The document provides an overview of the CBIZ Women's Advantage program and its activities in winter 2013. It thanks members for their support over the past year and previews plans for 2014. It highlights the success of the 2013 Dress for Success fundraising campaign and CWA networking events. Client spotlights provide profiles of individuals passionate about empowering women.
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The Advantage Newsletter - December 2013 - CBIZ Women's Advantage
1. CBIZ
Women’s
Advantage
Winter 2013
Advantage
The
Special Thanks to You!
Inside
This Issue
Dress for Success
Campaign Results
Page 2
CWA 2013
Networking Events
Page 3
CWA Snaps!
Page 3
CWA Spotlight:
Fiona Hotston Moore
Page 4
Slideshare ... Still
a Favorite!
Page 4
This is one of my favorite times of the year and
not necessarily for the reason you might think.
Of course, I love the Holidays! But in the context
of our CBIZ Women’s Advantage Program, this
time of the year allows me to both look back on
all of our successes in 2013 (enjoy our pictures
and notes on our recent networking and our
annual national community outreach events)
and, at the same time, become excited for all of
our projects, plans and pilots for 2014. There is
so much discussion these days surrounding the
importance of “solidarity of women” to the
development and advancement of women.
At CBIZ, I am convinced
that our success is largely
due to CBIZ Women
Helping Women in our
communities, in business
development, in setting
stretch professional goals
for 2014 … and in always
saying “Yes, we can do
Nancy Mellard
it!” My personal thank
you to our CWA
Leadership and to all of our talented women
within CBIZ.
Joy Foster: Consumed in JVS and the Community
When Brent Wilson, Managing Director, CBIZ
MHM Kansas City, nominated the Executive
Director of long time
audit client Jewish
Vocational Services (JVS)
for The Advantage client
spotlight, he could not
emphasize enough the all
consuming love she has
for the community.
Joy Foster has been the
Executive Director at JVS
Joy Foster
for more than 15 years.
She received a Bachelor and Masters degree in
Public Affairs and spent ten years at Catholic
Charities before joining JVS.
JVS was established in 1949 to assist holocaust
survivors, refugees and displaced persons build
new lives in this country. Today, JVS has
expanded their services to anyone with a barrier,
whether due to physical or developmental
disabilities or acculturation difficulties. JVS
engages, encourages and empowers people to
achieve social, cultural and economic integration.
Through her work, Joy is consumed in the
community. “I am involved in everything we do at
JVS and want to know and understand all of it.
Being accessible and involved at all aspects is
crucial; you really get to know and understand
the needs of the community so you can then
better develop programs around those needs.”
Throughout her career, Joy has worked closely
with all groups at JVS, but one of the things that
has truly touched her is seeing the advancement
of women, especially through the JVS refugee
and social work programs. These programs
- See Joy Foster on page 3
“CBIZ Women Helping Women Succeed in Business”
2. CBIZ Women’s Advantage
Winter 2013
National Campaign
Highlights
Dress for Success National Campaign
chairs Jennifer Gray and Bonnie
Hembrock are pleased to report the
best fundraising year to date for CBIZ.
Through the generosity of all our
associates nationwide and the
countless hours of planning and event
coordination by members of the
fundraising committees, CBIZ offices
raised more than $10,000 over last
year ... for a grand total of $34,818!
2013 DFS Campaign
CBIZ Office
DFS
Affiliate
CBIZ
Contact
Amount
Raised
Kansas City Team, KS
Connections to Success
Alex Zelie
$
4,227.00
NEO (Cleveland & Akron)
DFS Cleveland
Lori Novickis
$
5,251.00
New York
DFS World Wide
Erika Rotheim
$
2,915.00
Chicago & Naperville
DFS Chicago
Kelly Wilborn
$
3,241.00
Plymouth Meeting
DFS Philadelphia
Susannah Roberts
$
3,130.00
Congratulations to everyone for an
outstanding 2013 DFS Campaign!
Minneapolis
DFS Twin Cities
Anne Ledwein
$
2,831.00
St. Louis
DFS St Charles
Karen Grasso
$
1,592.00
Local Spotlights
Bethesda/Columbia Combined
DFS DC
Karen Clark
$
3,678.00
Colorado
DFS Denver
Jewel King
$
1,850.00
San Diego
DFS San Diego
BreeAnn Shaver
$
1,000.00
Phoenix
DFS Phoenix
Pattie Stahm
$
2,398.00
Dublin
DFS Dublin
Jennifer Yorke
$
655.00
Salt Lake City
United Way of Salt Lake City
Mary Kay Griffin
$
1,950.00
Memphis
DFS Memphis
Megan Murdock
$
100.00
$
34,818.00
CBIZ Bethesda hosted a networking/
fundraising kickoff event at the
Bethesda Country Club to benefit Dress
for Success DC (DFS), and generated
$2,000 for the DFS local summer
fundraising campaign.
TOTALS
(L-R) From CBIZ Karen Clark, Carolina Bate,
Wendy Ricker, and Leigh Ann Sipple
CBIZ St. Louis raised $1,600 in their
month-long DFS campaign effort.
Denise Mills, Chief Mindset Officer at
LeaderFuelNow, (far right) with her daughters
before presenting “Networking: A New
Perspective.”
Just a few of the accessory items
collected during the CBIZ St. Louis DFS
campaign.
2
Rooftop Cocktails in San Diego!
3. CBIZ Women’s Advantage
Winter 2013
CWA Networking Events in 2013
CBIZ and Mayer Hoffman McCann’s Bethesda Mid-Atlantic Model
Cities Group was the title sponsor of the 2013 SmartCEO’s
Brava! Awards in July. Nancy Mellard (left) was a Podium
Speaker at this event. This event celebrates female CEOs who
combine their irrepressible entrepreneurial spirit with a passion
for giving back to the community. These CEOs have become
exemplary leaders in their companies and the community at
large by encouraging local philanthropy, mentoring fellow CEOs
and setting their companies on the path to tremendous growth.
“Developing and advancing
the talents of women in
the workplace at all levels
is not a gender issue.
It’s a business issue.”
NANCY MELLARD
National Leader, CBIZ Women’s Advantage
Executive VP, General Counsel, CBIZ Employee Services
women
women
business
CBIZ
helping
CBIZ MHM Memphis sponsored the Memphis
Business Journal “Super Women in Business”
awards luncheon in July. During this event Megan
Murdock had the opportunity to spotlight CWA and
our efforts. Preceding the luncheon, the Memphis
office hosted their own pre-event to celebrate past
and present honorees. More than 50 of these
honorees attended the pre-event, providing a great
opportunity for additional networking.
succeed in
More than 300 women attended the
8th annual CBIZ and CWA Hot Pink
event in October, hosted at the CBIZ
Kansas City office. The event raised
over $22,000 for Back in the Swing®,
a national grass-roots organization
dedicated to improving and protecting
joyful, healthy and proactive life after
breast cancer.
CWA Snaps!
Cheryl Callhoun was nominated for
the LA Magazine’s “L.A. Woman” –
The L.A. Woman is devoted to
community larger than herself. She
is dedicated to serving, leading and
mentoring. She is an innovator. She
is inspiring. Congrats Cheryl!
Mary Kay Griffin was selected to
receive the “Pathfinder” Award at
the Salt Lake Chamber “Women in
Business” Conference and Athena
Luncheon in November.
Megan Murdock was named in the
Commercial Appeal as a Memphis
Woman to Watch. Read more about
Megan here.
Carolyn Watley was recently featured
in The Kansas City Business Journal
in an article titled “5 ACA-Related
Questions for All Small Businesses.”
Karen Fenaroli was recently
featured in a video discussing “How
to Find a Leader.”
The Advantage is
CBIZ
published by
CWA.
The
Advantage Kansas City
Editorial Staff:
Alex Zelie (CBIZ
MHM), Joellen
Messerli and
Andria Mitra
(CBIZ B&I)
Women's
Advantage
Joy Foster...
Continued from cover
Spring 2013
Nancy's Letter
primarily work with women refugees and
victims of domestic violence and trafficking.
“These women come from a culture where
the ‘outside of the home’ value of women is
not recognized,” informed Joy. A large part of
what JVS does is help these women integrate
into the community by providing services and
working with a variety of agencies to help
them better understand and navigate through
these experiences. “It is amazing to see
women who have not experienced the
opportunities we are accustomed to thrive
socially and economically in our community,”
continued Joy.
Inside
This Issue
Avoid a Career Capsize
Page 2
What Do You Think?
If you haven’t had a chance to check out the updated website, follow this link http://intranet.
cbiz.com/cbizwomensadvantage/home.aspx. We’ve updated the information, added an events
calendar and added links to all the social media sites. Bookmark this page for quick access to
all things CWA.
sional development and
their career paths clearly
show that it is that professionalism and positioning
that proves the point …“in
the end it’s all about performance!” By the way –
our CEO is also CWA’s #1
Champion! Again, I hope
you enjoy this edition of
Nancy Mellard
our newsletter and I
always value your comments.
– Nancy Mellard, CWA National Leader
CWA Snaps!
Page 2
CBIZ Memphis
Creates Back-to-Back
CWA Buzz
Page 3
Maximizing Your
Professional Wardrobe
Page 3
“For me, Not-for-Profit work never ends and is
incredibly rewarding. It’s wonderful because
when you do this work, you really feel and see
the difference you make every day,”
concluded Joy.
During a meeting recently with CBIZ CEO and
Chairman of the Board, Steve Gerard, he reminded me that our first and most important goal for
CBIZ Women’s Advantage is the professional
development and positioning of our CBIZ
Women. What a business case for diversity our
women’s program has become! I highlight this
point in my brief remarks for this newsletter
because you will note that we have decided to
continue to spotlight successful women with
whom CBIZ is proud to do business. These women have proven the importance of profes
The CWA Spotlight
Page 4
Stefanie Cavanaugh: Empowering Women
It’s easy to see why Rick Jenson, Managing
Director, CBIZ Valuations Group, Dallas, thought
Stefanie Cavanaugh was an outstanding candidate for the CWA Client Spotlight.
Stefanie, Senior Vice
President of Harden
Healthcare, an ancillary
services organization
specializing in senior
care, is passionate about
giving back and empowering women in the financial arena. As a teenager,
she joined her mother as
a volunteer at the San
Antonio Women’s Credit Union (SAWCU), an organization designed to help women establish and
gain credit. She kept the books and learned the
financial operations of the organization. “I develStefanie Cavanaugh
oped my love for finance during those early years
and found my first CPA mentor at SAWCU. I
watched an amazing group of professional women help their sisters gain financial independence,” commented Stefanie.
After college and five years in public accounting
she joined the San Antonio Symphony as CFO.
Thriving in the small environment, Stefanie
gained experience in all facets of managing the
financial operations. She spent 10 years at
Encore Medical Corporation as the Controller,
learning about Health Care Finance and the
medical device industry, and helped lead the
organization through rapid growth in revenue –
$35 million to almost $1 billion. Sarbanes Oxley
became effective and increased the demands on
public companies dramatically. Both these
changes meant growth for Stefanie and her
team. She began to mentor other accountants,
- See Stefanie Cavanaugh on page 4
“CBIZ Women Helping Women Succeed in Business”
cbizwomensadvantage@cbiz.com
To submit material, please contact
Andria Mitra at amitra@cbiz.com.
3
4. CBIZ Women’s Advantage
Winter 2013
SlideShare … Still a
Favorite!
The CWA Spotlight
From Counting Calories to
Counting Pounds –– The
Journey of Fiona Hotston Moore
Supported by her husband and two children,
Fiona Hotston Moore is a partner at Top 30
UK Accountancy Firm Reeves and London
resident by week; and a wife, mother and late
15th century farmhouse resident by
weekend. Her professional journey and
support for quotas for greater diversity in the
workplace and on boards is inspiring and
empowering!
Originally qualified as a Dietician and
Nutritionist, Fiona quickly made a career
change to train as a Chartered Accountant
with KPMG. In 1990, she had identified a
“glass ceiling” within the organization and
joined a smaller entrepreneurial accountancy
firm, where she became a partner by the age
of 30. Next, she joined MRI Moores Rowland
partnership, where she was appointed
Managing Partner and was the only female
Managing Partner in the Top 30 practices.
She then led the merger of that practice and
in 2012 decided to move back into a more
entrepreneurial practice, Reeves, where she
is today.
Fiona appears regularly in the media as an
enthusiastic supporter of having quotas for
women at the board level. “I have published
numerous articles and have also spoken on
TV, on the radio and in schools and at
universities on the need for greater diversity
on boards and generally in the workplace. I
have been pushing for temporary quotas in
the absence of real progress without
intervention. I believe conscious and
unconscious bias is the main obstacle to
diversity in boards and more generally in
leadership” stated Fiona.
4
To support this effort,
Fiona co-founded the
Accelerated Board
Attainment (ABA) which Fiona Hotston
is aimed to help equip Moore
women with the tools to seek and obtain
leadership positions. Fiona was also a
member of the “Narrowing the Gap”
committee of the Institute of Chartered
Accountants in England and Wales, working to
encourage more women to seek and succeed
in leadership roles. Fiona noted, “Diversity
eliminates group think, promotes
sustainability, creativity and resilience in
international organizations.”
For her impressive efforts in this area, Fiona
has received various awards, including being
the winner of the “Woman Leader in Finance”
in 2012, “Accountant of the Year” in the City
Awards 2007 and Number 49 in the
“Accountancy Age 2013 Financial Power List.”
“It’s important for women to identify mentors
and supporters both internally and externally
and that you have confidence in your abilities.
Women tend to assume they need 120% of
the job specifications to apply for a role,
whereas men are happy to push themselves
forward knowing they may only have 60% of
the attributes, but confident they can step up
to the job” concluded Fiona.
To learn more about Fiona and to follow her
journey to better diversify the workplace,
check out her blog on Huffington Post, follow
her on Twitter and/or connect with her on
LinkedIn.
New social
media tools
emerge daily,
prompting
improvements
and changes to
the other, more
classic, social
sites in order to Amanda Markos
compete.
However, a tool that continues to
compete with the industry leaders is
SlideShare.
Slideshare is a public sharing site
which allows professionals and
businesses to upload presentations,
whitepapers, brochures and videos
to “share” with the world. By doing
so, users can expand their sphere of
influence, increase brand awareness
and generate leads. Users also
benefit from the infographic feature,
allowing users to upload and share
graphic or visual representations of
information or data, otherwise
intended to present complex
information, quickly and clearly.
Last, SlideShare is FREE, unlike
other social media channels that
push advertisements and paid
updates. While SlideShare does
have some paid business features,
users receive the same benefits of
sharing and downloading material at
no additional cost.
In 2013, CBIZ Inc. received over
94,318 views to our documents,
377 downloads and 32 leads. For
more information or questions on
SlideShare capabilities, contact
amarkos@cbiz.com or
(858) 795-2253.
“CBIZ Women Helping Women Succeed in Business”