Thursday, March 1, 2018Swissôtel Chicago

Better Business Bureau

Serving Chicago & Northern Illinois

ANNUALDINNERMEETINGBetter Business Bureau

Serving Chicago & Northern Illinois

ANNUALDINNERMEETING

2018

Thursday, March 1, 2018Swissôtel Chicago

Presented By:

Please use #BeMore for all photos and posts shared on social media throughout tonight’s event:

@ChicagoBBB @ChicagoBBB @ChicagoBBB

ANNUALDINNER MEETING2018

National AnthemBlake Alexander

InvocationMsgr. Kenneth VeloDePaul University

WelcomeSteve J. BernasBetter Business Bureau

Presenting SponsorShane PrintPNC Bank

Dinner Service

Introduction of DaisAllison Rosati & Rob StaffordNBC 5 News

Board of Directors NominationsThomas GrahamAiroom LLC

Secretary’s ReportDennis OntanedaCombined Insurance

Treasurer’s ReportChuck GavzerCataldo Family Enterprises

Educational Foundation ReportAllen RodriguezRodriguez Consulting

President’s ReportSteve BernasBetter Business Bureau

CloseKim SvobodaBBB Vice Chair,Aspiration Catalyst

WelcomeKim SvobodaBBB Vice Chair,Aspiration Catalyst

Anniversary Honorees

75 YearsJohn IdlerABC 7 Chicago

90 YearsRussell FreemanCoyne College

Diogenes AwardCharlie WojciechowskiNBC 5 Chicago

Baumhart Lifetime Achievement AwardRoy SpencerPerma-Seal

Torchbearer Award Robert Marcocchico Assurance Agency

Introduction of Featured Speaker Shane Print PNC Bank

Featured Speaker Dan Hampton Super Bowl-winning Chicago Bear Sports TV & Radio Personality and Analyst

Gift DrawingAbt ElectronicsApple VacationsChicago Sun-TimesChicago Tribune Media GroupLISA AppTiffany & Co.

Winners must be present

SCHEDULE OF EVENTS

SALADMixed Greens | Roasted Peppers | Balsamic Figs |

Goat Cheese | Balsamic Vinaigrette

ENTRÉEHerb Crusted Butter Chicken | Acorn Squash |

Asparagus | Pesto Cream

Vegetarian Alternative Available Upon Request

DESSERTPassion Fruit Cheesecake

Fresh Brewed Gourmet Coffee and Tea

MENU

ANNUALDINNER MEETING2018

SPONSORSSPONSORS

SILVER SPONSORS

BRONZE SPONSORS

BRONZE SPONSORS

MEDIA SPONSORS

®

WINDOWWORKS

WINDOWWORKS

800-421-SEAL permaseal.net

ANNUALDINNER MEETING2018

Emir C. AbinionFox Valley Auto Group

Irwin AbramsWalgreen’s

Billy AbtABT Electronics & Appliances

Jack ArslanianMiniMoves, Inc.

Ed BachlerNombach Home Exteriors

Brian K. BarkleyAccess One, Inc.

Christina K. Frank BaveryMB Financial Bank, N.A.

Mike BettenhausenBettenhausen Automotive

David BreenSpecial Olympics Illinois

Jan BreyneAutomated Data Processing (ADP)

Joseph B. BrocatoGozdecki, Del Giudice, Americus, Farkas & Brocato LLP

CHAIRMAN:

Carlos M. MinettiDiscover Financial Services

IMMEDIATE PAST CHAIR:

Carl G. JacobsonLifecare Innovations

TREASURER:

Charles A. GavzerCataldo Family Enterprises

SECRETARY:

Dennis R. OntanedaCombined Insurance

VICE CHAIR:

Roy SpencerPerma-Seal Basement Systems, Inc.

VICE CHAIR:

Karrie GibsonYerbae Enhanced Sparkling Water

VICE CHAIR:

Kimberly A. SvobodaAspiration Catalyst

VICE CHAIR:

Matt ButeCars.com

PRESIDENT & CEO:

Steve J. BernasBetter Business Bureau/Chicago

OUTSIDE COUNSEL:

Ryan B. JacobsonSmithAmundsen LLC

Rick BrouwerBrouwer Bros Steamatic

Paul C. CarlisleWintrust Commercial Banking

Cindy Chiappe-KayCummins Allison

Ilene CollinsApartment People

Paul CorvinoClear Channel Outdoor

Timothy J. CzechIntegrated Project Management Company, Inc.

Nicholas DacanayU.S. Department of the Treasury

Bob DalaskeyNew World Van Lines

Jeffrey DannRJ2 & Associates, Inc.

Duane G. DebsWest Suburban Bank

Steve DeZaraGalaxie Home

Mark T. DoyleNational Van Lines, Inc.

Ted FalgeMidas International

Gina FisherThe Autobarn Volkswagen of Countryside

Jeffrey J. FloerkeChicago White Sox

Russell T. (Wicker) FreemanCoyne College

William M. FulleTiffany & Co.

Joseph M. GagliardoLaner, Muchin, Dombrow, Becker, Levin and Tominberg, Ltd.

Ed GarciaWireless Central LLC

Elizabeth Moe GarciaAdtalem Global Education

A.F. (Duffy) GaynorIBM Corporation

Errol GerberWGN-TV

Dave GoesMorningstar, Inc.

Dan GoldenBe Found Online

Shelley GoodmanAT&T Mobility

Michelle A. GouldBMO Harris Bank

Thomas D. GrahamAiroom LLC

Peter GrandeState Farm Insurance

E. Barry GreenbergThe Greenberg Law Firm

David P. GutmanDavid Gutman Consulting

Dave HamelMSI

Timothy D. HutchisonThe Inland Real Estate Group, Inc.

Clark H. JohnsonFinishingChicago.com

Christopher M. KariotisUnited Auto Insurance Agency, Inc.

Stephanie W. KeenanWBBM-TV/CBS 2 Chicago

David KellyYP Marketing Solutions

Carla Young KennedyLieberman Management Services

Christopher E. KentraCozen O’Connor

Alison LaffeChicago Sun Times

Gary LangGary Lang Auto Group

Brian LaPelusaLaPelusa Home Improvement, Inc.

Brian LeonardCardio Partner Resources, LLC

Alicia LylesAAA Chicago

Robert MarcocchioAssurance Agency, Ltd.

Mike MartyCDW

Paul MatsonMcDonald’s USA

Dan J. McLaughlinBuilders Association

Howard MedleyMedley’s Moving & Self Storage

Harold (Sandy) MengerPave Man, Inc.

Dale MuellerChicagoland AAMCO Dealers

David MusialFour Seasons Heating & Air Con-ditioning

Bruce O’NealMatthews Roofing Company, Inc.

Jeff OrdunoUrban Equity Properties, LLC

Nichole R. OwensComEd

Ileene PasetWFLD/WPWR

Steve PiwowarWindowWorks, Inc.

Shane K. PrintPNC Bank

Robert RichmondThe LISA App

Teresa RixABC 7 Chicago

Jason RobertsAdvantage Toyota of River Oaks

Allen A. RodriguezRodriguez Consulting

Carlos San JoseConsultant

Patrick SantoroRestore Construction, Inc.

Vickie SchutzeThe Northridge Group, Inc.

David SloanChicago Automobile Trade Association

David SparksSparks Consulting, LLC

Brandin A. StewartNBC 5 Chicago

Jerry S. StockU.S. Waterproofing

Rocco TarasiBankers Life

Robert T. Tighe, CPA, MST, CVATighe, Kress & Orr P.C.

Andrew L. WellsNormandy Construction Co., Inc.

John WellsHilton Chicago

James W. WicklanderLCP, Inc.

Michelle Wight-SandsLSC Development

Kenneth WilliamsChicago Shred Authority

Julie YurkoNorthern Illinois Food Bank

Jerry ZientyJerome A. Zienty & Associates, P.C.

BOARD OF DIRECTORS BOARD OF DIRECTORS

ANNUALDINNER MEETING2018

FINANCIAL HIGHLIGHTS & STATEMENT OF ACTIVITIES 2017 COMMUNITY IMPACT

Total Complaints Filed:

43,339(Top Industries by Complaint Numbers)

1. Department Stores 2. Coupon Book Promotions 3. Credit Reporting Agencies 4. Carpet and Rug Dealers 5. Auto Dealers - New Cars

Customer Reviews:

37,230(Top Industries by Total Reviews)

1. Ticket Sales – Events 2. Customer Finance and Loan Companies 3. Athletic Organizations 4. Roofing Contractors 5. Auto Warranty Processing Service

Inquiries Received:

5,463,244(Top Industries by Inquiry Numbers)

1. Contractors- General 2. Roofing Contractors 3. Ticket Sales - Events 4. Consumer Finance and Loan 5. Attorneys & Lawyers

Accredited Businesses:

9,000+

Business Profiles In Our Service Area:

145, 685

Local Media Impressions:

40 million

Outreach Activities:

450

Instances of Service:

5,539,558STATEMENT OF ACTIVITIES

Years Ending August 31UNAUDTIED

4,619,3686,108,2264,293,4181,814,808

7,408,7497,261,940

146,809

3,972,6515,190,186

3,795,3591,394,827

6,945,7776,878,881

66,896

FINANCIAL HIGHLIGHTS

TOTAL OPERATING REVENUEAccreditation Revenues & Fees

Marketing & Sponsorship RevenuesSpecial Event Revenues, Net of Direct Costs

Contributions In-kind & Donated ServicesOther Revenues

Total Operating Revenue

OPERATING EXPENSESProgram

Membership DevelopmentManagement & General

Event Planning & PromotionTotal Operating Expense

NET OPERATING REVENUE

OTHER INCOME (EXPENSE)Interest & Dividends

Unrealized Gains (Losses) on InvestmentsRealized Gain (Loss) on Investments

Unrelated Business Income Tax ExpenseTotal Other Income (Expense)

INCREASE (DECREASE) IN NET ASSETS

NET ASSETS, BEGINNING OF THE YEAR

NET ASSETS, END OF THE YEAR

Cash & InvestmentsTotal Assets

Total LiabilitiesNet Assets

Total Operating RevenueTotal Operating Expense

Net Operating Income

5,759,412739,181

176,809680,135

53,2127,408,749

3,118,8682,964,036

812,070366,966

7,261,940

146,809

96,235166,10216,349(5,514)

273,172

419,981

1,394,827

1,814,808

5,452,176712,216182,277

502,83296,276

6,945,777

3,057,2952,915,320624,540281,726

6,878,881

66,896

102,188175,848

(93,803)(61,429)122,804

189,700

1,205,127

1,394,827

2017 2016

UNAUDITED

YEARS ENDED AUGUST 31st

ANNUALDINNER MEETING2018

The Lifetime Achievement Award is named in honor of James E. Baumhart, the immediate past president and CEO of the Better Business Bureau serving Chicago and Northern Illinois. He served in those capacities for more than 18 years, and dedicated a total of 43 years to the BBB and its commitment to enhance an ethical marketplace.

The Torchbearer Award is the organization’s most prestigious honor and is the recognition that all active BBB supporters strive for. It is presented to a business, civic or government leader in the community who has made significant efforts, with demonstrable results, to assist in spreading the spirit and practices that the Better Business Bureau stands for – ethics, fairness, trustworthiness and the concept of business self-regulation.

Roy Spencer, Founder & President Perma-Seal Basement Systems

Roy Spencer was born and raised in Valparaiso, Ind.,

where he exhibited early entrepreneurial tendencies

by mowing lawns, and selling newspapers, garden

seeds, and greeting cards.

Roy’s first job after graduating from college was with

Kresge Corporation, where he soon realized he was

not comfortable with large corporate culture.

Answering an ad for a management trainee, Roy was

hired by a national waterproofing company, given a

shovel and told to “manage this.” He soon became

the production manager for their Atlanta office.

The next year he accepted a position with Jet-Dry Waterproofing in Lombard, Illinois.

After working for these companies, Roy was unhappy with their “patch ‘em now

and service ‘em later” approach and decided to strike out on his own as Perma-Seal

Waterproofing, dedicated to the idea of providing affordable, permanent repairs to

homeowners struggling with wet basements.

Today, hundreds of thousands of jobs later, the commitment and focus has not

changed. Perma-Seal has grown from one truck and one employee, to over 80 trucks

with nearly 200 employees. and has been recognized many times over the years.

Roy and his company have been honored many time. Some of these awards include

the Better Business Bureau’s Torch Award for Leadership in Marketplace Ethics

(twice), Ernst & Young Entrepreneur of the Year in retail & consumer products

category, as well as The Business Ledger’s Annual Award for Business Excellence.

Robert Marcocchico, Partner, Assurance Agency, Ltd.

For more than 34 years, Rob Marcocchio has

worked at Assurance. During that period, he

has been part of the management team and

Board of Directors that grew the insurance

brokerage into a $100 million operation. Rob

was personally responsible for starting the

company’s highly successful employee benefits

division in 1992.

Assurance is currently the largest independent

insurance brokerage in Illinois and the 41st

largest overall in the United States, placing well

over $1 billion in annual premiums for more than

6,000 clients nationwide.

Rob is a proponent of building strong client relationships for long-term

success. He’s detail-oriented, transparent, loyal to his clients and uses those

same traits to help recruit and mentor insurance brokers. He is proud to say 11

of his direct hires now hold leadership/equity positions at Assurance.

Rob sat on the Assurance Board of Directors for 15 years, as well as the Italian

Chamber of Commerce. He currently sits on the Board of Directors for the

Better Business Bureau.

Additionally, Rob has been an equine enthusiast for the last 55 years.

What started out as a hobby has led to a business that involved breeding

partnerships with over 40 horses including those belonging to former ABC 7

News Anchor, Ron Magers.

TORCHBEARER AWARD BAUMHART LIFETIME ACHIEVEMENT AWARD

2018 RECIPIENT2018 RECIPIENT

ANNUALDINNER MEETING2018

DIOGENES AWARD FEATURED SPEAKER

The Diogenes Award is presented to a media person who exemplifies the goals and principles of the Better Business Bureau to support and foster an ethical marketplace benefiting both consumers and businesses. The Award is named after the ancient Greek philosopher, Diogenes, who was said to have traveled the streets of Athens with a lantern looking for an honest man.

Charlie Wojciechowski, TV Reporter NBC5 News

Since joining NBC5 News in 1991, Charlie

Wojciechowski has covered stories ranging

from the Jeffrey Dahmer serial murders in

Milwaukee to the Chicago visit of former Polish

President Lech Walesa.

He has also covered numerous legal

proceedings including the Family Secrets

trial, the R. Kelly trial, the trials of both Browns

Chicken murder suspects as well as the trials of

Governors Rod Blagojevich and George Ryan.

In addition to his usual reporting duties, Charlie

hosts Tech Trends technology segments.

In 1998, Charlie received the Gold Bell Award for his coverage of mental health

issues. He also received numerous regional Emmy Awards

Charlie was born in Evanston and raised in Chicago and Lincolnwood. In 1980,

he graduated from Loyola Academy in Wilmette. After studying in Italy and

Switzerland, he earned a Bachelor of Science Degree in Political Science and

International Relations from Carleton College in Northfield, Minnesota. In 1985,

he received his master’s degree in Journalism from Northwestern University

in Evanston.

Before returning to Chicago, Charlie worked for KWQC-TV, the NBC affiliate

in Davenport, Iowa. There, he specialized in business and labor reporting.

Charlie and his wife Kate live in Chicago.

Dan Hampton Super Bowl-winning Chicago Bear, and Sports TV and Radio Personality and

Analyst

Better known to many as “Danimal,”

Daniel Oliver Hampton is a retired

Hall of Fame American football

defensive tackle who played 12

seasons for the Chicago Bears from

1979-1990. In 1985 he was a member

of the Super Bowl-winning team. He

was elected to the Pro Football Hall

of Fame in 2002.

An outstanding and versatile defensive lineman, Hampton would play 12 sea-

sons with the Bears. Six times he earned first- or second-team All-Pro honors as

either a defensive tackle or defensive end.

Nicknamed “Danimal” for his ferocious style of play, Hampton persevered

through knee surgeries and injuries to be recognized as one of the game’s most

dedicated and well known players.

It’s for the 1985 season, however, that Dan and the Bears’ defense are best

remembered. That year, the stingy Chicago defense under the coaching of Mike

Ditka and Buddy Ryan, allowed just 198 points and shut out both opponents in

the NFC playoffs. The Bears went on to destroy the New England Patriots 46-10

in Super Bowl XX, allowing just 123 total yards and sacking Patriot quarterbacks

seven times.

Hampton continued to play at a high level until finally retiring in 1990, becoming

only the second ‘Bear’ to play in three different decades. He continued his love

for sports as a dynamic sports broadcasting personality on both TV and Radio.

Hampton, married to his wife Gina in 2002, has two children. He participates in

number of golf tournaments that raise funds for various charities in support of

children in the Chicago area.

2018 RECIPIENT

ANNUALDINNER MEETING2018

BBB Accreditation is an honor – and not every business is eligible. Businesses that meet our high standards are invited to join BBB. Businesses deemed to meet Accreditation Standards are presented to the BBB’s Board of Directors for review and acceptance as a BBB Accredited Business. For more information please visit www.BeMoreWithBBB.org.

All BBB Accredited Businesses have agreed to live up to our Standards for Trust, a comprehensive set of best practices for how businesses should treat the public in a fair and honest manner. BBB does not compare businesses against each other but rather evaluates businesses against our standards – and our standards clearly speak to the character and competence of an organization.

90 YearsCoyne College

75 YearsABC 7 Chicago

25 YearsAndy’s Custom Gutters, Inc.Area Mechanical, Inc.Avondale Roofing, Inc.College Pro PaintersE C P, Inc.Excel WindowsFortified System & Services, Inc.Glen Ellyn Auto Body, Inc.Hayes MechanicalJoe Hoffelt Construction, Inc.LDR Construction Services, Inc.National Bankcard CorporationPathfinder Wealth Management, Inc.Ricondo & Associates, Inc.Rockford Heating & A/C, Inc.Softer Lite Window Co.Theisen Roofing & Siding Co.United Services by Permaco, Inc.Urban Imaging Group, Inc.W W Holt Funeral Home, Inc.

2017 John A. Janicik

2016C. Steven Baker

2015Dayle Gillett

2014Dennis Ontaneda

2013David Kelly

2012Doris K. Christopher

2011Lisa Madigan

2010Allen Rodriguez

2009A.F. “Duffy” Gaynor

2008Howard Medley

2007Dale Mueller

2006Jerry Cizek, III

2005Robert Abt

2004James Winikates

2003Richard M. Ravin

2002James Briles

2001James W. Aldrich

2000Cecil Treadway

1999David W. Maher

1998Michael J. Corrao

1997James E. Ryan

1996Michael S. Reeves

1995Ira Nathanson

1994John E. McArdle

1993Raymond C. Baumhart, S.J.

1992Gerald M. Cole

1991Roger T. Hughes

1990 James R. Thompson

1989 Bernice Lavin

1988 Robert E. Page

1987 Gertrude D. Crain

1986 Benjamin J. Gingiss

1985 William G. Stratton

1984 William D. Hendry

1983 John D. Gray

1982 Charles L. Brown

1981 Thomas V. King

1980 Stanton R. Cook

1979 Michael A. Bilandic

1978W. Clement Stone

1977 John H. Johnson

1976 Richard J. Daley

1975 A. Dean Swift

1974 Gerald A. Sivage

1973 Robert Hanrahan

1972 Gabe Joseph

1971 Leo Burnett

1970 Patrick L. O’Malley

1969 Fairfax Cone

1968 Irving Seaman, Jr.

1967 Ward Quaal

BBB ACCREDITATION, ANNIVERSARIES TORCHBEARER RECIPIENTS

MILESTONE ANNIVERSARIES

2018 TORCHBEARER RECIPIENTS

ANNUALDINNER MEETING2018

2017 Bob Abt

2016 Cecil E. Treadway

2015 Michael E. Stanczak

2014 Carol Cooling

2013 Gerald. M. Cole

2010Jerry H. Cizek III

2017Sergiusz Zgrzebski

2016Andrea Darlas

2015Jason Knowles

2014Dorothy Tucker

2013Leah Hope

2012John Yates

2011 Hosea Sanders

2010 Pam Zekman

2009 Darlene Hill

2008 Lisa Parker

2007Stephanie Zimmermann

DIOGENES AWARD RECIPIENTS & LIFETIME ACHIEVEMENT AWARD RECIPIENTS

RECIPIENTS OF THE

DIOGENES AWARD

RECIPIENTS OF THE

JAMES E. BAUMHART LIFETIME ACHIEVEMENT AWARD