2012a n n ua l2 013 report€¦ · 2 • ewi 2012 –2013 annual report the year-in-re view a...
TRANSCRIPT
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
4 • EWI 2012–2013 ANNUAL REPORT
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
EWI 2012–2013 ANNUAL REPORT • 5
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
6 • EWI 2012–2013 ANNUAL REPORT
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
EWI 2012–2013 ANNUAL REPORT • 7
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
8 • EWI 2012–2013 ANNUAL REPORT
CareersLeadership Conference & Annual Meeting
2013
EWI 2012–2013 ANNUAL REPORT • 9
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.
10 • EWI 2012–2013 ANNUAL REPORT
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
EWI 2012–2013 ANNUAL REPORT • 11
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!
12 • EWI 2012–2013 ANNUAL REPORT
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
EWI 2012–2013 ANNUAL REPORT • 13
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
14 • EWI 2012–2013 ANNUAL REPORT
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
EWI 2012–2013 ANNUAL REPORT • 15
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
16 • EWI 2012–2013 ANNUAL REPORT
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
EWI 2012–2013 ANNUAL REPORT • 17
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
hh
hh h h
h
hh