1. Presidents Assembly Monthly Webinar July 19, 2012

2. A recorded version of this webinar will be available through July 2013 at : https://www1.gotomeeting.com/register/202071592

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

4. 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.

5. What Chapter do you represent? Please use your GoToWebinar Question box to type in the name of your Chapter…

6. Presidents Assembly Leadership 2012-2013 Lola Kakes Greater Tucson Chair presidentsassembly@nawbo.org Carolynne Mather Lakeland Metro Chair-Elect Rachael Bender Southwest Florida Immediate Past Chair

7. 2012-2013 Presidents Assembly Steering Committee Regional Representatives Sandy Spadaro NAWBO South Jersey Northeast & Atlantic Region Janet South NAWBO Indianapolis Midwest Region Patsy Foxworth NAWBO San Antonio Western Region Nancy Chorpenning NAWBO Atlanta Southern Region

8. 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

9. 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.

10. WEBINAR SCHEDULE Mark Your Calendar NOW! Webinars will be held on the third Thursday of every month at noon Eastern time. Upcoming Webinars: August 16 – Building a Good Team September 20 – Engaging Your Members October 18 – Best Practices from NAWBO Conference November 15 – Social Media and Your Chapter December 20 – Driving Membership * Schedule subject to change Suggest a webinar topic by emailing presidentsassembly@nawbo.org

11. 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.

12. News from National Lola Kakes PASC Chair

13. Poll Question Will you be attending the national conference: –Yes, already registered –Yes, will be registering soon –I hope to attend, but don’t know yet –I am not planning to attend

14. Poll Questions If you are attending the conference, will you be participating in the Leadership Training on Thursday? –Yes, can’t wait –I hope to, but I don’t know yet –Undecided –Will not be attending the conference

15. October 4-5, 2012 | Louisville, Kentucky Some of the Great Speakers Include: Kathy Ireland, CEO, Kathy Ireland Worldwide former supermodel whose company now sells around $2 Billon in retail annually Katrina Markoff, founder Vosges Haut-Chocolat One of Inc. magazines 500 Fastest Growing Companies and American Expresses‘ Woman of the Year Nell Merlino, President and CEO of Count Me In for Women’s Economic Independence and Make Mine a Million $ Business program

16. October 4-5, 2012 | Louisville, Kentucky Leadership Training: Additional morning session includes breakfast -- $50 CHAPTER CONTEST! The Louisville Chapter won with 28 registrations and has won two FREE conference registrations! (Indianapolis was right behind with 15 registrations!)

17. DID YOU UPDATE YOUR ROSTER? If you have transitioned to a new board, the chapter administration needs to update ALL board members. All chapter board members must be current with membership dues!!!! Log in on nawbo.org; go to Chapter Administrator Tools; select Update Leadership RosterChapter Administrator ToolsUpdate Leadership Roster  Designate chapter administrator for web access  Designate recipient of chapter rebate reports  Any questions? Contact chapterservices@nawbo.org chapterservices@nawbo.org Keep national in the loop!

18. Be on the Look Out  D&O Insurance Renewal Forms will be sent soon.  Please contact Chapter Services at chapterservices@nawbo.org if you have not received it by August 1st. chapterservices@nawbo.org

19. Congratulations Congratulations to our newest Chapter – Southwest Florida has received their official NAWBO Charter! Do you have a special event you wish others to know about? Send an email to memberservices@nawbo.org with the information you want posted to the National website. memberservices@nawbo.org

20. Public Affairs Update San Antonio - Department of Health and Human Services' Assistant Secretary for Administration, Ned Holland will speak on August 9 th in San Antonio at the invitation of the San Antonio Chapter.

21. Meet the Board Laura Yamanaka President of Team CFO, Inc. Los Angeles Chapter Chair of NAWBO National

22. Best Practices from the Leadership Boot Camp PASC Members who attended: Rachael Bender Nancy Chorpenning Patsy Foxworth Janet South Moderated by Lola Kakes

23. “The Changing Face of Membership Organizations: Leadership Challenges and Strategies” In today’s membership marketplace, there are three reasons people join: –Networking –Access to Information –Advocacy

24. Poll Question Of the three major reasons to join NAWBO, which do you think is the most important? –Access to Information –Advocacy –Networking

25. New Member Recruiting & Membership Retention Rachael Bender New Member Recruiting –Develop a WBO list from local government sources (city, county occupational licenses); and WOB certifying agencies –Use strategic partnerships with other groups like Women in Construction, Association for Women Lawyers –Target women in diverse industries and women with larger companies –Offer different programming for larger businesses like CEO Roundtables –Target younger women business owners –Focus on companies who have been in business for 3+ years –Use discount coupons for event registration (Can be given away at an event table, or in an email to a specific list, etc.)

26. New Member Recruiting & Membership Retention Rachael Bender New Member Recruiting –Tap back into expired members. Reunion Meeting – Invite former members to a special event. Ask them to let the group know what they are doing now. Former members who left the organization because of a business sale, may have started new companies. –Reward members for bringing in new members or guests. Free meal at next meeting, praise them at the meeting. –Member referral contest –Great local discount program Members and corporate partners offer members-only discounts. –Survey guests who have attended meetings to find out why they didn’t join.

27. New Member Recruiting & Membership Retention Rachael Bender Member Retention –Remember that retention starts the moment they join not at renewal! –New member reception (new members & board members) –Ask members why did you join NAWBO and how can NAWBO better serve you? –Have events for legacy (long-term) members –Create a role for past leadership that is an honor for them to do (but not time-consuming) –Create additional vehicles of engagement – book clubs, satellite social groups (for chapters with a large geographic area) –Have a membership committee call on members up for renewal at least 3 months prior to renewal date –Create a buddy or mentoring system

28. Successful Corporate Partnerships Nancy Chorpenning Atlanta’s Corporate Partner Benefit Matrix

29. Successes & Challenges of NAWBO Chapters Patsy Foxworth & Janet South San Antonio Successes: Membership Ambassadors – Our membership chair has set up a team to meet and greet everyone at our monthly meetings. Membership Chair calls and welcomes all new members and sets a face-to-face meeting with them to go over how to get the most out of your NAWBO membership. Membership Committee follows-up for the first three months with all new members to make sure they are “feeling good” about their membership. Membership Committee reaches out to all renewing members 60-90 days prior to their membership renewal time to make sure they “feel good” about their membership. Membership Committee has a new program where they select from our Chapter Membership, one business owner to profile and highlight every week on our Chapter Facebook Page and in our monthly e-letter. We are also adding an annual award for the NAWBO Member of the Year.

30. San Antonio Successes cont.: Board Meetings – are held at our Corporate Partners’ locations. We allow the CP to present to the board for about 5 minutes. Telling us about them and what is going on in their world. Each Board Member gets to introduce themselves and their business to the CP (round robin style – 30 second elevator speech). Corporate Partners – we’ve asked our CP’s to participate on committees. This has been very successful and our CP’s have really enjoyed this and have stepped up to the plate with some great ideas and involvement. Meetings – not being cliquish. We turned this around with the Ambassador Program. Creating a welcoming atmosphere. The response has been great. Variety of programs for members to engage with each other – Business Networking Breakfast; Lunch Connections; Cocktail Connections and special socials. Successes & Challenges of NAWBO Chapters Patsy Foxworth & Janet South

31. San Antonio Challenges: Getting more people to volunteer for committees. –To meet this challenge, we have initiated the Ambassador Program with our Membership Committee as an out reach to members to get them involved. –Meeting with members face-to-face has helped to get more volunteers into committees. –It is also an educational process – reminding members that the best way to get the most out of their membership is to get involved. Getting people to RSVP for events early – they tend to wait until the last minute (day before). –To get people to register earlier for events, we have started an early-bird drawing –We do a series of emails to remind and engage members and Corporate Partners in order to RSVP early –We have initiated a Corporate Partner (CP) Liaison Program. This program has one Board Representative responsible for a particular Corporate Partner. That Liaison is to make contact (email and phone calls) to the CP to get their list of people who are attending events and also to make them aware of any special events going on. They also find out from our CP’s what is going on in their businesses. Successes & Challenges of NAWBO Chapters Patsy Foxworth & Janet South

32. Indianapolis: Business Development and promoting economic development through education Public Policy which impacts business practice Membership engagement: –Get members immediately involved on a committee Circle for Learning: –Small groups rotating subject matter and corporate partners. Win-Win for all Successes & Challenges of NAWBO Chapters Patsy Foxworth & Janet South

33. Indianapolis: Have written protocol to reach out immediately to new members Engage (members) –Get them involved Structure (with strategy) –Visionary at top – tier down to worker bees Brand (message) –Business development, education, public policy, strategic alliances Successes & Challenges of NAWBO Chapters Patsy Foxworth & Janet South

34. Indianapolis – Make sure you have a good structure in place; always be aware of your brand; and engage your members in the process. San Antonio – Be consistent; develop and communicate your benefits; and make sure you deliver what you say you will. Louisville – Maintain the personal calls – the warm touch; ask what they need; communicate with them. Successes & Challenges of NAWBO Chapters Three Top Tips

35. Using Social Media to Grow Your Chapter Use Social Media to tell a story – –Why does your chapter exist? –Why are you a member? –Why are you involved? –Feature a member in your social media posts Use different types of posts – status updates, pictures, videos, links, questions, polls, events Make sure you respond to any comments Comment on your member’s pages as your chapter Have your members post testimonials of other members on the chapter Facebook, LinkedIn or other social media page. Ask board members to all contribute to the social media effort. Use a Social Media calendar

36. Using Social Media to Grow Your Chapter Most chapters find Facebook fan pages to be a better choice than a group page. –Fan pages are indexed by Google and are open to all On Facebook tag other pages like the local newspaper, other organizations in your post. This will then show up on their wall. Find your chapter’s social media addict and ask them to manage your accounts LinkedIn Group pages and Twitter are not as actively used. Meetup.com groups have been a successful way to reach potential new members. Advanced Social Media Tools: –Hootsuite.com – Manage multiple social media accounts, schedule updates in one dashboard, enhanced analytics. $9.99 /month unlimited accounts, Free up to 5 profiles (w/out the enhanced analytics). –Sproutsocial.com - Manage multiple accounts, schedule updates, enhanced analysis. $39 /month –Useful with Media Calendar!

37. Social Media Calendar Atlanta Target Pub DateAuthorContent TypeTitle/TopicFacebookTwitterpost 1 Sept increasing fans and followers14026 Week of event awareness TueDMtext and linksbusiness expo info - facts and statsstatus updatetweeting out events wedDMtext and linksmember profilestatus update2-3 tweets thursDMtextwho is in nawbo?status/wall2-3 tweets fridmvideo and textmember accomplishment & finance fridaysstatuslinks week of 9/27 event and member awareness mondmpicturesevent focusstatus/album2-3 tweetspictures of event space tuesdmtextpictures from book club meetingupdate/album2-3 tweetspromote next book club weddmtext and picsmember profileupdate2-3 tweets Thurdmvideo and textamazing facts about women owned businessesstatus update2-3 tweets Fridmtextmember accomplishment & finance fridaysstatus update2-3 tweetsarticle on finance Week of 10/4 marketing week mondmvideo and textevent focus & pics from business expostatus updatelinks Tuedmtextmarketing tipswall/videosfacts tweetedwhitepaper wedsdmtextmember profileposted to walltweet events thursdmpicsamazing facts about women owned businessesstatus update2-3 tweets friDMpicturesmember accomplishment & finance fridayseverything2-3 tweets week of 10/11 getting ready for Q4 - the last lap of 2010! mondmtextevent focus - webinar?status update4-5 tweetswebinar on sales and marketing? Tuedmpicspics from business expowall/status2-3 tweets weddmtext and picsmember profile and new member welcomestatus update2-3 tweets Thurdmvideosnew tools to help you run your business betterwall/videostweet links Fridmtextmember accomplishment & finance fridayspics2-3 tweets week of 10/18 sweepstakes entries mondmvideosselect interesting entry to feature to fanswall/video2-3 tweets tuesdmvideosselect interesting entry to feature to fanswall/video2-3 tweets weddmpicsselect interesting entry to feature to fanswall/video2-3 tweets thursdmpicsselect interesting entry to feature to fanswall/video2-3 tweets

38. Social Media Calendar MonthJuneInfo TuesdayPoll WednesdayBlog ThursdayHumor FridayFocus: Week DaysMondayTuesdayWednesdayThursdayFridayTheme: Keywords: Events: MonthJulyInfo TuesdayPoll WednesdayBlog ThursdayHumor FridayFocus: Best Practices from Leadership Boot Camp Week DaysMondayTuesdayWednesdayThursdayFridayTheme: Chapter Best Practices 2nd - 6th What is Best Practices? Keywords: 9th - 13th List of Best Practice ItemsChapter Operations ManualHow to access Events: Presidents Assembly Webinar - PASC Members 16th - 20th Invitation to WebinarForms & DocumentsPoll QuestionWebinarHumor 23rd - 27th Follow up to WebinarPoll QuestionShare CommentsHumor Set up monthly editorial calendars, for example: Monday – call it Membership Monday Wed – Top Business Question Friday – “Freebie” Friday – humor plus coupons

39. Programs & Special Events Janet South Annual Awards Luncheon –Celebrate success of WBE community –Seek out well-known, respected leaders in business community for support –Create value proposition for corporate partners participation –Attend and participate in targeted affinity organizations. –Network

40. Reach out to local legislators, Mayor, Governor, Lieutenant Governor, –Form strategic active committee to attend public forums, state of the city, M/W outreach events. –Be courteous and respectful even when you disagree. Know your audience and what they are passionate about –What do they consider ROI? Business growth, contacts, education focus. Programs & Special Events Janet South

41. Utilize the talent of your own membership Use in kind services Seek out interns for task –Project grade based –Huge opportunity for corporate partners to support for education mission –Expands and brands NAWBO presence and influence in education community Programs & Special Events Janet South

42. Procurement –World food tables (example set up 4 tables) Latin, Italian, Greek, German with food from each country –Each country can represent an industry or corporate partner to discuss procurement Utility, Pharmaceutical, Manufacturing, Government Agency –Members visit each table to learn how to become vendors and grow business Programs & Special Events Janet South

43. Strategic Planning Nancy Chorpenning Practically Painless 1-Page Business Plan –Vision Statement – What are you Building? –Mission – Why do you exist? –Strategies – How will you build and manage? –Objectives – What results are you looking to achieve? –Plans – What are 3-5 capacity /projects /programs that must be completed this year?

46. Questions?

47. Thank you for participating in NAWBO Presidents Assembly Webinar! We look forward to talking to you next month. The webinar will be on August 16 th at noon Eastern on Building Your NAWBO Team. To share this information with your chapter’s leadership, visit NAWBO Presidents Assembly Community for the slides or the Facebook Presidents Assembly Page for the link to the recording.

48. CONTACT NAWBO Member Services: memberservices@nawbo.orgmemberservices@nawbo.org Chapter Services: chapterservices@nawbo.orgchapterservices@nawbo.org Presidents Assembly: presidentsassembly@nawbo.org News/Article Submissions: publications@nawbo.orgpresidentsassembly@nawbo.orgpublications@nawbo.org Website/Technical Support: techsupport@nawbo.orgtechsupport@nawbo.org

49. Your Feedback is Welcome! Please send feedback to presidentsassembly@nawbo.orgpresidentsassembly@nawbo.org