President’s Message p. 1 & 4 • March Meeting Notice p. 2 • February Meeting Highlights p. 3 • Chapter News and Notes p. 4 • Corporate News p. 5 • Chapter Dates and Events p. 6 • Chapter Leaders p. 7 • Member Firms p. 8 Message from the President Karen Spencer, Flagship Cruises & Events Greetings! Wow! I can’t believe it is already March!! March is a significant and busy month in many ways, it is Women’s History Month (a month that pays tribute to the generations of women whose contributions have proven invaluable to society), it is American Red Cross Month (founded by Clara Barton, a humanitarian organization dedicated to helping people in need), it is National Kidney Month (an organization helping raise awareness about chronic kidney disease), but are you aware of the lesser known significant days in March - March 9 th – National “Get Over it!” Day – How many times do you tell someone to deal with it? Daily?? March 16 th – National “Everything You Do is Right” Day – Isn’t this true every day?!?! March 19 th – National “Let’s Laugh” Day – Only one day for this? We should make a point to laugh everyday! March 30 th – National “I Am in Control” Day – Is this the day you can officially let everyone know you’re in control or is this declaration because every other day you’re out of control?! Hopefully one of the monthly causes/days inspires you and puts a smile on your face!! Also in March we approach the first day of spring. For those of us who have lived in Southern California our entire lives, the four seasons we experience are summer, after summer, next summer and almost summer. But for those who have truly experienced seasons, spring is a time of rejuvenation and renewal, a fresh beginning after being cooped up for the winter, a time when we do our “spring cleaning.” [President’s Message continued on Page 4] 2015-2016 Officers & Directors President Karen Spencer, Flagship Cruises & Events Vice President Vanessa Davis, Broadway/San Diego Secretary Kristine Hilly, Barney & Barney Treasurer Laura Machado, Marine Group Boat Works Fundraising Co-Directors Holly Stephenson, AT&T Kathy Christmas, Golden Property Management Retention & Recruitment Darlene Banogon, North Island Credit Union Programs Co-Directors Margie Wilson, Flagship Cruises & Events Colette Morel, Manpower Sergeant-at-Arms Director April Hall, Alliant Insurance Group Communications Erin Chapman, Erin Chapman Consulting Advisor Besse Johannsen, Ferris & Britton Chartered April 1950 MARCH 2016 | Vol. 67, No. 3 SAN DIEGO EDITION EWI of San Diego ewisandiego.com
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EWI of San Diego SAN DIEGO EDITION€¦ · Alzheimer’s San Diego, spoke on her organization’s mission to provide San Diego families with hands-on support, information and resources,
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Transcript
1 President’s Message p. 1 & 4 • March Meeting Notice p. 2 • February Meeting Highlights p. 3 • Chapter News and Notes p. 4 • Corporate News p. 5 • Chapter Dates and Events p. 6 • Chapter Leaders p. 7 • Member Firms p. 8
Message from the President Karen Spencer, Flagship Cruises & Events
Greetings! Wow! I can’t believe it is already March!! March is a significant and busy month in many ways, it is Women’s History Month (a month that pays tribute to the generations
of women whose contributions have proven invaluable to society), it is American Red Cross Month (founded by Clara Barton, a humanitarian organization dedicated to helping people in need), it is National Kidney Month (an organization helping raise awareness about chronic kidney disease), but are you aware of the lesser known significant days in March -
March 9th – National “Get Over it!” Day – How many times do you tell someone to deal with it? Daily?? March 16th – National “Everything You Do is Right” Day – Isn’t this true every day?!?! March 19th – National “Let’s Laugh” Day – Only one day for this? We should make a point to laugh everyday! March 30th – National “I Am in Control” Day – Is this the day you can officially let everyone know you’re in control or is this declaration because every other day you’re out of control?! Hopefully one of the monthly causes/days inspires you and puts a smile on your face!! Also in March we approach the first day of spring. For those of us who have lived in Southern California our entire lives, the four seasons we experience are summer, after summer, next summer and almost summer. But for those who have truly experienced seasons, spring is a time of rejuvenation and renewal, a fresh beginning after being cooped up for the winter, a time when we do our “spring cleaning.” [President’s Message continued on Page 4]
EWI Corporate Office: 3860 S. 2300 East, Suite 211, Salt Lake City, UT 84109 / PH: 801.355.2800 / 877.4EWI.NOW │Page 2
Join us at Fleming & Associates, LLC 750 B Street, 33rd Floor | San Diego, CA 92101
Member Firm Fleming & Associates, LLC, a full-service Investment Advisory, Asset and Risk Management Firm founded by Jamie L. Fleming, CFP®, is hosting EWI of San Diego’s March Chapter Meeting. Please join us on the 33rd floor of the Symphony Tower Building to enjoy 360 degree views of San Diego. Jamie will be speaking on the Psychology of Money and how your current mindset may be keeping you from achieving, not only your financial goals, but any other important goals. Don’t miss out on this interactive and life changing presentation!
Tuesday, March 15, 2016
5:30pm/Check-in & Networking 6:00pm/Call to Order & Remarks
6:15pm/Seating for Dinner 7:00PM/Speaker Jamie L. Fleming 7:45pm/Raffles & Closing Remarks
EWI Corporate Office: 3860 S. 2300 East, Suite 211, Salt Lake City, UT 84109 / PH: 801.355.2800 / 877.4EWI.NOW │Page 3
Last month, EWI member Kristine Hilly and Barney & Barney hosted our meeting for Firm Night with dinner catered by EWI member Continental Catering. Guest speaker Mary Ball, President & CEO, Alzheimer’s San Diego, spoke on her organization’s mission to provide San Diego families with hands-on support, information and resources, while advancing critical local research for a cure. Photos by Vanessa Davis (Broadway / San Diego) and Cam Schultz (EmbroidMe San Diego).
February Chapter Meeting Highlights February 16, 2016 – Firm Night at Barney & Barney
Guest speaker Mary Ball, President & CEO, Alzheimer’s San Diego
President Karen Spencer (Flagship Cruises and Events) with Mary Ball
Kristine Hilly (Barney & Barney) leading the chapter in the Pledge of Allegiance.
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EWI of San Diego Monthly Newsletter March 2016
EWISanDiego.com
EWI Corporate Office: 3860 S. 2300 East, Suite 211, Salt Lake City, UT 84109 / PH: 801.355.2800 / 877.4EWI.NOW │Page 4
Chapter News and Notes MESSAGE FROM THE PRESIDENT Karen Spencer, Flagship Cruises and Events [Continued from Page 1]
Spring cleaning isn’t just about sorting through things and getting rid of physical clutter. It can also be about taking stock of who you are and how others see you. It’s a chance to redefine yourself and if desired change your expectations of what you want and where you want to be. Sort of a resolution reboot!! One way to “reboot” may be to change things up a bit, or do something you’ve never done before. Most people love routines, routines are comfortable. They are good in that they help you do what you want in the time needed. However, sometimes routines can quickly become boring. By changing up your routine you just might find it works better. Another “reboot” may be to attempt something you’ve never done before. Even though it might make you nervous or excited thinking about it, once you’ve identified something, just do it! At our February Chapter meeting we discovered how important it is to keep our minds active. Our guest Speaker, Mary Ball from Alzheimer’s San Diego presented us with a very informative program on Alzheimer’s. She explained the statistics of developing Alzheimer’s (1 in 10 people over the age of 65 will develop it, 1 in 3 over the age of 85), the symptoms and signs of the disease, risk factors and important tips for care givers. Although we learned there is not a cure for the disease, diet and exercise can help. Also mixing up our routines and attempting new things that challenge our minds and our bodies are beneficial. I thought by doing my crossword puzzle every day I was challenging my mind, but as we learned, your brain adapts to the same challenge day in and day out. What helps is to do different things!! Learn a new skill, adopt a new hobby, learn a new language or learn to play an instrument. So this March remember to “Spring Clean” your clutter, whether it is sorting through “things” or challenging your body and mind!! As always thank you to Margie Wilson, Colette Morel and Linda Kent, our Programs Committee for planning our wonderful event! Thank you to Member firms Barney & Barney for hosting the event and Continental Catering for providing our amazing dinner. Also special thanks to their representatives Kris Hilly and Maria Ayon for all of the time and effort they contributed to making our meeting a success. Our next chapter meeting will also be a firm night on March 15th at Fleming & Associates, with Jamie Fleming being our guest speaker!! Hope to see you all there! Karen Spencer 2015-2016 EWI of San Diego Chapter President Flagship Cruises & Events
MARCH CHAPTER MEETING REMINDER
All active members have a standing reservation and must send their Chapter meeting regrets by the
EWI Corporate Office: 3860 S. 2300 East, Suite 211, Salt Lake City, UT 84109 / PH: 801.355.2800 / 877.4EWI.NOW │Page 5
March News & Announcements from EWIConnect.com
Spring Conference The Board made the decision to forego a formal Spring Conference this year. This decision was made for this year only and will be considered each year accordingly. In lieu of the Spring Conference, members are encouraged to attend the Southwest Pacific/Northwest Board Forum and LCAM. Corporate Office Corporate office space is still being shown for a possible sublease of all or part of the offices.
Southwest Pacific/Northwest Board Forum Save the date for Saturday, June 18th, 8:00 am – 4:30 pm, at the Hilton Garden Inn San Diego Old Town! EWI of San Diego is hosting a combined Southwest Pacific/Northwest Board Forum. Chapters invited are: Albuquerque, Boise, Calgary, Honolulu, Los Angeles, Phoenix, Pomona Valley, Salt Lake City, San Diego, Seattle, Spokane, Tacoma and Tucson. Meet with members for the benefits of networking, sharing best practices, discussing challenges and brainstorming new ideas. Contact [email protected] for more information. Registration is $100 – includes two meals, work sessions, and meeting materials. For San Diego Members registration cost is $75!
Corporate News SAVE THE DATE!
Southwest Pacific/Northwest Board Forum June 18, 2016 San Diego, CA
Click here for more info
LCAM 2016
Sept. 21 – 24, 2016 Spokane, WA
For info, visit EWIConnect.com>
Connections> Events & Conferences
Professional Development
WEBINAR
Identifying Your Target Market and Your Ideal
Client – How Hard Can It Be? with Cortney Ihde
Certified Business Growth Coach, ActionCOACH
Tuesday, March 1, 12 pm PT
In our work and in our EWI Chapters, we often hear that the process of seeing what we offer is a challenge and sometimes very frustrating. What would happen if it was easier to do both by learning a new way to articulate what we have to offer and the audience we are targeting was getting the message? Do you think our results would be better? Join us for this webinar to learn: how to identify your target market; how to articulate your ideal client/member; practical tips you can implement immediately; and the ability to confidently represent your organization moving forward.
Don’t miss it! Register at http://ewiconnect.com/?page_id=185 Webinars are open to all staff of EWI Member Firms
EWI Corporate Office: 3860 S. 2300 East, Suite 211, Salt Lake City, UT 84109 / PH: 801.355.2800 / 877.4EWI.NOW │Page 6
Chapter Dates and Events
HAPPY BIRTHDAY! March 3 Gail Weed, Transitional Member
March 8 Stephanie Jones, Sustaining Member
March 8 Audrey Nimura, The Westgate Hotel
March 16 Norma Nicolls, USS Midway Museum
March 16 Zelda Waxenberg, Bottles & Wood, LLC
March 17 Colette Morel, Manpower
March 24 Laura Machado, Marine Group Boat Works
March 27 Angela Brill, North Island Credit Union
April 9 Dawn Boese, Sustaining Member April 13 Sarah Esch, Sustaining Member April 23 Jeannie Inman, Sustaining Member April 28 Jamie Fleming, Fleming & Associates, LLC April 28 Rebecca Luers, Luers & Dyer, Certified Public
Accountants
Floral donations courtesy of
LUNCH BUNCHES Join us and get to know Members in smaller groups!
North County│Monthly on the second Tuesday in Solana Beach (The Fish Market -or- Fidel’s.) Connect with Anita Tindall, [email protected], 858.279.2727
Mid-City│Monthly on the last Friday at various locations. Connect with Cam Schultz, [email protected], 858.571.0574
Downtown│Monthly on the first Wednesday at The Westgate Hotel. Connect with Patti Parsons, [email protected], 619.370.2535
Member Get A Member Campaign - Win $100! EWI Membership Incentive Raffle
Here’s how it works│For each referral who joins as a New Member between October 1, 2015 - September 30, 2016, you will receive one raffle ticket. At the end of the recruitment period, all tickets are entered into a RAFFLE DRAWING FOR A CASH PRIZE of $100!