EWI of San Diego SAN DIEGO EDITION€¦ · Alzheimer’s San Diego, spoke on her organization’s...

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]

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

https://www.facebook.com/pages/EWI-of-San-Diego/116142945126755

http://www.ewisandiego.com/

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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 │

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

Buffet Dinner Catered by Symphony Bistro Greek Salad/Romaine Lettuce, Feta, Garbanzo Beans,

Pepperoncini, Cherry Tomatoes, and Black Olives served with Herb Dressing

Tzatziki Sauce and Pita Bread

Saffron Long Grain Rice

Marinated Chicken Kabobs with Grilled Vegetables

Vegetarian Option/Grilled Vegetable Kabobs with Zucchini, Squash, Eggplant, Bell Peppers and Onions

Assorted Desserts

Alcoholic and Non-Alcoholic Beverages

Hosted by Fleming & Associates, LLC

$45/Active Members & Guests $40/Sustaining & Life Members

Regrets & Guest Deadline/Wed., Mar. 9th

All active members have a standing reservation

and will be billed $45 unless regrets are submitted by the deadline to:

[email protected]/619.849.3746

Parking/Valet parking is $15 after 5pm. Metered parking rates vary. The parking lot on the corner

of 8th & B Street is $10 after 5pm.

Chapter Meeting Notice – Firm Night

Jamie L. Fleming



https://twitter.com/EWISanDiego



http://www.flemingandassociatesllc.com

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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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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

deadline or your firm will be billed $45.

Regrets & Guest Deadline:

Wednesday, March 9th

[email protected] 619.849.3746

REGISTER HERE

EWI of San Diego

@EWISanDiego

SOUTHWEST PACIFIC/NORTHWEST

BOARD FORUM

Saturday, June 18th

8:00 am – 4:30 pm

Hilton Garden Inn Old Town

Meet with members for the

benefits of networking, sharing

best practices, discussing

challenges and brainstorming

new ideas. Registration is $100

– includes two meals, work

sessions, and meeting

materials.

For San Diego Members

registration cost is $75! Contact

[email protected].




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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

mailto:[email protected]

http://www.ewisandiego.com/connections/southwest-pacific-board-forum

http://ewispokane.org/community/calendar/event/lcam-2016-coming-spokane

http://ewiconnect.com/?page_id=185

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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!

Please send referrals to [email protected]

UPCOMING CHAPTER MEETINGS

Monthly on the third Tuesday

unless otherwise noted

--------------------------------

March 15, 2016 Fleming & Associates, LLC at

Symphony Towers 5:30 p.m.

April 19, 2016 Garden Hilton Inn Old Town

5:30 p.m.

May 17, 2016 Peohe's

Executive Luncheon 11:00 a.m. – 2:00 p.m.

June 21, 2016 San Diego Watercolor Society

5:30 p.m.

July 19, 2016 TBD

5:30 p.m.

--------------------------------

Chapter Board Meetings

Monthly on the first Wednesday

– All Members are welcome – Contact Karen Spencer [email protected]

http://sdfbc.com/index.html

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EWISanDiego.com


Thank You to our Chapter Leaders 2015-2016

Thank You to our Committee Chairs 2015-2016

PRESIDENT

Karen Spencer Flagship Cruises & Events [email protected]

VICE PRESIDENT/ PRESIDENT-ELECT

Vanessa Davis Broadway/San Diego

[email protected]

RETENTION & RECRUITMENT Darlene Banogon North Island Credit Union [email protected]

FUNDRAISING CO-DIRECTOR

Holly Stephenson AT&T [email protected]

TREASURER

Laura Machado Marine Group Boat Works [email protected]

FUNDRAISING CO-DIRECTOR

Kathy Christmas Golden Property Management [email protected]

SERGEANT-AT-ARMS

April Hall Alliant Insurance Group [email protected]

LITERACY Lourdes Navarro eIRONclad Technology Solutions [email protected]

COURTESY

Sarah Esch Sustaining Member [email protected]

LAS PRESIDENTES PASADAS

Dolores Kelly Life Member [email protected]

ADVISOR

Besse M. Johannsen, Esq. Ferris & Britton [email protected]

PROGRAMS CO-DIRECTOR

Margie Wilson Flagship Cruises & Events [email protected]

ASIST AWARDS

Jamie Fleming, CFP Fleming & Associates, LLC jamiefleming@fleming andassociatesLLC.com

SECRETARY

Kristine Hilly Barney & Barney kristineh@ barneyandbarney.com

EWISP AWARDS

Pat Evans San Diego Convention Center Corporation [email protected]

COMMUNICATIONS Erin Chapman Erin Chapman Consulting

[email protected]

PROGRAMS CO-DIRECTOR

Colette Morel Manpower [email protected]

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A Health Source

Ace Parking

Alliant Insurance Services

AT&T

Barney & Barney

Berkshire Hathaway – Jacobo

Realty Group

Bottles & Wood, LLC

Broadway / San Diego

Cohn Restaurant Group

Continental Catering, Inc.

Cush Enterprises

eIRONclad Technology Solutions

EmbroidMe San Diego

Enhancery Jewelers

Erin Chapman Consulting

Ferris & Britton

Flagship Cruises and Events

Fleming & Associates, LLC

Francis Parker School

Golden Property Management – GPM

Goldfield Stage & Company

San Diego Chapter Members

TRANSITIONAL MEMBER Gail Weed

SUSTAINING MEMBERS Barbara Bennett Stephanie Jones Dawn Boese Linda Kent Sarah Esch Joan Lewan Millie Goddard Patti Parsons Jeannie Inman Marge Suess

LIFE MEMBERS Adele Asmer Teresa Mattson Gracia Hinesh Nancy Meyer Stephanie Hitt Anita Tindall Dolores Kelly Danny Yeakel

HONORARY MEMBER Vince Benstead

MEMBER FIRMS Integrative Insomnia

& Sleep Health Center

J. Dixx Photography

Luers & Dyer CPAs, LLP

MaFe, LLC

Manpower

Marine Group Boat Works

National Asset Direct/iServe

Companies

North Island Credit Union

Parma Management Company, Inc.

San Diego Convention Center Corp. San Diego County Regional Airport Authority

San Diego Flowers by Coley

San Diego Public Library Foundation

San Diego Theatres, Inc.

Smart City Networks

USS Midway Museum

Viejas Casino & Resort

The Westgate Hotel

MISSION Executive 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.

VISION To be a global women’s organization

of 5,000 engaged members empowering others for positive

change.

VALUES Integrity | Excellence | Respect |

Collaboration

ewiconnect.com [email protected]

Share your news and photos in the monthly CONNECT

Submission deadline:

April Issue – March 31, 2015

[email protected]

JUST ONE!

Have you met the challenge?

Every EWI member brings on

one new member!

Send referrals to

[email protected]

EWI of San Diego SAN DIEGO EDITION€¦ · Alzheimer’s San Diego, spoke on her organization’s...

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