bureau

Epicurean

Buena Vista Palace Hotel & Spa

Eric Papp

Canoe Outpost - Peace River, nc.

EWGA

Capital Events

Experience Kissimmee

Caribe Royal All-Suite Hotel & Convention Center

Expo Convention Contractors, Inc.

Holiday Inn & Suites Clearwater Beach

Fazio International Ltd.

Holiday Inn & Suites Harbourside

Florida Association of Health Plan

Holiday Inn Express - Tampa

Florida Everblades

Holiday Inn In the Walt Disney World Resort

Carla Cowles Carson Research Center Catalina Cafe Central Florida International Auto Show Chelsea Salon and Spa Connie Galietti Court of Two Sisters Courtyard Fort Lauderdale Beach

Florida Manufactured Housing Association Florida Nurses Association Florida State University Four Points by Sheraton Nashville Brentwood

Hilton Sandestin Beach Golf Resort and Spa Hilton Singer Island Oceanfront/ Palm Beaches Hilton Tampa Downtown

Holiday Inn Pensacola Beach Holiday Inn Resort Orlando - The Castle Holiday Inn Sarasota Bradenton Airport Hotel Duval

Crowne Plaza Fort Myers

Four Points by Sheraton Punta Gorda Harborside

Crowne Plaza Jacksonville Airport

Four Seasons Resort Palm Beach

Hotel Indigo Fort Myers

Crowne Plaza Melbourne Oceanfront

FSAE

Hotel Indigo Miami Lakes

Crowne Plaza Tampa Westshore

Ft. Lauderdale Marriott Pompano Beach Resort & Spa

Hutchinson Island Marriott Resort

Crowne Plaza, Homewood Suites (2), Hilton Garden Inn Daytona Beach Area CVB

Gaylord Palms Resort & Convention Center

Hotel Indigo

Hyatt National Sales Hyatt Place Sarasota Airport Hyatt Regency Clearwater Beach Resort and Spa

Daytona Beach Resort & Conf. Center

GEMS: Gilbert Exposition Management Services

DCH Marketing Solutions

Grand Golf Resorts of Florida

DiamondHead Beach Resort & Spa

Hyatt Regency Coconut Point Resort & Spa

Disney Destinations

Grand Hotel Marriott Resort, Golf Club & Spa

Hyatt Regency Grand Cypress

Don CeSar Beach Resort, A Loews Hotel

Grande Lakes Orlando, JW Marriott and Ritz-Carlton

Hyatt Regency Sarasota

aDoubleTree by Hilton at the Entrance to Universal

Greater Fort Lauderdale CVB

il Lugano Suite Hotel

Greater Miami Convention Bureau

InterContinental at Doral Miami

DoubleTree By Hilton Deerfield Beach-Boca Raton

Hard Rock International

InterContinental Hotels Group

Hyatt Regency Miami


International Palms Resort Cocoa Beach Jacksonville Marriott & Jacksonville Jaguars Jekyll Island Authority Joel Blackwell, The Grass Roots Guy

PRP Wine International, Inc

The Breakers

Public Affairs Consultants

The FL Aquarium

Rachel Luoma & Lisa Kamper

The Florida Hotel & Conference Center

Renaissance Fort Lauderdale Cruise Port Hotel

Jungle Island

Renaissance Fort-LauderdalePlantation

Jupiter Beach Resort & Spa

Renaissance Orlando at SeaWorld

Kimball Mathews

Renaissance Vinoy Resort & Golf Club

LaPlaya Beach & Golf Resort

Renaissance World Golf Village

Laura Davis

Richard Miseyko, CMP, CMM

LeadingAge Florida

Rosen Shingle Creek

Longboat Key Club and Resort

Royal Plaza in the Walt Disney World Resort

Marriott Fort Lauderdale Coral Springs

Safety Harbor Resort & Spa

The Helmsley Sandcastle Hotel The Peppermill Resort Spa & Casino The Ritz-Carlton, Amelia Island The Ritz-Carlton, Fort Lauderdale The Ritz-Carlton, Key Biscayne The Ritz-Carlton, Naples The Ritz-Carlton, Sarasota The Shores Resort & Spa Tondra Matthews, CMP Tops’l Beach and Racquet Resort TPC Tampa Bay

Marriott Harbor Beach Resort and Spa

Sanibel Harbour Marriott Resort & Spa

Marriott Orlando Airport

Savory Spice Shop

Turnberry Isle Miami

Marriott’s Grande Pines Golf Club

Sawgrass Marriott

Tween Waters Inn Island Resort

MediaTracking.com

Sea Glass Fine Art

Villas of Grand Cypress

Melia Orlando Suite Hotel

SeaWorld Orlando

Visit Norfolk

MIAMI Association of REALTORS

SeaWorld Parks & Entertainment

Visit Sarasota County

Miami Marriott Biscayne Bay

Seminole Hard Rock Hotel & Casino

Visit Tallahassee

Michelle Wilson

Sheraton Boston

Minor League Baseball

Sheraton Fort Lauderdale Beach Hotel

Walt Disney World Swan and Dolphin Resort

My Office Products

Sheraton Nashville Downtown

Naples Bay Resort

Sheraton Riverwalk Tampa

Naples Grande Beach Resort

Sheraton Suites Tampa Airport Westshore

Naples Marco Island Everglades CVB Nataliya Filippova neu lotus Spa/ Renaissance Orlando SeaWorld NPFDA Omni Orlando Resort at ChampionsGate

Sleuths Mystery Dinner Shows South Seas Island Resort St. Petersburg Marriott Clearwater Strategic Planning & Project Management Susan Spinicelli

Orlando Marriott Lake Mary

Tallahassee Society of Association

Orlando World Center Marriott

Executives

Partners in Assn Management, Inc.

Tampa Airport Marriott

Peabody Orlando

Tampa Bay & Company

Peggy Brogan

Tampa Marriott Waterside Hotel & Marina

Pinellas Realtor Organization

Tradewinds Island Resorts

WaterColor Inn & Resort West Palm Beach Marriott Westin Beach Resort & Spa, Ft. Lauderdale Westin Imagine Orlando Wine ext. Wines for Humanity Wyndam Bay Point Resort Wyndam Deerfield Beach Resort Wyndham Grand Orlando Resort at Bonnet Creek Zens Designer Jewelry Zumba Mamis


Auction Patrons The auction’s success would not be possible without our donors and the generous patrons who purchase the incredible items available. Thank you! Kelli Addison

Betty Eckebrecht, CAE

Lisa Murphy

Adrian Amos

George Ehrhard

Bennett Napier, II, CAE

Carol Austin, CAE, PRP

Carolyn Fazio, ECAM

Rusty Payton, CAE

Jim Ayotte, CAE

Mark Fontaine, CAE

Virginia Phillips, Ed.D., CMM

John Azzarito

Karen France, CAE

Wendy Priesand

Cora Baker

Willa Fuller, RN, BSN

Rich Robleto, CAE

Peggy Ball

Jeannette Gabay, CAE

Charles Rosenberg

Andrea Balogh

Connie Galietti, JD

Ron Rosenberg

Paula Baumgardner

Tammy Gantt

Kathleen Sanz, Ph.D.

Marty Bear

Letreze Gooding, CMP

Fred Segal, CAE

David Bennett, CAE

Yvette Harbison

Steven Shatsoff

Deborah Boza-Valledor, CIPS, CRB, CRS

Sherri Harris

Alan Shelby

Mary Hartney

Bailey Shields, CMP

Carol Hawk

Laura Silverman

Laura Heiselman

Rosalie Small

Peggy Hummel

Diann Stern, CAE, IOM

Cheryl James

Pam Swensen

Russell Jenkins

Eric Szymanski

Lisa Kamper

Stephen Trickey, CAE

David Lindsey

Robert Walker

Steven Louchheim, CAE

Eleanor Warmack, CAE

Rachel Luoma

Linda Wehrle

Becky Macaluso, CAE

Rob Wicker

Sherri Mack

Susan Williams

Lisette Mariner

Liz Williams-Scholz, CMP

Kristin Marshall

Michelle Wilson

Tondra Mathews, CMP

Treena Winkler

Kristin McWhorter, CAE

Melanie Younger, CMP

Martina Brawer Mary Kay Brickey Jaime Caldwell, ACHE Meg Caldwell, CMP John Clark, Jr., CAE Marjorie Cook Ian Cordes Keyna Cory Joseph Critelli Garrett Cureton Sue Damon Buddy Dewar Donna Djurkovich Sean Doherty Wally Duckworth Kelly Dudek Jeff Eacker William Glenn East, CAE

Deanna Menesses, CAE Richard Miseyko, CMP, CMM


Foundation Donors Received January 1 - December 31, 2013

Visionary: $1,001+ Al Pasini, CAE Eleanor J. Warmack, CAE Benefactor: $751 - $1,000 Steward: $501 - $750 Champion: $251 - $500 Bennett E. Napier, II, CAE Altruist: $101 - $250 Kathy B. Anderson, CAE, IOM Jim Ayotte, CAE Jaime Caldwell, ACHE Anthony Fabrizio, III Carolyn R. Fazio, ECAM Sue Fern Richard T. Hull, Ph.D. Robert P. Jones Rachel Luoma Becky Macaluso, CAE Kevin M. Mayeux, CAE John Ricco, CAE Jim Zaniello Investor: up to $100 Margo S. Adams Tricia E. Arnold, CAE Charlotte Brand Audie Carol A. Austin, CAE, PRP Peggy Ball Elizabeth Baranik Paula Baumgardner Timothy A. Bell Michele G. Bemis, CMP Barney T. Bishop, III Ian H. Black Janegale M. Boyd Joseph R. Boyd, Esq. Kathryn L. Bradley, CAE Barbara Brady Linda Bridges Peggy Brogan Gregory Brooks

Christine Brosh Beth Brunner, MBA, CAE Linda Bruns Shelly Caruthers Lisa B. Chamberlain, CMP Kimberly Chorniewy John D. Clark Jr., CAE Tara Collins, CMP, CHSP Ian Cordes Jack Cory Keyna D. Cory Carlie Crooms Richard Curran Erin Daly Diane L. Darrow Rebecca DeLorenzo, IOM, CAE Barbara L. Denmark, CAE Peter Dyga, CAE Jeff Eacker Mark P. Fontaine, CAE Kathy Ford Connie Galietti, JD David Garrison CPA, RCE, CAE Michael Gerringer Steve Glass, CAE, CMP Melissa Gross Tyrone A. Haskett Carolyn D. Hinson, CGMP Milissa Holland Jessica Hughes Bill D. Hunter, APRP, CAE Lynn Hupp Fran Iosa Amy Issersohn Belton E. Jennings, III, RCE, CAE, APR, CIPS Kenneth Kent Teresa King Kinney, CAE, RCE Mark D. Landreth, CAE, CCD, DPL Paul A. Ledford, CAE, CHA Kimberly Lee Betty Ann Lewis Steven Louchheim, CAE Lance Lozano, CAE Bill Lupfer Lisette Mariner

Gwendolyn Marshall, CMP Drew D. McLeod, FMP Kristin McWhorter, CAE Kathleen Megivern, JD, CAE Kevin Metheny, CPA, CPM Charles A. Michaels, CAE Barbara A. Miller Richard Miseyko, CMP, CMM Bill Montford Bill Moore Tom Morrison Rusty Payton, CAE William J. Phelan, CAE Ginger Phillips, Ed.D., CMM P. Christine Poole, CMP Noelle Ricciardi Dean Ridings, CAE Rich Robleto, CAE Natalie Rodriguez Donna H. Ross, CAE Retired Nancy Rossero Kimberlie Ryals John “Jack” F. Schlegel, PharmD, MSEd, CAE Mark Sedgley Josephine Sheffield Rosalie Small Elizabeth Smith Ted L. Smith, CAE Robert J. Sniffen Susan Stafford Lisa Stanley David J. Sutton, CAE, J.D. Pat Swartz, CMP Pamela Vargas Jim Warren Susan Warren Latoya D. Washington William Watson Doug Wheeler Linn Wheeling, CAE Nikki L. Wiktorsson, CMP Kathleen Wilson, CAE Treena Winkler Shirley Wise Jason Zaborske


FSAE Foundation Leadership 2012-13 and 2013-14 Board of Trustees

Left to right, front and back rows: Deborah Boza-Valledor, Erin Daly, Chip Minick, Carolyn Fazio, Jaime Caldwell, Jim Ayotte, Sue Fern, Becky Macaluso, Kathy Anderson, Gayle Carson, Eleanor Warmack, Greg Brooks, Karen Hollern, Connie Galietti, David Bennett, Deanna Menesses, Tim Bell Not Pictured: Larry Bodkin, Marsha Kiner, Drew McLeod, Bennett Napier, Al Pasini, John Ricco and Barbara Solis

Most of the photos included in this Annual Report are courtesy of Copeland Productions


Please Support the FSAE Foundation Forward Thinking for a Brighter Tomorrow – Give Back to Your Profession Please help us support this important effort. Donor’s names are listed each month in FSAE’s Source Magazine and you will also be listed on the FSAE Website as a Foundation Donor. To contribute, complete this form and fax it to FSAE Foundation at (850) 222-6350 or mail to FSAE Foundation, 2410 Mahan Dr., Ste. 2, Tallahassee, FL 32308. Learn more online at www.fsae.org/Foundation. Thank you! I would like to contribute to the FSAE Foundation by making one of the following pledge amounts: (if you choose to pledge, your credit card will be billed in monthly increments) m

$120 Pledge - Monthly Plan ($10 per month for 12 months) = $120

m

$240 Pledge - Monthly Plan ($20 per month for 12 months) = $240

m

$600 Pledge - Monthly Plan ($50 per month for 12 months) = $600

m

$900 Pledge - Monthly Plan ($75 per month for 12 months) = $900

m

$1,200 Pledge - Monthly Plan ($100 per month for 12 months) = $1,200

m

$1,800 Pledge - Monthly Plan ($150 per month for 12 months) = $1,800

m

DONATION of your choice – Can be Any Amount – Must be Paid in Full: $ TOTAL DONATION AMOUNT:

Your Name: Method of Payment: Credit Card (Circle One):

Visa

MC

AMEX

Name on Credit Card: Exp. Date:

Check #:__________ Credit Card #:

Security Code:

Billing Address of credit card including zip code: Signature:


Give Back to Your Profession www.fsae.org/Foundation


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