Presidents Assembly Monthly Webinar April 18, 2013

Webinar Recording A recorded version of this webinar will be available through March 2014 at:

During the Webinar – Just Ask! Please use this question area to communicate with us throughout the webinar. Have a question…type it!!

Raise Your Hand There will be designated times to speak your questions. You can click on the Raise Your Hand button. When we are ready for your question, we will unmute you and call on you.

Presidents Assembly Leadership Lola Kakes Greater Tucson Chair Carolynne Mather Lakeland Metro Chair-Elect Rachael Bender Southwest Florida Immediate Past Chair

Presidents Assembly Steering Committee Regional Representatives Janet South NAWBO Indianapolis Midwest Region Patsy Foxworth NAWBO San Antonio Western Region Nancy Chorpenning NAWBO Atlanta Southern Region

NAWBO REGIONAL BREAKDOWNS Northeast & Atlantic Region Maine, New Hampshire, Vermont, Massachusetts, Rhode Island, Connecticut, New York, Pennsylvania, New Jersey, Delaware, Maryland, District of Columbia, Virginia, W. Virginia Midwest Region Wisconsin, Michigan, Illinois, Indiana, Ohio, N. Dakota, S. Dakota, Nebraska, Kansas, Minnesota, Iowa, Missouri Southern Region North Carolina, South Carolina, Georgia, Florida, Kentucky, Tennessee, Mississippi, Alabama, Oklahoma, Texas, Arkansas, Louisiana Western Region Idaho, Montana, Wyoming, Nevada, Utah, Colorado, Arizona, New Mexico, Alaska, Washington, Oregon, California, Hawaii

What the Presidents Assembly Does: Presidents Assembly Steering Committee is responsible for: Serving as voice of the chapters on the National Board and facilitating communications between National and the chapters Facilitating chapter collaboration/information sharing via webinars Creating a community of chapter leaders Helping chapter leaders with strategic planning, problem resolution, etc.

WEBINAR SCHEDULE Mark Your Calendar NOW! Webinars will be held on the third Thursday of every month at noon Eastern time. Upcoming Webinars: May 16 th - Budgets & Financial Issues June 20 th - Board Structures * Schedule subject to change Suggest a webinar topic by ing

PA Facebook Page Use to share news and information; exchange best practices; ask for help; etc. All chapter leaders are welcome to join. Please do not use to market your business.

News from National Lola Kakes PASC Chair

NAWBO Public Policy Primers 4 th Tuesday of the Month at Noon EST.

Diane Tomb Speaks at Small Business Lending & Investment Summit NAWBO President & CEO Diane Tomb joined with leaders from NADCO, IFA, the Consumer Bankers Association, the National Association of Government Guaranteed Lenders and many others at the Small Business Lending & Investment Summit this week in Washington, D.C.

Start Your Own Crowdfunding Campaign NAWBO's media partner Chic CEO is doing something pretty exciting and we're thrilled to tell you about it! If you don't know Chic CEO, they are a community of more than 14,000 female entrepreneurs supported by a free platform of smart and relevant how-to information.

They just launched their very own crowdfunding platform to help female entrepreneurs get the funding they need for their businesses, projects or causes. Crowdfunding is a way to engage your networks (friends, family, social) to pitch in small amounts of money to help you reach your funding goalit's a great alternative to getting a loan, selling equity, using credit cards, etc. For more information, contact nawbo.org

Happening Now In an effort to limit the number of s – yet still keep you informed – NAWBO recently began sending our information on a weekly Alert. This Alert will share important dates and information so please check to make sure you are receiving it.

Partners On this weekly Alert, you will find additional information about our great Corporate & Affinity Partners. For example –Southwest Airlines Emerging Business Travel Services - Let Southwest help you book, manage, and track your company's travel with SWABIZ, Southwest's FREE online corporate booking tool. You'll have access to all of Southwest Airlines' fares for your business needs (including Web Only fares) as well as travel management tools including free reports for your air, car, and hotel reservations. All of this comes with no minimum segment commitments and no transaction fees.

Enterprising Women Magazine Since the early '90s, we've partnered with Enterprising Womena magazine dedicated exclusively to addressing the needs of women entrepreneurs. Receive the print and digital editions of Enterprising Women magazine for just $25 per year, a special offer for NAWBO members. Log in to your My NAWBO account, then go to the NAWBO Store to subscribe today.Log in

Get Involved and Get Connected Are you looking to participate at the National level? If so, we need to TALK!! If you enjoy working as a team with other great women business owners – we need to TALK! If you want to engage with other Chapters throughout the USA – we need to TALK! If you want to share leadership techniques and to grow our organization – we need to TALK! What will we TALK about? How you can join the Presidents Assembly Steering Committee!

The Presidents Assembly Steering Committee is currently recruiting NAWBO members for the term (two-year commitment). This is a great way to get involved in a leadership role with National NAWBO. Expectations: Attend the PASC meetings at the National Conference each year Attend and participate in all PASC monthly teleconference calls Lead quarterly regional teleconference call Attend and participate in all PA monthly webinars (lead 1 or 2 per year) Work on other projects as assigned Must be a chapter past president or current president or a chapter leader to be eligible If you are interested in learning more, please contact us via JOIN THE PRESIDENTS ASSEMBLY STEERING COMMITTEE

Leadership Boot Camps – Save the Dates! You speak and we listen – the Leadership development programs have been highly successful so we are continuing to bring them to you: –May 7 th – Orange County, California –October 3-5 at the Intercontinental Hotel in Miami -

Leadership Agendas May – Planning and setting financial goals – how to, why, and when October – Succession Planning and Chapter Growth Plus – we will be introducing some new functions and benefits!

Evelyn Strange, President Advanced Electrical Systems

Angie Kontenakos, Sage Payments

Making your business life easier.

Program Objectives Association GoalsMember Goals Decrease Costs Increase Revenue Education & Best Practices Audit & Compliance Associations Brand Deliver Value Member Retention New Revenue Stream Sages Association Program is evenly weighted toward supporting the Associations goals while delivering a best-in-class payments environment to your Members.

Key Member Benefits Products & Services –Membership discounted pricing –Offers and promotions on Sage products lines and integrated software –Sage 50 & QuickBooks Sage NAWBO Account Executive assigned to each Member Client Services –Financial, Mobile and Virtual Terminal Support Educational Materials –Case Studies/Best Practices –White papers and training documents –eNewsletters to focus on relevant industry trends for SMBs –Webinars & Customer Surveys

Sage Payment Solutions Merchant Services Mobile Payments Payments Data Integration Loyalty Solutions Web Sales Channel Full-service suite to process all forms of payments Accept credit/debit cards on mobile phones Integration of payments directly into accounting systems Full breadth of customer loyalty solutions Customers have easy access to information and sign up

Sage Payment Solutions Key Differentiators World class payment processing solutions Focus on SMBs and MME customers for over 20 years 150K customers, processing 17.7B in transaction volume 1 Highly trusted & secure operational environment –Sage is a leading global business software & payments provider: trust & security is our core competence More to offer…. – People who make a difference – Commitment to Extraordinary Customer Experience (ECE) – Business solutions that are more than just payments 1 As of FY 2012

Developing Strong Committees Janet South NAWBO Indianapolis President, DECO Group

Committee Development WHEN WHY HOW COMMITTEE VS TASK FORCE ALIIGNMENT VS AGREEMENT

WHEN TO PLAN STRATEGIC PLANNING Chapter meetings, seminars, events, activities defined Current committees: –Are they active? –Are they functioning effectively? –Are they a wise use of resources & time?

WHY A COMMITTEE? WHO WILL CHAIR? For on-going committees review the strengths and weaknesses Has the meeting, seminar, event, activity grown or decreased? New Committee: Worker Bees….the right worker bees!

HOW OUTLINE WITH FRAMEWORK Purpose Goal Chair Structure

COMMITTEE VS TASK FORCE WHAT IS THE DIFFERENCE? Committees are ongoing as a vital part of the Chapter. –Membership –Events Task Force is specific task focus. –Survey –Special event

ALIGNMENT VS AGREEMENT THE TWAIN CAN WORK COHESIVELY YET NEVER HAVE TO CROSS Total agreement is rare in anything Focus on solutions If it is personal preference, learn to yield Your can be dead right Dont take it personal even when it is

Questions?

CONTACT NAWBO Member Services: Chapter Services: Presidents Assembly: News/Article Submissions: Website/Technical Support: Public Policy:

Thank you for participating in NAWBO Presidents Assembly Webinar! We look forward to talking to you next month. The webinar will be on May 16, 2013 at noon Eastern on Budgets & Financial Issues. To share this information with your chapters leadership, visit NAWBO Presidents Assembly Community for the slides or the Facebook Presidents Assembly Page for the link to the recording. Dont forget to look for the link to register for future PA Webinars in Happening Now.

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