Beyondhow to Deliver a Quality 8430 Enterprise Circle, Suite 140 Customer Experience

The Power of Connection.

ENHANCE YOUR WELCOME POWER OF ON THE PHOTO NEW LWRBA CONNECTION CALENDAR GALLERY MEMBERS Opportunities to grow your See what’s coming up and mark We captured some great Welcoming new members company’s visibility in 2019. your calendars today. Alliance moments! to the Alliance family. PG 06 PG 10 PG 16 PG 19

October 2018

the

Fall 2018

Above &

BeyondHow to deliver a quality 8430 Enterprise Circle, Suite 140 Customer Experience. Lakewood Ranch, FL 34202 [email protected] | 941-757-1664 | www.lwrba.org PG 07 LWRBA Board of Directors Kim French//Chair of the Board Willis Smith Construction In this issue Lori Ruth//Past Chair Observer Media Group 05// Board Chair Address Heather Williams//Incoming Chair An update from Kim French, Chair of the Board Kerkering, Barberio & Co. David Fink//Treasurer/Past Chair Family Office Services 05// President’s Update Darren Inverso//Finance & Sponsorship Co-Chair/Past Chair A word from our President/CEO, Heather Kasten Inverso Law Group Lisa Kirkland//Secretary Lakewood Ranch Medical Center 06// Power of Connection Dominic DiMaio//Finance & Sponsorship Co-Chair Opportunities for enhanced visibility in 2019 Synovus Judy Athari//Membership Co-Chair 07// Above & Beyond Buffalo Lodging Violeta Huesman//Membership Co-Chair How to deliver a quality customer experience Keiser University Al Benincasa//Events Co-Chair 9// 2018 Block Party Total Air Solutions Fun and music on Main Street Lakewood Ranch Cherri Kessler//Events Co-Chair Achieva Credit Union Kristi Hoskinson//Programming Co-Chair 9// The Sandies Awards FCCI Insurance Group Celebrating our dedicated volunteers Dianne Kopczynski//Programming Co-Chair Mauldin & Jenkins, LLC Allison Imre//Communications & Technology Chair 10-11// On the Calendar Grapevine Communications Mark your calendars! Ryan McIntyre//Community Engagement Chair McIntyre, Elwell and Strammer General Contractors, Inc. Susan Goldstein//Governmental Affairs Chair 13// Executive Academy Michael Saunders & Company Welcome Class of 2018! Ken Swan//Economic Development Chair Wagner Realty 13// East Meets West Recap Ashley McCollum//Young Leaders Alliance Chair Thank you EMW Sponsors, Vendors, & Attendees! Rediscovered Moments Concierge, LLC Maribeth Phillips//Executive Academy Chair Meals on Wheels PLUS of Manatee, Inc. 16// Photo Gallery Monaca Onstad//SMR Liaison Say Cheese! Lakewood Ranch Communities Jag Grewal//At-Large Ian Black Real Estate 19// Sponsor Spotlight John Barnott//Ex-Officio Sarasota Memorial Health Care System Manatee County Government Jeff Maultsby//Ex-Officio 19// Pay It Forward School District of Sarasota County Erik Hanson//Legal Counsel Shining a Light on Non-Profits Norton, Hammersley, Lopez & Skokos, P.A. Rex Jensen//Emeritus 19// Welcome New Members Schroeder-Manatee Ranch Welcoming new members to the LWRBA Lou Marinaccio//Emeritus Gallagher MGA

Find Us On... Staff Heather Kasten//President/CEO www.facebook.com/ [email protected] Sherie Becker//Events & Programs Manager LakewoodRanchBusinessAlliance [email protected] Caitlyn Driscoll//Membership Development Representative [email protected] Dan Sidler//Communications & Marketing Manager Lakewood Ranch Business Alliance [email protected] Amy Treis//Membership Services Representative [email protected] 2 thealliance//fall 2018 For Patient Comfort and Precise, Deeper Imaging, the Breast Health Center Is Pleased to Offer the Hologic Genius Clarity HD high- resolution 3D Mammography Imaging Technology with the new SmartCurve™ breast stabilization system. It is the only FDA-approved system that provides enhanced comfort, even for women with dense breasts.*

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4 thealliance//fall 2018 Kim French//Chair of the Board Heather Kasten//President/CEO

How time flies when you are having fun! As I look It’s hard to believe that we are heading into the back on this year at the Alliance, I am truly amazed final 3 months of 2018. Even though here in Florida at how much we have accomplished together we don’t feel the change of fall weather yet, what over these last 9 months! So much hard work by a great time to reflect and be truly thankful for the so many and the great news is, we all had a blast incredible year that the Alliance has had. doing it! Our membership continues to grow and thrive in But wait! We still have three months left and many new and creative ways. Our 100+ volunteers and of the coolest events are still to come. Our volun- board members continue to be hyper engaged and teer day in October, “The Alliance Gives Back,’ the tuned into providing the absolute best member ex- Main Street Block Party, our Sandies Awards, our perience possible for the membership as a whole. Non-Profit Luncheon in December, and so many more! The Power of Connection is alive and well. This year we provided our members with over 150+ Believe me when I say, “no other group you belong occasions to connect with other business profes- to can provide as much as the Alliance can!” sionals. We are so thankful for our volunteers and board members who work tirelessly to help guide And how did all of the above happen? Three main and direct this organization. I am grateful, humbled groups, working in a total team approach have and honored to get to work with such a hardwork- been the main reason for all these successes being, dedicated and consummate professional team- ing achieved to date - our hardworking President Sherie, Dan, Amy and Caitlyn! Heather and her above and beyond staff - Dan, Amy, Sherie and Caitlyn; our board of directors - Our 2019 Annual Sponsorships are launching this what a unique combination of different skill sets month, with more VALUE and LIMELIGHT for your and backgrounds - as professional a board as I business than ever before. Being an Annual Spon- have ever been involved with; and lastly, our indi- sor of the Alliance ensures that your business is vidual committee leaders and committee mem- being showcased whether you are in attendance bers - I have attended these meetings and I can’t or not. It means that your business logo and name say enough about the dedication and commitment are showcased across multiple media platforms, exhibited by all involved. events and venues. We would love the opportunity to share with you the true benefit of being an annu- I have thoroughly enjoyed my time as chair person al sponsor with a meeting to tailor something that of this special group this year and I want to person- works for you and your business. ally thank everyone for all you have done! Heather Kasten President/CEO Onward and upward! Kim French 2018 Chair of the Board thealliance//fall 2018 5 ADVERTISING RATES

Inside Cover ...... $2,500 THE LWR Inside Back Cover ...... $2,500

GUIDE Full Page ...... $1,150 YOUR CONNECTION TO THE LWR REGION

Half Page ...... $850 Welcome to anEnhance Outstanding Your Company’s Opportunity for Your Business. Power of ConnectionBold Listing ...... $100 As a member of the Lakewood Ranch Business Alliance, The Alliance offers plenty of ways to get your company’s name in front of potential new customers. you have the exclusive opportunity to put your business Extra Listing ...... $50 Belowin theare hands two opportunitiesof 10,000+ locals offering and visitors year-round with an ad exposure in during 2019. Call our office for more information! our inaugural LWR Life Guide!

The LWR Life Guide will be distributed to local doorsteps, ADVERTISINGWelcome to an Outstanding CONTACTS Opportunity for Your Introducingvisitor centers, waiting rooms, country clubs and more Business! As a member of the Lakewood Ranch as the #1 resource for people searching for fun things Business Alliance, you have the exclusive opportu- to do, great places to go and an array of services in the nity to putCaitlyn your Driscollbusiness in the hands of 10,000+ TheLakewood RanchLWR region. Guide [email protected] and visitors with an ad in our inaugural LWR Your • Printing connection Early 2019 to Guide! 941.757.1664As a benefit of x105 membership, all members • 10,000+ Issues Published receive one FREE business listing. the • THELWR Go-To Guide region. for All Things Lakewood Ranch OR The LWR GuideAmy willTreis be distributed to local doorsteps,[email protected] centers, waiting rooms, country clubs

THELWR and more941.757.1664 as the #1 resourcex103 for people searching GUIDE YOUR CONNECTION TO THE LWR REGION for fun things to do, great places to go and an array MEMBER DIRECTORY

$ ACCOUNTING / CPA $ ADVERTISING / MARKETING Armentrout Chau & Associates, PLLC Innovative CFO Solutions, Inc. Comcast Spotlight Cool Today Plumbing Today & Energy Today of services in the Lakewood Ranch region. 9040 Town Center Pkwy 4172 Center Gate Blvd. 1515 Ringling Blvd. Suite 600 6143 Clark Center Ave. Lakewood Ranch, FL 34202 Sarasota, FL 34233 Sarasota, FL 34236 Sarasota,Florida 34238 Visit us at LWRBA.org to 941-474-5509 941-914-2651 941-504-5906 941-921-5581 www.cpasrq.com www.innovativecfos.com www.comcastspotlight.com/markets/sarasota www.cooltoday.com

Brightside Services SRQ, LLC Kerkering, Barberio & Co. Grapevine Communications Cortez Heating & Air Conditioning 3325 Yonge Avenue 1990 Main Street, Suite 801 5201 Paylor Ln. 5928 21st Street E, Sarasota, FL 34235 Sarasota, FL 34236 Sarasota, FL 34240 Bradenton, FL 34203 941-400-4048 941-365-4617 941-351-0024 941-755-5211 www.kbgrp.com www.grapeinc.com www.cortez-ac.com Cavanaugh & Co., LLP learn more the Alliance. 2381 Fruitville Road Lanese & Associates Herald-Tribune Media Group Gator Air Conditioning Sarasota, FL 34237 32 South Osprey Ave, Suite 201 8713 SR 70 E 6216 28th. Street East 941-366-2983 Sarasota, FL 34236 Bradenton, FL 34202 Bradenton, Florida 34203 www.cavanaugh-co.com 941-870-8909 941-745-7808 941-749-6000 www.lanese-cpa.com www.heraldtribune.com www.GatorAC.com CFO Alliance 1408 N. West Shore Blvd. Suite 801 Mauldin & Jenkins, LLC Hometown News USA Home-Tech • Printing Early 2019 Tampa, Florida 33607 1401 Manatee Ave. W, Suite 1200 8374 Market Street 5205 Lena Road 727-244-7126 Bradenton, FL 34205 Lakewood Ranch, FL 34202 Bradenton, FL 34211 www.cfoallianceinc.com 941-747-4483 941-400-9648 800-800-8356 www.mjcpa.com www.HometownNewsUSA.com www.home-tech.com CS&L CPAs 101 E. Kennedy Blvd Ste 1460 Palmer Accounting Group,Inc. Observer Media Group Mobile Air, Inc. Tampa, FL 33602 5652 Marquesas Circle 1970 Main Street, 3rd Floor 15805 Waterline Rd 941-954-4040 Sarasota, Florida 34233 Sarasota, Florida 34236 Bradenton, FL 34212 www.cslcpa.com 941-922-4744 941-302-3079 941-747-5077 • 10,000+ Issues Published www.bpalmeraccounting.com www.yourobserver.com www.mobileairfl.com Ellen Binen-Milbrod CPA, LLC 7319A Merchant Court Perron & Low O’Donnell Agency Symbiont Service Corp Sarasota, FL 34240 14705 Leopard Creek Pl 6151 Lake Osprey Drive, Suite 300 4372 N. Access Rd 732-257-7570 Lakewood Ranch, FL 34202 Sarasota, Florida 34240 Englewood, Fl 34224 www.taxchick.com 941-907-8088 561-603-4724 941-716-1013 www.perronlow.com odonnell.agency www.geothermalflorida.com Green & Associates CPAs, LLC 101 Riverfront Blvd., Suite 520 Purvis, Gray & Company SocialClick Solutions Total Air Solutions • THE Go-To Guide for All Things Lakewood Ranch THE POWER OF CONNECTION Bradenton, Florida 34205 5001 Lakewood Ranch Blvd N., 101 14750 Bowfin Ter 1050 Corporate Avenue Suite 118 941-251-5955 Sarasota, Florida 34240 Lakewood Ranch, FL 34202 North Port, FL 34289 www.ggreencpas.com 941-907-0350 941-840-2553 941-426-1770 www.purvisgray.com www.SocialClickSolutions.com totalairfl.com Gregory, Sharer & Stuart, CPAs 100 Second Avenue South, Suite 600 Shinn and Company, LLC Veteran Air St. Petersburg, FL 33701 1001 3rd Ave W. Suite 500 $ AIR CONDITIONING 7359 International Place 727-821-6161 Bradenton, FL 34205 Sarasota, FL 34240 www.gsscpa.com 941-747-0500 Air & Energy 941 209-8211 • Enhanced listings and advertising opportunities www.shinnandcompany.com 555 6th Ave. W www.VeteranAC.com Hill, Barth & King LLC Bradenton, FL 34205 1777 Main Street, Suite 301 The Advantage Group 941-778-0773 Sarasota, FL 34236 P.O. Box 3086 www.airandenergy.biz$ ARCHITECTURAL / ENGINEERING 941-957-4242 Sarasota, Florida 34230 www.hbkcpa.com 941-893-3202 Conditioned Air Corp Carlson Studio/PRA www.ad-ingroup.com 1040 Knights Trail Suite A 205 N. Orange Ave., Suite 202 Hueston & Company CPA LLC Nokomis, FL 34275 Sarasota, Florida 34236 8792 SR 70 E Suite B 941-893-6450 941-348-3618 for year-round visibility start for as little as $100. Lakewood Ranch, FL 34202 www.conditionedair.com www.carlsonstudio.org 941-744-0604 www.prarch.com *Example only. Final www.ahuestoncpa.com

design may change. 10 WWW.LWRBA.ORG 11 Visit www.lwrba.org/LWRGUIDE for details.

There is no better way to ensure your company has LWRBA visibility across the entire Alliance than one of our four Annual Sponsorship levels. Get your name in Annual Sponsorships front of 600+ member businesses, and 2,500 professionals. With an LWRBA Annual Sponsorship, your business is highlighted at our events, on our sponsor banners, website, newsletter, and email

The Power of Connection. blasts to keep your company top of mind. WELCOME 2017 NEW LWRBA LWRBA SANDIES EXECUTIVE MEMBERS ON THE AWARDS Welcoming new members ACADEMY Celebrating outstanding to the Alliance family. CALENDAR Let’s welcome the Alliance volunteers. See what’s coming up and mark Class of Fall 2017! PG 13 PG 11 your calendars today. PG 11 October 2017 PG 08 2017 Annual Sponsors Presidential Presidential and Executive levels also include the

Executive Fall 2017

FLORIDA’S NEWSPAPER FOR THE C-SUITE Alliance Dollars, which may be redeemed for single event sponsorships, newsletter advertising,

Corporate Aqua Plumbing & Air or event registrations. (Some restrictions apply.) BMO Harris Bank ME&S General Associate Contractors, Inc. Curphey & Badger, P.A. Najmy Thompson, P.L. A Life Story Foundation Doctors Hospital of Polo Grill and Bar Ad-VANCE Talent Hill, Barth & King LLC Sarasota Solutions, Inc. Soda Group, LLC Ian Black Real Estate Hometown News USA Al Purmort Insurance The Mall at UTC Pittsburgh Pirates Keiser University ComCenter Wagner Realty State College of Florida Mauldin & Jenkins, Conditioned Air Corp LLC The Northern Trust Cortez Heating & Air Company Conditioning The Out-of-Door FCCI Insurance Group Academy 8430 Enterprise Circle, Suite 140 Lakewood Ranch, FL 34202 Goodwill of Manasota Tropex Plants [email protected] | 941-757-1664 | www.lwrba.org Visit www.lwrba.org/sponsorships for details.

6 thealliance//fall 2018 Above &

BeyondHow to deliver a quality Customer Experience.

As we head into the fall season here on the Sun- What are some ways to ensure a “Great Customer coast, we are entering the busiest and possibly most Experience” is part of your company’s culture? stressful time of the year. Here come the holidays The first step is making sure that the team under- and the snowbirds, and ready or not, it’s time to get stands your vision, your goal, and the values of your game on. The Alliance recently hosted a sold- your business. Invest time to train employees how out Executive Briefing with Jaime Marco, owner of to handle EVERY situation they may encounter. The Evolve Business Consulting, who shared strategies holidays are the best worst time of the year. Make to ensure your customers have a “WOW Experience” sure your team understands how to handle difficult with your business. We sat down with Jaime to dig situations and difficult people. Train people to ask deeper into this idea delivering a quality custom- discovery questions like “What brings you here to- er experience, and how you and your team can go day?” Whether you are a 1, 5, or 500 person business, “Above and Beyond” during this busy season. everyone must be on board with the idea of creating a “WOW” customer experience. The little things really What is the difference between “Customer Service” are the BIG things. It must flow down from the top of and a “Customer Experience?” the company to the front line, and right back up. Customer service is a transactional interaction; your customer needs something and you provide the How can a company correct a “Bad” customer service or product, nothing more. A customer expe- experience? rience, on the other hand, is the way someone feels You never get a chance to make a second first im- when they leave your business. It encompasses the pression, but when you receive a bad review and you atmosphere, how they were treated by employees, don’t respond to it, you are perceived as ignoring it and how they feel about the product or service they or accepting of the bad review. It’s as if you are say- received from the business. An experience is some- ing to the customer, “I don’t care.” As a business, own thing you never forget. the mistake and offer to make it right. Thank them for the feedback and convey your desire to make How do you define a “Great” customer experience? things right. That effort can go a long way. One of Everyone has their own definition of a good experi- my favorite sayings is “Humankind - Be human and ence. It’s so much bigger than one moment-one and be kind.” done. When people know that your business genu- inely cares about them, this is the start of building In chatting with Jaime, it’s clear the idea creating an experience for your customers. It’s the littlest of an incredible customer experience is all about the things that add up to the overall experience. mindset. It really is the sum of the little things. It’s the genuine care for your customers that will leave Where does a great customer experience start? them remembering a positive experience, and it’s this Your first priority as a business owner is to your feeling that will have your customer or client excited internal customer - your employees. Giving your to come back time and time again. employees the tools they need to handle every possible situation is the first place to start in building Jaime Marco is a Business Coach and owner of your brand and the experience that you want your Evolve Business Consulting LLC. customers to leave with. Unhappy employees lead to www.evolvethebusiness.com [email protected] / 941-777-4930 unhappy customers. thealliance//fall 2018 7 Now Open!

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8 thealliance//fall 2018 YOU’RE INVITED TO THE LAKEWOOD RANCH BLOCK PA RT Y FRIDAY 10.19 | 5PM TO 8PM FRIDAY, NOVEMBER 16 MAIN FOOD & BUILDER LIVE STREET BEER 11:30 AM TO 1:15 PM fun lounge music trucks

BLOCK PARTY!OCT 19 - NOV 18 2018 Sandies Awards Join us for music & fun at It’s time to celebrate our 8100 LAKEWOOD MAIN STREET our annualLAKEWOOD street RANCH, FL 34202party. dedicated volunteers!

LWRTOUROFHOMES.COM On Friday, October 19th, Main Street at Lakewood The Alliance is holding its annual signature event, Ranch will host the 4thSPONSORED Annual BY: Lakewood Ranch The Sandies Members’ Choice Awards, on Friday, Block Party. Join the Lakewood Ranch Business November 16, 11:30 am to 1:15 pm, at the brand Alliance, Lakewood Ranch Community Activities new Grove (formerly the Polo Grill). and Lakewood Ranch as we kick off Tour of Homes. This block party will supply plenty of fun. The Sandies let us come together to celebrate Vendor booths will line the street and there will exceptional LWRBA volunteers who strive be no shortage of beer, food and live music by The towards the highest levels of personal and Cherry Bombs. professional accomplishment, devote time and energy to our community, and forge paths of Booth spaces and sponsorships are available. For leadership for others to follow. more information on how to have a presence at this event, please find additional information on Registration is now open at www.lwrba.org. our website at www.lwrba.org. Tickets are $37 for members and non-members ($47 after November 6). Guests are welcome to bring chairs, but please leave coolers at home. Dogs are welcome, but Award Finalists and Winners will be selected must be kept on a short leash. by their peers through an online nomination and voting process. The nomination round has For sponsorship opportunities, contact already begun. The final voting round is set to Heather Kasten at 941-757-1664 x104. begin Monday, October 15th. Be sure to cast your vote before voting closes on Wednesday, October 24th at 5 p.m.

For sponsorship opportunities, contact Heather Kasten at 941-757-1664 x104. thealliance//fall 2018 9 On the Calendar

Networking Social // Gold Coast Eagle Distributing Wednesday, October 3 // 5:00-7:00 p.m. Gold Coast Eagle Distributing, 7051 Wireless Court, Sarasota Join us at Gold Coast Eagle Distributing to mingle with fellow Alliance members and enjoy appetizers and complimentary beverages. This event will also feature a special meet and greet with candidates running in November’s state and local elections. Free for LWRBA Members // Non-members $15

CEO Squawk Box // Andy Guz, LWR Medical Center Wednesday, October 10 // 7:30-9:00 a.m. Lakewood Ranch Medical Center, 8330 Lakewood Ranch Boulevard Learn best practices from an area leader. Andy Guz, CEO of Lakewood Ranch Medical Center will share some of his successes and his approach to difficult issues in business. He’ll also provide a tour of the hospital and touch on what’s in store for LWR Medical Center’s future. $20 per Person (Includes Breakfast) // Open to Members Only

LWRBA & YLA // Speed Networking Wednesday, October 17 // 5:30-7:30 p.m. Gold Coast Eagle Distributing, 7051 Wireless Court, Sarasota Join members of the LWRBA & YLA at Gold Coast Eagle for a special Speed Networking event. Make 20 connections in an hour through a fast-paced, rotating format. Bring plenty of business cards and don’t forget to practice your elevator speech! $10 per Person // LWRBA & YLA Members Only

YOU’RE INVITED TO THE LAKEWOOD RANCH Signature Event // LWR Main Street Block Party Friday, October 19 // 5:00-8:00 p.m. BLOCK Main Street at Lakewood Ranch PA RT Y Join Main Street at Lakewood Ranch, the Lakewood Ranch Business Alliance, Lakewood FRIDAY 10.19 | 5PM TO 8PM Ranch Community Activities and Lakewood Ranch as we kick off Tour of Homes. This MAIN FOOD & BUILDER LIVE Block Party will supply lots of fun. Vendor booths will line the street, as STREET BEER lounge music well as beer trucks, food and live music by The Cherry Bombs. fun trucks

Free to attend // Open to the Public OCT 19 - NOV 18

8100 LAKEWOOD MAIN STREET LAKEWOOD RANCH, FL 34202 Luncheon // Change the Culture, Change the Outcome LWRTOUROFHOMES.COM SPONSORED BY: Wednesday, October 24 // 11:30 a.m.-1:30 p.m. Lakewood Ranch Golf & Country Club, 7650 Legacy Boulevard Award winning author Tony Moore will introduce a process for designing and building a positive workplace culture. Infused with humorous stories and real-life examples, this highly interactive workshop will provide participants with practical tools to help them design, build, & harness the full power of a healthy culture. Members $30 // Non-members $40

10 thealliance//fall 2018 Visit us online for a full calendar Visit www.lwrba.org/events for more information on these and other upcoming Alliance events.

LWRBA & YLA Networking Social // Bank of America Wednesday, November 7 // 5:00-7:00 p.m. Bank of America, 6311 Atrium Drive #101 Our November Social will be at Bank of America, where the theme is “Better Money Habits.” This is a joint social with the Young Leaders Alliance, who will be celebrating young professionals in the region through our inaugural “Next Gen Recognition.” Free for LWRBA & YLA Members // Non-members $15

Executive Briefing // Data + Social = ROI Wednesday, November 14 // 7:30-9:00 a.m. Keiser University, 6151 Lake Osprey Drive Marketing for businesses and brands have transformed over the years to a digital and social world. Bryan Green of iD8 will walk you through steps to create, manage, adjust, and realize an effective social campaign for your business. He will explore examples of different industries and products paired with realistic expectations to build valuable actions. Members $10 // Non-members $20

Signature Event // The Sandies Awards Friday, November 16 // 11:30 a.m.-1:15 p.m. Grove, 10670 Boardwalk Loop The Sandies let us come together to celebrate exceptional LWRBA volunteers who strive towards the highest levels of personal and professional accomplishment, devote time and energy to our community, and forge paths of leadership for others to follow. Tickets $37 by 11/6 // $47 after 11/6

LWRBA & YLA // Holiday Social at the Lake Club Wednesday, December 5 // 5:00-7:00 p.m. The Lake Club, 8307 Lake Club Boulevard Let’s celebrate the holiday season! Join LWRBA and YLA members at the beautiful, newly renovated Lake Club in Lakewood Ranch. Complimentary hors d’oeuvres will be served, along with plenty of holiday cheer! $10 per Person // LWRBA & YLA Members Only

Luncheon // Philanthropy: Adopting a Winning Strategy Wednesday, December 12 // 11:30 a.m.-1:00 p.m. Lakewood Ranch Golf & Country Club, 7650 Legacy Boulevard Imagine transforming your haphazard choices to give time, talent or treasure into thoughtful decision-making about philanthropy that maximizes your brand, your values, and your corporate objectives. Join a team of superstars for some lively and thoughtful strategies to strengthen the intersection between your business and charitable giving. Members $25 // Non-members $35

thealliance//fall 2018 11 PARRISH

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12 thealliance//fall 2018 The 10th Annual EAST MEETS WEST REGIONAL BUSINESS

LWRBA Executive Academy Introducing our Class of 2018 East Meets West a Huge Success!

Please help us in welcoming our 2018 Class Our 10th Annual East Meets West Expo on of the LWRBA Executive Academy! September 20th was a tremendous success. Thank you to all of our sponsors, exhibitors, Jennifer Barbaro Jen Milne and attendees for making it the best EMW yet. Keiser University Waterlefe Golf & We can’t wait for next year! River Club Christopher Chesley PRESENTING SPONSOR The Out-of-Door Toni Perren Academy Observer Media Group

Pamela Chiappone Stephanie CORPORATE SPONSOR AUTOMOTIVE SPONSOR Berlin Packaging Pierre-Charles Manatee County BOCC Lauren Cross LOUNGE SPONSOR LOUNGE SPONSOR GRAND PRIZE SPONSOR Lakewood Ranch Denise Pope Medical Center Tidewell

BAR SPONSOR WINE BAR SPONSOR WATER SPONSOR Jackie Godlewski Tami Prince Meals on Wheels Plus Access Management

PRINT SPONSOR ENTERTAINMENT SPONSOR LINEN SPONSOR Chelsea Gruber Jeri-Ann Schleicher Halfacre Construction Elite Laser Linen and Uniform Rental Services Engraving, Inc. Jackson Haskins SPECIAL THANKS PLANT SPONSOR SouthTech Chip Turner Rite Technology Kimberly Hopper MEDIA SPONSORS GOODIE BAG SPONSORS

IBERIABANK Marlo Turner since 1989 Community Foundation Kara Koenig of Sarasota County PARTICIPATING RESTAURANTS Manatee County BOCC Tess Vaessen Heidi LeRoy FCCI Insurance Group

More information about the Executive Academy is available at www.lwrba.org/ExecutiveAcademy thealliance//fall 2018 13 Advice. Beyond investing. The Zelniker Dorfman Group

New to the Ranch! We would like to introduce Ryan Lynch, a member of the Zelniker Dorfman Group, to Lakewood Ranch. Ryan is moving down from our team’s New York office and is excited to get integrated into the Lakewood Ranch community. Ryan Lynch UBS Financial Services Inc. Financial Advisor Sarasota City Center 941-364-7271 1819 Main Street, Suite 900 [email protected] Sarasota, FL 34236

ubs.com/team/zelnikerdorfman

For designation disclosures, visit ubs.com/us/en/designation-disclosures. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information, visit our website atubs.com/workingwithus. © UBS 2018. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. CJ-UBS-451724354 Exp.: 09/30/2019

14 thealliance//fall 2018 SHINGLE - TILE - METAL - FLAT Why Worry - Call Curry!

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MYShowerDoor.com thealliance//fall 2018 15 Say Cheese!

The Power of Connection was alive and well this summer at our Luncheons, Networking Socials hosted by Rosedale Golf & Country Club and The Capital Grille, and the YLA’s 2nd Annual Mentor Connect event, pairing future leaders with established LWRBA mentors.

For more photos from these and other events, check out the LWRBA Facebook page! www.facebook.com/LakewoodRanchBusinessAlliance

16 thealliance//fall 2018 The Wagner Realty Business Brokerage Group is knowledgeable, experienced and discreet

WAGNER W COMMERCIAL ESTABLISHED IN 1939 C A DIVISION OF WAGNER REALTY

The Lakewood Ranch YMCA Presents Join us for Signature Cocktails,,Soul Food , MOTOWN Auction,,, & Live Music A CHARITY EVENT November 3 6:00-9:00 PM Get Your at The Lake Club at Lakewood Ranch Tickets Now,! Tickets $175/couple or $90/person After oct 15- $200/couple or $100/person Available for purchase at the welcome desk AT THE lAKEWOOD RANCH YMCA PROCEEDS SUPPORT LOCAL CHILDREN AND FAMILIES IN NEED.