2012A N N UA L2 013 REPORT€¦ · 2 • EWI 2012 –2013 ANNUAL REPORT The Year-in-Re view A Message from EWI’s 2012 –2013 Corporate President This past year really began at

2012 2013ANNUALREPORT

ContentsEWI Mission, Vision, Values…1

The Year-in-Review…2

Collegiate Pilot Program…4

EWI Foundation…5

CONNECTIONS…6

CAREERS…8

COMMUNITY…10

Financials…12

Moving Forward…14

Corporate Office Staff…16

Spring Conference…17

LCAM 2014…BACK COVER

ANNUALREPORT2012 2013

MissionExecutive Women International (EWI) brings together key individuals

from diverse businesses for the purpose of: promoting member firms,

enhancing personal and professional development,

and encouraging community involvement.

VisionTo be a global women's organization of 5,000 engaged members

empowering others for positive change.

ValuesIntegrity | Excellence | Respect | Collaboration

Executive Women International®

3860 South 2300 East, Suite 211Salt Lake City, UT 84109

801.355.2800 / 877.4EWI.NOWewiconnect.com

2 • EWI 2012–2013 ANNUAL REPORT

The Year-in-ReviewA Message from EWI’s 2012–2013 Corporate President

This past year really began at LCAM 2012

in Dallas, where, for the first time, we gath-

ered not only the existing board and new

board members, but also the 2012-2013

Corporate Committee Chairs to attend a

one-day session to jointly plan the year’s

initiatives that would support the first year

of the five-year strategic plan. Creating

the framework for the year ahead that

early was the key driver for so much of

this year’s success.

One of the key initiatives of the strategic plan was to

help strengthen firm engagement. One tactic identified

was the production of an Annual Report, which was

successfully delivered with state of the art technology.

Another key tactic for us was how to best leverage our

charitable arm to assist with growth on the operational

side. We rebranded B/C/DP to the EWI Foundation, cre-

ated a new website, and researched and landed on some

initial strategic partnerships to elevate our overall brand

awareness.

The board and I made a commitment to increase the

communications with our Chapters and membership to

support our goal of clarity and transparency. The first

step was to remodel our monthly communications to con-

form to the Connect template. I strongly

felt that if we were asking you to conform,

we had better walk the talk. We success-

fully delivered a monthly EWIConnect and

a monthly Leadership Connect, along with

weekly blogs.

Also, we fully reviewed all four of the

organization’s procedure documents—

B/C/DP, Corporate, Accounting, and

Annual Meeting—a task which had not

been undertaken since 2005. We contin-

ued to be diligent with updates to the Chapter Resource

Guide as well. Working with the Board Governance Com-

mittee, we reviewed and approved the proposed bylaw

amendments voted on at the Annual Meeting and ap-

proved the framework presented for a Corporate Ethics

Committee that will support our values of Integrity, Excel-

lence, Respect and Collaboration.

My theme for the year was “One Vision” which was really

a reiteration of our new Vision statement; “To be a

global women’s organization of 5,000 engaged

members who empower others for positive change.”

As such, the vast majority of our work this year focused

on growth. We:

• issued a challenge to all Chapters to participate in a

20 Mile March, not only increasing their membership

Karen Skirten

TierOne Travel

EWI of Clagary

PresidentKaren SkirtenTierOne TravelEWI of Calgary

Vice President/President-ElectRonwyn Anderson Soft-Lite WindowsEWI of Nashville

Secretary/TreasurerDarlene BanogonNorth Island Credit UnionEWI of San Diego

DirectorBenita Collins Dallas Area Rapid TransitEWI of Dallas

EWI 2012–2013 ANNUAL REPORT • 3

by 20% this year, but for each of the next four years.

* accomplished the adoption of NAICS codes for our

membership classification system to support growth

by allowing Chapters a more robust list of classifica-

tions to choose from.

• created new marketing materials for recruitment pur-

poses.

• communicated one-on-one with those Chapters with

fewer than 25 member firms … providing extra sup-

port by way of generating lists of potential firms,

forwarding complementary marketing materials, and

conducting board-to-board calls where possible.

Sadly, we accepted charters back from EWI of Baton

Rouge, EWI of Orlando, and EWI of Tampa Bay.

We were challenged in the first quarter by not having an

Executive Director in place. While this necessitated more

hands-on management of the staff, it also gave the Per-

sonnel Committee and Board time to analyze the role of

the Executive Director and the experience needed to

successfully run a corporation with 60 different divisions,

i.e., EWI Chapters. Posting the position internally first

made a huge difference in the success of this effort,

a success wonderfully realized when we hired Wendy

Cowley as not only the Executive Director, but even more

importantly as EWI’s Chief Operating Officer. This change

of focus changed the role of the position from what was

previously viewed as administrative support to the Board,

to one that strategically aligns the Corporate Office

with our Board Governance model. During the past year,

Ms. Cowley was an integral partner to the Board and

provided assistance in helping us realize many of our

strategic initiatives.

Our Spring Conference was an inspiring affair hosted by

EWI of Chattanooga where a new course on Emotional

Intelligence was delivered to rave reviews. Thank you to

all those involved in planning this memorable event. We

ended the year with our Leadership Conference and

Annual Meeting in San Diego, California. The conference,

attended by nearly 400 people, began with a 1930s pe-

riod celebration commemorating EWI’s 75th Anniversary.

The conference continued with a focus on professional

development through keynote speakers and breakout

sessions, including a day dedicated to literacy—from

local to global initiatives.

In closing, I reflect back to my first EWIConnect mes-

sage where I cited this quote: “Leadership is not about

what you achieve, it is about what you inspire others

to do.” I hope that I have inspired you to collectively

embrace “One Vision” for our future.

Thank you for allowing me this opportunity to serve as

your 2012-2013 Corporate President.

Karen Skirten

2012–2013 EWI Corporate President

TierOne Travel • EWI of Calgary

DirectorCortney Ewald-Idhe Ewald AutomotiveEWI of Milwaukee

DirectorMary Helen Johnston M&J PhotographyEWI of Corpus Christi

DirectorCindy Hillegass Dalco Roofing &

Sheet Metal, Inc.EWI of Minneapolis

AdvisorLisa StokesBRP EntertainmentEWI of Harrisburg


In 2013, EWI launched a new pilot program that will

reap great benefits for young women entering the

workforce, and for EWI’s future.

The Collegiate Program for university students began at

the grassroots level. In 2010, college-hopeful Lindsay

Pierce was granted an Executive Women International

Scholarship Program (EWISP) award from EWI of Tulsa

and an EWISP award from the EWI Corporate level. In

addition to being awarded these scholarships, Lindsay

found herself embraced and mentored by members of

EWI of Tulsa.

“The Executive Women International Scholarship Pro-

gram changed my life,” Lindsay says. “It gave me the op-

portunity to attend the University of Missouri-Columbia

and to pursue my dream of becoming a magazine editor.”

While she was a junior attending the University of

Missouri-Columbia, Lindsay contacted EWI about the

possibility of getting involved with the organization.

There was only one problem: EWI’s website stated

that the organization is for current businesswomen

and professionals only.

From her mother, Lindsay learned the importance of

being a strong, independent woman. Lindsay’s inter-

actions with the women of EWI were reminders of

what her mother taught her—and Lindsay was a young

woman of strength and vision.

In 2013, Lindsay attended EWI’s Leadership Conference

& Annual Meeting in San Diego, where she connected

with many EWI members and shared her enthusiasm and

vision for an EWI Collegiate Program. Lindsay presented

a strong case for involving young business-women-to-be

in EWI: “As college students, we are on the brink of our

careers, and professional connections are important for

our futures, too.”

After meeting Lindsay, EWI members contributed funds

to sponsor the dues for all 32 original members of EWI

Collegiate, and more than 60 EWI members volunteered

to be mentors in the program.

As EWI celebrated its 75th anniversary last year, it was

thrilling to watch this next step in EWI’s journey unfold.

With this step, EWI’s future looks brighter for the next

75 years. n

Members of EWI Collegiate at the Universityof Missouri-Columbia, and visionary LindsayPierce (inset)

Collegiate Pilot ProgramEWI Steps Up to Meet the Future


The Executive Women International Foundation

received a face-lift in 2013 to better support EWI’s

ongoing commitment to literacy and education.

The Executive Women International Foundation is the

registered 501(c)(3) charitable arm of EWI. EWI was

founded in 1938 and is a professional organization

comprised of Chapters whose Member Firms and their

appointed representatives embrace the belief that

“To be a leader, you must be a reader!” Since 1974,

the Foundation has funded scholarship programs both

at the Chapter and National level, a Leadership Devel -

opment Program, and various initiatives that promote

literacy domestically and internationally.

Rebranding

The EWI Foundation (the new DBA for EWI’s

Business/Career/Development Program [B/C/DP])

was branded with a new logo and descriptors. The EWI

Foundation’s three “L”s mirror EWI’s three “C”s for easy

explanation and identification. The three “L”s are:

Learning EWI offers incredible scholarship

programs through EWISP, ASIST,

and Fellows

Leadership EWI’s Academy of Leadership training

program promotes leadership learning

and excellence

Literacy EWI initiatives reflect its deep

commitment to literacy

In addition, a new website, ewifoundation.org, expands

the internet presence of EWI’s philanthropic arm.

Goal

In honor of EWI’s 75th anniversary, we set a goal to

impact 75,000 lives over the next five years through

EWI’s philanthropic programs including:

• Adult Students in Scholastic Transition (ASIST)

scholarship

• Executive Women International Scholarship Program

(EWISP)

• Fellows scholarship program

• International literacy initiatives, such as EWI’s

Reading Rallies

Partnership

To kick-start EWI’s focus on international literacy, we

instituted a Corporate Challenge Program which includes

identifying EWI as an organization dedicated to eradicating

global illiteracy. We also partnered with Room to Read

to further the attainment of this goal. The partnership

was formalized with a $5,000 donation to fund a library

in Vietnam; this contribution will impact 300 lives in the

first year alone. In addition, EWI Chapters are challenged

to donate to Room to Read and to local literacy initia-

tives within their communities. EWI Corporate will match

both donations up to $125 each. n

EWI FoundationEWI EmpowersOthers Through Literacy and Education


Connections2013 New Member Firms

Adams Bank & Trust

AEA Group, LLC

AirStrip Technologies

Aladdin Travel & Meeting

Planners

Alameda Medical Supply

& Uniforms

All American Window

& Door Co.

Allied Builders Systems

Anita Garrett-Roe Designs

Anna Maria Burger, DDS., PC

Arizona Custom Embroidery

Inc.

Arkansas Missouri Railroad

Astill Law Firm

Aston Waikiki Beach Hotel

Auto Glass Services, Inc.

Barnes & Noble Booksellers

Belhaven University

Better Life Technologies Inc.

Blood Assurance

BMO Harris Bank, N.A.

Boettcher Foundation

Borsheims

Boy Scouts of America

Bradley, Murchison, Kelly

& Shea, LLC

Burleson LLP

CAbi Clothing

Cahaba Grand Conference

Center

CAT – Personal Safety

Training

CB&I Federal Services

Century 21 United

Certified Carpet Cleaning

& Restoration, LLC

CH2M Hill

ChaseSource LP

Chattanooga Riverboat Co.

City and County of Honolulu

Cobalt Mortgage

Cohn Restaurant Group

College Park Destination

Marketing Organization

Columbus Regional Airport

Authority

Comerica Bank

Concentra Medical Centers

Connect To Catering –

Birmingham, LLC

Cooper Restaurants, Inc.

County of San Diego –

Housing & Community

Development

Creative Civilization Public

Relations

Daryl Flood Relocation &

Logistics

David Aplin Group

Denver Museum of

Nature & Science

Dickey’s Barbecue Pit

Direct Energy

Documation

Dolly Parton’s Dinner

Attractions

Douglas Marketing Group

Downtown Jackson Partners

Edward Jones

Eightegrity

Element Omaha Midtown

Crossing

Ella Health

Emerson Group

Energen Corporation

Eschelon Energy Partners

Execustay

Executive Benefit Strategies

Fleming’s Prime Steakhouse

and Wine Bar

Georgia World Congress

Center Authority

Girl Scouts of Southern AZ

Gold Eagle Co.

Gretchen B. Photography

Guardian Solutions, LLC

Gwin’s Commercial Printing

Gynecor / Bostwick

Laboratories

Harder Funeral Home

Harley Davidson Financial

Services

Hart Capital Management,

Inc.

Haverford Trust Company

Hawkins & Ludwig, LLC

Healthcare Consultants Inc.

Henson’s Carpet One

Hershey Harrisburg Regional

Visitors Bureau

Hertz Corporation

High Profile Inc.

Hilton Garden Inn Shreveport

Holiday Inn Express

West Los Angeles/

DKN Hotels

Hoopes Weddings and

Events

HRI Lodging

Huntsville Health &

Rehabilation, LLC

i2E, Inc.

i-Care Insurance

Image Quest

Indiana University Purdue

University Fort Wayne

(IPFW)

Integrity Land Inc.

International Paper

J. Hilburn

J.G. Boswell

Jackie’s International Inc.

Jade Britany Consulting Inc.

F I S C A L Y E A R 2 0 1 3 : 1 , 8 3 0 F I R M S | 1 , 9 8 5 R E P R E S E N T A T I

Executive Women International welcomed 220

new member firms in 2013. EWI member firms

enjoy these valuable benefits:

• Employee development

• Business-to-business networking

• Business promotion and sponsorship opportunities

• Philanthropic opportunities

Jeffrey K Stark & Associates

Joe Adame & Associates

Joeris General Contractors,

Ltd.

Johns Hopkins University

Jones & Salt Insurance

JR Consulting

Junior Achievement of

Greater Birmingham

Kansas City Zoo

Katie Hymel Agency

KB Home New Mexico, Inc.

Key Personnel

Kruger Products

KSAT-TV

Lake Truck Lines

Landry’s

Leadership Huntsville/

Madison County

Lee Michael’s Fine Jewelry

Leonn Kaleikini

Liberty Mutual Insurance

Lifeline Chiropractic

Limitless Worldwide

Linda Doane Photography

Longwood University

Luby’s Fuddruckers

Restaurants LLC

Make-A-Wish Kansas

March of Dimes

Marsha Sells Denver/

303 Realty Group

Memphis Hilton

Merrill Lynch, Pierce, Fenner

& Smith, Inc

MetamorphicAlly

Miller Thomson LLP

Modern Business Machines

Moreson Conferencing

Mountain States Employers

Council

N2 Publishing

National Automotive Repair,

Inc.

National Roofing

Neel Schaffer Inc.

New South Environmental

and Access Solutions

New York LIfe Insurance

Company

Norman ASA

Norwex

Obsurvus Solutions Group

Inc.

O’Donnell Invesments

Old Republic Risk

Management

O’Neal Steel, Inc.

Palazzo’s Vacations

Partnership 4 Kids

Pavone

PCL Construction

Enterprises, Inc.

Perform-Link, LLC

Pet Partners

Planet Beach Contempo Spa

Premium Shakers

Presbyterian Healthcare

Services

Quiznos

RACKSPACE

Radius Media Holdings

Randstad

Rare Transportation

Red River Sanitors, Inc.

Reed Smith LLP

Reliance Partners

Remington Park

Richmond Raiders

Rocky Mountain Equipment

Rodan & Fields

Dermatologists

Royal Caribbean International

SA2020

Samantha Kasnetz

San Diego Regional Chamber

of Commerce

Sarah Ann Taylor Foundation

SDA Security

Sheer Beauty

Shell Energy Resources Co.

Shell Oil Products US

Simply You

Snapshot Publishing, LLC

Southwest Securities

Spokane County Library

District

Spokane Oral & Maxlllofacial

Surgery

Stewart Title of Spokane

Sundahl & Associates PC

Sunshine Disposal &

Recycling

Supplemental Health Care

Supplier Diversity Academy

Tanoan Country Club

TAS Aesthetics of Mika

Teach For America

Terry Whitaker

Tewell Warren Printing

Texas Childrens Hospital

The Dunhill Hotel

The Holt Group

The Image Emporium

The Portable Feast, Inc.

The Production Pros, LLC

The Singing Gourmet

The UPS Store #289

The Westin Birmingham

Thrivent Financial

Time Warner Cable

TIS Insurance Services, Inc.

TPI – The Printer Inc.

Tremendous Life Books

U.S. Cellular

University of Michigan –

Athletic Department

University of Saint Francis

Usborne Books & More

Valley Forge Casino Resort

Vanguard Cleaning Systems

of Minnesota

Viking Buick GMC

Viktory Lap

Visionworks & Davis Vision

Volunteers of America

Wendy Ellen Inc.

White-Spunner & Associates

Wine Shop At Home

Wireless Properties

Wist Office Products

Woople, LLC.

Wyndham Glenview Suites

Yates Construction

Yokem Toyota

Zones, Inc. n


V E S | 3 6 0 S U S T A I N I N G M E M B E R S | 6 M E M B E R S A T L A R G E

To honor EWI’s founding in 1938, we began the week by

“Celebrating the Past” with a 1930s-themed Garden

Party Opening Reception on the lawn of the magnificent

Sheraton San Diego Hotel & Marina. This was our time

to meet new friends and reacquaint ourselves with old

friends, while enjoying a unique ambiance, badminton,

and croquet—games to engage us all!

The remainder of the conference was dedicated to

“Embracing the Future.” Thursday morning’s Opening

Breakfast featured our traditional posting of the colors

and a chance to hear from the internationally renowned

motivational speaker Amanda Gore. Amanda offered us

several key take-aways that we continued to see refer-

enced throughout the week. After breakfast, attendees

moved into a Plenary Session with Madeline Blanchard

on leadership for women. We then introduced a new ses-

sion called, “Ask the Expert.” This session allowed for dis-

cussion of hot-button issues across our organization and

fostered some brilliant ideas.

Our Thursday Awards Luncheon was an opportunity to

recognize the amazing achievements that Chapters and

member representatives accomplished this year. Then we

moved right into organization business, including a Town

Hall session during which the Corporate Board of Direc-

tors and Executive Director provided an update on the or-

ganization and answered questions from the membership.

Friday was dedicated as the EWI Day of Literacy. Our

members have told us over and over again how much our

philanthropic endeavors, especially EWI’s long-term com-

mitment to literacy, mean to them. Inocente, Mark Shriver,

John Wood, and Alain Podmorow were each incredibly

motivating individuals who have made learning and liter-

acy their life’s missions; they spoke to attendees about

what each of us can do to make a difference. The day

featured highlights from our visit to Monarch School, the

school chosen as the recipient of EWI’s 2013 Literacy Ini-

tiative. A luncheon recognized EWI’s national scholarship

winners. Friday night was a time to gather with friends,

relax and take in San Diego, our wonderful host city.

Saturday was “Rise and Shine” day with our Annual Meet-

ing kicking off the day where we conducted the business

of the organization and installed the 2013-2014 Corpo-

rate Board of Director and Officers. We finished off the

week at the Closing Gala, a celebration of EWI’s inspiring

past and EWI’s present leadership that we are so fortunate

to have. The night was filled with wonderful company, the

hilariously motivating Bobbie Staten and dancing.

Absorb, Lean, Share, Play, and Connect … the mission of

the event was to “influence and affect with an EWI feel-

ing” that members could take with them to keep inspired

and to inspire others. Mission accomplished! n


CareersLeadership Conference & Annual Meeting

2013


EWI enhances the careers of representatives by provid-

ing opportunities to hone professional skills. Being the

representative of a member firm in EWI means interact-

ing with experts in their fields and top members of the

sharpest firms in the world—and being introduced to cut-

ting-edge leadership, communication, and professional

skills on an ongoing basis.

Academy of Leadership

In 2001 EWI created the Academy

of Leadership, its signature leader-

ship training program. Academy of

Leadership fosters principle-cen-

tered leadership through the use of research, best

practices, behavioral models, and advocate support.

This year, Academy of Leadership was offered as a

standalone day. The Academy of Leadership course

offered was Leadership: The Power of the Diverse

Communicator, presented by behavior expert Colette

Carlson. More than 80 attendees learned how to:

• Understand the defining characteristics of a diverse

communicator.

• Understand the three styles of communication.

• Assess their personal leadership style and understand

its benefits and challenges.

• Experience the importance of negotiation and conflict

resolution skills.

Additionally, incoming Chapter leaders were offered an

Academy of Leadership course on Chapter Leadership:

Making Great Things Happen, with business consultant

and Academy Dean Lori Giovannoni. This course was

designed to foster understanding of the principles of

“out-of-the box” thinking, identify the critical components

of Chapter leadership, craft leadership messages for

Chapters, and increase confidence as a Chapter leader.

.

Professional Development Webinars

Executive Women International offers one professional

development webinar each month. Webinars are made

available to member representatives and all of their firm’s

employees. All one-hour webinars are free, easy to ac-

cess, and are posted at ewiconnect.com for later viewing.

Topics this year ranged from The 3 Keys to Career

Leadership to Powerful Speaking for Powerful Results. n

CareersProfessional Development

Human behavior expert Colette Carlson presented an Academy of Leadership course at EWI’s 2013 LeadershipConference & Annual Meeting.


CommunityScholarships

Executive Women International awarded more than

$540,000 in scholarships through our Chapters

and on a Corporate level in 2013. The top scholarship

winners from each Chapter participate at the Corporate

level, where EWI supports two scholarship programs to

aid qualified applicants achieve their academic goals.

In 2013, EWI Corporate awarded 22 scholarships.

ADULT STUDENTS IN SCHOLASTIC TRANSITION SCHOLARSHIPS

ENABLE ADULT WOMEN AND MEN TO FURTHER THEIR EDUCATIONS

“The EWI ASIST Scholarship was the

tipping point that kept me in school

and allowed me to complete my

degree. Beyond the scholarship, the

entire experience was tremendously impactful on

my education and my life. May God Bless you all,

and all the work you do for others.”

BRUCE BOCHICCHIO, 1ST PLACE WINNER$10,000 ASIST SCHOLARSHIP

GEORGIA PERIMETER COLLEGE

EWI OF ATLANTA

Courtney Flanagan: EWI of Phoenix; $5,000

Elizabeth Fregoso: EWI of Chicago; $5,000

Nichole Baltazar: EWI of Saint Paul; $2,000

Barbara Lugen Bearden; EWI of Knoxville; $2,000

Lashauna Bellamy; EWI of Washington, DC; $2,000

Daniell Brown: EWI of Houston; $2,000

Sherry Flowers: EWI of Mobile; $2,000

Natialie Marie Jimenez: EWI of Milwaukee; $2,000

Sheila Keopke; EWI of Wichita; $2,000

Stephanie Mudd: EWI of Oklahoma City; $2,000

Rhiannon Weilbacher: EWI of Columbus; $2,000

Angela Willams: EWI of Shreveport-Bossier City; $2,000

Joan Williams: EWI of Detroit-Windsor; $2,000

EXECUTIVE WOMEN INTERNATIONAL SCHOLARSHIP PROGRAM

AWARDS NEEDS-BASED SCHOLARSHIPS TO HIGH SCHOOL SENIORS

“Winning the EWI EWISP Scholarship

not only helped my family financially,

but it also gave me confidence and

self-assurance that I can apply to all

my academic and personal endeavors. Winning

the scholarship gave me the sense that my intel-

lectual and personal growth meant a lot not only

to me, but those who I was fortunate enough to

meet.”

RITA SHEHIRIAN, 1ST PLACE WINNER$5,000 EWISP SCHOLARSHIP

COLGATE UNIVERSITY

EWI OF SAN DIEGO

Carolyn V. Tran: EWI of Seattle; $3,000

Joi Stevens: EWI of San Antonio; $2,000

Sloan T. Bennett: EWI of Nashville; $1,000

Catherine S. Boulos: EWI of Chicago; $1,000

Natalia Gonzalez: EWI of Dallas; $1,000

Kaitlin N. Newton: EWI of Chattanooga; $1,000

Amanda Owsley: EWI of Wichita; $1,000

FELLOWS SCHOLARSHIPS ARE AWARDED TO EWI REPRESENTATIVES

No scholarships were awarded in this category in 2013. n

The 2013 Literacy Initiative benefitted

The Monarch School in San Diego,

California. The signature project was the

EWI Book Nook, which included: a rug;

beanbag and rocking chairs; framed artwork

from children’s literature; and a bookcase

packed with favorite stories donated and in-

scribed by member firm executives and rep-

resentatives with motivational messages

speaking to the theme Great Readers

Learn from the Past, Then Forge Their

Future!

To mark EWI’s milestone and in celebration

of the organization’s 75th anniversary, the

Corporate Literacy Committee collected

more than 75 books signed by the author

and/or illustrator. In addition, with the gener-

ous support of our members, EWI donated

more than 75,000 pages to pique the cu-

riosity and fuel the imagination of Monarch

students in our quest to nurture lifelong

readers—and lifelong learners!

EWI has been actively promoting and

supporting literacy since 1992. n


CommunityCorporate Literacy Initiative

“It is exciting to belong to an organization whose leaders recognize that

the future begins with one simple, yet compelling declaration: “Hey, I can read!”

EWI understands the connection between optimizing the potential of our

youngest students and the long-term economic viability of our communities.”

LISA FABIAN, VICE CHAIR, EWI LITERACY COMMITTEE

Members of the Corporate Literacy Committee gift new Nooks to the students of the Monarch School.

Monarch School students get in on the fun, guessing how many pagesEWI donated!


Financials2012–2013 Operating Financial Statement*

ASSETSCash and cash equivalents** $1,040,173Investments** $ 960,167 Accounts Receivable $ 111,753 Property and Equipment $ 12,745Prepaid Assets $ 63,575Other Current Assets $ 1,524Total Assets $2,189,937

LIABILITIES AND NET ASSETSAccounts payable $ 38,345 Accrued Liabilities $ 5,340 Total Liabilities $ 44,685

NET ASSETSUnrestricted $ 335,884

TOTAL NET ASSETS $ 335,884TOTAL LIABILITIES AND NET ASSETS $2,189,937

*Audited Financials as of December 2013

**Includes Chapters

Corporate Membership Dues$280,005

Chapter Interest Earned$7,007

Corporate Revenue From Chapters$21,649

Leadership Development (LCAM)$291,213

Corporate Non-traditional$10,113

Chapter Membership Dues$528,575

Chapter Business Activities$725,638

Chapter FundraisingPhilanthropy

$494,374

Chapter Miscellaneous$134,683

Chapter Meeting Expenses$715,694

Leadership Development (LCAM)$291,831

Corporate Office Expenses$113,464

Corporate Member Services$118,659

Corporate Staff Expenses$149,434

Corporate Board Services$77,762

Other Chapter Operating Expenses

$1,093,876

2012–2013 OPERATING INCOME 2012–2013 OPERATING EXPENSES


Financials2012–2013 B/C/DP Financial Statement*

ASSETSCash and Cash Equivalents** $ 861,417 Investments** $2,635,641 Total Assets $3,497,058

LIABILITIES AND NET ASSETSAccounts Payable $ 91,348 Other Current Liabilities** $ 46,437 Total Liabilities $ 137,785

Net AssetsUnrestricted $1,004,918

TOTAL NET ASSETS $1,004,918 TOTAL LIABILITIES AND NET ASSETS $3,497,058

*Audited Financials as of December 2013

**Includes Chapters

Corporate Non-traditional$58,799

Corporate Literacy Initiative$3,690

Membership Assessments**$93,888

Chapter Fundraising$272,547

C

Chapter Other Income$238,983

Sponsorships & Contributions**$167,793

Chapter Interest Earned$59,133

Corporate Planned Giving/Honorariums$994

Corporate Administration$43,347

Academy of LeadershipProgram Expense

$95,555

Literacy Initiatives**$57,077

Chapter FundraisingExpenses$30,073

Chapter Other Expenses$178,302

C

Scholarships**$540,817

2012–2013 B/C/DP INCOME 2012–2013 B/C/DP EXPENSES

**Includes Chapters **Includes Chapters


Just as the Corporate Presidents who

came before me, I am humbled and truly

honored to be serving as EWI’s 2013–

2014 Corporate President.

Our remarkable founder, Lucille Johnson

Perkins, had a passion and a dream.

She worked tirelessly to create an organi-

zation that would build connections,

develop future leaders, and make a differ-

ence in our communities. She passed

along her dream and ignited a passion in

others — this is what makes EWI different,

but it is also what makes EWI great.

Fast forward 75 years: We need to continue to refine

and reinvent ourselves as an organization. Our rapidly

changing world demands high levels of adaptability

as we respond to stiffer competition, new technology,

economic turns, shifts in the marketplace, and changing

customer expectations.

With the five-year EWI strategic plan in place, this year’s

Corporate Board will focus on the initiatives that will help

our organization meet the goals set forth in our long-

range plan. These goals include:

• Realign committees and initiatives with

the strategic plan and identify Board

responsibilities.

• Identify new target markets for growth

and methods to attract and retain new

members.

• Create a marketing plan that relates

to healthy growth.

• Reach out to Chapters to establish

transparent and authentic communi -

cations with a strong sense of shared

purpose.

• Simplify our procedures and Bylaws in order to

remain relevant and forward-thinking.

• Increase focus and discipline around operating

expenses and spending.

What an exciting time to be a part of EWI! We would

like to share some of the new and innovative initiatives

we will be working on in the future:

• Collegiate Pilot Program – We are working with

a group of dynamic students to develop Collegiate

members across the United States. This program will

provide mentors for young women who will soon be

Ronwyn Anderson

Soft-Lite Windows

EWI of Nashville

Moving ForwardA Message from EWI’s 2013–2014 Corporate President

PresidentRonwyn AndersonSoft-lite WindowsEWI of Nashville

Vice President/President-ElectDarlene BanogonNorth Island Credit UnionEWI of San Diego

Secretary/TreasurerDiane BarberCapital Region Benefits, Inc.EWI of Harrisburg

DirectorBenita Collins Dallas Area Rapid TransitEWI of Dallas


entering the work force as well as develop future

EWI members.

• Academy of Leadership – We will develop addi-

tional trainers for our exclusive leadership training

course as well as research software programs that

will enable this training course to move online.

• Literacy Initiatives – We continue to build momen-

tum and expand initiatives that will positively impact

local communities around the globe.

• Next Generation – We are examining the major

trends shaping the world, trends that are driving

significant change including mobile technology and

an emerging global middle class.

Sustainable growth requires that we preserve the in-

tegrity of our core philosophies while carefully expanding

into new channels and markets. If we offer the right as-

sortment of programs, best experiences and practices,

and a realistic price point, I believe members will continue

to choose EWI every time.

Focusing on the execution and these initiatives and on

new innovations will be the key to EWI’s success in the

coming year. I feel good about the progress we are mak-

ing and have confidence in our strategic focus for EWI.

Thank you, both member firms and representatives, for

your trust, which will help us exceed expectations this

year and for many years to come.

Ronwyn Anderson

2013–2014 EWI Corporate President

Soft-Lite Windows • EWI of Nashville

DirectorCortney Ewald-Idhe Ewald AutomotiveEWI of Milwaukee

DirectorDianne LuckettIrby Electrical DistributorEWI of Jackson

DirectorCheryl HawkinsAmerican Clinical Laboratory

AssociationEWI of Washington DC

AdvisorKaren SkirtenTierOne TravelEWI of Calgary


Corporate Office StaffA Message from EWI’s Executive Director

Operations & EventsAdministratorBrittany Jones

EWI FoundationManaging Director

Kristine Pepin

WebmasterBonny Steele

Member Services AdministratorAshley Warberg

Office AdministratorKim Manookin

This past year was about getting the EWI

Corporate Office in good order to better

serve membership. I began as Executive

Director and Chief Operating Officer in

February 2013. During the subsequent

seven months, working in partnership with

the Corporate Board and the Corporate

Office Team, we:

• Relocated the Corporate Office and

secured new contracts for Internet,

telephone, and conference call serv-

ices — changes projected to save

$250-$300 per month.

• Reviewed all duties and tasks performed in the

Corporate Office, updated job descriptions, and

made some staffing changes.

• Implemented a cross-training program to provide

flexibility and to allow us to allocate resources where

and when needed, depending upon projects at hand.

• Updated existing operating procedures, created new

procedure documents related to MemberPoint, and

made adjustments to accounting procedure

processes to ensure we have adequate

checks and balances in place.

• Completed a pilot project for the Annual

Dues renewal process using the new

membership database program.

• Began processing anniversary member-

ship renewals on behalf of Chapters in

April.

• Rolled out an online application process

for new members and updated the New

Member Application form.

• Created new marketing materials and distributed

them to all Chapters with membership with 25

and fewer member firms following renewals.

• Coordinated a three-month membership campaign

that resulted in 75 new members.

• Facilitated the creation of an application form and

branding for the new Collegiate Pilot Program.

• Researched and validated NAICS codes for member

firms in conjunction with the Chapter Operations

Sub-Committee.

Wendy Cowley

Executive Director, COO

EWI Corporate Office


2014 Spring Conference

• Created a new logo for the EWI Foundation as part

of the rebranding initiative for B/C/DP, as identified

in the Strategic Plan.

• Rebuilt and launched the EWI Corporate Website on

a new platform and created a new website for the

EWI Foundation.

• Delivered a successful Leadership Conference &

Annual Meeting (LCAM) in San Diego, CA, during

which we celebrated EWI’s 75th anniversary.

• Completed the site selection process for the

upcoming 2014 and 2015 LCAMs.

We are well positioned to focus on our mission in 2014

by providing opportunities for EWI members to make

more Connections, enhance their Careers, and become

involved in their Community.

Wendy Cowley

Executive Director, COO

Executive Women International

Register at ewispokane.org

Mark Your CalendarsAPRIL 24–26, 2014

SPOKANE, WASHINGON

S E P T E M B E R X – X , 2 0 1 4

2014

S E P T E M B E R 1 0 – 1 3 , 2 0 1 4

Join EWI in the nation’s capital for the 67th Leadership Conference & Annual Meeting.

You won’t want to miss this monumental gathering at the Crystal

Gateway Marriott. LCAM will offer connections, career enhancement,

and community involvement. h h h Mark your calendar

for September 10–13, 2014. See you there!

S A V E T H E D AT E

THE PREMIER ASSOCIATION FOR

WOMEN IN BUSINESS

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Documents

2012A N N UA L2 013 REPORT€¦ · 2 • EWI 2012 –2013 ANNUAL REPORT The Year-in-Re view A Message from EWI’s 2012 –2013 Corporate President This past year really began at