1. Presidents Assembly Monthly Webinar September 16, 2010

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

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

4. Update Your Chapter Leadership Roster! Log into nawbo.org to update your chapter leadership roster – we need to know your current officers and board members Receive appropriate communications Receive rebate reports Receive membership reports Contact techsupport@nawbo.org to get your password or be authorized administrator to update rostertechsupport@nawbo.org

5. Molly GimmelRachael Bender Greater DC ChapterFort Lauderdale Chapter Chair Chair-Elect presidentsassembly@nawbo.org Molly GimmelRachael Bender Greater DC ChapterFort Lauderdale Chapter Chair Chair-Elect presidentsassembly@nawbo.org Presidents Assembly Leadership

6. 2010-2011 Presidents Assembly Steering Committee Anne Freedman NAWBO Miami PASC Northeast & Mid-Atlantic Region Lola Kakes NAWBO Tucson PASC Western Region Linda Cooper NAWBO Central Oklahoma PASC Southern Region Angelika Coghlan NAWBO Chicago PASC Midwest Region

7. 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

8. Steering Committee Roles & Responsibilities 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 & meetings at national conferences Creating a community of chapter leaders Helping chapter leaders with strategic planning, problem resolution, etc.

9.  The Presidents Assembly is responsible for filling four positions on the National Nominating Committee – the group that chooses the members of the National Board of Directors  If you are interested in serving on this Committee, please email presidentsassembly@nawbo.org and we will send you an application presidentsassembly@nawbo.org  If you would like to nominate someone to serve on this Committee, please send their name and email address to presidentsassembly@nawbo.org and we will contact them presidentsassembly@nawbo.org NATIONAL NOMINATING COMMITTEE

10. Webinar Schedule Mark Your Calendar NOW! Webinars will be held on the third Thursday of every month at noon Eastern time. Upcoming Webinars: Oct 21 – Communications (within board, board to members) Nov 18 – Member Retention Dec 16 – Fundraising (other than corporate partnerships) Jan 20 – Public Policy (state & local) Feb 17 – Programming & events Mar 17 – New Member Recruitment Apr 21 – Public Policy (national) May 19 – Strategic Alliances

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 Molly Gimmel PASC Chair

13. OBJECTIVES  To increase and expand chapter support by providing tools to support our local chapters with improvements and updates on ongoing basis  The all-new Online Chapter Resource Center provides chapters:  Visual Resources and Instructional Presentations  Bylaws and Policies  Forms and Templates  Chapter Best Practices Library  Chapter Operations Manual  National Strategic Plan Overview and Strategic Plan Templates  All Chapter Board Members and Chapter Admin Staff have access to Online CRC. Please update your Chapter Board Roster. CHAPTER RESOURCE CENTER

14.  The NAWBO PAC has been re-launched to provide NAWBO with a voice at the national level regarding issues affecting WBOs  The all-new Online Legislative Action Center provides:  Contact information for elected officials at the national, state, and local level  Information about candidates running for election for national, state, and local offices  The ability to subscribe to policy briefs & email alerts  Advocacy toolkit  Policy briefs on WBO & SB issues  Legislative Action Center is open for all members and non-members PUBLIC POLICY

15. CHAPTER ADMINISTRATION ISSUES  New Board Roster Forms are in Chapter Resource Center under “Forms and Templates”  Designate chapter administrator for web access  Designate recipient of chapter rebate reports  Complete and send to chapterservices@nawbo.orgchapterservices@nawbo.org  D&O Insurance Renewal Forms were sent out in August. Certificates will be sent out in the next couple of weeks.  All chapter board members must be current with membership dues!!!!

16. REGIONAL LEADERSHIP SUMMITS OBJECTIVES  To provide chapters with an overview of the long-term strategic plan and priority objectives for NAWBO  To provide access to chapter resources and capacity building opportunities  To open and leverage direct line of communication and engagement between NAWBO and local chapters  To offer networking opportunity between chapters at the regional level; and to share best practices amongst peers to support each other’s growth and success  To collect pertinent data and information about local chapters

17. REGIONAL LEADERSHIP SUMMIT Southern Regional Leadership Summit (Go for the Greens Conference) Thursday, September 23, 2010 Disney Resort, Orlando, FL NEXT YEAR’S SUMMITS (planned, dates/locations subject to change) Western Regional Leadership Summit February in Tucson, AZ Midwest Regional Leadership Summit May in Kansas City, MO Northeast/Mid-Atlantic Regional Summit November in Washington, DC

18. FUTURALLIA 2011  NAWBO is a Network Partner for this annual international conference for small & medium sized business enterprises  Will be held in Kansas City on May 18-20, 2011  Expecting over 1,000 attendees  Each registrant selects other attendees from catalog that they are interested in meeting, forum sets up 16 30-minute one-on-one sessions  Exhibit hall plus plenty of networking time  Ideal for companies interested in doing business internationally or looking for partnerships

19. Fiscal Management

20. Angelika Coghlan Immediate Past President Chicago Chapter

21. Polling Question #1

22. Efficiency Three Basic Elements –Experienced Staff –Accounting Software –Policies and Procedures

23. Efficiency Outsourcing Translating Financial Information Take the time to understand the numbers

24. Polling Question #2

25. Policies and Procedures Documented Roles and Responsibilities Control and Compliance Identify potential weaknesses regarding internal control Manual vs. automated

26. Cash Flow and Management Have and follow an approved budget

27. Cash Flow and Management Cash Projections – at least 6 months

28. Cash Flow and Management Cash Reserves – at Least 6 months

29. Polling Question #3

30. Corporate Partnerships NAWBO’s Value Proposition –Women Mean Business –Organization of Decision Makers –Building Relationships

31. Polling Question #4

32. Sales Process Greater Tuscan’s Corporate Partner Sales Process

33. Where do you start? What is your process for identifying, soliciting and contracting with CP's? Who participates in the sales process and are there different levels of sponsorship that you offer? Do you have any leave behind marketing materials regarding the opportunity you utilize? Is there a matrix of sponsorship levels you use in the process? How much does your Chapter receive in cash and in-kind CP's and who are your biggest contributors? How do you maintain the relationship? Do you have Liaisons from your Chapter assigned to the CP's? Do you have people that can sell NAWBO?

35. Mentor Level $10,000 Leader Level $7,500 Champion Level $5,000 Colleague Level $2,500 Platinum Level $20,000

36. Best Practice…… NAWBO Chicago’s CP Prospecting Breakfast

37. Prospecting Poll Chapter Members Previous CPs Who gives? Why do they give? Chapter Connections Past Presidents and board members Women Owned Businesses

38. Ask Questions What is the goal of partnering with NAWBO? What do they hope to achieve? What’s important to them?

39. Increase Probability of Success Be prepared, know the corporations culture and what their position is on small business/minority business. Have a 1 pager with your ASK Follow up - ask if there anything else they need from you or when you can expect an answer. Post mortem - if you don't get the partnership - ask for a meeting so they can tell you why - learn from it - change your pitch and your messaging

40. Measuring Success Formal Contract Implementation Calendar

41. Polling Question #5

42. Questions?

43. Thank you for participating in NAWBO Presidents Assembly Webinar! We look forward to talking to you next month. The webinar will be on October 21 st at noon Eastern. To share this information with your chapter’s leadership, visit NAWBO Presidents Assembly Community

44. 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

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