We are pleased to invite SBN Members, both individual and business, to the 2014 Annual Members meeting on Thursday, January 30, 2014, 6:00 - 9:00 PM at Trinity Memorial Church.
This annual gathering brings together members to share with you the past year’s accomplishments, our plans for the year ahead, and an important opportunity for you to weigh-in, particularly on the election of new Board Members and bylaw changes.
Agenda
6:00 Registration
6:15 Welcome
6:25 Board Elections, Voting & Thank You to Outgoing Board Members
6:45 Year in Review & Year Ahead
7:15 New Year's Resolutions & The Generosity Marketplace
8:15 Food & Networking
9:00 Adjourn
We have a specially planned new years networking exercise facilitated by Bracken Leadership and Your Performance Breakthrough. We ask that you ponder and prepare new years resolution(s) you want to achieve for your business in 2014.
Thank you to our Event Sponsor: Hempstead & Co., LLC
Thank you to our Food Sponsor: Mugshots Farm to Office Catering
Thank you to our Beverage Sponsor: Philadelphia Brewing Company
Below are the bios of the Board Members Nominees to be voted on at the Annual Meeting.
Edward Jenkins, cBiz
Edward R. Jenkins is a licensed CPA and seasoned Tax Director with over 25 years of public accounting experience. He is based in the Plymouth Meeting, PA office of CBIZ MHM, LLC.
Mr. Jenkins has strong expertise in domestic & international tax, corporate tax provisions, and mergers & acquisitions. He has managed tax compliance, planning, audits, appeals, litigation, and administration in multinational and multi-state environments. He has assisted in structuring deals, performed financial and tax due diligence procedures, and substantial post-merger integration/ value realization activities.
Mr. Jenkins has an extensive body of unpublished research and technical writing for publicly held, private businesses, and non-profit organizations. He is a frequent author and speaker and chairs the Editorial Board of a quarterly professional journal published by the Pennsylvania Institute of Certified Public Accountants, The CPA Journal.
Mr. Jenkins is a member of the AICPA Tax and Personal Financial Planning Divisions and the PICPA, where he serves on the Federal Tax Committee. He serves the AICPA as a member of the International Tax Technical Resource Panel. He formerly served as the PICPA Liaison to the IRS and he has provided technical advice to the IRS and other governmental bodies. In addition, he currently serves Penn State Great Valley as an adjunct professor. He was formerly an instructor of business at The Pennsylvania State University York Campus; teaching accounting, finance, management, and international business.
Lynne Andersson, Temple University
Lynne is an Associate Professor of Business, Society & Ethics in the Fox School of Business and Management. She received her Ph.D. in Organizational Behavior/Social Issues in Management from the University of North Carolina at Chapel Hill, her M.S. in Management from the Georgia Institute of Technology, and her B.S. in Biostatistics also from UNC. Prior to pursuing her doctorate, Lynne worked as a statistical programmer and information systems consultant in both research and corporate settings in the southeastern U.S.
Lynne has developed and taught a wide variety of courses at the undergraduate, graduate, and doctoral levels in the areas of management, organizational behavior and theory, business and society, corporate sustainability, and business ethics. No matter the course or the student, she feels an obligation to challenge students to think critically about the institution of business around which they are building their lives.
Apprising students of the potential for meaningful work and careers through sustainable enterprise has been an overarching mission of Lynne’s work as an educator, and the sustainable business community here in Philly has been a fantastic vehicle. Lynne has worked in the niche of sustainable business as an academic in Philadelphia since 1995.
Steve Masters, Just Laws
Attorney Steve Masters is the chair of SBN’s recently formed Policy Committee.
Steve spent twelve years at the Philadelphia City Council where he drafted many ground breaking and innovative bills, including laws combating predatory lending and gun violence and laws promoting sustainability, neighborhood quality of life and worker rights. Steve also designed and staffed City Council’s city-wide and local nuisance business task forces where community leaders worked hand in hand with elected officials and City and State law enforcement agencies to eliminate vexing quality of life issues like nuisance Stop-N-Gos and night clubs.
While at City Council Steve pioneered the use of community benefits agreements with take-out beer licenses, turning many nuisance beer sellers into responsible businesses. His efforts were recognized by State Representative Cherelle Parker, who awarded Steve a Dedicated Community Service Award in 2007.
In October 2012 Steve launched JustLaws, an innovative government relations and community empowerment law firm. JustLaws navigates the political and legal landscape of Philadelphia to deliver significant legislative victories for non-profits, unions, businesses and concerned citizens at the Philadelphia City Council, help local small businesses and MBEs/WBEs win major contract bids with federal, state and local agencies and empower community groups to shape local economic development and win strong community benefits agreements.
Since launching JustLaws, Steve has scored major victories for his clients at City Council and before the Zoning Board of Adjustment.
Steve also has over thirty years experience leading successful grassroots legislative advocacy campaigns on the local, state and national levels in the areas of gun violence prevention and promoting U.S. leadership to resolve the Israeli/Palestinian conflict. Steve was featured in the documentary "PASSIONATE VOICES: American Jews and the Israeli-Palestinian Conflict" which aired on public television and was one of a handful of American Jews who traveled to Geneva Switzerland to witness the public commitment ceremony for Israelis and Palestinian architects of the Geneva initiative on December 1, 2003.
Steve is a long time board member of the Jewish Community Relations Council of Greater Philadelphia and the Philadelphia Jewish Labor Committee.
Clifford David, Conservation Economics
Clifford David has built his career as an innovator, combining non-profit mission with for-profit financial incentives to transform land management through conservation. His distinguished and groundbreaking work as a senior leader of a regional land trust and other nonprofit and for-profit organizations has advanced the cause of natural resource conservation and historic building preservation.
Mr. David is recognized as an energetic and savvy senior leader with a successful 20+ year track record. He has developed breakthrough revenue generating concepts while utilizing collaboration with best-in-class partners to take each project to a positive revenue execution.
Mr. David’s repeated successes in adaptive reuse of underperforming real estate assets combined with his experience turning around struggling organizations create a unique set of skills to lead Conservation Economics. By connecting and collaborating with external partners, Mr. David has demonstrated the ability to further organizational objectives and generate enthusiasm for a common, achievable mission.
As an entrepreneurial strategist, Mr. David is gifted at identifying emerging opportunities not seen by others and systematically converting them into successful organizational initiatives and projects. Mr. David serves on the Board of Directors in leadership roles for several for-profit and nonprofit organizations. Mr. David holds a BA in Psychology, BS in Botany, and an MS in Organization and Management.
JoAnn Garbin, KnowE
JoAnn Garbin has been providing expert energy and sustainability tools and advisory services to the world’s largest corporations and cities for 13 years. She has been instrumental in the definition, implementation, and on-going execution of energy and sustainability management programs for such clients with large distributed portfolios of buildings and fleets. JoAnn is currently a strategic advisor to TD Bank Group and a subject matter expert on-call for Johnson Controls. In these roles, JoAnn leads a wide-range of initiatives including capital prioritization, mitigation strategy development (including procurement and technology application), goal development, scenario analysis and corporate reporting.
JoAnn is also a proven product director specializing in the convergence of information, technology and sustainability. She has led numerous applications from conception through deployment, most notably the Energy & Emissions Management System acquired by Johnson Controls in 2008 and the Tenant Engagement Portal of the Empire State Building.
Below are the bios for the SBN Board Members that we wish to be approved for a full three year term.
Lee Huang, Econsult Solutions
Lee Huang is Senior Vice President and Principal of Econsult Solutions. With an undergraduate degree from the Wharton School and a master’s degree from the Fels School of Government of the University of Pennsylvania, Lee provides an excellent perspective for public, private, and non-profit clients. Prior to joining Econsult Solutions, Lee was a director at Econsult Corporation, and was been responsible for leading projects examining commercial corridors, affordable housing, neighborhood change, transportation financing, MWBE procurement, real estate development, economic development, tax policy, economic and fiscal impact, transit-oriented development, financial modeling, tax increment financing, waterfront development, discrimination in lending practices, higher education, workforce development, technology, historic preservation, and recreational amenities.
From 1995 to 2005, Lee was employed at The Enterprise Center, an entrepreneurial center in West Philadelphia where he acquired extensive experience in day to day management as well as strategic decision making. He most recently served as Executive Vice President, where he was responsible for all programs and operations, and helped manage fifty staff and interns and a $1.2 million budget. He was also Founder of The Enterprise Center’s YES (Youth + Entrepreneurship = Success) Program and Director of Cities Beyond, The Enterprise Center’s consulting department.
In 2006, Lee earned his Masters of Public Administration at the University of Pennsylvania’s Fels Institute of Government, where he also received certificates in Public Finance and in Economic Development and Growth. Lee received his Bachelor of Science degree in Economics in 1995 from the Wharton School of Business at the University of Pennsylvania, with a dual concentration in Accounting and Management.
Lee lives with his wife Amy and their daughter Jada and son Aaron in West Philadelphia, and is an active member and elder of Woodland Presbyterian Church.He currently serves on the board of the Spruce Hill Community Association.
Colleen Bracken, Bracken Leadership
Colleen is the founder and principal of Bracken Leadership (BL), a management consulting firm that helps its clients leap forward in the areas of Leadership, Organizational Change, Team Effectiveness, Communication, and Creativity. BL’s processes help organizations operate in new and different ways that produce robust business, thriving communities, and a healthy environment.
BL does its best work with clients who share their values of conscious, sustainable business practices and creating good for the whole of our society and our planet.
Over the span of her career, Colleen has worked with a wide variety of organizations including GlaxoSmithKline, The United Way, Sungard, Fair Food, ThomsonReuters, Johnson & Johnson, University of Pennsylvania, Comcast, Federal EPA, Centocor, and many more.
Colleen co-established and co-leads the Executive Coaching & Feedback Program for the full time MBA students at the Wharton School of Business, where she also teaches coaching seminars. Her nonprofit board experience includes past-president of Philadelphia’s chapter of the International Coach Federation, a worldwide association for professional coaches, and went on to be elected Global Committee Chair, leading decision making on membership and community issues for 20,000 member coaches around the world.
She holds the International Coach Federation PCC credential and a Master’s degree in Organizational Dynamics from the University of Pennsylvania.
