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Category: Podcast Episode

Presenting Employment Opportunities to the Classroom with Bret Schanzenbach

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Below is an auto-generated transcription of my conversation with Bret Schanzenbach. Because this is auto-generated there are likely some grammatical errors but it is still a useful tool to search text within this podcast episode.

Feel free to join our Chamber Chat Champions Facebook Group to discuss this episode and to share your own experiences and tips with other Chamber Champions.

Introduction

Brandon Burton 0:00
This is the Chamber Chat Podcast, the show dedicated to chamber professionals to spark ideas and to get actionable tips and strategies to better serve your members and community.

And now, your host. He worked for staples. Well in high school, he’s my dad Brandon Burton.

Hello, Chamber Champions. Welcome to Chamber Chat Podcast. I’m your host, Brandon Burton, and it’s my goal to introduce you to people and ideas to better help you serve your Chamber members and your community.

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Kris Johnson  

Well, Doug and Bill at the Holman Brothers have been a key ally in growth for my professional career working at three different chambers, a local chamber, a regional chamber, now a statewide chamber. And they’ve been the ideal solution, whether it’s a comprehensive training program, whether it’s working on individual sales growth, quarterly check-ins with the team, the ability to grow members has meaning more assets for the organization, more assets means we can do more things to serve our members. They’ve really been the perfect solution for us, a trusted resource partner and a growth partner for us all along the way. So hats off to Doug and Bill for their great success. They’ll be a great partner for you as they are for us.

Brandon Burton  2:03  

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Guest Introduction

You’re joining us today for episode 191 of Chamber Chat Podcast. We are getting up there in the episode numbers. But for this episode, we have Brett Johnson back with us and Brett is he’s served as the president and CEO of the Carlsbad Chamber of Commerce in California since January 2019. Brett is a native Californian and resident of San Diego’s North County since 1971. He came to the Carlsbad position from the VISTA Chamber of Commerce where he served as CEO for nine years is corporate background before the chamber was in residential real estate and the software industry. In 1992. He helped start the technical difference Inc, a human resource software company. before venturing into the corporate world. Brett spent seven years as a youth minister, Brett graduated from the Franciscan University of Steubenville in Steubenville, Ohio, earning a BA in psychology and a BA in theology. He earned his master’s in theological studies from the University of Dallas in 2001. He and his wife Jolene reside in Vista, California, and they’ve been blessed with six children and two grandchildren so far. Brett, I’m looking forward to having you with me on the podcast today. And and I want to give you an opportunity to say hello to all the Chamber Champions that are out there listening and share something interesting about yourself so you can get to know you a little better.

Bret Schanzenbach 3:07
Morning, Brandon, thank you so much for having me as a guest today. I’m excited to be here and have conversation. Something interesting. I mean, you read my bio, so that stole most of the stuff that’s actually interesting about me, I guess I would say one thing that’s interesting is, you know, like a lot of people like backed into the chamber career, I don’t know if anybody truly like goes to college and thinks, oh, I want to be a chamber executive when I grow up, you know, so, and the way I backed into my chamber career was through the real estate industry, I did real estate for eight years and found out that I hated it. And, you know, as you mentioned, my wife and I have six kids and you know, real estate, you have to obviously work on your client’s terms. And so they usually are available on nights, weekends, holidays, you know, things like that. And after a while, I just really did not enjoy that industry. And, but that’s the industry that got me super engaged with my local chamber. When I was a realtor, I had joined my chamber, joined a committee got invited to the board of directors and because of all that, you know, it’s how I got really familiar with the impact chambers could have in a in a community. And when the guy who was the executive of my local board there that I was part of, he decided to move back to the Midwest with his wife. You know, I’m like, Oh, this is great opportunity to get out of this because I’m so done with real estate and I didn’t really know exactly what I was getting into but you know, I so but I backed in. I had I remember having a conversation with him one day when we were talking about him leaving and me possibly applying for the job. And I said Um, I don’t actually know what you do on a day to day basis. What do you

Brandon Burton 5:07
board member? Yeah, what you do?

Bret Schanzenbach 5:10
So, but I threw my hat in the ring. And now I’ve been in the industry for 14 and a half years, I think it is or, or I’m in my 14th year, however that works and love it.

Brandon Burton 5:24
As I say, hopefully it’s going better for you than real estate. So yeah, I really do love it. And maybe that needs to be the question I ask people is how did you find your way into the chamber world? Because everybody has a unique story about how they are? Yeah,

Bret Schanzenbach 5:38
that is so true. You know, one of my neighboring chamber execs. He is one of those guys that came right out of college and got a job at his local chamber and moved his way up and all that jazz. But that is so rare. It’s mostly people who have come from all kinds of different. You do find a lot of people who served at a chamber before they became an exec. But the stories are so different.

Brandon Burton 6:02
Right? Yeah, I always find it fascinating. So thank you for sharing your journey. Absolutely. So tell us a little bit about the Carlsbad chamber just to give us an idea of size staff budget, kind of scope of work to give us an idea of what you guys do there.

Bret Schanzenbach 6:20
Sure. So we are located as you mentioned, in North San Diego County. We’re about 3530 35 miles from the city of San Diego itself. And we our community itself, is about 115,000 people in in our suburb here. But for our part of San Diego County, we’re kind of the economic hub. We have a robust tourism industry, but we also have robust industry in general, which is a nice combination, and at least in San Diego County is pretty rare besides the city of San Diego. We are we’re the number two generator and tourism dollars in our county behind the city of San Diego itself. And and I think we have the third largest industrial park in San Diego County. So both we have this great mix of both, you know, like biotech and high tech and that kind of stuff. And then the tourism side. So that’s great. Our chamber itself, we have right around 1000 members, little over 1000 members. San Diego County has 43 chambers of commerce, and we’re the second largest with the city of San Diego, the Regional Chamber in San Diego being the largest. So we’re the second largest chamber in the county, we have about a $1.3 million budget staff of nine. We do not our community has we have separate visitor Bureau, we have a separate Downtown Association. Our city has its own economic development department. So we don’t have any of those other add ons that some chambers do. But we obviously we work very closely with all of those entities matter of fact, we meet regularly have a great rapport with them. But but we don’t fulfill those, you know, those specific roles, like getting funding to be say a visitor center or a manage the downtown or any of those things. So So yeah, that’s a little bit about us. I have a very large board of directors. That was kind of the biggest, one of the biggest changes coming from my previous chamber where we we had what I thought was a big board at the time, like of 17. And, you know, I have 35 voting members and, you know, for other like, advisory members and then other emeritus members, we have a large board here.

Brandon Burton 8:56
Yeah, they work for a lot of people. That definitely helps paint the picture for sure kind of where you guys sit and the type of work I’m involved with.

Bret Schanzenbach 9:06
I do work for a lot of people. It’s very true.

Brandon Burton 9:11
Well, I’m excited to get into our topic for our discussion. Today we’re we’re going to be focusing our discussion around presenting employment opportunities to youth in the classroom. And we’ll dive more into this discussion as soon as we get back from this quick break.

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All right, Bret, we’re back. As I mentioned before the break, we’re talking about presenting employment opportunities to the classroom today. I know our our scheduling of recording this is being worked around both you and I both volunteering at at church youth camps and so forth. So I know for me, and I may be speaking for you as well, that the rising generation is important to me. And and I think for chambers in general to look at that future employment pipeline and creating a vibrant economy in your community. So I’m excited to have you tell us what the Carlsbad chamber has been doing to introduce these these students, these youth to what a future can look like in your community through the various employment opportunities.

Topic-Presenting Employment Opportunities to the Classroom

Bret Schanzenbach 13:05
Yeah, thank you for that lead in it is a very important topic for all chambers. And I feel like as we go to our conferences, and you know, you attend webinars, and you see this topic comes up more and more and more, because it’s a it’s not just a local issue. It’s a nationwide issue. And if I could, before I explain what we’re currently at, I want to paint a little bit of a picture of what we used to do. That led up to our current initiative and our chamber, like probably many others who are listening in, we’re very engaged at one point or another in trying to bring together the world of work and the classroom, you know, to bring those together as you as you alluded to, and what we had been doing before, we had this program called talent, cities, and we brought eighth graders out on field trips to actual businesses, like different manufacturing type businesses, et cetera, et cetera. And instead of just doing like a tour of the business, we specifically crafted a tour where they would stop strategically at different places at the company that they were visiting, and they would get a little interview with somebody. So a couple of those stops would be like, on a shop floor, for instance. And then a couple of stops would be more like in research and development and marketing and sales, things like that. So there’s always this mix, kind of a, the blue collar, the white collar type things, but we at each stop, they would hear from a staff member and employee who would talk about who they were, what they did, what they liked about it, what was challenging about it, and how they got to this point in their career. And our goal with that bringing those kids out on site was to just broaden their perspective. Have a little bit because what mostly we found is that most students know what their mom and their dad do if they have both parents. And sometimes they don’t even know what their parents do. Because sometimes what their parents do, they just, they just have no way of actually knowing what they do. But beyond that, they just know the big hero jobs like teacher, firefighter, policeman, military, you know, stuff like that. So our goal was to try to broaden their perspectives just a little on what kinds of jobs and career opportunities could be available to them. And when we started that program that we called Talent cities, it was we felt that was successful, like we would actually pull the kids before they would go through with this kind of a tour, field trip, etc. And then we would survey them again, after and we got some great comments, like one that really stuck out in my mind, one of the kids said, you know, I never thought I could use my love of art in, you know, a work setting or a job or a career or whatever. So things like that. That was exactly what we were hoping to do is help them to see a little bit bigger than they had had a chance to up to that point in their life. But we ran into challenges. So that program, when I was at the VISTA chamber, we ran 1,000/8 graders through in like an 18 month period of time. And at least out here in Southern California field trips are challenging for school districts, and all those logistics that they have to go through to make a field trip happen are not simple. And then secondly, I found that I was constantly going back to the same four or five different companies saying, Hey, I got another group of 38th graders or 20, you know, whatever, for you guys to host. And so, you know, it becomes challenging for businesses to interrupt their flow to do that on a regular basis. So all that being said, That was that was the precursor, when COVID hit, obviously, the whole world pivoted towards virtual learning, virtual interaction, et cetera, et cetera. And at the same time, our local hospital out here was working on some initiatives to help their career readiness workforce pipeline get developed. And so they were interested in, in creating some videos to help broaden people’s awareness of career opportunities within healthcare. Most people when they think of healthcare, all they think of as a nurse and a doctor. And obviously, when you have a big hospital, there’s usually something like, I think our hospital has, like 2200 employees. So there’s all kinds of careers, that all the way from marketing, you know, down to techs and an

Brandon Burton 18:00
average janitors, you know, everything Yeah,

Bret Schanzenbach 18:03
you got it, you got it. So there’s, there’s so much diversity within just a company like that. So they approached us and and so what we ended up putting together and one of the things I love about this is, this was a collaboration with three different chambers of commerce here in my area. So we the Carlsbad chamber, our two neighbors directly nearest the Oceanside chamber and the VISTA chamber, the hospital that I just mentioned, and then our regional EDC edge, our Regional Economic Development Council for our area, the five of us together collaborated on this project. And we went out to our local county representative and said, Hey, we have this idea. And so luckily, he bought into the idea that I’m going to share and funded it because this stuff doesn’t happen without some money behind it. But we created a web portal. And it’s called SoCal. And that’s an acronym that I always forget, but it stands for student opportunities for career awareness and learning. SoCal, and the website is called SoCal workforce.org, SoCal workforce.org. And so we created this web portal. And what we did as we were starting to conceive it, and one of the pieces that was really important to us as we wanted to do this in conjunction with our schools, we didn’t, we didn’t want to do this in some silo by ourselves and just do what we thought made sense. So we worked with the three school districts in the three communities that I just mentioned, Carlsbad, Oceanside and VISTA. And we said, hey, here’s this idea we have, we want to make this evergreen portal of jobs and careers, a video library, if you will, that you can use in the cloud. last room to expose students to the real world of work. And they love the idea, we met with them like two or three times during the process of developing it. And, and when we unveiled it in January of this year 2022, they were ecstatic. And so what the web portal has, when you go there, and it’s open to anybody, so it could be like a teacher who’s navigating this or an individual student, or like, anybody who’s in a, looking to change directions in life, right? Anybody can use this, this website, but you can look up job or career opportunities, three different ways, by industry, by company name, or by a job itself. So like industry, you could look and say, oh, what kinds of things exist in my area in healthcare and tech, in, you know, in public safety, or whatever the case might be? Or, Hey, I’ve heard of, in our area that, you know, there’s some big name companies like ViaSat, or Nordson, or, you know, whatever the company is, I’ve heard of that company, what jobs might be, what careers do they even have, I don’t even know what they do. Or you could just go the path of, you know, like, I want to know more about being an engineer or want to know more about being a this or that. So whatever way you navigate, you eventually get down to these three minute videos. And what we did is we shot all the videos on location. At the site where the worker works, we wanted it really, in their workspace in their flow, like all the B roll, we didn’t use any third party just B roll that you can just purchase, you know, anywhere, everything is shot at the actual site where these people work. And we interview these these various workers. And it’s the same kind of interview that I mentioned earlier, who they are, what they do, what do they like about it? What’s challenging about it?

How do they get to this point in their career, if they were adding a staff member to their team, what would they be looking for. And so in these three minute videos, you get a really good snapshot of a real life, you know, place of work, job, career, etc. And, on our portal, another piece that I really like, because we were trying to think of it from the student perspective is, when you get down to the actual job, before you watch the video, there’s a description there, hey, here’s a little bit about the job. Here’s what the average person in San Diego County makes, who, who performs this job, here’s the job outlook for the next five to 10 years for that profession, in our area. And then if, you know, educational resources are like if you need a degree or a certificate or something to do that job, here’s a couple of links of local institutions who offer those certificates or degrees, etc. And so then with all that background, and they can watch the three minute you know, video and and get to know, that particular job, career, etc. And school districts, when we rolled it out in January, we’re over the moon, they love it. Now, it’s not that a school district can’t like if they wanted to bring, oh, let’s let’s look at a day in the life of the engineer. They can they have resources, they can find that that’s out there. But what our school districts really loved about this project was that it’s so localized. So these are companies that they’re, the students may have heard of, these are places that they’ve driven by, I mean, these are right here in their backyard. And it just the teachers were so excited about making it tangible to their students.

Brandon Burton 24:02
So I’m gonna circle back towards some of the beginning of your comments, and you mentioned that students often will only know what their parents have done it Yeah, just funny. When I was in third grade, I drew some attention from the school when I told them that my dad sold drugs because a pharmaceutical sales rep but I would hear him come home talking about the new drug that he’s marketing. So you know, naturally when we talk about what is your dad do for a living my dad sold drugs so that prompted a parent teacher conference and Oh, no that so that was interesting. But so with these, this web portal and video library I love this idea that I love being able to have the different angles being able to filter by industry company and job type. Are you primarily focusing on the bigger companies because they have so many different levels, different types of positions? Or do you have some of the smaller entrepreneurs even that are highlighting what a day in the life of their work is? Like?

Bret Schanzenbach 25:11
Yeah, good question. Um, it is it is intended to be a mix of both. But initially, it was, when we were at the conception phase and trying to get it off the ground, it was a little bit easier to go to some of the bigger companies who have a diversity of roles already, and say, hey, you know, we want to shoot three different, you know, jobs through different roles at your company. But, but we have both some, so we have some large companies, but we also have some, I would say, medium sized companies. And, and when we launched in January, our goal was to get, I think our goal was to have 60 videos on the portal at launch. And we ended up we met that goal. And currently there’s, there’s 80, I’m trying to think through the numbers. Yeah, currently, there’s 80. And our goal by the end of this calendar year is to get to 100. And then obviously, continue to grow it but but yeah, the so we’re trying to diverse, like to your point, we’re trying to diversify as we grow, and get a more industries be more diversity of size of companies and things. The county supervisor who really bought into this initially, he wanted us to have a healthy mix of things that did not require going to get a four year degree. Sure. And as you probably know, there’s, you know, obviously, there’s the big push in the schools for STEM, and, you know, that kind of stuff. So we wanted to have, obviously, that kind of stuff, too. So we worked really hard. So there’s like some, there’s some construction jobs, you know, what I mean, there’s welders and you know, that kind of stuff in the midst of off. So there’s engineers and you know, etc. So we’re worked hard to try to have that kind of diversity in there.

Brandon Burton 27:07
Yeah. And I can see this library just growing over time with expanding the different companies. But there’s always going to be the need for an accountant and a lawyer and a doctor in some of those staples. But then you see new careers popping up to you know, from I’m thinking when the smartphones came out, and you had app developers, and that wasn’t like you had software designers, but now specifically apps and now. So we see technology shifting with, you know, the metaverse and things like that. And, you know, what is the career going to look like 10 years from now, it might look very different. But exposing these students to those opportunities might help them avoid, you know, eight years in the real estate industry if they don’t like that, right.

Bret Schanzenbach 27:53
Yeah, no, you’re but you’re you’re spot on it. I mean, there’s people who have careers right now that five years ago, those things didn’t even exist. So you know, so theoretically, somebody entering college today, you know, might end up in a career a few years from now, that doesn’t even exist as they start college at least. And Title and name like you, like an app developer. At one point, there was no such thing, right? Or what exactly is an influencer again, but making a lot of money at it. I don’t know what that means. You know, so that is a challenge to, but the other thing that we’re doing is one of the challenges we had when, you know, when I was sharing that example, at my previous chamber, where we were working hard to bring the, the classroom world into the real world of work. We were doing it within our given community, you know, I was the VISTA chamber, and these were Vista businesses, and this was the Vista school district and, but at least in our area, and I know, every region could be, you know, have some differences here. But in our area where we are a suburban, you know, area, it doesn’t make sense to do it. siloed but community by community, which is why this regional approach we felt made a lot more sense. Like, I live in community a I work in community b I go to school and community see my churches in community D. I mean, that’s, that’s actually true for me what I just said, you know, so it was really important for us to take a broader perspective, here in Carlsbad. There. 80,000 people come to work every day, but only 20,000 of those actually live in Carlsbad. So that’s a lot of people coming to work from neighboring communities. And so we had that mindset. So now what where we’re at is, since we launched in January, we’ve now added three more communities to our portfolio, San Marcos Escondido Encinitas have all joined us and their school districts as well. So we’re growing it growing the footprint of it geographically. And then as you already were talking about the companies, the jobs, the those kind of operates, the industries are growing as well. And so we eventually see it hopefully being county wide, but that’s going to take a little while, but county wide, and, you know, just continuing to expand the diversity of opportunities to,

Brandon Burton 30:27
I think it goes to show, maybe the definition of community is changing to some degree, you know, between online communities got your physical communities, you’ve got cities that were established before transportation was as robust as it is now, and, and the world just keeps getting smaller and smaller. So as we silo and say, We are the Carlsbad community, you’re really discounting a lot of opportunity from the neighboring areas that, you know, your residents or employers employees are interacting in those cities anyway. So maybe just kind of a reset on what community actually means.

Bret Schanzenbach 31:02
Yeah, I think that’s a good point. You know, we’re, we’re very fluid in this area, and I believe, probably in a lot of areas, and as you pointed out, transportation being, you know, robust, but this, this portal has been, you know, a great collaboration, and I think, in our industry, you know, that’s really important, you know, in the chamber industry to collaborate together, look for me, you know, how can we create win wins, you know, and it, it’s a, it’s been a really great thing for us to collectively work together on and create value for all of our memberships in this in this region. And our, you know, our bigger members who have a tendency to be members of multiple chambers, they love seeing this to, you know, they love seeing our chambers all work together on on big, more enterprise level projects. So, so that’s been a positive, I think our biggest challenge, you know, as we, we initially got that grant, which was super helpful, but, you know, to grow it, there has to be funding so, videography, high quality videography, and editing doesn’t come free. And, and we have done it at a very high level. So we’re at the point where, okay, we’re looking for some more grants and streams of funding. But we’re also going straight to the companies and say, Hey, if you want your company, you know, featured here, we have a path for that. So we’ve created corporate pricing for those that want to be added. It was interesting when we launched some industries that we hadn’t really thought of jumped up and said, Oh, we want to be featured. And so you know, a municipality, their, their water division, they’re like, We need to promote career opportunities in this field. You know, people don’t think about this. And so they jumped on board and sponsored, you know, right away and got some video shot at, at their, whatever water division at their municipality. So there’s, you know, there’s different pockets that we hadn’t really anticipated. And right now I’m working. You know, I mentioned at the outset that we have a strong tourism in Carlsbad. But at the moment, there is no tourism or hospitality listed on our portal at all. So I’m currently in dialogue with them, they they’re really hurting for workforce right now, after the pandemic, it’s been a challenge getting getting staffed back up to the levels, both at restaurants and hotels, and but we just hosted a panel discussion on tourism about two weeks ago, and they were all talking about how they need to, you know, promote careers within tourism. So, so we had a discussion this week about how they could get into our portal. So we’re putting a proposal together for them to to get some video shot at their place. So, you know, I love that, that we have this tool to be able to help serve those who have that need right now.

Brandon Burton 34:05
Yeah, I love that. And thank you for touching on the funding part of it too, because I was going to ask that next about day, how do you make all this happen? And yeah, variety of sources and, and being creative as you go along to and looking for those new opportunities.

Bret Schanzenbach 34:19
Very true. I mean, obviously, there we all in our communities know of some, some go to little, you know, channels where we go after funding for this or that, but eventually, you know, we need business to step up. You know, we were looking regionally at funding sources. You know, our local congressman really liked the idea what so one of the things that’s been that’s come up though, is multiple people have said, hey, it would be great. If your portal could be like a one stop shop for internships, companies who want to host interns, you know, people who want to have an internship and it could be a one stop shop and You know, we’re dealing with all these different jurisdictions now different school districts, and you know, all this stuff. And they all have their own

Brandon Burton 35:08
parameters. And yeah,

Bret Schanzenbach 35:10
exactly. So it’s like, oh, boy, how do we do this? So that’s probably like version three of the portal. Not even version two. But so those are things we’re aspiring to, though and are on our radar to continue to evolve, how this portal can continue to serve the needs of our community now that it’s launched, and it’s getting on people’s radar.

Brandon Burton 35:33
Yeah, I really liked that. But as we start to wrap things up here, I wanted to ask you, for anybody listening? What tip or action item might you share with them to any chamber that’s looking to take their organization up to the next level?

Action Item/Tip for Chamber Champions

Bret Schanzenbach 35:51
Yeah, that’s, um, you know, it’s a great question we talked about here. And, and other people have heard in the industry, that we can’t, we can’t be our grandfather’s chamber. You know, the chamber, the days when you think of kind of like, there was a time where businesses join the chamber, and you can pick a variety of reasons, the chamber was the go to place for networking, that was probably the easiest chamber was the go to place for advocacy, you know, you know, things like that. And we don’t have the market cornered on any of those things anymore. I mean, there’s a million ways to network from meet up and you know, online tools to lead clubs and all that kind of stuff. There’s so many ways to network, besides even just social networking. And then advocacy, every industry has its own, you know, vehicle, you know, their own Association, that advocates just for their specific niche needs, and really watches their back. And I still think chambers are excellent at broad scale advocacy, and networking, and all that kind of stuff. But we don’t have the market cornered on any of those things that used to be kind of synonymous with why you need to join a chamber. So we’re constantly asking, asking ourselves, you know, what is our you know, value proposition? What are we bringing to the table that nobody else is bringing to the table, which is part and parcel with this, this discussion we just had today, this is one piece of it for us, you know. So we’re, we’re involved in workforce development in about five or six different fingers or different ways. This SoCal project was just one of them. But that’s, for us, it was like, nobody, when I left broad scape, broad scale, nobody’s involved in this, nobody can bring to the table what we can and workforce development, the relationship with the companies and the relationship with a schools which already we have, you know, we can we can be this bridge that nobody else can serve. So we’ve, that’s one of the stakes we put in the ground, this is going to be a value proposition that we have for our membership. But looking at those things, what do you bring to the table that not nobody else is, you know, Rotary can’t bring to the table or, you know, some nonprofit in your community can’t bring to the table or some Meetup group can’t bring to the table, you know, what, what is it that’s unique. And so we look for those things we and we have, you know, we’re constantly developing new initiatives, which is a little daunting, to be honest, we have to be careful, we don’t get out of a mission and, and go off on some tangent, but, but, and I think, and one other thing I want to, I want to point out 25 years ago, when people thought of economic development, they primarily thought of, let’s try to get Company X or company wide to come to our city. And they’ll bring good jobs, and that’ll be good for the community. And we even saw it like five or six years ago, like the whole country was tripping over themselves to try and get the next you know, Amazon headquarters, you know, and it was almost comical, but and there’s I’m not saying that’s not valid, but even before COVID We knew and now since COVID We really know that people can be from work from anywhere. Yeah, you know, they don’t you it doesn’t matter where their job is. It’s where do they want to be and so we have to create a community that attracts people that want to be there not because their company’s there. So what does that mean? Well, what attracts people you got to have, you know, low crime rate, great schools, affordable housing, amenities and parks and stuff that people want, you know, a good entrepreneurial environment, you know, business friendly, me all these factors together. There are what make places desirable for people to locate. And, and, and be. So we have to be about all of it. You know, we can’t just be siloed in, we’re a business organization, we are going to work with business. That’s long gone. And so we’re constantly looking at how can we make a positive impact in all those areas, so that we can make our community a great place to, you know, live workplace shop, dying vacation visit, you know, all of that. And so it’s it’s exciting, but it’s daunting. It’s a, the the ways you can engage that are never ending, which wakes me up and gets me excited. And also overwhelms me sometimes at two o’clock in the morning. But that’s what I love about the industry.

Brandon Burton 40:51
Now, and I think something you touched on is, it’s the shift of placemaking. Like it used to be, you’re attracting business, and now it’s attracting those employees, attracting those people that want to live in your community. And I think your response, it may answer my next question, but I like asking everybody I have on the show, as we look to the future chambers of commerce, how do you see their purpose going forward?

Future of Chambers

Bret Schanzenbach 41:16
Yeah, I think that the role that we serve as a hub within the community is so vital and important, and valuable, so valuable, you know, we can pull together stakeholders from so many different things from from public safety, and government, to education and nonprofits and business and we can put them in the same room. And, and sometimes you don’t maybe only need two or three of those fingers for what your initiative is, but, but you can, we can pull together things that nobody else can and, and so we have to, we have to embrace that role. And you know, find the issues within our communities that are meaningful, and, and go after them and be the solution. We don’t have to have all the answers, but be the one that convenes everybody to help create the positive movement for the community. And I think if we wholeheartedly embrace that role will continue to be relevant, and will continue to have a reason to exist. But you know, if we just kind of bury our head, and like, we’re the business community, I think that’s too narrow. And I feel like most chambers have evolved beyond that. But, but I see going forward, just we have to take that up, you know, wholeheartedly and run with that mentality to be community leaders, not just business leaders.

Brandon Burton 42:42
Right. And being that that embracing being a convener is is so important, and you guys are setting a great example with the SoCal program. Because that’s exactly what you’re doing is you’re bringing those those right people to the table to help provide opportunities for the the youth coming up that are going to be the future workforce. Yeah. So Brad, I wanted to give you an opportunity to share any contact information for listeners who might want to reach out and connect with you and learn more about the SoCal program or how you go through all the things in Carlsbad, what’s the best way for someone to reach out and connect?

Connect with Bret Schanzenbach

Bret Schanzenbach 43:18
Sure. I have the easiest email in the world. So one of my emails is ceo@carlsbad.org. And you can email me the if somebody wanted to check out that website I mentioned socalworkforce.org. And you can see more. I’m on LinkedIn, I’m on all those different. I don’t know social media thing is, you know, I respond I actually check messages on LinkedIn. If anybody messages me on the other ones, I don’t check those but but you can connect with people all the time on LinkedIn, especially chamber pros. I love connecting with other chamber professionals. Because I value them and you know, there’s none of us has all the answers in this world of of what we do in the chamber. So I love learning and meeting other people and hearing what’s working in their communities and seeing if there’s any tidbits I can bring back to my community. So yeah, hit me up on LinkedIn. Email me ceo@carlsbad.org. And yeah, love to connect.

Brandon Burton 44:28
Very good. I’ll make sure if we get all that in our show notes for this episode, which will be found at chamber chat. podcast.com/episode 191. But Brad, this has been great having you on the podcast. I appreciate you taking the time to be with us and sharing this great example of what you guys and you know, in collaboration with your neighboring Chambers as well are doing and it’s a great template that others can look to and build upon themselves.

Bret Schanzenbach 44:55
Well, thank you so much for the invitation, Brandon, I really enjoyed it.

Brandon Burton 44:58
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Authentic Leadership with Dale Wilsher

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Below is an auto-generated transcription of my conversation with Dale Wilsher. Because this is auto-generated there are likely some grammatical errors but it is still a useful tool to search text within this podcast episode.

Feel free to join our Chamber Chat Champions Facebook Group to discuss this episode and to share your own experiences and tips with other Chamber Champions.

Introduction

Brandon Burton 0:00
This is the Chamber Chat Podcast, the show dedicated to chamber professionals to spark ideas and to get actionable tips and strategies to better serve your members and community.

Now your host he goes for walks at night to avoid the summer he he’s my dad Brandon Burton.

Hello, Chamber Champions. Welcome to Chamber Chat Podcast. I’m your host, Brandon Burton, and it’s my goal to introduce you to people and ideas to better help you serve your Chamber members and your community.

Our title sponsor is Holman Brothers Membership Sales Solutions. Let’s hear from Jason Mock, President and CEO of the San Marcos Area Chamber to learn how the Holman Brothers have provided value for his chamber.

Jason Mock 0:43
Two years ago, we brought in Holman Brothers to help our organization go to that next level. And in those two years, our team has transformed the way that we think about sponsorships and non dues revenue. And I would really encourage you if you’re looking to take your chamber to the next level to bring on the Holman Brothers.

Brandon Burton 1:01
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Guest Introduction

You’re joining us today for it’s episode 190 with Dale Wilsher. Dale is a certified life and leadership coach, trainer and DISC personality profiles as well as a keynote speaker and award winning author, pressure to be all things to all people for years in her life. Dale now helps professionals understand their own distinction, their individual personality, passion and purpose so they can do meaningful work, create high functioning teams and contribute at their highest level. Dale, I’m excited to have you with us today on Chamber Chat Podcast, I’d love for you to take a moment to say hello to all the Chamber Champions that are listening and share something interesting about yourself so you can tell you a little better.

Dale Wilsher 1:50
Well, thanks so much, Brandon. Yeah, I’m Dale Wiltshire, and I’m here in Boulder, Colorado, and you gave the whole bio piece. So I love what I do. I’ve been doing this for about 10 years as a coach, I’ve been speaking for about 15 years when I started speaking, I was making popery and Starbucks cards. So I’ve definitely been able to level that up a little bit. Make speak in a way that I can sleep indoors and pay the rest of the bills. So you know lots of good things in the work that I get to do with people and helping them understand their strengths and their stories. So they can make the most of their time and their attention. And their talent. I you know, it’s a lot of pressure on what’s interesting about you, I was thinking about what’s interesting about, you know, other people in my life, my family, but I would say right now I’m in in the middle of training for a half marathon. So I got frozen shoulder when we hit the pandemic, and it took me out of everything, I ended up having a dislocated shoulder. So I couldn’t even run or bounce, you know, like whatever the I couldn’t do any of it. So I’m pretty excited. We’re we’ll do the 10 mile run this Sunday. And I’m doing it with my best friend and two of my daughters. And if one doesn’t show up, she has to pay me back. So I’m covered.

Brandon Burton 3:02
That’s awesome. Got your backup plan?

Yes, yeah, no, that is awesome. So tell us a little bit about your organization, the work that you do. I mean, you touched on it just briefly there. But who’s kind of your ideal client that you work with? And kind of yeah, go down that rabbit hole?

Dale Wilsher 3:22
Yeah, well, the business officially is called your authentic personality. And that really speaks to a lot of work I do to help people find authentic direction to be able to help them find more definition, I don’t believe you have good direction until you have a clearer definition of who you are. And especially in terms of your personality, your authentic personality, I do a lot of work with clients on their masks. So I work with a lot of purpose driven professionals in the chamber world is one area, but I work with people in a multitude of environments and different types of jobs, settings and industries. But they’re always purpose driven. They want to understand how to bring more of themselves and what matters to them into the work that they do. Because according to all the research on meaning, that’s how you engage most deeply. And to me, that’s based on your design, how you really contribute, what you’ve been, you know, designed to, to offer the world. So I help through a number of processes and tools and tips. And then I’ll work with people on their limiting beliefs, some of the things that hold you back from living out that distinction, usually in terms of emotional regulation, kind of weak or lame boundaries, and I work with a lot of women. So I see that quite a bit. I’ve never seen a woman come to the planet with good boundaries. And then those limiting beliefs. There’s so much that kind of subtly resides in our subconscious that is holding us back from all that we can do. And to me, that’s the greatest crime is really not tapping all that you were meant to do. So I want people to leave nothing on the table.

Brandon Burton 4:56
I love that tackling those limiting beliefs. My kids will tell you I preach to them all the time about discovering their potential and not leaving anything on the

Dale Wilsher 5:04
table. Right. That’s great. We’re right there with each other. Yeah,

Brandon Burton 5:08
absolutely. So for those listening, you and I, we got to actually meet in person before doing this podcast at the Mako chamber conference a couple months ago. And that’s kind of a rare opportunity for me to meet my guests in person before. So usually I do the interview, and then maybe at a conference later, I’ll get to meet these people in person. So we did this kind of backwards, which was awesome. So,

Dale Wilsher 5:35
so fun. It was so great to meet you. We were both in like our vendor tables. But I got to be the closing keynote at that event, which was delightful. I also got to talk about, you know, leading confidently in your personality type. And I think I finished that with how to keep the urgent from hijacking what’s important, which requires that you really know your authentic values. So it’s all kind of in line with the stuff I love to do.

Brandon Burton 5:58
Absolutely. And that segues right into our topic for our discussion today around authentic leadership. We’ll dive into that discussion as soon as we get back from this quick break.

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Alright, Dale, we’re back. So as we talk about authentic leadership, what does that mean, as far as you know, what is what is authentic? What is real? And how do you? How do you discover that as a leader?

Topic-Authentic Leadership

Dale Wilsher 9:12
Yeah, well, and, you know, LinkedIn did a survey not too long ago, and they had about 16,000 people respond with their definition of what leadership was, and they had so many different words, values that came up everything from inspiration and wisdom and influence and credibility and energy. You know, just almost as many definitions for leadership as there are probably people who lead and people who are lead, so I’ll leave the leadership. These were the people who are leading influencing guiding teams and organizations, you know, to action. So there’s the leadership piece, authentic leadership. You know, there’s a number of ways to describe that Sheryl Sandberg talked about you know, bringing your whole self to work and and making sure that you know, you’re you’re not just a profession

is no self during the week and a personal self and authenticity has a consistency to it. So there should be the same personality that you are at home, you’re bringing to work. And I, like I mentioned before I work with a lot of people who are wearing personality masks. So trying to really understand what is their original design, because if you’re working out of a mask, you’re going to work twice as hard for half the results. So, you know, it’s bringing that I believe it’s bringing your values into action, really aligning with what matters most to you. So you have to be able to clarify those, so that you can get in the driver’s seat of them and not just kind of bump into them now and again, and then also your purpose, each person has one why you don’t have a professional, why and a personal why you have one. So how can you bring that to bear as the leader to be able to influence your organization, your members, your staff, whoever it might be? I love that. So I find that that LinkedIn survey intriguing, because you hear all the time people employees say, Oh, he was the worst leader ever, or, you know, she was an amazing leader, it’s great to find that and everybody’s perspective, you know, tends to lead to a different result as far as what that definition is. Absolutely.

Sorry. As I say,

Brandon Burton 11:15
I like being able to hone that down into what is authentically you and not having these different personality masks. But go in with your thought.

Dale Wilsher 11:23
Yeah, I forgot my thoughts. So um, yeah, it is, it is all about being real. And then I say, finding out what is real because I see it if you kind of look at truth, if authenticity is a form of truth, there’s like the little T truth, which is that courage to admit your weaknesses, it’s what’s true right now, that’s what a lot of people talk about to be vulnerable, a lot of the work by Brene, brown and bringing that so that people can be human. They’re not burning out all that kind of stuff. But then it is finding what is real, because that is this discovery toward you know, what is your best self? What are you capable of? Because we can and I do hear it from time to time, use authenticity as an excuse to kind of stay in our comfort zone. It’s like, oh, that’s not natural for me. Oh, that just doesn’t feel right. And then we never quite stretched ourselves into what can be the best parts of ourselves. So it’s, it’s kind of a broad, broad concept.

Brandon Burton 12:19
Yeah, that kind of goes back to the limiting beliefs. What do you say, Oh, that’s not me. Yeah, all the excuses become limiting factors. But I like how you’ve mentioned these personality masks, as well, as you work with clients, and they gain the courage, I guess, to remove that personality mask that work mask to show who they authentically are. What is that like for an individual because it I imagine it does take courage to change who you presented yourself as for, you know, a certain amount of time in a public scene versus your authentic self.

Dale Wilsher 12:54
So, so true, it takes a lot of courage. And what we know from DISC personality results is that at least 20% of the population is wearing a mask at any given time. And I always see this when usually most of us have a major and a minor personality type. And I work out of the four basic personality types, but there are compatible blends. And when you’re looking at opposite blends, usually one of those is the mask like usually you’re partnered up married to your opposite, making you think you should be more like them. Or maybe they think you should be more like them. So it gets confusing family culture, corporate culture, can say that you should be one way versus another that bias. So to be able, I find to help people, first of all, figure out if they’re wearing a mask, and they’re, you know, filling kind of an internal conflict or confusion about who you’re supposed to be. We see burnout patterns and chameleon patterns that can let us know if that’s there. But to be able to bring who you are, first of all, I think you have to see what is really good about that personality type, most of us overvalue other people’s strengths and we undervalue our own, we assume that because we do it, it doesn’t take any talent, it’s not really that big of a deal. So I always start with helping people really understand what the foundation of that personality is, and what the gifts are that you bring that the rest of us really can’t touch. So I think it starts there. And then it’s a matter of growth because personalities 5050 50% is in your DNA. And then the other 50% is influenced and experience. You know, we’re all very unique, but that other 50% That’s really the study of epigenetics, which is the study of nurture, and what happens and when you are in a culture that does not really favor or kind of allow for your personality type, protein expression can get turned off. So truly, you’re not able to grow your strengths if you’re not using them or you don’t see what’s really good about them. So I find that when people take those masks off, first of all, there is a great sense of relief. There is a great So fear, like, What’s everybody gonna think now. And then there’s this process of allowing protein expression to be turned on. But according to the Gallup organization, you will move much faster when you’re working in the lane of your strengths. So it’s not like if you’ve been turned off for 30 years, it’s gonna take you another 30, it can happen very quickly. But you need to know what your strengths are your authentic strings to really start to grow those adding skills, adding knowledge, and just spending time in them. So yeah,

Brandon Burton 15:29
yeah, that is a topic of epigenetics in general is wow, like, you can dive in deep on that. And, and the whole idea is, it’s above genetics. So people say, Hey, I’m genetically predisposed to, you know, have breast cancer or have this you know, alcoholism or, you know, different character traits or whatnot. And epigenetics is above that. So you can change, you can literally change how your genes act and react based on nurture and things like you’re talking about. So I want to get us closer back to chamber. Oh, this is all?

Dale Wilsher 16:04
Yes, we were talking human world. Yes.

Brandon Burton 16:06
Right. Right. So as we look at chambers, how can a chamber benefit from authentic leadership?

Dale Wilsher 16:14
Yeah, I think it is really, I see in the chamber world that a lot of CEOs and directors are one of the personality types, which is the high on the disc, that is the social butterfly, that’s because that’s naturally what they do is connect to people, connect people with others promote people. So I see a lot of that. So when I talk to chamber professionals, I mostly hear people bringing that element of, you know, I create a lot of trust, because I’m able to share openly because that’s the nature of their personality type or I value connection. And so my members feel like they’re safe, and we care. So we can help their businesses grow, because they’ll lean into us, because I’m being authentic. Now, this could happen with any of the four. But there is this piece that’s really about trust, and connection and care. And it’s, you know, a part of Google did a study about high functioning teams, you know, and one of the biggest pieces of that is there’s got to be psychological safety. And part of that is feeling like you’re understood, you’re known and who you are. So they felt like being able to bring their authentic self gave their members especially permission to be their authentic selves, as well. So, you know, and I’ve talked to so many people who said, you know, all eyes are on us, you know, like, we want one of my CEO said, you know, I’m like a Disney World character, like people know, kind of watch. You know, I, when I’m out at my daughter’s soccer game, people know who I am, I’m committed to my community. But I need to be the same at the soccer game as I am in my business. And she works very hard to do that. So that’s exciting to see that people can trust her because there is that consistency there.

Brandon Burton 17:57
So in the chamber world, I see a lot of these chamber professionals, they might look to others, their peers in the industry, and say, well, this person is that social butterfly, this person, you know, shows that sincere care for each of their Chamber members, and how to help their business succeed. So IMS do the same thing. I need to template myself the way you know someone so does that conducts their chamber. So I do believe that there’s some value to be learned by by looking at your peers and taking notes as to what they do. But how do you how does one kind of resolve that conflict if they feel like I’m not naturally that social butterfly, and I’m super uncomfortable, you know, more, maybe more of an introvert, and I’m feeling forced to go this direction?

Dale Wilsher 18:45
Well, and that comes back to really understanding what your style is, what your leadership style is, because each of these four types has a leadership style. You know, it’s not just one type that fits into the chamber world and other types don’t, but it is getting really, I think, familiar with that style. Again, what’s great about that, let’s say that you were the approver, which is the see on the desk, they’re careful and cautious, very conscientious. So that builds trust simply by the nature of everything that happens usually gets done, they do things for the right reason, they have a ton of integrity. And so in meeting with their people, they would do better to meet one on one, say, you know, they’re going to do the big group, you know, ribbon cuttings and different types of events. But they’re probably going to tap their source of genius by really meeting with people one on one and getting to know them and have it using those great listening skills and letting people know who they are authentically so that those can be valued, like they can be trusted for that reason. So I advocate always to know what your true personality type is so that you feel like that that’s a great thing. And you might be representing for a different personality type. Your membership is made up of every single type. So we need an understanding to create kind of a culture of So in respect of all the different types, it’s like I always say personality is like a set of glasses that you come to the planet with. And you kind of think everybody’s wearing the same one. And then when you’re like, What are you doing? Or what are you thinking, like, you know, if you if you escaped it for years, in your adult life, when you have children, you’re like, What is wrong with you? Or at times, you can think what’s wrong with me, it’s because they have this different set of glasses, different priorities, different motivators, different fears. So to understand that means you’re going to understand your people better. And I think it creates that, again, that real feeling that thing that inspires trust. So any of these can lead extremely well,

Brandon Burton 20:38
like that. So it doesn’t mean that you don’t have to not do those things that make you uncomfortable, you may have to do it from time to time, but lean into those strengths that you have to show. Yeah, I like that answer. So what type of things make authenticity hard in the chamber world?

Dale Wilsher 20:57
Yeah, well, because you are always being watched in that sense that people know you in the community, you’re a figure that people recognize there is that that fear of some? Well, I talked to one of my CEOs who said, you know, there’s one board member who is actually, as we talked, we were able to figure out, it was the opposite of her personality type. But that was just not going well, this person actually was not her fan, the board member and so to be able to bring her authentic personality out felt like even more of a risk, she felt like that was going to be used against her and sees those were the improvers that I mentioned the careful and cautious they are naturally more private. So they did not like her sharing. And they felt like they at one point the person said, Stop trying to be vulnerable with us. And so, you know, that is a danger in kind of like how do you respect other people’s wishes and still bring who you are. Now that was just one person who was kind of alone in their thought process. But that’s it, you can seem unprofessional, if you have a more exposed, more sharing kind of open personality type. And so to understand, sometimes I just explain, you know, like my personality type as a D, I move fast. And so sometimes because I value people’s time now if I let them know that then then they can kind of give me a little bit of grace, when they feel like Dale, you’re being abrupt Oh, thank you for letting me know, but they understand where it’s coming from. So I think there’s personality misunderstandings that can happen, because again, your membership and your board, membership is going to be completely different than you there’s the judgment that you get. And like that board member, I’ll just read really quick, there’s a favorite line I have from the Velveteen Rabbit, which is about this little rabbit, who is a stuffed animal who wants to become real. And this is the quote, this is the old wise horse in the nursery, who is the one with all the wisdom, he says generally, by the time you’re real, most of your hair has been loved off, and your eyes drop out, and you get loose in the joints and very shabby. But these things don’t matter at all. Because once you’re real, you can’t be ugly, except to people who don’t understand. And I think just knowing that there will always be people who don’t understand. But by and large, when you’re getting feedback, to be able to be vulnerable is is always going to model for other people that they too can be vulnerable. So I think while it’s a risk, it’s a risk that’s worth it. And hopefully, she’ll still get the help she needs.

Brandon Burton 23:39
So, maybe circling back a little bit to that LinkedIn study where there’s there’s these different leadership expectations. And whether it’s coming from your board or from Members, is there a way to approach your authentic leadership style and say, to your, whether it’s to your board or your membership, this is me, this is where I perform best, I’ll still do these things. But I need a little bit of grace in you know, making this transition or removing this mask or whatever it is to show your authentic self.

Dale Wilsher 24:09
I think you said it beautifully. And if you were depending on if you what your skill set is your strengths are whether you do that one on one, whether you do that at a group meeting. And knowing that you know the the two personality types that are relational, they always want to morph and bend to accommodate relationships that are a little bit more round because they want to be able to do that the other two are more task based. And they’re a little bit more square. They have kind of more structure and so just letting people know where you’re coming from but inviting that feedback and having those honest conversations about your personality, your style, and always having that openness to say I want to make sure that I’m not using that kind of excused authenticity like I’m sorry that’s not me. I can’t go there. You know a mass forms not when we accommodate someone stuff. While the opposite type for me is the s, that’s the stabilizer. It’s the biggest portion of the population. It’s a more soft spoken individual hearts for service. I see them a lot in nonprofits, but they, you know, they do things differently. So I need to bring down my my speed, and my volume, literally, extroverts have more volume I need to accommodate. But mass comes in when you start to think that’s who I’m supposed to be. So it’s, it’s still accommodating what people might need, understanding where they’re coming from, but having the courage to bring out yourself so that everybody else because if we don’t, we are not allowing people to bring their best. So I just think the understanding of personality is huge.

Brandon Burton 25:42
So this thought just came to me as you’re giving that response, because it’s very much, you know, our discussion is very much focused on the leader and their authentic leadership, as a leader, how much should it play into your conversations with others about what their styles may be?

Dale Wilsher 26:01
I think if you want to grow your people, it’s crucial if you want to keep your people, I mean, one element of finding meaning at work, which is what everybody is looking for, which increases engagement, and increases retention is that you’re known that people understand who you are, and what matters to you. And they’re helping you bring out your strengths. So I think if you’re bringing in a disc trainer, or you’re doing something that allows people to be able to be known, and don’t just take the test, and like put it in the file, I see that a lot in hiring. And then they’re like, I don’t even know what my results were, I mean, it, it needs to be kind of a living, active thing to understand, so that you can help develop your people. That’s what everyone is looking for a place to grow and develop into their true self. And if you can align work with that kind of element, then everyone wants to stay, everyone wants to engage. And it’s also like, we’re not supposed to be everything to everyone, but your team can be, you know, we are supposed to live out of our strengths. And together, then we are a well rounded team. So we don’t want well rounded individuals, we want well rounded teams, because that creates appreciation, and giving people space to really kind of live in their zone of genius grow that.

Brandon Burton 27:19
I think that’s fantastic. As we as as we start wrapping things up here, I wanted to ask you, if maybe for a tip or an action item for chambers listening, who’d like to maybe take their chamber to the next level, what would be something that you’d offer from maybe from our discussion today that they could implement?

Action Item/Tip for Chamber Champions

Dale Wilsher 27:40
Well, you can imagine, I’m gonna say just know your personality type. But also know your values, I find that 75% of a person’s values align with their personality type. And so there are a number of ways to do that I have, I have courses, I work with people individually, it’s not a long process, but it does need to be an authentic process, don’t get a whole list and just go shopping, because that’s when you just pick everything you’re like, Well, who am I, if I don’t pick generosity, you know, like, I’m just selfish son of a gun. So you got to be careful. But defining more, I would say, take a disk, if you’ve taken disk before, you know, get them out, have a meeting to really review who everybody is and what their value is to the team. Those are always in those reports, I have a disc test on my, on my website, which is your authentic personality.com that anyone can take, of course, I do that kind of training for groups. But I just think whatever you can do, whether use StrengthsFinder by the Gallup organization, but really get something that’s simple, that allows people to understand themselves, but also other people on their team. It’s not enough just to dive into your own personal growth, you need to understand how you relate to others, and how to bring out the best in them as well.

Brandon Burton 28:56
I love that. And I think a lot of chambers are familiar with these personality tests and trying to figure things out. But for those that maybe have put it away in a file, or you know, it’s in a drawer somewhere, pull it out, maybe do it again, I don’t know how often personalities change over time, but I imagined for some, you know, over a course of a career might change a little bit. But as we look to the future of chambers, how do you see the future of chambers and their purpose going forward?

Future of Chambers

Dale Wilsher 29:27
I think the future is strong. If you know according to the Small Business Association, you know, only 1% of companies are large organizations, you know, 99% are small businesses and to that to chamber serve. And so this to me is the heart and soul of our community. Having gone through the pandemic, we all know that we need each other we need to be in contact with each other. We’re again we’re together we’re a well rounded team we will there’s always things we don’t know there’s that humility to say I can learn from others. If people can help promote me connect me. So I think that as long as we have people and communities, and we have an economy, chambers will be strong and so, so needed.

Brandon Burton 30:11
Yeah. I love that. And we have learned a lot through the pandemic about the need of chambers. But the point you make about 99% of businesses being small businesses, a lot of them are just trying to figure out the next step the next day, you know, so having a great resource such as the Chamber of Commerce is so vital to their success. Absolutely. So Dale, I like to give you an opportunity to share any contact information, you’d mentioned your website. But if you’d like to plug that again, what would be the best way for someone to reach out and connect with you if they’d like to learn more about the work? You do? Yeah,

Connect with Dale Wilsher

Dale Wilsher 30:47
thank you, Brandon. It is a going to the website. It’s yourauthenticpersonality.com. There’s a contact page. If you have any questions, and those come right to my email, I always answer every single one of those there’s a personality tab at the top, we’ve got some fun quizzes, we’ve got some videos. If you want to do that, if you want to look at disk training, again, reach out, any of the information will head home to my email, and I’m happy to be a resource in any way I can. So your authentic personality.com

Brandon Burton 31:20
That’s awesome. And we’ll get that in our show notes for this episode, which will be found at chamberchatpodcast.com/episode190. But Dale, this has been fun to reconnect with you and to have you on the podcast. So thank you for taking the time to be with us today. And I look forward to to everybody learning more about their authentic leadership styles and making a bigger impact.

Dale Wilsher 31:42
Absolutely. Thank you so much, Brandon. It’s great to see you again, too.

Brandon Burton 31:47
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Regional Coalitions with Glenn Morris

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Below is an auto-generated transcription of my conversation with Glenn Morris. Because this is auto-generated there are likely some grammatical errors but it is still a useful tool to search text within this podcast episode.

Feel free to join our Chamber Chat Champions Facebook Group to discuss this episode and to share your own experiences and tips with other Chamber Champions.

Introduction

Brandon Burton 0:00
This is the Chamber Chat Podcast, the show dedicated to chamber professionals to spark ideas and to get actionable tips and strategies to better serve your members and community.

And now, your host, he likes to explore new automation tools. Here’s my dad Brandon Burton.

Hello, Chamber Champions. Welcome to the Chamber Chat Podcast. I’m your host, Brandon Burton, and it’s my goal here to introduce you to people and ideas to better help you serve your Chamber members and your community.

Our title sponsor is Holman Brothers Membership Sales Solutions. Let’s hear from Diane Rogers, President and CEO of the Rancho Cordova Area Chamber to learn how the Holman Brothers have provided value for her.

Diann Rogers 0:45
As a medium sized chamber, we recognize that it’s absolutely critical to have a well qualified and well trained membership development person. Holman Brothers trained that person, recruited that person then they even trained me on how to manage that person. We’re grateful for the support we got.

Brandon Burton 0:59
You can learn more about Holman Brothers Membership Sales Solutions by visiting holmanbros.com.

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Guest Introduction

Our guest for this episode is Glenn Morris. Glenn leads the Santa Maria Valley Chamber of Commerce in California and developed in delivering on its mission to be a catalyst for business growth convenient for leaders and influencers and champion for a stronger Santa Maria Valley. The chamber is the leading business support Economic Development and Tourism Promotion Agency in Northern Santa Barbara County. Prior to joining the Santa Maria Valley Chamber, Glenn served as president and CEO for the Visalia Chamber of Commerce, which is also in California leading the chamber through a complete update of its programs, while establishing the organization as an influential voice and local policy decision making. In addition to his work with chambers, Glenn has professional experience in economic development, tourism and business advocacy. He brings nearly three decades of experience and leadership to bear on his passions of community organizational excellence, and the power of collaboration to achieve goals. His experience includes leading nonprofit organizations in Utah, California and Nevada. As a community leader, Glenn has been involved in a number of local and national organizations working on issues ranging from access to the arts, improvement of local schools and youth leadership development. Glenn has also been part of a number of community based political campaigns. Professionally, Glenn has served on a wide range of local, regional and national boards focused on business advocacy, economic development, workforce issues and youth career preparation. Glenn has served in numerous leadership and training positions for His church, community and professional organizations. He finds great joy in being a husband to Shana and as a father and a grandfather. Glenn, I’m excited to have you with me on Chamber Chat Podcast today, I’d love for you to just take a moment to say hello to all the Chamber Champions and share something interesting about yourself so you can get to know you a little better.

Glenn Morris 3:06
Well, Brandon, good morning, and thank you for this invitation. And the chance to chat about chambers, I think. I think chambers are just critical organizations and communities. And I was fortunate that kind of midpoint in my career to find myself in the chamber business and found my real home professionally. So I love that, that that you have this opportunity to bring chamber people together and help us all learn and, and grow together. So that’s wonderful. You know, something else about myself, I you know, I do a lot of work. But But I love all of it. But you know, I think the thing that makes it all worthwhile. At the end of the day, you mentioned the grandkids and that and that’s just you know, that’s the payoff in life, right? When you when you get those opportunities to see your family growing and thriving, and we’re really blessed in that way.

Brandon Burton 4:05
That’s right. I always like to say that’s how, you know you got your priorities right. You know, you can get at work and and all your responsibilities to be able to reflect on that. That’s where that that’s what matters. Yeah, indeed.

Glenn Morris 4:19
Very good.

Brandon Burton 4:20
Well, tell us a little bit about the Santa Maria Valley Chamber just to give us some perspective, midsize budget staff, that sort of thing is we get your discussion

Glenn Morris 4:29
today. Yeah, so Santa Maria Valley Chamber. We are the chamber for the city of Santa Maria and the surrounding. There’s a fairly large unincorporated community in our neighborhood. There’s a smaller city just down the street. So we kind of covered that regional area. We’re in Northern Santa Barbara County, so that three and a half hours north of LA for something south of San Francisco, right on the Central Coast. We, we think of it as God’s country. And you know, the we I joke with folks that I live in the land of the eternal 70s is that it’s really just a beautiful place to live and work. We have a wine country here that that’s a big draw for our tourism side. But there’s a significant amount of manufacturing in this area, as well. And so it’s a very diversified economy communities about 100. And, oh, if you take the all of the neighboring areas that we serve, it’s probably 150 to 160,000 people, kind of one of the last, growing communities along the central coast with with still some opportunity for new new development and new growth. Our chamber is a we think of ourselves as the one stop shop for all business needs. In addition to the traditional chamber functions, we are the tourism marketing organization for the community. And we are the economic development organization for the community. So we work with our city and the county in our area to lead in all of those areas. So we really are kind of a one stop shop I have a team of depending on the day 10 to 12 folks that lead those three functions. We have about 850 members of the chamber and our budget all in is gonna probably be in that two and a quarter million this next year. All right.

Brandon Burton 6:43
Well, that does help to give some of that perspective especially as we get into what our topic for our discussions today around regional coalition’s. We’ll get into this discussion as soon as we get back from this quick break.

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Topic-Regional Coalitions

All right, Glenn, we’re back. So as I mentioned before the break we’ll focus our conversation around regional coalition’s and your responsibility or your chamber there, like you mentioned, as you kind of gave that background about the chamber is your typical chamber work you’ve got the tourism arm as well as economic development responsibilities, so you guys stay busy. But also that gives you the need really to reach out and, and work with others in your community and the region. So I’m always curious to hear how different chambers go about reaching out and working with other organizations because it can be, you know, competitive on some levels, but also, you know, rising tide raises all ships as they say. So, I’d love to kind of hear your philosophy and strategy as to how you approach that.

Glenn Morris 11:06
So this is a this is an issue that I’m really passionate has been kind of my, my new to the topic I’ve been evangelizing on in our community for since I got here. So good, let me give you a quick story, because it’ll set some context for how we came to this this approach, I joined the Santa Maria Valley Chamber, just over just right at eight years ago, came from another community in California, and moved over here, Santa Maria is the largest community in our region. But it’s not the county seat, right. So it’s not the political center of the county, that would be Santa Barbara. And San Luis Obispo, which is about 40 minutes to the north of us is the home to the regional university. And so you know, as you can imagine, I’m sure that this will ring true for many communities, when you’re the kind of the second community that you know, there can be a chip on the shoulder, right, we don’t get our fair share, some disapprove. Yeah, and so when I moved to the community that that perception was really clear that, that this community had felt for a long time, like it was a little isolated from resources and decision making power, and all of those kinds of things. I joke with people that when I moved to town that, you know, community leaders would discuss, you know, would say, Well, you know, the community is bounded by, you know, the Rio Grande and the Grand Canyon, there’s a riverbed on the north end of town, and there’s a kind of a choke point Canyon, you have to go through to get from us to Santa Barbara. And it was their way of kind of describing this sense of a little bit of isolation, right? Not being from the community and carrying some of that emotional baggage, I decided to my role was going to be you know, I would tell my board, you know, if there’s a moat around the community, my job is to build bridges across and, and to go out and create relationships that would benefit our community. But also knowing that we could bring value to the greater region where the where the workforce home, so many people in our community can move out to neighboring communities for work during the day, where the retail center, so people that live in those outer communities on either side of us come here to shop, and, you know, so that we add value to bring, but we also needed, you know, the health of the region. And then as we really got into that we really, you know, came to the what’s probably an obvious right realization, but but, you know, took us a while as a community to acknowledge that, that we’re, you know, business doesn’t care about political lines, right? The economy doesn’t stop at a city boundary or a county line, or probably even a state guide, right? That, that people’s lives flow across that right, you may live in one community, but work in another right and your business may be in one. But your customers are coming from, you know, three or four others, you certainly are going to have suppliers that are in other communities, you’re going to have, you know, all of that economic activity flows back and forth in really natural ways that have nothing to do with the way we organize for governments. Right. And so we’ve worked we’ve been working for that eight years to really create those relationships with those economic institutions. So initially, it was probably the universities that are one university 40 minutes to the north and another 170 miles to the south. But as we got into that, what we really found worked best was when we reached out to the other chamber Vers, in those communities that said, let’s stop competing and start working together, particularly on the things that matter, like, head of household jobs, and, you know, infrastructure, and you know, all of the housing, job bows, all of those kinds of things, right, we can fight over where the next, you know, cool retail store goes, but but when we come to, you know, where are the head of household jobs, we can work together to land those.

Brandon Burton 15:31
Yeah. Yeah, that makes a lot of sense. And I, the thought that comes to my mind as he explained that because I mean, to me, it makes it like I said, it makes a lot of sense to work together to build a stronger region, because, like you said, the politics don’t stop, you know, certain lines, economies don’t stop at, you know, city boundaries. And even having a university, you know, in the community next door, doesn’t meet. Yeah, so there’s a lot of this crossover. But the question that comes to my mind is, how does one defined community these days when the world seems to be shrinking, and we have so much crossover into in these different areas and elements, that it makes sense to work together with other communities? But what defines a community anymore?

Glenn Morris 16:25
You know, that’s a good question. And I think it’s changing, right. And I hope that that, in my belief is that it’s expanding. Right. So, you know, I think you can define community by the neighborhood that you live in, I think you can define it by the city that you’re engaged in civically. And I think you can define it in that region that you live you that you really live your life and right, and where you do, you’re recreating, and you’re working, and all of those other kinds of pieces. And I think when you really think of it as kind of that Patchwork, right, with different pieces, it really adds a richness, and you know, a lot of value, right? You know, the you may not have every kind of thing you’re looking for in one in one of those boxes. But if you can pull that lens back just a little bit, you probably find, you know, what you’re looking for, right? And, you know, we would, we would have conversations about, you know, well, we don’t have this type of housing in our community, but you know, what, the guy five miles down the road does. And so, you know, if I’m selling, you know, if that’s what the, if that’s what somebody’s looking for, we can point them to it. Right. So, yeah, that, you know, the set the idea of community, I think, is really evolving, and, and hopefully growing. Right,

Brandon Burton 17:51
yeah. I like how you brought up the richness and the value that comes as we expand community and be more inclusive of others in those, you know, traditionally, bordering communities. And, you know, when, like the example you gave of certain housing, you know, you got to play with how the fields striped at the moment. But that doesn’t mean that you can’t help to redefine where the stripes go right over time.

Glenn Morris 18:17
Yeah, and, you know, we really, so Well, you know, a big part of our role in the community is economic development. Right. So we’re all we’re engaged in business attraction. And, you know, often we would get ourselves into these conversations with prospective businesses about, you know, well, we need we need more of this particular type. We need engineers, and, you know, in your city data, we don’t see enough engineers. Right. But But again, I pulled that lens out 40 miles, and I one of the top engineering schools in the country, right, just just across the river. Right. And, you know, so it’s like, the real, we got him, right. You may not see him as you walk down Main Street, but we got him. Right. And, and, you know, that held true for, you know, housing, it might hold true for available land, right, maybe they want to put a factory in, and, you know, my neighboring communities having that conversation, and they don’t have the 10 acres the guy needs, but I do right, but in so you do that. And I think this kind of an approach is critical on business retention. I’ll give you one quick story right before I moved to the community, we had a business that that moved 20 miles away. And people in the community when I moved into town, they were just really still upset about this, right. It had probably been about two years. And they were really still ticked off about it. Right because we lost the business. And as I thought about it, I thought, you know, okay, they you know, they’re fizzle. cool facility is 20 miles down the road. But all of the people that live in our community that work for that business are still in our community, they have a little longer commute. Right. But they’re still here, their kids are still playing on our kids soccer teams, they’re still volunteering on our local nonprofits. Right. And they’re still, you know, in, in our, you know, in our churches. So, did we lose? You know, I don’t know. You know, if, if people are your greatest asset, I’m not sure we lost, right. And, you know, maybe the city lost a little property tax, I don’t know, you know, but, but in the grand scheme of it, I think, because we were able to stay in the region. You know, I don’t think I don’t know that I would chalk it up as a loss.

Brandon Burton 20:50
And say, especially with that example, keeping them in the region, just 20 miles down the road, there is a facility that’s available now, for somebody that move into so yeah, the perceived loss is also a gain on another side, as well, bringing new people new resources, new, you know, everything else.

Glenn Morris 21:10
And, you know, the reason that they had moved was they needed to grow, and Mike tanned at that moment didn’t have a building they could grow into. Right, and, and I think without a regional kind of an approach, when the next one of those comes to me and says, you know, I need another 10,000 square feet, and we just don’t have it in the market. You know, I think without a regional approach, the risk is that they start looking at other states, right? Or completely different markets, where my neighbors who work for them are either going to have to make a choice to relocate, or find new employment. Right. And so, you know, do I want them to stand my town? Yes, I do. Right. But if I can’t make that work, and I can put them in the town next door, that’s a better outcome than, you know, letting them, you know, load a truck up and go someplace far away.

Brandon Burton 22:05
Exactly. So and those are tough decisions to make, too. And they need to do that. But maybe let’s talk a little bit more tactical. So as you started reaching out to some of these neighboring chambers, and saying, Let’s collaborate together, let’s work together, let’s not compete anymore, let’s, you know, level or let’s let’s raise the bar, I would say, How was that received? How did you approach it? And is there anything formal that’s come out of it as far as like a regional round table or something like?

Glenn Morris 22:37
So? So I think it starts with relationships, right? It starts with chamber CEOs, you know, having lunch with other chamber CEOs in the area, and building that relationship that you can get some trust, right, that, that if I need that business, I need to find that business that 10 1000s extra square feet, I can call you, and and we’re going to work that out together. But you’re not going to use that as an excuse to come poach to others or Mike. Right. Right. There’s that trust that you have to build there. And that’s really one on one. And then we found that, that one of the areas that we could, that was easy to collaborate on early in that process was around legislative advocacy, right? Because now we’re all fighting the State Capitol. And that’s, you know, a common, you know, foe maybe or, you know, and so it wasn’t about, you know, balancing between us, it was us all together, yeah, against an external thing. And so that got us started working together, taking common positions, collaborating around advocacy, kinds of discussions. And then from there, we’ve been able to move to more of the Economic Development kinds of things. But it’s also, you know, spun off into we do some joint staff development things and you know, all of those kinds of things, once you start working together, you can find lots of opportunities. But we do now have probably three formal Regional Chamber, you know, elaborate so we have one that’s around this advocacy piece, that actually is about 30 chambers in a three county region that come together for that. We have a another chamber group that is more more on MRI on local kinds of issues. That is what eight chambers in in one particular end of that region. And then we’re, we have a two County Economic Development, collaboration that started as the chambers and as actually now, we’ve actually stood up a new organization to really lead regional economic big development initiatives. So, you know, that was probably the one that became the most formal as it really just kind of became a new entity. Right?

Brandon Burton 25:12
Now, I love those examples and being able to put some numbers to that about what that looks like at the regional advocacy, you know, 30 chambers come in together, I mean, the power that comes with those kinds of numbers, and you go to the state capitol and say, Look, you know, 30 chambers representing I don’t know how many 1000s of business owners we believe strongly in this, you know,

Glenn Morris 25:34
it gets, you know, in my town, I have one member of the assembly, right, and I have one, Senator. But if I bring that Tri County group together, it’s like eight members of the assembly and three or four state senators, right. So all of a sudden, we have more people we can talk to. And so you know, that that gives us a different kind of a voice.

Brandon Burton 26:00
Right? So as far as the approach with with your membership, I know, there’s always going to be somebody that will find a problem with whatever the Chamber’s doing, you’re going to hear those voices. But hopefully, there’s more that are seeing the bigger picture of how you’re working with neighboring communities. What type of feedback are you getting of a note and a lot of times, so maybe preface that a lot of times members don’t see the work that’s happening behind the scenes. But with that in mind, what what type of feedback do you get from your members with taking a more regional and collaborative? Yeah,

Glenn Morris 26:40
so yes, you’re right, most of them probably don’t know what we’re doing. Right? Because because they’re focused on on much more transactional business and their day to day and that’s great, right. That’s what they should be doing. And we try to support them in doing that. But, you know, the most of our community leader level folks, you know, appreciate the, what we’re trying to do. And they see the bigger picture. You know, occasionally when, you know, we’re, we’re celebrating what they to them looks like a neighbor’s win. Right. You know, they can kind of go explain this to me one more time. Right. And so we have to be really good about telling the bigger story. Right. And so, you know, particularly with local elected, right, city council members who, by definition, should be passionate about their, their little spot in the world, right? Yeah. And, you know, so it’s important for us, if, if we’re celebrating a business location in a neighboring community, that we’re highlighting the jobs that are going to be, you know, filled by residents of our community, or, you know, the supplier relationships that our small businesses will not be able to have. And, you know, so you do need to localize the the impact and the benefits, you know, for folks so that they see themselves in, you know, what, on the surface can feel like someone else’s when, right, yeah,

Brandon Burton 28:12
help help them see where the insane fall, I usually fall out to negative connotation. But yeah, a positive fallout. The windfalls that come from a neighboring win? Yeah, yeah.

Glenn Morris 28:25
There’s a we have a nuclear power plant 30 miles north of us that is slated for closure. And, you know, when that was announced a couple of years ago, you know, people started ringing alarm bells, right, because it’s a significant economic driver, 1200 highly paid jobs, you know, all of that kind of stuff. And we jumped in and said, you know, this is a problem, and we need to help figure out what we do next. Right, what, how do we respond to that issue? And we got folks that were like, that’s, that’s their problem, right? We don’t, you know, city, folks, were saying, we don’t get any taxes off for that, right, that the taxes all go to the other county. And we them, yeah, but we have, you know, three or 400 people in our community that work there. We have, you know, a dozen businesses that are in the, you know, local supply chain that provide services and products to that facility. You know, so you just started have to figure out and, and just constantly be repeating that local impact of monies being

Brandon Burton 29:34
spent in your community from those jobs and mine, like how much of your communities receiving their power from that right plan? Yeah,

Glenn Morris 29:43
you know, so there’s those macro issues, but, but there are going to be local issues in regional impacts,

Brandon Burton 29:50
right. That’s a great example. So I wanted to to ask if you might have any tips or strategies that you could offer for a chamber champion, listening they can do to help take their chamber up to the next level?

Action Item/Tip for Chamber Champions

Glenn Morris 30:04
Well, you know, and I recognize that, that I’m in a little bit of a unique position, I, you know, we started this with kind of the, the DNA of our Channel by chamber, right. And I shared that I have a team of 10 to 12, you know, full time employees who helped me do the day to day work. That’s a blessing for me, because it frees up some of my time to go and do these other kinds of things like building relationships with regional partners, and some of that, and I, I’m fully aware, that’s not every chambers, reality. Right, right. But I do think that there are ways that, you know, we have chambers in our regional coalition’s that have, you know, a CEO and one staffer, and, you know, maybe a part time, you know, kind of helper, right, so we have some very small chambers that are part of this as well. And they they add value, they add, they add really important context to our discussions. And so, you know, I would say, Don’t worry about your size, if you can have a conversation with people, you can begin to become part of a regional coalition. The, the pandemic is awful, never want to do it again, there were definitely some benefits that came out of it. And one of them for us, was it really took what was it these fledgling kind of regional issues, you know, partnerships, and made them essential, right. So from the very beginning, we all started to go, you know, you can remember two years ago, we were immediately the kings and queens of webinars, right? We have information and our members need it, and we get it to him, and there’s no way to put them in a room. So we all learn how to do webinars on Zoom really fast. And we really quickly went, you know, they’re eight chambers right here in a 30 minute radius, we don’t all need to do the same webinar. Right, I can do the one on Tuesday, and you can do the one on Wednesday, we can both promote them to all of our members. And so we were able to share workload, right and, and provide consistent information. The reality is our businesses are members of multiple chambers. And if they’re getting different messages, that’s confusing, right? And in a crisis, confusing is not helpful. And if you’re not helpful, they don’t need you. Right, they’re going somewhere. And so I think we helped all of our chambers be more essential by doing it together, right. And so, you know, and it didn’t cost us anything fact, if anything, it probably saved us all, you know, some resources because we could share. So, you know, if you’re, if somebody’s really looking to start this kind of a journey, you know, I start with

Brandon Burton 33:15
all right, not sure what happened there.

Glenn Morris 33:18
The beauty of zoom, all of a sudden, you just stop moving,

Brandon Burton 33:22
as you’re talking it up about how great it is for these webinars and everything and just boom, it’s gone. Yeah, no,

Glenn Morris 33:29
you know, the point I would make is, you know, during the pandemic, it became you sent, it became really important that we all were doing consistent messaging, sharing resources quickly. And it became, you know, to try and do that all by ourselves, it was overwhelming. But if we could share the load, chamber, one takes Monday, we take Wednesday, somebody else does Friday, all of a sudden, we all looked better, and we’re more valuable to our members. Absolutely. And so, you know, if somebody’s really thinking, you know, I really should work more closely with the chambers and or other economic development, tourism or whatever, in your region, you know, I’d say, pick one issue, right, pick something that you have in common. And, you know, figure out how you can do it together, and then you know, it’ll grow from there.

Brandon Burton 34:30
Yeah, I think that’s a good tip. And you know, you started that answer by talking about not everybody has the luxury of you know, going and meeting but as you brought in the zoom, you know, there is the ashes you get to know these people, you don’t need to have the commute time just hop on a zoom call with the neighboring, you know, three or four chambers around you and talk about the latest stuff.

Glenn Morris 34:52
You know, when I when we started that the legislative advocacy group, we met in person, right and So the days of those meetings, you know, depending on where that was a, you know, hour and a half meeting became a half day commitment. Right. Now it’s back down to the hour and a half. Because we can do it on Zoom. Right. And that just creates a lot more opportunities.

Brandon Burton 35:17
Absolutely. So Glenn, I like to ask everyone, as we look to the future of chambers of commerce, how do you see the future of chambers and their purpose going forward?

Future of Chambers

Glenn Morris 35:27
Well, I think chambers are currently essential, and I think they’re going to be more so in the future. But I do think that there are some, there’s some risks out there, I think, if chambers aren’t becoming really focused on what matters in their community. And, you know, I think for me, that really is all about economic vitality. It’s about jobs. It’s about wealth creation, it’s about quality of life. If we’re not doing those kinds of things, businesses can find a lot of the other things that we used to be, you know, their provider for right, networking will always be part of our DNA. But there’s other ways to get networking, you know, general information about business, there’s a lot of resources out there. What chambers can do uniquely is be a convener to bring your leaders together, set economic and community priorities and then rally, you know, as a catalyst really bring the resources together and focus on that economic growth. Right. So I think, I think the future for chambers is really strong. If we’re really focused on what is, you know, essential to our businesses and the, you know, the people they employ.

Brandon Burton 36:49
I love that response. It’s a very well concise and good summary about the importance of being the convener of leaders, and then becoming that catalyst for those actions throughout the community. Glenn, I wanted to give you an opportunity to share any contact information, if anybody listening wanted to reach out and connect with you and learn more about how you’re doing things at the Santa Maria Valley Chamber, what would be the best way for them to reach out and connect?

Connect with Glenn Morris

Glenn Morris 37:16
Yeah, absolutely. So our website is just SantaMaria.com. One of my predecessors early in their life, grabbed the best URL possible in our town for the chamber. So just simply Santamaria.com get a good price for that these

Brandon Burton 37:34
days, I’m sure. Yeah, exactly.

Glenn Morris 37:35
I think my city manager probably was like, how do we. And in the spirit of keeping it simple, our email, my email is glenn@santamaria.com. Right.

Brandon Burton 37:50
That’s perfect. And I will get that in our show notes for this episode. But Glenn, I appreciate you joining me today on Chamber Chat Podcast, this has been a great discussion. And hopefully some of these things just, you know, remind some of these Chamber Champions listening of, yes, I need to reach out and connect with, you know, one of those neighboring communities, or we need to form some kind of a more regional coalition together. So hopefully, this is a catalyst for them to move forward and do some of those things. I

Glenn Morris 38:19
I think what you’ll find if you as you do that, and you start to tell your businesses, particularly your, your primary, you know, Head of Household job businesses that you’re doing it, they’re gonna go it’s about time.

Brandon Burton 38:33
For sure. Yeah, I totally agree. I appreciate it, Glenn. This has been a great discussion. And again, appreciate your time with us today on the podcast.

Glenn Morris 38:43
It’s been my pleasure, I’ve enjoyed it.

Brandon Burton 38:45
If you are a chamber professional, please subscribe to Chamber Chat Podcast in Apple podcast, Google podcasts or Spotify. When you subscribe to Chamber Chat Podcast new episodes will show up in your podcast app each week as they are released. If you’re finding value in this podcast, please leave us a rating and a review in iTunes. But most importantly, please share Chamber Chat Podcast with your colleagues that are in the industry.

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LinkedIn for Membership with Jordan Clemons

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Below is an auto-generated transcription of my conversation with Jordan Clemons. Because this is auto-generated there are likely some grammatical errors but it is still a useful tool to search text within this podcast episode.

Feel free to join our Chamber Chat Champions Facebook Group to discuss this episode and to share your own experiences and tips with other Chamber Champions.

Introduction

Brandon Burton 0:00
This is the Chamber Chat Podcast, the show dedicated to chamber professionals to spark ideas and to get actionable tips and strategies to better serve your members and community.

Voiceover Talent 0:14
And now your host. He has seen many great opportunities come out of LinkedIn connections is my dad Brandon Burton.

Brandon Burton 0:22
Hello Chamber Champions. Welcome to the Chamber Chat Podcast. I’m your host Brandon Burton, and it’s my goal to introduce you to people and ideas to better help you serve your Chamber members and your community.

Our title sponsor is Harmon brothers membership sales solutions. Let’s hear Our title sponsor is Holman Brothers Membership Sales Solutions. Let’s hear from Tony Felker, President and CEO of the Frisco Chamber to learn how the Holman Brothers have provided value for him.

Tony Felker 0:45
One of the key benefits that we’ve realized from Holman Brothers it’s actually happened many years after we started using them. We just completed our new strategic plan and understanding those subtle differences between transactional benefits and transformational benefits. The companies that knew what they expect has been a key part in our strategic plan. And we really want to thank Holman Brothers for that.

Brandon Burton 1:06
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Guest Introduction

Our guest for this episode is Jordan Clemons Jordan is a senior investor Development Manager at Greater Louisville Inc, the Metro Chamber of Commerce in Louisville, Kentucky. His role at GLI is to work with their 1700 Plus investors to facilitate connections and foster goodwill among the Louisville business community. In his role, LinkedIn plays a paramount role in developing new relationships and staying top of mind in the local community using LinkedIn Jordan as his primary prospecting tool. Jordan has exceeded his sales goals for 2021 and is on track to do even better for 2022. Jordan, I’m excited to have you with me here on chamber tap podcast. I’d love for you to take a moment to say hello to all Chamber Champions. and share something interesting about yourself so we can all get to know you a little better. Yeah. Hey,

Jordan Clemons 2:35
Brandon, thank you so much for having me. And it will come as no surprise to anyone listening after hearing that bio that Brandon not and I met on LinkedIn. So a testament to the platform right there. I’m really excited to get into this topic. I’ve been giving a lot of talks presentations I’ve spoken at the last two ACCE sales conferences in LinkedIn has been a topic that people ask about time and time again. So there’s a need for it out there and I’m here to try to deliver that knee but As Brandon mentioned, Jordan, I work at the Louisville Chamber of Commerce here greater Louisville, Inc. Interesting fact about me, I guess. I’ve got twin two year olds, twin two and a half year old boy and a girl. I’m looking at them right now on my desktop wallpaper. So when I think of interesting facts, that’s that’s my other job in life is being a dad to them, and they keep me extremely busy.

Brandon Burton 3:37
That will keep you running. I’ve myself, I’ve got four kids, but my youngest two were 14 months apart. And so like as one was walking, the other was crawling and was just constantly chasing one, you know, different directions, but yeah, keeps you in shape. That’s right. Yeah, that’s for sure. Well, tell us a little bit about GLA kind of size staff budget, just to give everyone kind of perspective. I mean, we know Louisville and being a Metro Chamber, but just kind of give us some perspective for our discussion.

Jordan Clemons 4:08
Yeah, absolutely. So Louisville is blessed to have a few chambers here. We’re sort of big, small town as far as Jefferson County goes. So we have a few neighborhood chambers here in town. But when you were thinking about goI critical voices, were the Metro Chamber of Commerce, so we encompass 10 counties in Kentucky, and five in southern Indiana. So if you’re looking at the map, and you put Jefferson County in the middle, it’s a pretty big circle around all of that. So that’s our MSA. That is the region that we’re working to grow. So we’re agnostic as far as Kentucky, Indiana County, we’re really just looking to bring economic growth to the region as a whole. So that’s sort of our thing growing the regional economy. at GE ally we have it hovers around 1700 to 1800 investors more on the on the top side and our staff is around 30. We do work in economic development, talent, workforce policy and advocacy, business development for our investors, which is the word the part that I work in the traditional chamber side. Budget, I think it’s 5 million plus somewhere around there. So as far as the categories of ACCE we compete and the top category for the awards and things like that, did that answer all your questions? Brandon, did I miss anything? Yeah,

Brandon Burton 5:29
no, that’s, that’s good. Sometimes people will, you know, have some added information in there. But yeah, I think you covered it all. So that’s it. It’s interesting with more of that regional focus, and to not be agnostic, like you said to Kentucky, but even focusing on some of those bordering counties in Indiana, and looking for the overall growth of the region, I think is great. It’s great approach.

Jordan Clemons 5:52
Yes, absolutely. I mean, what’s good for southern Indiana is good for us, too. We’ve really seen a big boom, over there. The last few years, Google has seen a huge boom as well. So it sort of bleeds across the river. And we’re more than happy to see development over there.

Brandon Burton 6:05
Right. So as Jordan mentioned, our topic we’re going to focus on LinkedIn, specifically LinkedIn for growing your membership at your chamber. And we’ll get into this discussion as soon as we get back from this quick break.

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Topic-LinkedIn for Membership

All right, Jordan, we’re back. So you came recommended to me it’s kind of a roundabout way that we we ended up connecting and like you said LinkedIn was our first interaction with each other which is very fitting for this topic. But the idea of using LinkedIn for membership, I think is an interesting thing. I don’t know that a lot of chambers have really dived in to exploring LinkedIn on this one. level, they might connect with some of their members. But I’m excited to learn some of these strategies that you’ve employed and what’s working for you. And let’s just jump in there and tell us kind of how you came around to using LinkedIn as a tool, and how things have evolved for you.

Jordan Clemons 10:18
Sure, yeah, I’m gonna get up on the soapbox. And if you need to knock down, please do it. But I spend a lot of time up here. And I’m very comfortable here. And I think that there’s a lot to say. So I’ll try to be as brief as I can. It was, so I wasn’t always working at Goi. I was previously a financial advisor before this. And when I started as a financial advisor, I had no experience in sales or networking, or talking to people over coffee, all of the things that are crucially important to sales and crucially important to the job I do now. So I was at a conference, and I heard this guy speak, his name is Kevin Canibal. And he’s this sales coach, the old school scale sales coach, and he gave this presentation on how to use LinkedIn, for financial advisors, financial advisors, traditionally door knocked people and cold call, you know, it’s a numbers game. That’s exactly what they did. And that’s the advice that I got when I started was go knock on some doors. So I did it for done. Yeah. Yeah, I mean, I, I had to tell myself, I didn’t just totally ignore the advice. But I knew there was a better way to get people to know like, and trust you. So when I saw this talk from Kevin, this light bulb clicked, I took his course, it was sort of like an intro to LinkedIn, and just a way to look at it. But it was geared specifically for financial advisors. So I used his approach for years and years in that in that role, a lot less freedom, compliance wise, and everything like that. But when I came over here to goI three years ago, I had in place the perfect network, the perfect platform, the perfect strategy, to supercharge my efforts here and make myself known and seen and seen as a thought leader in the business community using this platform that I had gotten really familiar with, over the last few years. So now or I’ve gotten three years into this, it’s it’s, it’s exploded, it is.

It is my basically source 100% of my business, through LinkedIn, by just employing a very simple strategy every single day. And I can sort of go into that I can go into the philosophy of why it’s such an important place to be for someone in the chamber world. Let me just try to start there. Yeah, yeah, because I talk about the strategy sometimes. And I think it’s better to talk about the why, versus the how first, because if you don’t really understand what makes LinkedIn different from other social media platforms, none of which I’m a huge fan of, then it’s not really gonna stick. So LinkedIn is purely for business networking, you can caveat that with, it’s great to shout out your promotions on there. It’s great to humble brag about your community volunteer experience, all that stuff’s great. But the whole point of LinkedIn is to connect business professionals, and to advance your career. And both of those things are symbiotic because the more connections you have, and the more robust your network is, the more resources you have at your disposal, when you’re trying to climb the ladder, or make a lateral move, or whatever that is. So sometimes people get lost in understanding exactly what the platform is there for. It’s your online resume. It’s your online Rolodex, if that’s even a word that people use anymore. I have it’s my outsource brain. For business. I’ve got like 10,000 Plus connections, most of them are here in the market. And when I’m trying to recall how I know someone where they work at what we’ve talked about, it’s all there. It’s not in our it’s not in my CRM I use for sales at work, because that’s all manual data inputting. It lives on LinkedIn. And guess what, whenever you talk to people and they end up moving jobs, LinkedIn knows that if they update their profile, you don’t have to put that information in your you’re notified of it, even if you have that notification turned on. So for someone whose job is to be in the business community, to know what’s happening in the business community, to talk to people in the business community, to stay engaged with them and to be seen and known as a thought leader in the business community. It’s it’s like the perfect perfect platform. And it’s it’s it’s not hard to use, that’s the other. That’s the other piece that I think people get tripped up on, they might understand exactly what I’ve just said. And, you know, that might be copacetic with their way of thinking, but then they’re like, Okay, that sounds great. But I’ve got no experience using the platform at all. It’s, it feels weird and awkward and indifferent to me, but it’s really not it, you just got to kind of find your voice. And I did that over a number of years. And I hope people do that all the time these days.

Brandon Burton 15:29
Yeah. And I think that’s important to cover that, that philosophy and kind of the thinking behind it. And one of the things you mentioned is showing that you’re a thought leader in the space or in your community, what are in maybe I’m getting into more of the steps and strategy of how you do that, of how you go about using LinkedIn. But I want to make sure we touch on that part about becoming a thought leader in showing that you’re a thought leader. So as we go through strategy, let’s make sure that we cover that as well.

Jordan Clemons 16:01
Yeah, I mean, you can find a ton of people on LinkedIn that are doing this already, to, to great success, you know, you think of great sales, mentors, and people that have really carved out their niche. And the thing that they’re really good at, you can find them on LinkedIn and look at this content that they’re putting out in the post that they’re putting out, they’ve established themselves at this thought leader about whatever it is that they do. And when you work in the chamber world, your job is so dynamic, and you talk to so many people and do so many interesting things. There’s just an abundance of content that you can create. And it’s really, you know, creating content seems like oh, I don’t know how to use Canva. That’s not for me. No, it’s just writing about what you do and pulling out the amazing camera that’s in your pocket and your smartphone, snapping some pictures while you’re out. And then tagging people and sharing them. It’s it’s not super hard.

Brandon Burton 16:54
Yeah. That’s great. So let’s let’s dive into some of the strategy then about how to you. So you, I think you’ve established you need to kind of create a base show that you’re a thought leader, and what’s next, how do you go about making those connections? How do you decide who to reach out to? And how do you do it in a way that doesn’t seem salesy, you’re like you’re, you’re coming at him to strictly for a membership and come join GLA?

Jordan Clemons 17:21
Yeah, absolutely. So I’m glad that you position that last part, because that’s exactly the way that this strategy works. And, and I, every conversation that I have, is, is a warm conversation, there are no cold conversations like zip zero, none, I do zero cold calling, zero cold outreach to anyone, obviously, that’s like, that’s a crucial part of your, that should be a crucial part of your sales strategy. If you’re newer to LinkedIn or newer in your sales role, or not to say that it doesn’t have a place, but this is where it can get is what I mean by that. So I’m gonna, I’ll tell you the steps, and they’re just gonna sound super easy. I’ll go into each of them. Yeah. But it’s almost like they’re so easy. They’re the people who really don’t understand how to take them or they’re disarming. So this is what I do every day, I post once per day. preferably in the morning, I try to get it in at like 755 or so I found that if I post around eight o’clock, preferably right before eight o’clock, the post, my posts do the best. It’s like it’s 1026 on a Friday. And that’s not to say you can’t post them. But if you can try to get your posts out early in the morning, to post once per day. It some people are like, Oh, that sounds easy. And then some people think that’s a ton to do. It’s five posts a week, you can do it, I promise, verbally in the morning. Number two is reach out to those people who are interacting with your content. So every day I post something, and then my next step is to look at what I posted yesterday, and to see who was liking this post who was commenting on this post. And then I go through, and I look at all of these people, a lot of them are first degree connections, which means that we’re already connected, and we’ve already had a conversation. But some of them are second degree connections. So the second degree connections, that means they’re connected to someone in your network, who are interacting with your posts saw it because someone in your network reacted to it. You know how this works. We should all pretty familiar with this by now, as far as social media goes. But those are people that just saw your face and just saw your name and liked something that you’ve posted, you know enough to press the little button, either clap at it or thumbs up it or whatever you may have. So I always reach out to those people and request to connect. That’s the second step. So you’re posting content every day. You know, positioning yourself as a thought leader. So writing a business showing people the cool stuff you’re up to, I could talk strategy. And I’m like, which posts do really well for days and days and days. But the point is that you just do it. You do it every day, no matter what, okay, consistency is key. And then you harvest your engagement, and you look at who’s actually engaging with the stuff and it will naturally grow your network, by way of reaching out to these second degree connections, and connecting with them. You know, it’s, it’s totally fine. It’s not a cold connection, they saw something of yours, they’re familiar with you, they might have forgotten that they liked your post, who I mean, you can’t control that. But what you can control is reaching out to say, Hey, thanks for liking my post about so and so would you like to connect, that’s I literally write that out,

Brandon Burton 20:46
I was gonna ask if you include a message when you reach out, David.

Jordan Clemons 20:50
Exactly. That’s, that’s him. That’s him. That’s a little more granular, the details, but that’s exactly what you do. There’s a couple of reasons. Number one, most people don’t do that. So you’re going to stand out. And then number two, when you start doing this a lot, you’re going to be getting 2030 connections a day, sometimes I’m telling you, it’s it really, really ramps up. And when you connect with them, they fall in your little messages, area of your LinkedIn. And you there’s no way you’re going to be able to remember how you connected with this person, what caused this. But if you include that message, and say thanks for commenting on my post about such and such, then you’ll be like, Oh, that’s what it was. And then you can keep the conversation going from there. Literally Ctrl C, go to the next one, Ctrl V, enter, I’ve got this down to the minimal amount of time that it takes to complete this process, because it’s getting so busy. That’s the second step. So you’re gonna reach out and connect with people that engage with your posts, second degree connections, specifically to grow your network, but when you’re starting this out, when you’re starting this strategy out new, you’re not going to get a ton of second degree connections, you know, doing this at least, that’s my, that’s my thought. But look at all those first degree connections to, you know, like anyone connected to you on LinkedIn, if they’re not a member of your chamber, is a potential prospect. So even if they’re a first degree connection, is it someone that you would like to start a conversation with, if it is, that’s, that’s the prime time to do it, it’s just like, going into a coffee shop, seeing somebody that you know, oh, it would be great to pick back up on a conversation with them, but I really don’t have a reason to call them. And that might make you feel uncomfortable, say you just like saw them in a coffee shop waved at them and said, Hey, how’s the family and we’re on your way. Calling them after that is a lot less intimidating, and will probably lead to more success. If they comment or like something on LinkedIn, that’s the exact same thing. As far as I’m concerned, you know, it’s just the digital version of networking. Right? So well, I’ve

Brandon Burton 23:00
heard that explained is returning every handshake, you know, if they’re engaging with your social media, it’s like they’re putting out their hand to shake your hand. And if you just leave them hanging, you know, they’re not going to engage with you anymore. But if you return that handshake, it continues to build that relationship.

Jordan Clemons 23:15
That is, that is a perfect way to put it, Brandon, I’ve never thought of it that way. But what I do, essentially, I wish I could return every handshake, I wish. My posts get like 10,000 views now they always get like over 100 reactions or so it would literally be a full time job responding to every single person, something I wish I could but all the second degree connections, you better believe they get a connection request saying thank you. And then that leads to the third step. So what have we gone over so far? You post once per day in the morning, not not super hard. You reach out to people who engage with your posts. You know, this is just that the next step, if you just do this again, consistently, it will get you the results. And then number three, you once you connect with these people just start the conversation with them. You know if more conversations equals more sales, so I can’t tell you exactly what to say to folks. But when I talk to people on LinkedIn, if it’s someone I’ve never met before in my entire life, but I found them and connected with them through this process, then they’re going to wind up in my messages inbox. I’m going to see why they what what post it was that got us connected because I put it in that message right so that I can have that to reference. Then you can go to their profile and look what they’re about. Did you go to school with them? You can see common connection requests. There’s so much data on here to help make the sales process go much more smoothly. And think about that compared to looking at a phonebook and dialing a number of a person you’ve never even heard before and you’re on the phone and you have no Data to go off of whatsoever. That’s literally how people used to do sales or knocking on their door. And I mean, you have the benefit of, you know, being face to face there. So it’s a little more of a connection. But on LinkedIn, you can see everything professionally about someone that they want to share. And they have it on there because they want to share it. And you don’t have to think of a perfect response. Right? That second, as if you were on the phone or in person, you can take all the time in the world, I don’t suggest you do. But I’m just, I’m trying to highlight the fact that there’s so much potential here. But if I connect with someone, we just have a conversation I, we talked about what they liked, we or the post or whatever, you know, we talked about, if it’s one if it’s their business, and if I really don’t have anything else to say, I’ll just say like, Hey, this is the first time I’ve heard about insert whatever their business name is, can you tell me more, or whatever. I mean, if you’re a sales professional, you know how to do it, you ask open ended questions, you get people talking. But the point is, you can have conversations with people on this platform that you meet naturally through this way. And then get them to a coffee, and then do your normal thing, the exact treat them exactly as if you met them at a networking event. And, you know, ask them out to coffee. So that’s the whole thing. It’s posting once per day, preferably in the morning, connect with people who engage with you, and then start a conversation. And by doing that, I’m on track to hit my annual sales goal by the end of this month, that will be June. So it’s working out pretty well. It takes some time for this stuff to build up. Don’t get me wrong. But that’s why I believe in the platform so much.

Brandon Burton 26:44
I think there’s a lot to be said about that, as you can call it asynchronous, asynchronous. I’m not saying the word right communication are Yeah, you get that time you get a little bit of a buffer, if you need it to respond in a way that’s going to provide the most value, it’s going to answer their question the best that’s going to align them with the right people, if you’re helping them make other connections and and it’s not that immediate response need to give if you are talking to somebody in person or on the phone where you need to have that back and forth dialogue immediately. So I wanted to circle back on the posts that you do. So posting once a day. Couple things came to mind. Do you ever use any scheduler? And how do you decide when it’s worth tagging another person or business in a post?

Jordan Clemons 27:35
Yeah, so great questions. I don’t use a scheduler, I’ve tried to go down that path a couple of times. But what works best for me is I like when I’m out and about is um, this is so ingrained in my my process every day. Pictures are great for LinkedIn, if you’re at cold places, doing cool things, take a cool picture of it, people love that stuff. I just sort of bank them in my phone. Sometimes I’ll schedule what I want to post that day on the calendar. So I don’t forget, but I don’t put it in something like buffer or anything like that, you totally can. But I think you’re missing out on the ability to post about cutting edge like current things. You know, if you’re subscribed to say the business first publication of your area, they put that stuff out, it’s fresh, it’s like happening that day. And tying off to that and being a person that shares something that’s like, that just happened, there’s a lot of value in that. And not to say you still can’t do that. But you are missing out a little bit of that if you do schedule it. But if it would work better for you to block off time, on a Monday or Friday and like get all of these scheduled so that you know that they’ll go out at the right time. I think that’s a great strategy. And there’s tons of free tools to be able to do that. What was the second part of the question, Brandon, sorry. So

Brandon Burton 28:55
yeah, before. So using a scheduler, I’m wondering if if it’s a Monday afternoon, and you know what you want to post on Tuesday morning, but you’ve got a standing Tuesday morning meeting or something that still work the same as you know, to say, this is what I’m going to post I’m going to post a schedule, so it goes 7:55am and then not have to think about it. When you’re in your you’re standing Tuesday morning meeting.

Jordan Clemons 29:22
Yeah, absolutely. Whatever works best for you, like know yourself as a sales professional. There’s a ton of value in that knowing your strengths, knowing your weaknesses, know how you operate the best sometimes. So I go to the gym at seven in the morning, a lot of days, and it’s over like right before eight so I literally will get done with the workout and go sit on the bench and get on my phone real fast. And post something it’s not ideal. I probably be a little bit more strategic about it. But yeah, if I if I was more adept at using the scheduler, it’s just that Have a matter of habit for me at this point, you know, it’s going to have morning no matter what, for me. But if if if you think that that’s something that would help you achieve step one, because without step one, step two and three don’t happen. Definitely look into that some of them. I’m not sure if you can tag people, though, if you do that, which I think was your second part of

Brandon Burton 30:20
your question, it was yeah, some things are obvious where you tag somebody, but how do you give thought as to whether or not you tag a person or another business on the post? Well, I

Jordan Clemons 30:29
would say automatically default to tagging as many people as you can that’s related to your post, that’s going to increase the visibility of it, they’re gonna get a notification, their network is going to see it. Again, social media has been around for a little bit of time now. So I think we all understand that the more people you tag, the more visibility your post gets, which is what you’re trying to do. You’re trying to get as many people to see this as you can. You know, that’s the that’s the purpose of the post. That’s one of the purposes of the post. Not everyone has LinkedIn, but most people do. Honestly, it’s, it’s it’s kind of crazy that most people do not every business does. But most Well, I wouldn’t say most businesses do but more more than you would think do. So I would default to you know, if you’re taking a picture of a ribbon cutting your app, definitely post the the business or I’m sorry, tag, the business tag, the business owner, tag anyone that would be related to whatever it is that you’re posting, so that it gets as much visibility as it can.

Brandon Burton 31:32
Okay, the next question I have for you is, so I have the the alerts set up on my phone. So if somebody interacts with something with me on LinkedIn, I’m seeing a message or a icon on my phone, but I’ve got a new, new alert. How do you manage your time? Do you block out time specifically for responding to LinkedIn? And, you know, an hour to a day just to block for that? Or do you just respond as it comes? Or? What’s your strategy for responding?

Jordan Clemons 32:03
Yeah, great, great, great question. So if you’re asking my opinion, I would say turn off the notifications, and block time out every morning, the LinkedIn strategy is literally the first thing I do when I fire up my computer, I don’t open my email, I don’t do anything else, the link, LinkedIn comes up, I knock it out, and then it goes down. That’s how that’s how I think is the best way to manage this. I mean, when you’re when you’re starting out, you can, you know, check it a couple times a day depends on how busy you Davis but the beauty of the of the whole system that I just told you is that you you open LinkedIn, first thing you do is you you post your content, you have that it’s done, it’s gonna live there for the next however long. Second thing you do is go to your notifications, and their groups nice neatly is going to be everyone who’s responded to something you posted yesterday, or the day before content can live for a long time, there’s some times it only lives for a day, you know, the feed is is sort of different than other social media platforms, you don’t have like a page where you can well, you can navigate to see everyone’s posts, but you know what I mean? So you can post and then say, I’m done with that part, then you go to the notifications. And you can look at the whole list in chronological order, I literally right click on each one, open in a new tab, and then knock it out that way. So I don’t lose that page. And I’m done with all of those notifications, it’s very methodical. Once you’re done with that, you have harvested all of that engagement 100%. And you put all that out there, you’ve sent out all those connection requests, you put all of it in motion. And then once you do after that step through, you’re gonna go to your messages, and you’re gonna see all of those people that responded positively to your connection request yesterday, or the day before, or the week before, you never know how much someone uses LinkedIn. But you do this methodically, every single day, then whenever it is that they come around to it, you know, they’re either gonna get back to you or they aren’t, it’s not really anything you can do about that. But you just make sure that you come through this every day. So respond to all of your messages. You know, keep that going if someone responds back, or if it’s something that you really want to make sure you don’t let slip through the cracks. You know, if I have, I literally have 1000s of messages, 1000s of conversations, it’s, it’s crazy. So you can keep it open if if the dialog is going, but you don’t have to. So when you first start, when you first start out using this method, it might take 510 minutes, do this, and then like be on with the rest of your day. But if you’re worried about notifications, sidelining you all day long, just turn them off. You don’t need them. Like you’re saying that asynchronous communication. That’s the beautiful part about this is that no one’s expected to get back to you immediately. You’re going to be totally forgiven. If someone’s like, I want to join them. chamber today because we connected Can we do that? They’re not gonna do that, just because you responded to them the next day? Because you’re busy doing the rest of your job. Right. So that would be my answer to that.

Brandon Burton 35:12
Yeah, no, that’s I think that’s a good response. So one thing that I noticed as I engage with people on LinkedIn is the response rate is much better than, say, email or other methods of reaching out there. Do you see the same kind of thing? I see your head nodding?

Jordan Clemons 35:30
Well, um, I don’t know. It’s, I get that. I mean, I should really be saying, yes, absolutely. I guess I’m just trying to think I can’t really put my finger on that. I would just say, Here, cut that maybe cut that a little part of the answer out, because I could definitely a better answer than that. I would say yes, yes, people respond on LinkedIn, a lot more than you think they were. And they will respond to you on LinkedIn, a lot more than you think they will. If you’re genuine. With your outreach, if you don’t try to sell them, the moment they start talking to you. If you’re just easygoing, and work a normal sales process, it’s really not hard. Think about the messages that you’ve received on LinkedIn. In the past. I’m sort of outlier because I use the platform like crazy, but if you don’t, you’re probably like, oh, anyone who’s ever reached out to me is sent me a paragraph about how they want to secure my financial future or something like we’ve all been there, I get it. So you can either look at it one of two ways, you can say, Okay, well, that’s just, that’s a useless part of this platform, because that’s all anyone ever does. Or you can say, well, the bar is set pretty low. Actually, if I just provide someone a message, that’s not as sucky as that, then they’ll probably respond positively, which is what happens. The other part that I would add to that, Brandon is that, as far as responses and communication goes, in the messaging part, specifically, the people that are going to be good prospects for you, at least as far as this whole strategy works out, are going to be the ones that respond to you. And then the people that aren’t, are going to be the ones that don’t connect, and don’t respond. So what you’re left with is the people that are self selecting themselves in to your pipeline. And then the people that are going to be a waste of time, because they don’t use the platform a lot. And they’re just going to be difficult to reach in this way, are just going to let you know that by either not responding to your connection requests, or not responding to your message that went along with that. So you can totally forget about them focus on the people that are engaging with you. And then the pipeline goes down from there. If that makes sense.

Brandon Burton 37:52
It does. And what I like about this strategy is when you’re reaching out and engaging with people that are engaged with your posts, you know, their user of LinkedIn, because they were on there to make that engagement to begin with, then you reach out with that warm interaction, that warm handshake, you know, returning, your response is going to be much higher than just the cold calling and knocking on doors is a traditional membership salesperson. So I love you know, the strategies you’re implementing. I know we can go a whole lot deeper in a lot of different channels of this. But I wanted as we start wrapping up here, I wanted to ask if you have maybe one tip or strategy for Chamber Champions listening that they can implement to help take their organization up to the next level?

Action Item/Tip for Chamber Champions

Jordan Clemons 38:39
Yeah, absolutely. Well, it’s gonna come no surprise, and I’m just gonna say, use LinkedIn, it’s such an I use the free, I use the free version. I’ve always forget to caveat that because when I give these talks, it inevitably comes up that someone thinks that you premium versions pricing, there’s a lot of bells and whistles with that you can do this with an account that you create today. And there’s I’m not, there’s nothing that’s gonna stop you from doing that. But I’m, I’m not a social media savvy person. All I’ve done is what I’ve told you here today for years and years and years. And here I am talking about it with people all the time. So the juice is worth the squeeze as far as spending a little bit of time every day, getting familiar with the platform, and finding your voice and figuring out how you can comfortably use it. But the best tip is just to do it, put it on your calendar, five minutes every morning. You know, it doesn’t take a lot of time I promise you. But there’s only so many networking events you can go to and the day and the week in the month LinkedIn lives on there and perpetuity people can secret shop you all day long. So if you don’t really put time and effort into just getting that off the ground then you’re missing the boat on a ton of sales. I promise you.

Brandon Burton 39:55
Yeah. I love that. You mentioned that use the free version. And because there is so much power that comes with that. And it reminds me of back in the day, if we can remember back when Facebook was a lot more robust. As far as you know, if you had a Facebook page for your business, you know, all your followers would see all the posts that you put out there because they followed your page. And then now Facebook, of course throttles it, they make you pay to get in front of your audience. So right now, there’s a lot of power in the free version with LinkedIn. Who knows how long that’ll last for before they put on, you know, a different pay barrier or whatever. So for anyone listening, I would say, jump on this now start building that network, because you never know how long a good thing is gonna last?

Jordan Clemons 40:41
Yeah, well, I mean, I have confidence. Microsoft purchased LinkedIn. A few years ago, I can’t remember exactly how much so I have confidence that it’s it’s like the last unpainted social media platform as far as I’m concerned. Right. So half of me is saying, like, shut up about talking about LinkedIn. But the other half is just like, This is so great. I can’t not tell people about it.

Brandon Burton 41:04
That’s right. So Jordan, I like asking everyone, as we look to the future and chambers of commerce, how do you see the future chambers in their purpose going for?

Future of Chambers

Jordan Clemons 41:14
Yeah, that’s an interesting question. I wish I had a correct answer. Or if there was a correct answer, I am 34 will be 35. In about a month here. I’ve been in July for three years, I’ve been involved in the community via networking and sales since 2013. So that’s, that’s my experience, in my view, I would say, chambers of commerce in the future. I don’t, I don’t know, membership based organizations, there are two types of members, there’s transactional members, and there’s transformational members. So transactional members want the value that is equal or greater to the amount of dues that they pay you. And the transformation or members are bought in for the vision and the strategy. And the goal of what it is that your chamber is out here doing, you’re going to have to have a mix of both of those types of members in order to thrive in the future. Obviously, younger businesses, I don’t know that they’re super familiar with a chamber of commerce, I’ve not started a business of my own. But if you’re young and upcoming business, I think of some of the other older organizations that you don’t hear about too much anymore. And I’m not sure who’s out here. Besides, you know, you and me and other young chamber professionals that are advocating for chambers for these smaller businesses that I have sort of a fear of that as we go in the future. So I think there just needs to be a lot of education around what it is that chambers do, which is literally what I do all day long. But that’s a long winded answer that probably didn’t tell you anything.

Brandon Burton 42:52
That’s all right. It’s all about perspective, you know, everybody comes to it from a different perspective. So that’s why I like asking that question. Because we can kind of aggregate those perspectives and maybe come up with some sort of a crystal ball as to what the future looks like.

Jordan Clemons 43:06
Yeah, I’ll say that, um, the future will be the future. And, you know, efficiency is what is where things go. And that’s, that’s economic. So I’m excited to see what happens there, change is a good thing. I don’t think change is a bad thing at all. So I’m, I feel good to be in the position that I’m in to help navigate whatever that looks like. So bring it on.

Brandon Burton 43:28
Right. So I wanted to give you an opportunity to share any contact information, because I’m sure listeners to this episode are going to hear this and think, you know, they’ve got their own questions they’ve got they need to connect with you on LinkedIn if they’re not already. And so how can they reach out and connect? Obviously, LinkedIn would seem to be the obvious choice, but what other ways and you know, opportunities are there to reach out and connect with you?

Connect with Jordan Clemons

Jordan Clemons 43:52
Yeah, just use LinkedIn. I mean, you can email me but I want less emails, rather than more honestly. Reach out to me on LinkedIn connect with me, and we can message it will help get you familiar with the platform. I’ll get back to you. And we can just have a one on one conversation there. It’s super duper easy. Go to LinkedIn search for Jordan Clemens, senior investor Development Manager at GE ally you can do it I promise you, you can find my profile, click that little Connect button. And then when it says do you want to include a message include a message say You know, you heard me on the Chamber Chat Podcast or whatever you want but that I’m coaching you on how to use the platform here, but I can help you from there too.

Brandon Burton 44:37
Absolutely. And I’ll I’ll put a link to your your profile in our show notes for this episode as well. So we’ll make it easy for people to find you and connect. But yeah, I’m all about making it easy. Connect with Jordan say Hey, I heard you on Chamber Chat Podcast help. So and Jordan is air with a wealth of knowledge Ah to be able to help you help your chamber through using utilizing these tools that he mentioned with through LinkedIn. So thank you, Jordan, for joining us today on Chamber Chat Podcast. And I think you provided a ton of value in the little bit of time that we had together. But hopefully it ignites in interest for those listening to explore the opportunities that LinkedIn provides.

Jordan Clemons 45:26
Yeah, thank you for the opportunity, Brandon. Sorry if I was a little long winded, but anybody that has any additional questions again, just send me a message. I’m here to help.

Brandon Burton 45:34
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Dallas Regional Chamber-ACCE Chamber of the Year Finalist with Dale Petroskey

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Below is an auto-generated transcription of my conversation with Dale Petroskey. Because this is auto-generated there are likely some grammatical errors but it is still a useful tool to search text within this podcast episode.

Feel free to join our Chamber Chat Champions Facebook Group to discuss this episode and to share your own experiences and tips with other Chamber Champions.

Introduction

Brandon Burton 0:00
This is the Chamber Chat Podcast, the show dedicated to chamber professionals to spark ideas and to get actionable tips and strategies to better serve your members and community.

Now your host during hot Texas summers he is always grateful for air conditioning. He’s my dad Brandon Burton.

Hello Chamber Champions. Welcome to Chamber Chat Podcast. I am your host Brandon Burton, and it’s my goal to introduce you to people and ideas to better help you serve your Chamber members and your community.

Our title sponsor is Holman Brothers Membership Sales Solutions. Let’s hear from Matt Morrow President and CEO of the Springfield Area Chamber in Missouri to learn how the Holman Brothers provided value to his chamber.

Matt Morrow 0:47
Holman Brothers provide a great training for our sales team in terms of just outstanding sales techniques. But maybe even more importantly than that, they were able to provide us with a system a process that was repeatable and in that we’re able to see very clearly from one month to the next how the how the pipeline is doing, what prospects are in it, what kind of progress we’re making and what we can do to coach people to success.

Brandon Burton 1:09
You can learn more about Holman Brothers Membership Sales Solutions by visiting holmanbros.com.

Doug & Bill Holman know how to diagnose and solve
member recruiting issues faster and better than anyone else, and they want to put
that knowledge to work for you and your chamber. Learn more at HolmanBros.com.

Guest Introduction

You’re joining us for another one of our special episodes in our 2022 ACCE chamber the year finalist series, and our guests for this episode is Dale Petroskey. Dale is the president and CEO of the Dallas Regional Chamber. Dale has more than 35 years of leadership experience in the public, private and nonprofit sectors. In April 2014, he became president and CEO of the Dallas Regional Chamber, one of the largest and most established business organizations in the state of Texas. The Dallas Regional Chamber works to strengthen the business community by attracting companies and talented workers from around the world. improving education, advocating for pro growth public policies, and enhancing the quality of life for all in the Dallas region. Dale’s career also includes service as assistant White House press secretary to President Ronald Reagan, Senior Vice President for mission programs at the National at National Geographic and president of the National Baseball Hall of Fame and Museum in Cooperstown, New York. Dale is a member of numerous boards, including the alfalfa Club of Washington DC SMU is Lyle School of Engineering and Dallas medical resources, educate Dallas Clayton Kershaw’s challenge, the Dallas Mavericks Advisory Council and the Texas Rangers baseball foundation. Dale and his wife, Ann both graduated from Michigan State University and live in Dallas, they have three married children. Dale, I’m excited to have you with me today on chamber tap podcast, I’d love for you to take a moment to say hello to all the chamber champions. And if you would share something interesting about yourself so we can all get to know you a little better. Well, Brandon,

Dale Petroskey 3:00
thank you for having me. It’s a wonderful opportunity for the Dallas Regional Chamber. And and it’s just going to be fun. One thing you should know about me is that I’m one of nine children. And you don’t run across a lot of folks these days who have eight siblings, but I do. And they’re all from the same parents. And I’m the second oldest, I’m the oldest son and the second oldest of those nine children. All right, yeah,

Brandon Burton 3:29
you’re right. You don’t come across that very often these days. So that is interesting. So why don’t you Well, first of all, congratulations, being selected as a chamber of the year finalist. It’s a great accomplishment. And I know you’re in great company with others in your category as well.

Dale Petroskey 3:47
Appreciate that. We’re very excited. Yeah.

Brandon Burton 3:51
Why don’t you take a moment and tell us a little bit about the Dallas Regional Chamber just to give us some perspective as to the scope of work, the size of the chamber staff budget, that sort of thing, just to kind of set the table for our discussion.

About the Dallas Regional Chamber

Dale Petroskey 4:04
It sounds great. Thank you. First of all, there are Dallas is a big market. Dallas, Fort Worth is a big market. 7.8 million people here. It’s the fourth largest market in the United States. And there are 175 chambers in Dallas Fort Worth, believe it or not, we’re the largest. And number two is half our size. And all those 173 are below number two. So we’re twice as large as number two. We have 55 full time staffers. Our budget is $12 million a year. And we have our own research team, which very few chambers do. But we have a very sophisticated research team, you know, staffed by professional researchers, which really helps our work. And why we’re very different than a lot of chambers is that we don’t take a dime from any public entity. We don’t take a dime from the city. We don’t take a dime from the county. We don’t take a dime from it. anybody except our member companies. And that gives us independence. And it allows us to do what we do. So we are the Regional Chamber. So all we care about is that companies and jobs come to this region. And they that there’s the best fit for them when they do come here. So when we go to California, and talk to companies who are thinking about moving to the Dallas area, we’re the ones they talk to, and they say, we’d like to go up and we’d like to have a campus. So we take them up to Plano and Frisco and introduce some of the folks up there where most of the campuses are in this area. That we want to be in the research area. So we take him to Richardson, where a lot of the research is done, we want to be near the airport, we take him to Irving and hand them off to Irving. Whatever the need is, whatever their wishes are, we want the best fit for them. We’re like a point guard and basketball, who’s dishing off to the guys who can score. And so as a result of that, we’ve been very successful since 2012 200 headquarters have moved to the Dallas Fort Worth region 200 In the last 12 years, and 1.3 million new jobs in the Dallas Fort Worth area in the last 12 years. Those are crazy numbers, those there no other market is even close to those numbers. And I think one of the reasons we’ve been so successful is that we have this model of sort of the artists broker, us making sure that these companies get the best fit. And they go up and work with these economic development organizations in all these great areas in the Dallas Fort Worth region, who can make them feel right at home in their areas. So that’s our reason for being is economic development. But for that to happen, we need to do three other things very well, one talent. So we do a lot of work in education, and workforce making sure that every youngster has a chance for a good education. So they can have a good job and a good life. We also attract talent from the outside, talking about the virtues of Dallas as a place to start your career, continue your career move up. Because we have so many companies we have 23 fortune 500 companies 43, fortune 1000 companies, lots of opportunities here. So we’re always looking to attract talent here as well. So number one is talent. Number two is public policy. And that means having a business climate that is strong and welcoming, low taxes, low rate, low regulations, and welcoming, welcoming for everybody. And then our third leg of the stool for supporting economic development is diversity, equity and inclusion, because we’re not going to reach our full promise as a community until everyone can participate in the prosperity that’s going on here. And we have in some ways, some areas where people don’t have those opportunities. They don’t have the educational opportunities, they don’t have the job opportunities. So we work really hard in that area as well. So that’s a little bit about the scope of our work. Yeah. Hey,

Brandon Burton 8:17
I appreciate that. And, on a personal note, I appreciate the work you guys are doing here in the Dallas region since I I’m a part of that here in the Dallas region, I get to benefit from a lot of that work you do.

Dale Petroskey 8:28
Appreciate that. I’ll pass that along to our great staff.

Brandon Burton 8:31
Yes, please do. So as they do these chamber, the year finalist interviews what I like to spend a good majority of the discussion on is around the two topics that you guys submitted on your chamber the your application. And what I’m thinking we’ll do is we’ll just we’ll touch on what those two programs are just at a high level. And then we’ll circle back and go into a little bit more detail on each of those problems. Each of those programs not problems. As soon as I get back from this quick break.

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All right, Dale, we’re back. Do you would share with us what the two programs are that you submitted on the chamber? The your application?

Topic-Chamber of the Year Application Programs

Dale Petroskey 11:59
Yeah, happy to do that. Brandon. The first one was a vaccination program for communities of color during the middle of the pandemic. Okay, the second one is something called P TECH, which is our businesses actually being embedded in our schools, to work with students to tell them about their industries, their companies, give them internships, give them opportunities to get a leg up in the work world. So those are the two basic programs.

Brandon Burton 12:30
All right, let’s say let’s start with the vaccinations for people of color. And that’s a that’s a program that I haven’t heard of other chambers tackling. So I’m interested to hear kind of what brought that to the forefront and how you guys approach that.

Dale Petroskey 12:47
You know, early last year, we were sort of in the middle of the vaccinations in a big way. And you know, the pandemic had started the previous March, and people were getting sick. But there were no vaccines available. And finally vaccines became available. And yet, they were not reaching everybody that they should have reached either folks didn’t want to take them, or people didn’t know how to get them or didn’t know enough about what the rules were around, signing up for them, registering for them going to get them and so forth. And we thought, what can we do most at this moment in time, to help our community and help our business community. And we realized that communities of color, were dying at higher rates than anybody else. They were going to the hospital at higher rates than anybody else. They were losing their jobs at higher rates than anybody else and losing their businesses at higher rates than anybody else. And so we started to look into this. And we realize that a lot of folks in those communities either didn’t have any information about how to get vaccinated, or they were getting wrong information about vaccinations. And so nobody asked us to do this. Our board didn’t even ask us to do this. We just believe it was the right thing to do. So we embarked on a campaign that had sort of two prongs one was public service announcements, aimed at communities of color that were on there were messages on billboards, on television, and radio, in doctor’s waiting offices, and in pharmacies, about the vaccinations and if you chose to get them how it would protect you and your family and your jobs, basically. And so we worked with we put out an RFP request for proposal to a bunch of marketing agencies, and we chose one so that was one piece of it. The second piece of it was the ground game. So we worked with another organization marketing organization that works very closely with communities of color here, in order to micro target those areas and get that get them the information they need, and set up clinics on site. So if people chose that they wanted to get a vaccine, they can go right there and get their vaccine. Okay, we set a goal of getting 600,000 More people vaccinated between June and September last year, basically the summer. And by September, we had 660,000 More vaccinations in the Dallas area, most of them in communities of color. And the our budget for this was close to a million dollars. Again, nobody asked us to do this. But we thought it was the right thing to do. And we because we are very careful with our money. And we’re very good about keeping reserves, and in our, every year putting some money into our reserves, we actually had the money to do this when it was needed most. So we’re very proud of that program. And it was a great community service to our to our, to our folks and to our business community. I’ll mention one other thing, Brandon, we enlisted the help of a lot of our member companies or businesses, to get the word out to their employees, and to share information with their employees about how they could get vaccinated because there was a lot of misinformation, or people just weren’t paying attention. It was complicated. You remember the messages that were going out. And so we tried to simplify it, get it out. And our businesses are very appreciative of the educational role that we played in all of that.

Brandon Burton 16:52
That’s great. I love hearing how, you know, partnering with other organizations that service these demographic of people of color and being able to really, you didn’t mention it directly, but it’s data driven, you know, when you’re looking at who are the people most affected right now, with the pandemic? How can we make the largest impact? And the data was pointing to this program, and you guys listened and responded. So

Dale Petroskey 17:18
I think that’s what we try to do. We try to listen, we try to decide and then we try to act. Yeah.

Brandon Burton 17:25
So let’s shift gears. And tell us about the you say it was called P TECH getting the businesses in the schools. Is that primarily with high schools? Or is it different levels, it’s always about that.

Dale Petroskey 17:37
It’s high schools. And, and, you know, several years ago, the Dallas ISD, Dallas, Independent School District, you know, was struggling, and like a lot of urban school districts. And we have a very innovative superintendent here, Dr. Michael Hanna HOSA, actually just retired. And, but he was always wanting to partner with with everybody he could, okay to get things going in the right direction for Dallas, Independent School District. And he came to us and we came up with the idea of reaching out to our big companies mostly, and getting them to work, to adopt a school and to work in that schools. So for example, AT and T, you know, they adopt a school, they go, they send him plays into that school every day. That’s their job to work with those kids on technology, and what it might be like to work at at&t, maybe not in a technology role, but an accounting role, an HR role, showing young people, the future, showing them that what a job looks like, what working inside a company looks like. And then at&t provides internships for a lot of those students, and ultimately jobs for those twos. Okay. But we have companies like Frito, lay, Boeing, you know, gosh, Texas Instruments, all the big companies of Dallas are involved in this. In fact, 90 companies send people into these schools every day to work with these youngsters to provide internships, job opportunities to teach them skills. And as a result of that, more companies work in Dallas ISD schools than any other school district in America. And literally what it is if you think about it, you know, most of us were in high school, we don’t know what we want to do. We only know what our parents did. And so so often what happens is people go into jobs into the the industries that their parents are in because they don’t know anything else that’s out there. This gives them a chance to really see See some other things, test some other things and be exposed to other companies, other industries and know more about what, what the possibilities are on the job market, and what they might be going to college to study for. So that when they come out, they’re a little bit more targeted.

Brandon Burton 20:19
I like that. So when you talk about these businesses being on the campus every day, is it the same employee going to the campus every day? Do they have multiple Pete is that their full time job is to be the campus representative?

Dale Petroskey 20:33
Yeah, most of the time? Yeah. It’s varies a little bit. But yes, that’s their job to be a math

Brandon Burton 20:39
school. And then they get worked into the curriculum for the different classes to

Dale Petroskey 20:44
kind of show. Yeah, they were the counselors, work them in teachers work them in, so forth.

Brandon Burton 20:52
That’s fantastic. Yeah, I love that. Yeah, very innovative,

Dale Petroskey 20:55
very innovative. And, and as far as I know, one of a kind, at least at this scale.

Brandon Burton 21:02
Yeah. Whenever I hear these programs of chambers, getting involved with education and showing these job opportunities, I’m always a little jealous that I didn’t have that when I was growing up to be able to, you know, see what the world has to offer.

Dale Petroskey 21:16
No question, you know, what I, when I was growing up, I grew up in the Detroit area. And, you know, I didn’t know what was out there at all, really, and my wife says, she said, I think you could have been a great architect. Because you know, you’ve got a good sense of space. You aren’t you are good with pen and paper, you can draw, you know, I’m not a trained artist in any way. But it comes easily to me to draw and sketch things out. And she says, You would have been a great architect. When I was growing up, I had never met an architect, I didn’t know there was a job, such as architect, right. Or when I went to Washington, and I started working, you know, in the White House and on Capitol Hill, and, and I would see people who are in the Foreign Service, you know, who are diplomats or working in an embassy, I never knew that those jobs existed in high school. But I might have loved to have done that. So the more we can expose kids to various things that maybe fit their capabilities and their interests, the better off we’re all going to be,

Brandon Burton 22:24
right? Absolutely. And it sounds like both of these programs make a huge impact in the Dallas region. I’d like to ask as a chamber, the year finalist, and you kind of alluded to this earlier with your your metaphor of being the point guard, you know, getting those assists. But how do you see your role with the Dallas Regional Chamber within your community?

Dale Petroskey 22:48
Yeah, I think Dallas Regional Chamber is viewed in our community, as a go to organization. When when when things need to get done, people tend to go to us, because they know that we have relationships all throughout this region, with other chambers, with economic development organizations, with political leaders, with business leaders, and we are a great convener, to bring a lot of people together. And other folks, in many ways don’t have that scale or that that perspective, to bring all those folks or those relationships to bring all those folks together. So I think that’s, that’s one way that we are seeing, I think the other way we’re seeing as an organization that steps up, and something needs to get done. We’ll take it on, just like the vaccine program. Nobody asked us to do it. Nobody expected us to do it. If we didn’t do it, nobody would say why are you not doing that, but we just knew it was the right thing to do. So we did. And so you know, it’s a great, we feel like we’re in a great position. And I’ll say this, it’s, it’s building your reputation and your brand every single day in order to be in that position, that it was you have to be trusted. So you have to you have to do good work. You have to work with people, you have to they have to know your hearts in the right place. Right. So that you are trusted and and can have that kind of oh, I don’t know. Brand in order for people to want to go to you or to say they’re the they’re the natural organization to go to on this.

Brandon Burton 24:38
Yeah. And I think that’s so important is that the showing up every day and being an impact in the community. So when a real crunch time comes or real crisis, people know who to turn to for answers.

Dale Petroskey 24:50
I’ll say this to Brandon. You know, my we have a staff of 55 and everyone here is taught and believes say that we are here to be of service. We are a service organization, we are here to help people. And so whatever needs to be done to help them. That’s what we’re here to do. Okay. And and that’s, uh, and you know, that’s the way you’ve got to look at it to be so public servants.

Brandon Burton 25:20
Yeah, absolutely. So I look at all the chamber the year finalists as kind of being organizations that are, you know, doing great things right now, making a huge impact. And I like to see if you might have any tips or advice action items for listeners that might want to take their chamber up to the next level, what

Action Item/Tip for Chamber Champions

Dale Petroskey 25:44
would you suggest? Yeah, I would say, you know, it’s so hard to give advice to others, because so many people are doing so many good things, right? I would say, to be very, to be very good with your finances, you know, so you, you’ve got members, you want to serve those members in the best possible way. But make sure that you are paying attention to the bottom line, so that you can put money in the bank every year, so that when times get tough, or a crisis happens, you have something to draw on. So for example, during the, during the early days of COVID, I was scared to death, I thought we were you know, we were gonna face $2 million losses in our budget, and we’re gonna have to lay people off and, you know, all these kinds of things. And in the end, and I went to the board and proposed that, okay, we’ll take salary cuts for, you know, as long as it takes. And we, you know, I took the most and it went down by, you know, great, and so forth. But in the end, we didn’t have to do that, because we were able to manage our way through it, okay. But the fact is that we had money in the bank, so we had a cushion, to get through this. And that’s from years and years and years of paying attention to the finances and being good with your finances. So I think that is a an important piece of this. Because, you know, having money in the bank gives you a lot of flexibility and gives you a cushion, when you need it, or gives you the money to do things like a vaccine campaign, when when the time comes. So that’s, that’s number one, I would say number two is just really try to get to know as many people as you can in your community, and build trusted relationships with them, provide programs that will want them to join your membership. So that you’ve got a great base of support among your membership, that allows you to do a lot of things, if you have relationships with a wide array of companies across the spectrum, you know, and try to think about what you offer, that maybe they need, right, the various people in various sectors of the economy need, so that you can build this broad base of support among a lot of folks, you know, and then I would say, third, from a staffing standpoint, is just hire the best possible staff, you can treat them really well. You know, make it fun to work here. Remind them every day. This is a privilege. It’s a privilege to work for a public service or focused organization, and that they’re doing really important work, I often will relate to them. My favorite quote is by Teddy Roosevelt, who said, the greatest prize life has to offer is the chance to work hard at work worth doing. And I remind them often that we work hard at work worth doing. And that not everybody out there comes to work every day, able to work hard at work worth doing. They are working off and at things that need to be done. But we actually get to work hard to make this a better community and to to really move the needle during our time here.

Brandon Burton 29:26
I love that. And I think all three of those tips that you suggested they really they position an organization well to be able to serve their community in the best ways. You know, when you’ve got those connections in the community, you’ve got the great staff you’ve kept track your finances and prepared for the rainy day. It makes you available to make clear decisions that are not fogged up with some of those other things that could get in the way and distract you.

Dale Petroskey 29:52
Yeah, well said Brad. I love that.

Brandon Burton 29:55
So I like asking everyone that I have on the podcast about the future of chamber. So how do you see the future of chambers and their purpose going forward?

Future of Chambers

Dale Petroskey 30:05
Yeah, I think, again, as some people have a notion of a chamber as sort of a dusty old place that’s for the past, we feel just the opposite of that, you know, we believe that chambers really are the central point, it shouldn’t be the central point in a community that people go to, and for resources or to for help to get things done. And so that’s the sort of the incoming, the other piece of that is for chambers to be always having your ear to the ground with their community, and saying, what needs to be done? How can we best help? So there’s a little bit of defense, like, we’re here to help. And there’s a little bit of offense, which is, here’s what needs to be done. Let’s go out and do it. And I think if you keep in mind those two things, you’re going to be a very relevant and very important organization in your community.

Brandon Burton 31:08
I love it. Great advice. So I’d like to give you an opportunity for anybody listening who maybe got intrigued about any of these programs, or the way the Dallas Regional Chamber is doing things, what might be the best way to reach out and connect or to learn more, what would you suggest that? What’s the best way to reach out and connect with you? Yeah,

Connect with Dale Petroskey

Dale Petroskey 31:29
I think probably the easiest thing just send me an email at dpetroskey@dallaschamber.org. And I will you know, I’ll be initially answer it but I’ll get it to the right person, my organization who can help them the most.

Brandon Burton 31:50
That’s perfect and we’ll we’ll get your email in the show notes for this episode as well. So people can look that up and and connect with you and learn more if there’s something they they need to dive in deeper with. But, Dale, I really appreciate you spending time with us today here on chamber chat podcast. Again, personally, thank you for what you guys are doing to the Dallas region. I wish you guys Best of luck to you and your team as chamber the year and I look forward to seeing you in Indy. Well,

Dale Petroskey 32:21
it’s been great fun. Thank you, Brandon and appreciate your what you do, and love the questions you ask.

Brandon Burton 32:29
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Hilton Head Island-Bluffton Chamber-ACCE Chamber of the Year Finalist with Charlie Clark

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Below is an auto-generated transcription of my conversation with Charlie Clark. Because this is auto-generated there are likely some grammatical errors but it is still a useful tool to search text within this podcast episode.

Feel free to join our Chamber Chat Champions Facebook Group to discuss this episode and to share your own experiences and tips with other Chamber Champions.

Introduction

Brandon Burton 0:00
This is the Chamber Chat Podcast, the show dedicated to chamber professionals to spark ideas and to get actionable tips and strategies to better serve your members and community.

Now your host he recently took his dad to shoot machine guns. He’s my dad Brandon Burton.

Hello Chamber Champions. Welcome to Chamber Chat Podcast. I am your host Brandon Burton, and it’s my goal to introduce you to people and ideas to better help you serve your Chamber members and your community.

Our title sponsor is Holman Brothers Membership Sales Solutions. Let’s hear from Kris Johnson, President and CEO of the Association of Washington Business in Washington State to learn how Holman Brothers has provided value for him. 

Kris Johnson 0:45
Well, Doug and Bill at the Holman Brothers have been a key ally in growth for my professional career working at three different chambers, a local chamber, a regional chamber, now a statewide chamber. And they’ve been the ideal solution, whether it’s a comprehensive training program, whether it’s working on individual sales growth, quarterly check-ins with the team, the ability to grow members has meaning more assets for the organization, more assets means we can do more things to serve our members. They’ve really been the perfect solution for us, a trusted resource partner and a growth partner for us all along the way. So hats off to Doug and Bill for their great success. They’ll be a great partner for you as they are for us.

Brandon Burton 1:26
You can learn more about Holman Brothers Membership Sales Solutions by visiting holmanbros.com.

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Guest Introduction

You’re joining us for another special episode and our 2022 ACCE chamber the year finalist series, and our guest for this episode is Charlie Clark, Vice President of Communications at the Hilton Head Island Bluffton Chamber in South Carolina. Charlie is a proud Island graduate and has been in the chamber industry for over two decades. She serves as Vice President of Communications for the Hilton Head Island Bluffton chamber which is also a three time winner of accs chamber the Year award. As a combined chamber and Visitor’s Bureau. She oversees all communications for the organization as well as leading the charge for public relations efforts for the Hilton Head Island destination which hosts over 3 million visitors annually. During her tenure, she has helped Garner national broadcast coverage for the destination with the today’s show, Food Network, CNN Good Morning America and many others. She has also earned coverage from a variety of other media outlets including New York Times, USA Today Travel and Leisure and the Wall Street Journal and more. The chamber is the proud winner of numerous awards for communications excellence from ACC including the coveted Grand Award. In addition to awards honoring the Chamber’s efforts from the SE tourism society, HSM AI Adrienne awards and national awards for broadcast excellence. She’s a frequent public speaker committed and involved in her community having served on the boards of a number of organizations. She and her husband Tom are the proud parents of two sons, Brennan and Cameron. And, Charlie, I am excited to have you with me today on chamber chat podcast. Why don’t you take a moment to say hello to all the chamber champions listening and share something interesting about yourself so you can get to know you better.

Charlie Clark 3:24
I’m so glad to be here. Brandon, as we were sort of talking about earlier before the before the podcast started. I love podcast, I listen to yours, as well as many others and it’s just such a great resource for information especially when you’re on the go. So, gosh, something interesting about myself. I think most people are often surprised to know that I actually moved to Hilton Head Island from Wyoming of all places. Wyoming after one too many good vacations, you know, I thought I was so original in moving to hills and hatches chucking it all and moving to this destination and found out that the island was full of people who had done the exact same you know, most people do for a job or they move for family. I literally moved just based on the sheer beauty of this place. And my husband I’ve always said you know, we will we will figure it out when we get there. And sure enough, the communications position popped open for the chamber and I said I think that’s what I’d love to do. And I’ve been doing it ever since and that was over 20 years ago.

Brandon Burton 4:24
Yeah, talk about a leap of faith and nothing against Wyoming. There’s beauty there’s just a different kind of beauty compared to the beach and you know, everything else that you guys have. It’s a

Charlie Clark 4:35
little it’s a little snowy or the last year I was there. I it snowed on June 27 Oh my God. I said you know, I think it’s time to go. So yeah, the only thing Yeah, the only call was the ice in your drinks here as they like to say so. living on the island. It’s wonderful.

Brandon Burton 4:52
That’s great. Well tell us a little bit about the Hilton Head Island Bluffton chamber just to give us some idea of perspec Did as to scope of work the size of your chamber staff budget, things like that, just so we have an idea of as we go into our discussion,

About the Hilton Head Island-Bluffton Chamber

Charlie Clark 5:08
you know, I think people are often surprised that they help them out. And Bluffton chamber is as large as it is we are almost 1400 members at this point. They have a staff of about 25 budget of about 8 million. We’ve been we’ve been at it for gosh, almost 60 years. So very entrenched in a community. And as you know, as you mentioned earlier that we have over 3 million visitors a year. So our chamber from a scope of work perspective is a chamber in the traditional b2b sense. And also combined with our visitor and convention bureau. Because when your economy is so heavily based on on tourism and is here, and for the state of South Carolina, and as a whole, it just makes great sense to combine those two organizations.

Brandon Burton 5:54
Absolutely. Guys have a lot of great chambers. They’re in South Carolina as well. So as far as a destin destination, you guys are, you know, supporting each other very well. From what I can say the

Charlie Clark 6:06
Carolinas do have very strong chambers very strong, very connected. It’s a great place to do business and chambers really do work well together here.

Brandon Burton 6:16
Absolutely. So with these chamber there finalist interviews, what I like to do is focus on the the two programs that you guys submitted on your chamber through your application. And what I like to do is just go at it from a high level at first just what the two programs are. And then we can dive into a little bit more detail in each of them as soon as we get back from this quick break.

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All right, Charlie, we’re back. If you would share with us what what are the two programs that you guys submitted on your chamber that your application

Topic-Chamber of the Year Application Programs

Charlie Clark 9:29
is always interesting when you decide what programs to submit for your synopsis? I mean, it’s always wondering what this year it honestly it wasn’t as difficult based on the you know, the couple of years we’re all coming through with COVID. Two things we did one was called the path forward readiness plan. It fell under the sort of the heading of cataclysmic leadership. Just a comprehensive strategy for reopening our community post COVID You know when you have a community that is so heavily based on tourism Wow. what a what a game changer COVID was and how do we how do we reopen safely? How do we do that? So what we did is we we formed immediately we had 150 people on nine different task forces, everything from you know, churches and childcare to hoteliers, small business, retail service industry, you name it, we had it on those task forces. And as we were all just sort of starting to reopen and try and get back to business, which South Carolina did very quickly, by the way, but it’s just how do we how do we develop these industry specific protocols that ensure the safety of our residents, our workforce and our visitors? How do we make sure we’re all comfortable with that? So in a short amount of time, we convened those task forces. And they came up with those safety protocols. Those were then reviewed by a steering committee. And it just it just turned out to be such a great way to launch people back into business safely, and it worked really well. And the other. The other synopsis that we entered was a program near and dear to my heart that we did call them help for hope. We partnered with again, that word partnership comes through, I’m sure for a lot of award entries. Help for Hope was something we did in partnership with the Waterson Family Foundation and the Community Foundation of a low country. If you remember back when when COVID really hit was scary. It was a scary time when you have a workforce as many of ours here are and elsewhere as well. Going paycheck to paycheck, where your next meal was coming from was a reality. It was an actual reality here for workers, not just in f&b and restaurants, but in a variety of different when hoteliers are closing down those types of things. So we developed this plan that actually, you were given like your family, a community card for help for hope you could take that car to a restaurant, we had over 50 participating restaurants handed over, they’d give you a meal for four. And then the restaurant in turn, would take that to the Community Foundation of the low country for reimbursement. So restaurants were supported. People were getting fed. And you know, there was also a contingent of people who wanted to give, you know, how do I help if you remember that everybody wanted to dive in and do something this was a very tangible way. We had, we had donations from over 37 states. Coming in, in addition to corporate and people within our own community, people have a love affair with Hilton Head Island. And that really showed they had their favorite restaurants. They wanted to make sure that they felt supported. So those two programs were the ones we launched for synopsis and just just really, really great for our community and a great game changer for all.

Brandon Burton 12:47
Yeah, so let’s let’s start with that one with help for hope to just dive in a bit deeper. How did it get started? Like who who approached to with the foundations that you partnered with? How long did it take to develop the plan to actually work and then that, you know, broadcasts that out to the community to those people that needed it to, to either donate or to be a recipient of?

Charlie Clark 13:11
Well, I don’t know about you, but it seemed like during during the pandemic, things happen slowly and they also happened at lightspeed, you know, things just started moving. It just some conversations that got it started really and we looked around at our workforce and thought, you know, we knew we’d already on the on the kind of the bandwagon with the path forward and just really putting together those programs. But this was an issue hunger became an issue. We had some of our self help our Bluffton self help and soup kitchens coming to us and letting us know that oh my gosh, we’re inundated. So we thought how can we do this for this workforce? Who is really quite frankly, not used to utilizing those resources? So that’s how helper hope began. And originally, I remember when we first started this, it was somebody said, Well, what paperwork are we going to have people fill out for their, you know, to their meal? We said, there’s no paperwork. We’re not we’re not doing any paperwork. People who who come we were just going to give that handout that meal. And then the other thing was is how do you distribute it? Right? How do you get these community cards into the hands of families who needed them? We knew that that that wasn’t going to happen in the traditional way. We knew that some of those workers who had never been to a soup kitchen or bluffed and self help weren’t about to start now. So with this partnership, we launched popups, we launched pop ups and parking lots. And if you remember early days of the the pandemic as well, there was that no contact that type of thing. So we launched drive thru pop ups, and I’ll never forget, we launched our first one in a restaurant parking lot. One of our participating restaurants, had no idea put it out through social media, no idea how it was going to go or if anyone was going to show up. And the lines just started forming, snaking around the parking lot. And we ended up having to grow from larger and larger and larger venues because the word spread in the domain When was that great, we gave out over 19,000 meals, 19,000 meals distributed. And over, gosh, almost a quarter of a million dollars donated one of our restaurants who was participating in this, let us know that, you know, during during the help promote days, on the days those cards were distributed, he would see a 20 to 30% bump in his, in his restaurant traffic, which for his restaurant was was great too, you know, keeping those revenues and keeping people employed and, and getting paid. So it made a big, big difference. By the end, I knew we had something going when the second pop up we did. We had the sheriff’s department come and say we got to help you manage traffic. There’s too much traffic out onto Highway 278. So it was just a great, you know, feel good. I think for everybody involved, the folks who were in it was a happy, you know, help for hope. We had T shirts, it’s in hope dealer. You know, these pop ups? Yeah, these pop ups were very uplifting. You know, we were a little worried of like, oh, is this gonna be a downer, but we had music going smiles all around. And it just was. I mean, it just people were so grateful restaurants were grateful those receiving the cards were grateful. And it was just, quite frankly, one of the most rewarding things that that we’ve had the opportunity to be a part of.

Brandon Burton 16:18
Yeah. And I like how you guys remove the hurdle of having the paperwork to fill out and applying for program and all that. How did you identify who to target as people that may be in need for this? And then did it just spread word of mouth? Or how did you get the word out?

Charlie Clark 16:36
You know, social media, social media, social media, that became a conduit of information, we had a help for Hope website, we had help, perhaps social media, we had the restaurants themselves, we had businesses who were pushing out for their employees, hey, if you need this, take advantage of this, this is a great thing. So really, really spread that way. Could also could kind of gauge as things were happening, maybe there were restaurants who weren’t seeing as much traffic. And we were using social media to say, here’s the list of restaurants participating. Don’t forget about this one or that one, they’re doing this meal or that meal. So it became really through word of mouth and social media. And as we knew it continued to grow to the point where our last help for Hope drive thru pop up was in a university parking lot. That gives you any idea the size that was needed?

Brandon Burton 17:28
Yeah, well, I can imagine because just thinking back in those early days, the pandemic where there was so much uncertainty going on, that we didn’t know how long this is going to last, we didn’t know what businesses would survive, we didn’t know if your own job would be around, you know, a month or two from then. So being able to be to keep money set aside, as you know, the storms keep coming or you know, however, just to be prepared, it’s nice to be able to have some kind of relief like this even just to go out and enjoy a meal. And I can anticipate even especially in the Hilton Head area where you’ve got a lot of hospitality and tourism based businesses that there was probably even a higher level of uncertainty with a lot of people where this became a great program of rescue.

Charlie Clark 18:16
We all forget that too. We forget the early days of the pandemic, you know, we all seem so settled in now in terms of knowing what’s what and what’s going on. But those early days were scary. Yeah, they really weren’t for a lot of people. So we just sort of this as many communities do you just bootstrap you roll up your sleeves, you partner with your community and and you make things happen. And that’s what I think chambers, the role of a chamber can be so so beneficial when when times of crisis are around.

Brandon Burton 18:43
Yeah. And it could have been easy just to sit back and say, well, maybe this will be over in a week or two. But you guys didn’t you got together, you rolled up your sleeves and you acted and then maybe kind of transitioning into the other program to path forward readiness. The term has been overused but the these are unprecedented times. Right. So to be able to navigate your way through, you know, something that we’ve never seen before. You talked about 150 people nine dis different taskforce How did that develop? How did it evolve? What What kind of outcomes Did you see as you roll that out in the community?

Charlie Clark 19:27
You know, it came about quickly. I think a lot of us were like different timeframe when it came to putting programming together. During this time and putting we just again, we had we did a thing also that kind of leads into this Brandon which was we launched a thing called Power Hour power hours a once a week call where people could kind of get unfiltered information about everything from the latest COVID news to the community to what was happening and we weren’t finding that in the media a lot. You know, this kind of unfiltered there were those headlines that were or built for click throughs not for information. And it was a real need. So once we developed that, we saw that people, I think one guest in particular, we had Peter Greenberg on who was CBS News. He’s does all their travel coverage nationally. And he said to us on this call, he said, people who are coming to your destination, they know you’ve got great beaches, they know you’re a beautiful place. They want to know they’re safe. They want to know, they can travel somewhere where they’re gonna be safe. And again, the residents as well. They wanted to know we’ve coexisted with visitors since the 50s. They wanted to know that this was going to be safe for them as well, and the workforce, those people who were working with our guests, they needed to know so when you convene those task forces in every industry is different, what’s going to work for childcare isn’t going to work for a restaurant. So we brought together those task forces that were also made up of not only industry, peeps themselves, but also residents in the community when we wanted everybody to be involved, and have a voice in what safe look like in those early days, the pandemic and they did it. They came up with those safety protocols by industry. We had a steering committee that was overseen by medical professionals, and by the hospital CEOs in our community to to sort of say, Yep, this is this passes muster, this works. And then we immediately put it into action. We had businesses involved, we had hundreds of businesses do what we call take the pledge, they signed a pledge that said, here are the safety protocols, I adhere to. Those protocols were available on our website in English and Spanish. And you were given a seal to put on your door now that was actually adopted by many other communities. We saw that happen. We were sort of early in that game, the state of Florida through vacation rental Management Association, they adopted that for their locations in California and in Florida. So it kind of took off other communities as well. We’re interested in in doing that. And it really did Garner its fair share of immediate as well over 126 media outlets picked it up. And I think one of the best quotes we had was just that, you know, this is a community that’s doing it safely. This is a committee that knows what they’re doing. And that came out of Redbook magazine, Yahoo. So it really did it was great to see people coming. And then people actually asking going into business is going where’s your seal? Versus your seal? I’m not coming in without that. So that was a catalyst to

Brandon Burton 22:26
Yeah. So as things evolved, and coming through recovery and so forth, did you guys have to go back and re address some of those? Look, I’m struggling for the right word, but the the plan of action, the safety protocols and everything. How often were you guys addressing that?

Charlie Clark 22:49
We could convene those task forces really quickly. And as you know, we all became Zoomers, right, that was a whole different ballgame. So we could Can we still we still convened those task forces to this day when it comes to issues affecting their industry. So we also immediately set up resources, Zoom rooms, different things that we had here at the Chamber of studio that could help in that process. But yeah, it was it was honestly a process that we evolved over time. It wasn’t unusual at all for us to reconvene just to ask questions and to garner feedback, what’s working for you what’s not working for you? And times we put too fat task forces together so they could speak to each other so they could talk and I get the needs and and issues from from, for example, what does what does the hotel industry need from childcare? What is how those two work together? So it was a rewarding, rewarding part of what we do. I think like I said, I think it was the Redbook magazine said Hilton Head Island paves the path forward for fun and safe family travel and vacations. What is that big we were we were concerned for people that are going to come this summer and turns out 2020 occupancy for us was actually down only about 2.9%. Over the prior year. Our Yeah, our July of that year was up 17% over the prior year, because the word was out. And this was obviously wide open space. It’s a safe place to be families were coming and they were remotely working. They were remotely schooling, and they felt safe doing that.

Brandon Burton 24:28
Wow. That’s great. So it sounds like the task forces are still operating. The program’s still going for I was that was gonna be my next question. If it’s still operating, or if you’re able to sunset some of these task forces, or maybe hibernate them for a little bit as things get better. But how’s that landscape looking? Now?

Charlie Clark 24:48
Definitely, definitely. You know, we as we all did, we evolved as as the pandemic evolved, and we’re able to sunset implement whatever we needed to do on that front. So we’re just really, you know, proud of our business community for stepping up to the plate and doing it very quickly. I think speed was at the essence, because there were so many unknowns as COVID was making its way through our country. And I think that really did help a lot as well. Right.

Brandon Burton 25:15
So I’d like to ask how you guys at the Hilton Head, Bluffton chamber, how do you view the role of your chamber in the community?

Charlie Clark 25:26
You know, I think, I think in any community, and especially now the Chamber’s they’re really the ones that are getting it done. The one sort of doing the impossible what others say is impossible. Chambers often say, No, I think we can handle that. I think we can get that done. And we do it in partnership. And I think chambers are really often put forth those initiatives and programs are sort of game changers. For us, I know whether that’s attracting Southwest Airlines to start flying out of our area what you know, big, hairy, audacious goals are usually things that chambers don’t shy away from. And I think our role became even more pronounced as Chambers as we’ve gone through the last two years.

Brandon Burton 26:09
Yeah, I like that response. That’s great. I love that chambers are the ones that get it done. That should be a slogan on every Chamber of Commerce.

Charlie Clark 26:18
Yeah, as the other slogan, you never waste a good crisis. I think leadership always rises to the top. And I think that was definitely true for a lot of chambers across this country, during the past few years to take that leadership role was an important one for chambers.

Brandon Burton 26:36
That’s right. So I’d like looking at the all the chamber the year finalists as those kind of setting a benchmark in the chamber world, as far as you know, areas of work and the example you’re setting, if you were to provide maybe a tip or an action item for for those listening, who would be interested in taking their chamber up to the next level, what might you suggest?

Action Item/Tip for Chamber Champions

Charlie Clark 27:02
Well, you know, I think first and foremost is to utilize all the tools in your toolbox, I mean, utilize the incredible resources we all have with ACCE, and with the US Chamber, you know, the mentioned earlier about the power hour, we just pick up the phone and call and say, Curtis Dubay, chief economist for the US Chamber, could you be on our Power Hour and explain inflation? Yes, I can. I mean, that’s, that’s, that’s great. And then it’s a two way street, you can ask questions. I mean, it’s not every day, you get to ask questions from the chief economist or epidemiologists with the hack during the height of it. So I think utilizing those resources, whether it be web based resources, it’s just it’s all out there. And it’s really, really helpful. I’d also say, in terms of, you know, chambers, going to the next level is know your voice, I really encourage you to we encourage chambers to know the power and behind what we represent as chambers, you know, we always like to talk and our number of businesses or a number of members, but sometimes it’s easy to forget their their jobs and faces behind those businesses. Each business represents the livelihoods of so many people. And so I think to just know your voice to know that what a critical role that chambers play in the community and not be afraid, you know, to shy away from that, that, that we are the ones who who make change in our communities. And I think it’s hard to sometimes I think, for chambers to take that 40,000 foot view that often it’s easy, as I like to call it to major in the minors, you know, chambers are often held responsible for everything. And, you know, just you know, we get it done, and so

Brandon Burton 28:43
all credit for very little credit.

Charlie Clark 28:46
Right. So sometimes I think it’s hard to to look at your community from that 40,000 foot view, and not major in the minors because it’s easy to get get packed by those. And in addition to, you know, our mission statement, which every chamber has, we have a set of guiding principles, and we believe in only taking on endeavors that that we can do better than others in the community that we have a voice to pull people together to convene the community. So I think that’s an important aspect of of being an excellent chamber as well.

Brandon Burton 29:18
I love that. I love that response. So I like asking everybody who I have on the show about the future of chambers. And so how do you see the future of chambers and their purpose going forward?

Future of Chambers

Charlie Clark 29:32
You know, I think chambers are now more relevant than ever. I think the last few years have been a proving ground for chambers and boy did we all step up to the plate. We actually gained members during during the pandemic, at a time when economic uncertainty was tough for a lot of businesses based on our response and our ability to connect the community and offer information that was relevant. So I think the future of chambers is bright. I think we’ve been I’m more prominent in terms of our community leadership, I think we are viewed in our communities as as, as I said, conveners connectors of people in a world that while we seem to be more connected than ever, we’re really more disconnected than ever, in so many ways. And I think chambers do a great job of, of really having a coalescent community that you can actually, you know, take action and make change in your community, on those big, scary goals that often bring, you’re always gonna bring, you know, good and bad, you know, your goal is headed in the right direction when it comes to whether it’s a, you know, infrastructure problem or a piece of legislation which we all handle, you know, you’re doing something, right. If you have a little bit of a balance of people going yay, on that front, big, big projects always have that. So I think the future of chambers going forward, we feel it’s a really great time to be a chamber and a great time to make a

Brandon Burton 31:00
difference. Yeah, I think a lot of chambers, almost were surprised that they gained members during the pandemic, because you figure things are shut down, businesses are struggling, but they forget to remember that, that there’s a need, you know, and there’s that stress going on with these businesses, there’s a need. And so that bump and membership and then whatever, you know, recession we have that’s being talked about coming up on the brink of us. I think there’s going to be more businesses that are returning to their chamber to to figure out how do I navigate through this now. So we

Charlie Clark 31:38
saw we saw you know, we, we saw in our surveys, everybody our membership surveys, which we do each year, we saw some changes, which was interesting to see as the pandemic went on. That just speaks to I think, what’s happening and going to happen in the future chambers. Um, as you mentioned, with a potential recession, what’s happening economically is that we saw really rise to the top, the benefit for chambers for, for us being the ones to convey relevant, timely information, they want information, they’re starving for information, many of us are no in a world filled with it, you know, how do you localize that? How do you make it mean something to your business community in a way that makes a difference, and I think that’s going to be in a really important factor coming up as well,

Brandon Burton 32:21
and being trusted information. That’s key. Charlie, this has been a lot of fun having you with me on the podcast today. I’d love to give you an opportunity to share any contact information for listeners who might want to reach out and connect and maybe learn more about these programs that you talked about what would be the best way for them to reach out and connect with you.

Connect with Charlie Clark

Charlie Clark 32:41
You know, I would love for people just to reach out directly to me. I would love to have those conversations other chambers I can be reached easily at cclark@hiltonheadisland.org or you can always go to our website as well. hiltonheadchamber.org.

Brandon Burton 33:02
That’s perfect. Now I’ll get them both in our show notes for this episode, so people can find it easily and have to write while they’re driving or anything like that. So Charlie, this has been great. You guys are definitely making an impact in your community there and appreciate you spending time with us today. And I wish you and the and all of your organization Best of luck is chamber the

Charlie Clark 33:25
year. Thanks, Brandon. I’ll see you in Indy.

Brandon Burton 33:28
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Portland Business Alliance-ACCE Chamber of the Year Finalist with Andrew Hoan

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Below is an auto-generated transcription of my conversation with Andrew Hoan. Because this is auto-generated there are likely some grammatical errors but it is still a useful tool to search text within this podcast episode.

Feel free to join our Chamber Chat Champions Facebook Group to discuss this episode and to share your own experiences and tips with other Chamber Champions.

Introduction

Brandon Burton 0:00
This is the Chamber Chat Podcast, the show dedicated to chamber professionals to spark ideas and to get actionable tips and strategies to better serve your members and community.

And now your host he is glad he attended the ACCE conference. He’s my dad Brandon Burton.

Hello Chamber Champions. Welcome to Chamber Chat Podcast. I’m your host, Brandon Burton, and it’s my goal here on the podcast to introduce you to people and ideas to better help you serve your Chamber members and your community.

Our title sponsor is Holman Brothers Membership Sales Solutions. Let’s hear from Jason Mock, President and CEO of the San Marcos Area Chamber to learn how the Holman Brothers have provided value for his chamber.

Jason Mock 0:47
Two years ago, we brought in Holman Brothers to help our organization go to that next level. And in those two years, our team has transformed the way that we think about sponsorships and non dues revenue. And I would really encourage you if you’re looking to take your chamber to the next level to bring on the Holman Brothers.

Brandon Burton 1:04
You can learn more about Holman Brothers Membership Sales Solutions by visiting holmanbros.com.

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Guest Introduction

You’re joining us for another episode in our 2022 ACCE chamber the year finalist series. And for this episode, we have Andrew Hoan with us. Andrew is the president and CEO of the Portland Business Alliance, greater Portland’s Chamber of Commerce and joining the organization in 2018. With years of experience with successful business association executive leadership experience previously, Andrew served as the president and CEO of the Brooklyn Chamber of Commerce, which was awarded the 2017 New York State Chamber of Commerce of the year. He’s a resident of Rose City with his wife and three children. Andrew, I’m excited to have you with me today on chamber chat podcast. Congratulations for being selected as a finalist. Why don’t you take a minute to say hello to all the chamber champions and share something interesting about yourself so you can get to know you a little better.

Andrew Hoan 2:39
Sure. Well, thank you, Brandon. And also thank you to all the chamber champions out there who are listening and tuning in. My name is Andrew Hone, and again President CEO of the Portland Business Alliance, which is greater Portland’s Chamber of Commerce and really happy to be here with all of you today, listening in and just to give you a little bit of background for myself, I will I will admit that I am born and raised Wisconsin native. So I am a cheesehead proudly owner of the of the franchise and moved to Brooklyn, New York. When I graduated college and set up residency there worked in both homeless services in national service through AmeriCorps VISTA and then moved into politics, working for the Brooklyn Borough President and then eventually into the chamber of commerce world. And then followed my wife’s career out here to Portland, Oregon, and settled in and we’ve had our three children here and just absolutely love life in the Rose City. And really, really proud to represent the business community here in the Pacific Northwest in the flagship city of Portland, Oregon. So that’s me, and it’s good to meet all of you.

Brandon Burton 3:48
Absolutely. That’s great. I know, Oregon is a wonderful place and lots of great activities. So I’m sure you guys are enjoying the lifestyle there in Oregon. So why don’t you take a few minutes and tell us more about the Portland Business Alliance kind of this scope of the chamber? Staff budget just overall. You know, those key key indicators, I guess chambered it give us an idea and perspective before we get into our topic?

About the Portland Business Alliance

Andrew Hoan 4:18
Sure, well, we are a little bit unique and so much as we’re a three in one organization. And so that is why we are called the Portland Business Alliance. And so I’ll give you a sense of what makes up that three in one and first and foremost we are the Greater Portland Chamber of Commerce where the leading voice of business in the region. We advocate for businesses at all levels of government to support commerce, community health and the region’s overall prosperity. And we do that like a lot of other chambers by offering a variety of networking events and professional development, opportunities to connect and foster growth in our region’s business community. And number two, we manage the 213 blog I have downtown Portland. That’s the enhanced service district that’s called Downtown Portland clean, safe. And then in addition to that, our number three is we are the fiscal conduit for an organization that we call partners in diversity. And this is an affiliate of our charitable Institute, and partners in diversity works to create competitive advantage in Oregon and southwest Washington to attract and retain and develop diversity influencers, and professionals of color. So three and one three corporate identities in one organization. And we add the chamber side, which is most relevant, I think, for folks listening in have over 2100 members. And just on the chamber side alone, we have over 15 staff. But you expanded out to the enhanced service district and of course, partners and diversity, we tip the scales of 25. The combined entities this year have a proposed budget of over $11 million. So we have a significant budget, much of that is dedicated to the direct services of cleaning and maintaining and security for our downtown core, which is our obligation and contract that we have to run, enhance service district. So that’s who we are. And this is our 100 and 52nd birthday. And so we’re an old chamber. And we’ve been a lot around a long time and taking a lot of different forms and shapes. But we’re very pleased that we’re on our third and final year of a strategic plan that we launched in 20. And it was our first time that we ever did that process ever had a strategic plan since the founding of the organization. So learning new things and doing our best to be our best.

Brandon Burton 6:41
Yeah, when you said three and one these are different things and what you normally see chambers that are three in one chambers, I appreciate you going into a little bit more depth with that. And it is very different with that a scope of work. So with these chamber, the year finalist episodes, what I like to focus on is the two programs that you submitted on your chamber that your application. So we’ll we’ll dive into those programs and get into some depth with them. But what makes them work as soon as we get back from this quick break?

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All right, Andrew, we’re back. So as we dive into the programs that were on your, your chamber of the year application, what are maybe just from a high level, what are the two programs and then we can circle around into a little bit more depth?

Topic-Chamber of the Year Application Programs

Andrew Hoan 9:40
Sure. So by context, one of the most important things that we do here in the organization when we approach policy, and when we approach economic conditions is that we lean heavily on the data and the science and so each and every single year we ROI, public sentiment polling. And we commission, something that we call the regional state of the economy. So we lead with, where are the voters? And where is the economy, and that drives all of our decision making. It drives the consideration of the board. It asks the tough questions around where do we prioritize our time, and our influence. And something that’s important for listeners to be aware of that helps to contextualize the two things that we put forward is that Portland and Oregon, not not dissimilar to any other place in the nation has depth of disparity that is driven in large part by race, and also has an impact on geographic disparity with in our region. And the state of Oregon when it was admitted to the United States join on the side of the Union, but it built into its constitution, a complete exclusion of free blacks. And so oftentimes, the relationship with race and business and our region is extremely troubled because of our history, and because of the unique nature of the way that we enter the Union. And so the data pointed us in that direction. We have monumental differences in the income and the well being of black Portlanders. And that is exacerbated by region. And we are in what’s known as Multnomah County and within our county, the west side is the wealthiest part of the state. And the east side is the poorest part. And it also happens to be the most diverse. So two specific programs that we submitted for our application addressed those disparities. The disparity between East and West Multnomah County, and how we could support businesses in East County specifically, by working with our partners at the federal level, state level and county level during the darkest days of the pandemic, when the closures due to public health reasons were most significant to prop up businesses that were in desperate need of resources. And that was what we did to stand up our East County Cares Act initiative. The second was something that hearken back to the immediate days after the murder of George Floyd, which was the question our Blackboard members asked to all of us as a community, what are we doing as a business community support black prosperity in our region? And from that was born out our second proposal that we’ve included in our application, which is the black economic prosperity agenda, and the development of our public private and philanthropic effort to fund and support regional black economic prosperity for all those who live here in the region, but specifically, black Portlanders. So those are the two programs and that’s their genesis.

Brandon Burton 13:09
Wow, that it gives a good history lesson two that maybe a lot of the country is not aware of, as far as the forming of the state. And it really does cut the workout for you guys is the chamber to see that that disparity is dealt with and and to make things more equitable across the state for all the residents. So I don’t know if it makes sense to start on one of the programs to go into more depth first or not, but maybe maybe let’s start with the East County Cares Act. But I’m assuming that had to do with somewhat with the federal aid with the cares, or am I wrong thing?

Andrew Hoan 13:51
You’re absolutely right. You know, and a lot of states are given latitude around how they dispersed resources and who would be allocated what and oftentimes leaned on the private sector to be able to assist in making sure that the funds got to the right places to those most in need. And we received a call from the governor’s office and from the county asking us as the business community to stand up and deliver in under a two to three month period of time, in enormity of resources, specifically to each county, there are about four different cities that live within our county that are defined as East County municipalities. And so we were targeting these unique cities that oftentimes get left out from conversations around economic development, because they’re not quite as large as Portland, even though they’re in the same county. So we stood up and formed an incredible cross collaboration of intergovernmental agencies, philanthropy and and the business community to determine how we would disperse over a million dollars in resources to small businesses, but the focus on making sure that these were equitably distributed to prioritize businesses owned by individuals of color, and make sure that the resources were sent to Those businesses most impacted by closures, which should come as no surprise to people where restaurants and retail and healthcare establishments that face the biggest challenges from the pandemic. And if you don’t know this about the state of Oregon, we were one of the first into public health closures. And we were one of the last out of public health closures. So while we had a lot of differences in the way that states dealt with the pandemic, ours was the most aggressive from a public health standpoint. And at the end of the day, we all know that the more aggressive you were on the public health standpoint, the more damage that was wrought within the economy. Again, these were simple trade offs everyone had to make. But the reality was, we were able to save lives. But we did exceptional damage, especially to our leisure and hospitality scene. So the ability to stand up these kinds of Cares Act was a derivative of federal funds from the state. And we lead the way in establishing the criteria, the funding matrix and who would get what resources. And what I’m so proud about is that we delivered over 400 grants, ranging in size of $2,500 or more. And of those 400 grants to East County businesses, all of them were small, so very small mom and pop, typically retail brick and mortar, half of those businesses were owned by individuals of color. So this punches way above the weight of the demographics in the region. But we were able to deliver it in a three month stretch of time, in a way that was truly aboveboard, financially speaking, it was an outstandingly well propped up effort from a legal perspective. And we made sure that the resources got into the hands of those that needed it in really, what were their darkest hours. So that’s the East County Cares Act initiative.

Brandon Burton 16:50
So how did they did the county come to you and say, Andrew, we need help on dispersing this this money, or because I know, counties all over the country had federal aid given during during the pandemic, and especially with those shutdown periods to help relieve some of that burden put on the small businesses. But I don’t think every county reached out to the Chamber of Commerce to help disperse it. So how has that relationship developed? And how did that come about? Yeah,

Andrew Hoan 17:22
it was really, you know, our county has a obviously, just like a lot of other counties, their various commissioners are, the legislative side of the county government has representation by district and the representative from each county knew that there was a once in a generation opportunity to capture resources and deliver it to that part of the district or excuse me, that part of the county. So we were approached by the county to facilitate and manage the entire process because they wanted to make sure that this was done in a timely fashion. And that was done in a way that was it was communicated accessibly in multiple different languages, that was done with a level of financial acuity and sensibility that the business community brings alongside the accountability. So those were the ask to us is to make sure you lead with racial equity, but do this accountably and do this rapidly. And so to be able to stand up and get out the door, that amount of resources in such a brief amount of time, required the thing that we all love, which is public private partnership. And so that was the hallmark of the initiative, was bringing the resources and the guidance of government, pairing that with the expertise of business to get grants into the hands of businesses that would probably have had to go under, or turn off the lights if it weren’t for these resources.

Brandon Burton 18:46
Right. And I think, you know, none of us want another pandemic to happen. We don’t want to have to go through that whole mess again. But you know, if it did happen, it’s good to have those relationships in place, have those public private partnerships, have that good relationship, the seat at the table, having those conversations with your, your counties, their cities, with those in your jurisdictions to be able to be there as a support for the business community when the time when when you’re called upon? So that I think that alone is a good example of the positioning that you guys were in to be able to help execute that. Let’s, let’s shift gears over to the other programs, the black economic prosperity agenda. What did that look like? And how did you guys go about execute executing that?

Andrew Hoan 19:35
Yeah, I think yeah, I would really want to talk about how the inception. And I think like so many of us when we sat in our homes because of the pandemic and watched what was happening in Minneapolis and with the murder of George Floyd, we all we all knew that there was a time that this this felt different, right? I think it was because we were kids. Assuming news and information and the brutality of it was just so distinct, that it caused the reaction we saw around the country. And we are fortunate in our organization to have the leadership of a really thoughtful black business leaders, and from different types of companies and both as owners, and those that are multi generational family owned businesses to C suite executives at large companies. And we really turned to them and said, What, what, what what can we do? Because I think there was a lot of action immediately after across the country from the business community supporting racial justice, nonprofits and stepping into this space of supporting social justice programming. But there was a bigger question we want to answer, which is, what can the book book in the business community? What role do we have in this conversation? Not all of it, we can solve. Now, not all of it is in our lane, not all of it is in our expertise, right? Whether it’s criminal justice reform, or any of the other big issues that were brought out by the murder of George Floyd weren’t always things that are just natural areas of expertise. So what role do we play and it was decidedly presented and agreed upon to our board in collaboration with our Black Board members, that we would take a stand, and our stand would be economic, and it would be based in business. And so our board and our organization issued a statement called the invisible knee, which really harkens to the visuals that we all saw on the TV, of how George Floyd was killed. But representing that in the manner that we speak, which is akin to Adam Smith’s invisible hand and what moves the economy, and noting that for too long that the black community in this country has suffered under an invisible need that has prevented growth and shared prosperity for all of us, and specifically black Americans. And so from the invisible need came out a okay, it’s nice to say something, but what are you going to do about it? And just like any good Chamber of Commerce, we put together an action plan. And that action plan was very straightforward. It’s we need to get the data understand what are the disparities in our region between black individuals and the rest of us? And what is the strategic plan to address those disparities. And we need to resource this appropriately, and hire an individual to enact this agenda. And out of that bore a two year fundraising effort where our board of directors did for the first time ever, and all board give to be able to be the first in as an investment in establishing the resources necessary to bring that agenda to light. We then brought in city, county and state money, and philanthropic money all matched to be able to stand up this initiative, we recruited from a national search a leader to advance this agenda, who was hired just a few months ago, and is working on establishing the dashboard of economic data to help guide policy and inform policymakers about what actions they can take to close the wealth disparities between black Portlanders and the rest of the residents. And also to establish a strategic plan, actionable economic plan to close those disparities based on that data. And so that’s what that program represents. The thing that has been so rewarding about it is it was a leap of faith for our board to fund it to be the initial dollar in and that the government and philanthropic sectors matched us nearly dollar for dollar tells the story that durable change comes about in ways that are collaborative. And if it was just the business community going alone on this, it may not see a long life. But right now we have investors from all the sectors that matter to make change, both systemic and durable. And so we’re just in to the launch phase, we’re really thrilled with hiring of an executive director to lead this effort. And we know that we have the seed funds necessary to enact the agenda that our organization supported, and that has been backed by the government and philanthropic sectors. So

Brandon Burton 24:33
that imagery of the invisible knee I think is so powerful, and kind of equating it to the invisible hand like you had mentioned. Can you share maybe what a couple of those action items look like is as you go about to put this plan into action just to kind of give people an idea of how does the business community get involved with with rolling this out? Yeah, it’s

Andrew Hoan 24:57
really to look first and foremost about establishing A totally transparent open source dashboard around economic prosperity for black Portlanders. So it’s about the data first, just like every other thing, just like I had mentioned, around everything we do, is driven by data. And so right now there is a lack of understanding, from every level about what are the actual underlying data points that drive the differences. So oftentimes, you’ll see issues around racial economic disparities called out in different ways, but not in totality. So you might see out there’s a new analysis about how there are challenges amongst black communities in accessing capital, or around wage differentials or around health disparities. But there’s never a single place where all of those are aggregated into one published annually, and demonstrated around how we’re making progress in closing the disparities that exist. So the first action item is to establish this annual disparities dashboard that allows everybody to look at either the progress we are making or not making, and then knowing whether there’s a new policy or a new action that government can take, or the business community can take, what lever does it pull within that dashboard? Does it close the disparities? Or does it worsen them. And I think that part of an awareness focusing on black prosperity at the data points that underlie it, is the is the most important step we can take from awareness. Because a lot of times actions that we all take, whether we’re in policymaking roles, or government or business, we may have the intentions of closing those disparities. But if you don’t have the facts, data and science to back them up, then you don’t have really a proof point or a concept to prove that what you’re doing is the right thing. And that’s just an awareness piece. So the first action that’s been taken is to build out this dashboard. And then once you have this awareness and the underlying data, like any good business, when you’ve established what the problem is, then you develop a strategy to address it. And so born out of the dashboard, the next step will be to create a strategic plan for addressing the gaps. And they’re very simple things. But it’s what businesses do day in and day out, they identify where they they take that SWOT analysis of their own services, see where the pain points are, and they create an action plan to address them. So we’re just simply taking that good old fashioned business practice, about being driven by data being driven by the science and the economics, and then creating plans to ultimately address them. So those are the two major actions that we expect the executive director that we just resourced to be able to take.

Brandon Burton 27:51
I love how it’s all data focused data first, and to be able to see, you know, the actions you make, is it positively or negatively possibly affecting your goals and outcomes? And hopefully, you have a method of sharing and broadcasting what’s working for all those of us who who don’t have dashboards that are buttons, so that those things can start being adopted more nationwide. So I love that though. So Andrew, I wanted to ask as a chamber that you’re a finalist. I see you guys is kind of setting a benchmark of sorts. How do you view the role of your chamber within your community? I think you’ve been speaking to it on these topics. But it may be more generally, how do you how do you view your role?

Andrew Hoan 28:41
Yeah, you know, these two items we advance for application are really specific to the role of business and race. But what I think is really important, or the way that we view our role and this is more broadly is somewhat rooted in the the nature of Portland, and I’m sure it comes as no surprise a lot of people have heard about Portland more in the last two years than they probably have in their entire life. And not all of it for the right reasons. And

Brandon Burton 29:11
and I’m surprised you don’t have a head full of gray hair.

Andrew Hoan 29:15
Well, I used to, but now it’s all gone. Right? So the difference is that not a lot of people have heard from Portland. And what I think is important for listeners to understand is the political dynamic here is worlds different than anything I’ve experienced as someone who’s had the privilege of growing up in the Midwest living in the northeast and now settled here with a family and the Pacific Northwest. The receptivity to business and support of the business community in the Pacific Northwest is hard to come by the politics here are not just liberal in the way that we all would understand that word but progress Have is not even adequate to describe it. It is, you know, in a quite astonishing level of progressivism here, that just makes it challenging to work in government with government. And what is interesting from an advocacy standpoint isn’t necessarily that we’re fighting over, you know, tax breaks or incentives or a regulatory condition. It’s that the business community is here that our top priorities really tend to focus in on issues of livability. So the explosion of the unsheltered crisis that’s happened in the region, public safety, cleanliness, these things are not exactly what you would call core business issues. I mean, they’re important to everybody. So they’re not unimportant, but there’s simply not typical business issues. But what while that seems, sort of on the surface, a challenge is presented an opportunity to be collaborative with what I would call strange bedfellows for lack of a better word. So while we may look at traditional political divides as businesses over here, Labor’s over here, environments over there, in Portland, those divides don’t exist. Our partnerships, political partnerships are not just solely business community partnerships. They’re with labor, we stand side by side with the AFL CIO, we work with the environmental lobby. And the reason we do that is because the issues that we all face, are somewhat the same livability issues impact labor as they do business. And so it’s brought us together in a way that I never thought possible. And so when you ask the question, what do I view our organization’s role, it is the convener, and in the one that has done more outreach to our partners that have traditionally, or that most folks would would view as traditional opposition or opponents, or, you know, adversarial here, it’s collaborators, its partners, the individuals I rely on are, of course, my members and other business associations. But I’m really proud to stand with labor on issues. And we don’t always agree I’m not painting a rosy picture of just, everything’s perfect here. It certainly isn’t. We’ve had our challenges, but it’s also given us an opportunity as an organization to say, you know, let’s not just fit in a box, let’s take the box, throw it out and do a dance on it. And that’s what we’re doing here. And it’s pretty cool, because you learn that when you’re in crisis, you don’t always sit there and choose, you know, the issues, the times and the battles that you’d like. But it’s allowed us to really work with folks that we probably should have been working with better in the past. And we’re learning how to do it now. And I hope that it continues even when we pull out of this crisis, and we’ve recovered, and now we’re back on top of the national, you know, rankings of places to do business and where people are moving again. So that’s what I think our role is. It’s to be a convener and to really get rid of the box.

Brandon Burton 33:14
Yeah, I like that a lot. Especially I mean, you guys are in a unique situation to be in that convener and bringing everybody together for a common goal and, and driving the city forward. I wanted to ask you, if you might have any tip or action item for chamber champions listening who may want to take their chamber up to the next level? What might you offer for them?

Action Item/Tip for Chamber Champions

Andrew Hoan 33:40
Yeah, he is the so I’ve had a great opportunity. When I was the head of the Brooklyn Chamber of Commerce, we were a finalist. Back when the convention was in Savannah, I’ll never forget how hard it was. And now I’m lucky enough to lead an organization here in Portland that’s never been considered for this this award. And I didn’t win. We didn’t win the Brooklyn Chamber didn’t win back in the Savannah convention. But I can tell anyone that’s listening first app, just competing, is so much fun. Because filling out the application tells you a lot it tells you what do you want the world to know about you, it tells you Are you a champion for best practices, are you you know, breaking the ice on things that chambers have never done before and that you’re proud of and that you know, your boards proud of and your staff feels good about? And everybody has that and sometimes it’s just about asking the question, well, what is it? So for anyone listening and wants to ask the question, what do you do to get to the next level? I think it’s following The Ark of your strategic plan that has always paid dividends, and then picking something big and going in on it and not being afraid to fail. For every good idea we’ve had here in the organization, we’ve had a dozen total busts, we are well informed by failure. And that’s okay. And also allowing your staff to fail and feel supported as long as they’re trying, you know, chambers get to be innovators, because every one of the individuals and members we serve, are inherently innovative. That’s what business does and is. So innovate, be bold on at least one thing. Because if you can enjoy the work you’re doing, and frankly, whenever we do these big ideas, it’s stuff we want to do. It’s the stuff we like to do. It’s the stuff we feel calling to do. All the things I mentioned, our big programs. Everybody in the organization feels good about. It’s the good work that we do. And so have fun with it, and innovate and don’t be afraid to fail.

Brandon Burton 36:05
I think that’s great advice go big. How am I like asking everyone this question, but as we look to the future of chambers, how do you see the future of chambers and their purpose going forward?

Future of Chambers

Andrew Hoan 36:19
You know, one thing that struck me this fascinating article that was published last year by the New York Times, or maybe could have been 2020. Now all the pandemic years seem like, right now she’s together.

Brandon Burton 36:31
Yeah.

Andrew Hoan 36:33
But it struck me that they identified that this one political year, I do believe it was November 2020, saw the largest turnover in municipal leadership that the country had ever seen. In other words, how many mayor’s have just simply declined to run again, for office or who had, you know, been defeated by a challenger? Because obviously, the world is not a fun place, right? There’s there was no good. No one had good choices to make. So you saw this leadership turnover at a municipal county level, I think across the nation, you just saw this incredible flux happening in government, and chambers sit at that intersection between government and business. And so when I think about what chambers present right now, is the fact that we are durable. We are not a new institution, businesses will always advocate for themselves. And so right now as society, in so many ways, phrase all around us, right, we’re seeing the common threads are the institutions that were irreproachable in the past democracy. Things are being called into question constantly. chambers are that pillar of stability. And I also think, reason and rational decision making that in this environment of inflammatory rhetoric of public discourse that has turned so toxic, and chambers can be the high road. And so if there’s a future and there’s a message we can convey, it’s the one of being back to that convener and collaborator role. While everything else falls around us. We’re still here, and we’re going to be here into the future, and we will help mend all these torn edges in society.

Brandon Burton 38:31
Right? I love that responsive chambers are durable, and that you always hear about chambers need to be relevant. But man, what can your chamber do to be durable? That is a huge takeaway for me. So I appreciate that. Andrew, I wanted to give you an opportunity to share any contact information for listeners who may want to reach out and connect and learn more about how you guys are doing things. They’re in Portland, what would be the best way for them to reach out and connect with you? Sure.

Connect with Andrew Hoan

Andrew Hoan 39:01
Everyone should give me an email. I’m Andrew Hoan. And my email address is really easy. It’s ahoan@portlandalliance.com. So a hoan at Portland alliance.com. I’d love to hear from you. I also not just want to hear about questions, but I want to hear about what you’re all doing that’s innovative and exciting. And that you’re leading the way on and just wish everybody well and hope all of you are feeling like the future is a little bit brighter right now, because it’s been a rough couple of years.

Brandon Burton 39:34
That’s right. I’ll get your email in our show notes for this episode. So anybody can look it up there and reach out and connect with you. But Andrew, I appreciate you spending time with us today on chamber chat podcast guys are doing some great innovative and durable work. They’re in Portland. So I appreciate that. This has been a great conversation and best of luck to you guys is chamber the year.

Andrew Hoan 39:58
Thanks so much Brandon and take care everyone And

Brandon Burton 40:01
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Eugene Area Chamber-ACCE Chamber of the Year Finalist with Brittany Quick-Warner

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Below is an auto-generated transcription of my conversation with Brittany Quick-Warner. Because this is auto-generated there are likely some grammatical errors but it is still a useful tool to search text within this podcast episode.

Feel free to join our Chamber Chat Champions Facebook Group to discuss this episode and to share your own experiences and tips with other Chamber Champions.

Introduction

Brandon Burton 0:00
This is the Chamber Chat Podcast, the show dedicated to chamber professionals to spark ideas and to get actionable tips and strategies to better serve your members and community.

Voiceover Talent 0:14
And now, your host, he realizes that the next generation is already doing commerce in the metaverse.

He’s my dad, Brandon Burton.

Brandon Burton 0:22
Hello, Chamber Champions. Welcome to the Chamber Chat Podcast. I’m your host, Brandon Burton, and it’s my goal here on the podcast to introduce you to people and ideas to better help you serve your Chamber members and your community.

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Brandon Burton 1:02
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Guest Introduction

You’re joining us for another episode and our 2022 ACCE chamber the year finalist series and for this episode, we’re joined by Brittany Quick-Warner. Brittany is the president and CEO of the Eugene Area Chamber in Oregon. Brittany has successfully served in multiple capacities in her seven years with the chamber. Beginning in late 2016. Brittany served as interim president and CEO during the sudden medical leave and passing of the long term president and CEO and was ultimately selected in September 2017. To serve as the next President and CEO of the Eugene chamber. Brittany is the youngest and first known woman to lead the 1200 member organization. She has been active in the community since her arrival, serving as board member for several organizations including onward Eugene, travel Lane County, the Arts and Business Alliance of Eugene, bring recycling, better Eugene Springfield transportation and the Junior League of Eugene, as well as serving on the Eugene sustainability Commission and the Lane County poverty and homelessness board. She currently serves on the board of directors for WAC II and ACC. Brittany, I’m excited to have you with me today on Chamber Chat Podcast and congratulations being selected as a chamber of the year finalist. I’d love for you to take a minute to say hello to all the Chamber Champions and share something interesting about yourself so we can all get to know you a little better.

Brittany Quick-Warner 2:41
Thanks, Brandon. I appreciate it. Super excited to be here with everyone. Like Brandon said, my name is Brittany and I have the honor of being the chamber CEO here at the Eugene Oregon chamber. I have actually been with our chamber for nine years, I realized, as you read that my bio, um, the small things that you’ve never remember to do. Yeah, so it’ll be nine years this summer. And when I got into this job, it was one of those things I definitely never knew or thought I would be a chamber staffer. I really honestly came into it not really knowing exactly what Chambers of Commerce do so. But I very quickly caught the bug and have been incredibly honored and blessed to have opportunities within the industry that have really kept me here because it’s a little bit sticky once you get really dug in. So something people don’t know or might not know about me. So I’m from the Midwest, I grew up in Kansas City. And my whole life I was a huge weather nerd actually got my bachelor’s degree in atmospheric science and was on the tornado chasing team. And that’s one of the I think most um, I don’t know, one of the saddest things about moving to the West Coast is we have much more boring weather.

Brandon Burton 4:02
We don’t have tornadoes, and yeah, exactly

Brittany Quick-Warner 4:04
my husband’s like, Okay, you have a different bar than most people. But yeah, and actually, I worked in emergency management before I moved to Eugene. So I work for the State Emergency Management Office in Missouri. And it is remarkable how many of the skills that I learned in that job, I deployed over the last couple of years as chamber CEO during the pandemic, so you never know where those previous lives will come back. So

Brandon Burton 4:30
yeah, so I’m in the Texas area. So I know what it’s like when these tornadoes pop up. And it is very interesting. And I’ll have family and friends call me and say, Are you okay? And I am on my back porch watching this thing, you know?

Brittany Quick-Warner 4:45
Yeah, it’s funny when I talk to people and worrying about that. They’re just like, wait, what? How are you kidding? I’m like, no, that’s just when you’re from the Midwest. You just kind of get used to it.

Brandon Burton 4:54
Let’s roll with it. Yeah. So tell us a little bit more about the Eugene’s. chamber, give us an idea of the size of the chamber staff budget scope of work just to kind of give us an idea before we get into our discussion.

About the Eugene Area Chamber

Brittany Quick-Warner 5:09
Yeah, of course. So our chamber has about 1200 Members, we have kind of bounced around between second and third largest chamber in the state of Oregon. We have currently 15 staff. When I got into this position five years ago, we had about six staff. So we’ve grown really quickly and pretty significantly in the last five years. We our budget this year is about 1.9 million. And it’s pretty split between a couple of different revenue streams. So we obviously have our membership base, which is about 30% of our income. We also just a couple years ago, which we can talk a little bit more about launched onward, Eugene, which is the economic development kind of entity for our region after a lot of turmoil in that space as a community for a while. And so a good portion of our income comes through the management of that entity. And then our sponsorships are about 35% of what our revenue is and and then we do a handful of events that bring in a little bit of revenue to

Brandon Burton 6:20
Alright, that’s good. Yeah, that that really helps to kind of set the table for discussion. So as a one of these chamber the year finalist episodes but at what I’ve been doing, what I like to do is focus on the two programs, the program synopsis included on your chamber the year application, and I look forward to learning about these programs and sharing some of those details as soon as they get back from this quick break.

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Alright, Brittany, we’re back. If you would just take us through what the two programs are that you guys submitted on your chamber the your application, maybe just from a high level and then we’ll we can circle back and go into some more detail on those programs.

Topic-Chamber of the Year Application Programs

Brittany Quick-Warner 9:52
Yeah, of course. So this was our first time applying for chamber of the year at least in my tenure, and honestly we were pretty intimidated by the process for a while. And I will say it’s not an easy or it’s not a quick process. There’s a lot of time and effort that has to be put into it. But for those of you listening who think, oh, gosh, I don’t know if I could ever do that. It’s totally worth it. And I will say that because one of the things is it forces you to really think about, okay, where have we found success? And what programs do we have that are really cutting edge, and we’re really kind of pushing the envelope. And I think as chamber executives, we, we sometimes often move on to the next thing very quickly, without celebrating like, hey, we actually are doing some good stuff here. And we should, we should think about that. So it was hard for us to kind of whittle it down to a couple of programs that we really wanted to highlight. But the two that we did choose, one of them is last year, we launched a freemium membership model. So a basic membership that is 100%, free to, to folks to join the chamber, and took a lot of time to really analyze that decision to do that. Think about pros and cons. But ultimately, the reasoning behind it were was a couple of reasons. One, we were diving really deep into work on equity, inclusion and diversity and really trying to analyze internally, what can we do as an organization to really create a more equitable, membership and organization and more inclusive, and have a lot of listening sessions with bipoc members in our community and businesses who maybe weren’t members of the chamber and giving some perspective as to why. So that’s one piece. But then we also do a lot of advocacy as an organization. And we wanted to make sure that we could really bring in as many businesses as possible to help advocate on their behalf. Which leads to the second synopsis that we applied, using, which is the work we’ve been doing around homelessness. So the city of Eugene and Lane County, which is a county we sit in, we have more than 4000 individuals living on the streets of our community on housed. It’s one of the highest per capita in the country. And it is a really, it’s a crisis. And it is growing. And it’s feels to a lot of folks in the community like it’s completely out of control. And that was an issue that our businesses really kind of stepped up and said, we have got to do something and where is the chamber out on this issue? And how are we influencing the future of, of our community and the prosperity of these individuals who have living on the streets. So we dove in really deep, and we can talk a little bit more about the details of that program. But ultimately, what we ended up doing was releasing a really extensive report on the state of homelessness in our community. And then that has catalyzed a ton of things that have come out of it. One of it being a business leaders taskforce of over 100 businesses who’ve come together to really say we want to provide leadership in this space. So I can go into more detail about

Brandon Burton 13:09
let’s, let’s start with that one. So homelessness, and the focus you guys are putting on there, because I think there’s, there’s so many unique traits and attributes, you know, they go across that topic that, hey, and you guys probably ever realized there’s no one one size fits all right, for all the different reasons why somebody may be homeless. So as you dug in, and did research and and looked at what the problem is, what are some of those things that you’ve discovered? And have you gone about addressing it?

Brittany Quick-Warner 13:42
Yeah, good question. So when we decided that we needed to have some sort of voice in this, I very much said to my board, I don’t know what our role should be. At this point. There’s a lot of places where it feels like, we need improvements. And I don’t know what the Chamber’s role is. And I think we have two options. One, we can either just get really mad and angry about the state of this crisis and marched down to City Hall and pound our fists on the table and tell our city councilors, you have to do something about this. Which if I looked, you know, if I fast forward five years, and I looked back at this moment, I could not honestly say that I felt like that would make an impact on the number of people sleeping on the streets. And the other option was to get really deep and strategic and to to flex that problem solving muscle that a lot of chambers have that they might not feel like this is their problem to solve. But the reality is it’s impacting our businesses. It’s impacting our local economy. It’s impacting the overall livability of our community. And those individuals living on the streets obviously are in dire need of someone to advocate for better quality of life as well. So we decided to go that route. It was the harder of the two options. But what that looked like was, was us as it’s chamber has staff going out and having individual conversations with over 200 people in our community to really understand the issue deeper and to try to help suss out what are some of the barriers or the roadblocks that we’re facing in our system that has gotten to this point, we talked to unhoused individuals themselves, we talked to business owners to every nonprofit that works in this space in our community, which there’s a lot of them. We talked to communities across the country to try to find out best practices, what others are doing. And ultimately, what we had was about 250 pages of notes from all of these conversations that we realized we needed to do something with. And we knew we weren’t the experts on this. But we had gleaned an enormous amount of information that we really felt like if we could summarize this down and boil it to a handful of recommendations, just based on what we’ve learned from all these experts in our community, that we could bring a lot more clarity to the conversation. And so that’s what we did, we’re gonna release this report, which is a living document where, you know, we’re kind of always sort of going back and finding ways to improve or other ideas. But one of the things, you know, that we heard a lot in the community is we don’t know what’s happening in this space, or whatever is happening isn’t working, or we don’t think anything is happening at all. And all of those things were leading to this sense of hopelessness amongst community members that we will never be able to get our heads wrapped around this problem. So out of that, what we came up with was eight recommendations that we felt like if we could focus in on these eight areas, and move some initiatives forward together as a community, that we can make a real, real dent, in in that enhanced number. And a couple of key areas that we really pushed on is one, better accountability and transparency. Our city and county officials are the entities that control really the conversation around homelessness and services and funding. And they’re doing good work. But there’s not very good communication or transparency coming out of those entities. And so it’s causing this sense of hopelessness. The second was, there was no, there is no clear shared vision, every person we talked to had a different idea of what the end goal was. And we all know that without a really clear shared vision for what we’re trying to accomplish, we’re going to be going in different directions. Even if we all have the same sort of, you know, good hearted intentions.

We also knew that our community needed to take a serious look at how we’re holding people accountable. And that was something that we knew was going to get us a little bit of pushback, because a lot of times in this space, people don’t want to associate crime and homelessness. And we weren’t trying to by any way, say that we’re trying to criminalize homelessness, but there is crime happening on our streets that people need to be held accountable for. We also talked about good data, about wraparound services and how individuals we might be getting them into shelter, but we’re not providing them this the services they need to actually get well. So those eight recommendations came out. And one of the biggest ones that we’ve been pushing all along is this crisis is bigger than our city and our county can handle on their own, it’s bigger than our nonprofit community can handle on its own. It is to the point where it is truly the entire community’s issue that we all have to come together around the table to try and solve. And we’ve honestly, I think, gotten a surprising amount of pushback from some of our local park or government partners in sort of letting go of of some of those pieces and allowing private sector to come to the table to say, What could we be doing to contribute positively to this conversation. So that idea of collective impact and a shared vision is one that we’ve really been trying to hone in on as a chamber and to try to convene enough voices to actually achieve that shared that shared vision, or identify and then achieve that shared vision. So all of this really like capacity building community building work, is exactly where I think chambers should be in their communities. And while it feels maybe like that’s not a space that we should operate in, I think it 100% is if you’re living up to being the convener, catalyst champion chamber for your community, right. And there is a bottom line impact on businesses. So I do think there’s an argument for the chamber being involved in that conversation. We’ve been able to catalyze some really cool projects out of this. We’ve had private sector folks who are now coming to the table who’ve never been engaged in this and they’re coming up with these really big visionary ideas that they have the resources to execute on, that no one else had even thought about, including that person in the conversation and now they’re adding to the pie instead of splitting it up amongst other nonprofits. So it’s been a year Ever since we really started digging into this, and we’ve already, you know, we’ve already seen about 200 temporary, but emergency shelters open up that private sector individuals gave their space to be used for that, that were not happening before the chamber got involved in this conversation, we have a couple of workforce pilots, where we have a local business owner who’s starting an entire different business line specifically, and only for hiring unhoused individuals and building a workforce pipeline for them to get trained into other industry jobs in the community. We have really great communications out to businesses about how to protect their properties, how to report issues, if they have them resources for if they do have crime, or an incident happen. So, you know, we’re some low hanging fruit, but then also some really cool. Like I said, visionary projects that wouldn’t have happened if the chamber hadn’t has said, Hey, let us bring all these businesses to the conversation as well.

Brandon Burton 20:59
Right now, as I think of this topic, I view it as an onion, right, it’s got all these layers to it. And I agree, I think the chamber is the perfect entity to peel back those layers and to convene, you kind of reorganize and put put things together and get those right, you know, example together and look at what the real problems are. Because it for whatever reason, and you know, various cities throughout the country. Homelessness tends to be attracted to certain cities, for whatever reason, you know, for a variety of reasons, we’ll say. So to be able to identify what those reasons are, and then why you go about trying to solve the problem, to not make it more attractive for you know, to drum. It’s it’s a, it’s a balance and multiple layers,

Brittany Quick-Warner 21:46
for sure. Yeah, yeah. And I think just setting the table, like I said, for more people to come and sit and contribute positive ideas, and that’s something we’ve been very intentional about is this is not a space for you to come in to complain or event, right. We’ve all done that. We all know what the issues are. This is a place for you to say, okay, given all this information, I have here some ideas that I want to bring to the conversation. And it’s we’ve been really successful in that. And I think that’s one thing that even if there’s skeptics out there about the chamber, really leading this conversation, what we’ve gotten is great feedback that they feel like, okay, this is definitely constructive. It’s, you know, it’s moving us in the right direction, and not just distracting us from the overall goal, which has been really rewarding,

Brandon Burton 22:31
right. And in the end, it makes a huge impact on the community as a whole. So I think that’s a great, great program, great area of focus, for sure. Let’s shift gears a little bit over to your freemium model. Curious, did you guys reach out and talk to like Tom Baldrige or any of these other chambers that have rolled out freemium models in the past? Yeah, so

Brittany Quick-Warner 22:55
we, there was a couple of chambers out there that we knew when we started doing this research. And so we did we sit down, we sat down Tiffany Esposito down in Florida. And I believe my staff might have talked to Tom as well. Just to say, like, you know, you’re a few few months ahead of us, like, how’s it going? And we got good feedback from them that, you know, so far, so good. And our board was definitely interested in, in just looking at membership structures overall differently and trying to say, like, are we being proactive in the way that we’re sort of selling ourselves to the community. And it helped, I had a tech CEO as my board chair, during the time that we were having this discussion and, and he’s, he was the first one to say, like, our business model is totally based on freemium, you know, applications and services that we then convert into paid customers. And so you know, he really encouraged us to look at that at that model as not a way to give away our membership. But to bring more people in who we maybe wouldn’t have had the hook for prior to offering an option that really does just expose them to all the things that they could be investing in, right.

Brandon Burton 24:08
And chambers often say they’re the voice of business. And to be able to say, we’re the voice of business, but not your business, because you’re not a dues paying member doesn’t really seem right either. So I like the idea of a freemium model and being there as a support for all the business in your community. It’s just a matter of making it work to where the revenue still works out and your chamber can still function, right? Yeah. And

Brittany Quick-Warner 24:31
the Yeah, honestly, the pandemic was a big motivator for us because what we did is a lot of our a lot of our programs and the training and the information resources that we were putting out to the community, we took down that paywall for all of it during a pandemic. We wanted anyone and everyone who has a business to be to hear about and to have access to these resources. We did a lot of web hours and trainings on all of the federal regulations and you know, grants and all all of these things that were coming out. And we were not restricted to just members in that space. And so what we saw was a lot of people that had never engaged with the chamber, and then also would have never heard about any of those resources, if it wasn’t for the chamber reaching out to them, even though they weren’t a member saying, hey, take a look at this thing. And so that is what really inspired us to say, like, Okay, we could do this, we could open it up, we could bring more people under the umbrella. And then it’s on us as chamber staff, and as you know, our board leadership to show the value of their investment. So they hopefully transition up to a paid member, we’re just coming up on a year of this program. Actually, July one is when we launched it last year. And so right now, our membership staff have a strategy for getting, you know, obviously, they’ve been coordinating or engaging with those members all year, but making sure to sit down and have those sales conversations about hey, come in at this other level. And here’s the benefits we can provide. And here’s what your investment is getting you. And so that was one of the other motivations is it’s a built in sales pipeline, right? How many Tony chambers have sat there and sort of like bang their heads against the wall saying, where’s my leads? How do I get more leads in my sales pipeline, and we have 150 new members that are in our premium membership that now are built in sales pipeline for selling paid memberships. So, so far, we’ve done good, and in some of those conversions, we’re still sort of waiting on the big kind of number of how many of those people transition in the first year. So preliminarily, the numbers look good as far as our ability to retain and to bring in new members. But you know, jury’s still out a little bit to see how it ends up after a year.

Brandon Burton 26:52
So as you rolled out this program, the premium model, how did you go about informing the businesses in your community? Did you get a business list from the county and just do a mass mailing? Or how did you go about the messaging to get that out?

Brittany Quick-Warner 27:07
Yeah, good question. So our community, I think, is disadvantaged in that we don’t have a business license program. And so there is no formal like registration here locally for businesses, which would be so fantastic. And I’m we’re trying to convince our city, that’s a good idea. So it’s been really word of mouth, we leaned heavily on our board and some of our other members to sort of say, hey, invite somebody that you know, who maybe wants to consider the chamber, we had a really strong sort of marketing strategy, that first three months of the program, we did radio, we did TV, we had commercials, I was kind of going around and speaking to rotary clubs and other entities that have business affiliates, or memberships. And we had, we saw a lot of folks start coming in, and that in that first three months with just that general promotion, and then we’ve kind of just left it open. And as we’ve engaged folks, we we didn’t set a strong sort of number. On the freemium side, if we want to hit X number of members, we have an overall membership goal. And so, you know, that freemium membership will help us get to those numbers that we’re trying to achieve that way. But, you know, we were pretty regimen in the whole process, you know, we did a lot of deep work with our board to help them, you know, make sure they were comfortable with it, talk to other chambers laid out what the program would look like, got very specific on the benefits for that free membership, it’s very scaled back from what are other benefits offer, obviously. And then we did a lot of kind of focus groups talking to folks and got their feedback on it and, and then ultimately launched it. And it has helped us save some members, too. That wasn’t the main goal. But we have some businesses that you all know, did not fare well during the pandemic, and they appreciate want to continue to support the chamber. But financially, they aren’t able to, we’re able to bump them down to that freemium level, and then flag their membership database to like, get them back up, hopefully the next year. So instead of losing them all together, we get to keep them in the chamber kind of channels and networks, and then hopefully come bring them back up to a paid member later.

Brandon Burton 29:19
Yeah. And as far as to sharing information with them, and keeping them in the loop of what you’re doing advocacy wise, and things like that doesn’t really cost anything, you know, timewise so why not just keep them involved?

Brittany Quick-Warner 29:31
Yeah, and the other thing that, you know, that we have, we’re monitoring as well is the non dues revenue that they bring in, right, so our freemium members, now we’re on our email list, they see all the events that we have, and they’re paying to attend those events that they wouldn’t have been before they are a member. So we are seeing a good amount of of non dues revenue coming from those free members who are now advertising and they have a higher cost for advertising because you’re not a paid member for attending events. So yeah, there’s a little bit of that happening too, which is good, because we’re at least capturing some sort of revenue from that additional base of membership.

Brandon Burton 30:07
Yeah, absolutely. That’s great. So I wanted to ask you, Brittany, if How do you see the role of the Eugene chamber there in your community?

Brittany Quick-Warner 30:20
How do I see the roll? So, for those of you who are not familiar with ACC II, came out with the Horizon Report a handful of years ago. And in that report, there are a handful of sort of realities that they were predicting that chambers and associations and just sort of the world in general were leaning towards. And one of the things that really stuck out for me in that Horizon Report in which I, you know, I’m constantly going back to with our staff, is this idea of being the sane center. And, and not being afraid to dive into issues, but really, truly trying to bring a non bias perspective to the conversation. We have done advocacy for a long time. But even more so in the last couple of years, have really leaned into this place of being able to, to pull people from all across the community together to say, Look, our overall goal is economic prosperity, and people living happy, healthy lives in this community. And to do that we can’t be, you know, politically, ideological in one way or the other as a chamber. And so we want to represent the st center, the place where I feel like we can find some alignment. And I really think that in our community, our chamber has been really respected for that. And it’s a place that I’m proud for us to be we’re very data driven, we want to see the the actual impacts not just this hyperbolic kind of fear mongering. And because of that, I think we’ve been really successful in our advocacy because people really do respect how much kind of deep research we do on issues before we come out with a position or try to advocate.

Brandon Burton 32:02
Yeah, and I think being the same Senator goes back to the chamber, just seeing a trusted resource to like you had mentioned through the pandemic, these small businesses not knowing where to turn for some of these answers. And you could look at a social media post, or you could look to the chamber who’s done the research. And and same thing with being the same Senator, you can watch these polarizing news channels, or you can look at the Chamber who’s looking at the data and looking out for your interest as a business in the community.

Brittany Quick-Warner 32:27
Yeah, absolutely. And I you know, not to downplay, it’s not easy, often hearing that voice, because it takes a lot more work to actually have done your homework and, and to seek out multiple sources and to really hear both sides out.

Brandon Burton 32:41
And to put aside prices, right? Yep,

Brittany Quick-Warner 32:44
exactly, exactly. However, I think it gets us further in the long run. So it’s worth the extra effort upfront.

Brandon Burton 32:51
Absolutely. So Brittany, what might be maybe a tip or an action item for listeners who are interested in taking their chamber up to the next level? What might you suggest for them?

Action Item/Tip for Chamber Champions

Brittany Quick-Warner 33:03
Oh, my goodness, I think one of the things that I did early on that really kind of opened my eyes to what’s possible, is I I sat down and like very methodically went through chambers and other communities that I felt like, I wanted to be right, who we aspire to be like, and almost every one of them was in a community that was bigger than us that had more resources than us that had more members. And they weren’t able to do bigger things. Because of that, that level. And I think often if we just kind of look at the folks who are our peers, or who have are similarly resourced, we kind of keep our minds kind of close to what we could be doing. We implemented the Entrepreneurial Operating System, or Eos, which is explained in a book called traction. And Jane Clark at the Michigan West chamber was the speaker at an ACC conference about five and a half years ago that I heard talk about this. And I was absolutely, I just felt like, oh my gosh, someone just planted this in front of me the exact time that I needed it. We were in chaos art, my CEO had just passed away. We were trying to get our feet together under us. I was a new CEO. So I had never managed an organization before. And I desperately needed a tool to help us just like organize and set goals, and just get really strategic with our work. And that US process has helped us do that. But one of the things in that process is looking at 10 years out on a horizon and then backing up three years in one year, and actually visualizing what your organization will look like in 10 years and putting numbers to it. We put a revenue goal, we put a member size we put a retention rate, we put the number of staff that we wanted to see. So and then we backed up In three years, so 2022 was our three year or three year out picture for when we started this. We had envisioned 14 staff in our organization. And we were six people when we started doing this. Here we are in 2022. With 15 staff members, we envision a $2 million revenue. Here we are 1.9. I’m hoping we we beat our budget, and we get that 2 million we envisioned applying for and winning chamber of the year. So we’ll see, I think the honor of at least being a finalist, and you can look at it from three years ago, it was on our list of like, what is what do we imagine for ourselves? And it was remarkable to me how much just that sort of very specific visioning helped us actually get there, right, like putting an actual number to it. And then creating a roadmap to hit that number. And chambers of any size could do that. Right? It’s not it doesn’t have to be like, Oh, well, they’re a big chamber, or they, you know, have X number of members or whatever. Absolutely, you can do that as a one person, staff, volunteer staff member, you know, you can say, in 10 years, what I want to look like in three years, and then how do I get there? So to me, I feel like I we I owe a lot of credit to James Clark is with us process. And then just to our staff for being willing to dream big. We like to, I like to think about it as well, not how sometimes we we How the heck out of things, but we just need to sort of say what is our big vision, and let’s not tear it apart the first time it gets thrown out into the world, and then figure out how to get there. So yeah,

Brandon Burton 36:38
I love that creating that vision, it shows you what’s possible. And then as you create that roadmap, it aligns the resources to make it happen. Yeah. And as it comes together, it’s kind of like, holy smokes, how did this happen? Together, but we have a cup of

Brittany Quick-Warner 36:53
staff who are not with our chamber anymore. They’ve graduated out into the community, I like to say, who wrote me when they saw we post about the chamber of the year, nom, and they’re like, that was on our three year vision, like we actually did it. So it’s kind of fun to like, pull back in some folks who had been there. And they were a part of that. And they remember

Brandon Burton 37:11
that, too. It was impactful that they remember the timeline, and they know that it’s happening. Yeah, that’s awesome. Yeah. Well, as we look to the future of chambers, how do you see the future of chambers and their purpose going forward?

Future of Chambers

Brittany Quick-Warner 37:27
Oh, gosh, I think a lot about this being on the WAC and ACC board. I feel, and we’ve heard this from leaders in the industry over the last couple years, I feel like chambers are more valuable and more needed than ever right now. And a lot of it is because of so much just polarization in our world. And I think if chambers can rise above the fray, and really play that same center role and take that problem solver role seriously, communities are going to be desperate for someone who they can look to who’s local, who understands their local issues. It’s not some, you know, outside of the community, who has the interest of everyone in the community at heart and who can who can convene, and do so in a way that people respect and they want to they want to be a part of it. So to me, chambers of the future are not, I think will always be interested in in businesses and representing businesses, because I think the private sector is one that desperately needs to be a part of the solution. But I think that we’re going to be challenged to with solving bigger community issues than just sort of taxes and opposing taxes or supporting taxes, right. It’s homelessness. It’s our housing crisis, its climate and energy. It’s, you know, some of these big hairy issues that our country is facing. If all our chambers got together and really pushed out an agenda around homelessness at the federal level, I think we could do an enormous amount of good at actually impacting this crisis. So that’s where I feel like the future of chambers are is solving those big community issues that are desperate for someone with with respect to step up and solve them.

Brandon Burton 39:11
Yeah, well, everybody heard it here, first Britney’s vision of the future. So we’ll see. What’s the timeframe on this year.

Brittany Quick-Warner 39:18
Three years, give me three years

Brandon Burton 39:21
will solve all the world’s issues, at least the country’s issues and three. So Brittany, I’d like to give you an opportunity to share any contact information for listeners who might want to reach out and connect and learn more about how you guys are doing things here in Eugene, what would be the best way for them to reach out and connect with

Connect with Brittany Quick-Warner

Brittany Quick-Warner 39:39
you? Absolutely. So my email brittanyw@eugenechamber.com. And happy to also have folks give my cell phone or my office phone a call. If you go to the Eugene chamber website on our staff page, you can find those numbers as well. And I Absolutely love connecting with other chambers. I was very lucky to have other CEOs who said yes to me when I was new in this role, and still do for me to pick their brains. So I love returning the favor.

Brandon Burton 40:11
It’s so important. It really is. Well, Brittany, this has been a great discussion. I’ve had a lot of fun learning from you and and learning about these programs you guys are implementing and really making a difference there. And Eugene, so thank you for spending time with us today. And I wish you and your staff Best of luck as chamber the year.

Brittany Quick-Warner 40:31
Yes, thank you so much for the opportunity. I appreciate it.

Brandon Burton 40:34
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Conway Area Chamber-ACCE Chamber of the Year Finalist with Brad Lacy

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Below is an auto-generated transcription of my conversation with Brad Lacy. Because this is auto-generated there are likely some grammatical errors but it is still a useful tool to search text within this podcast episode.

Feel free to join our Chamber Chat Champions Facebook Group to discuss this episode and to share your own experiences and tips with other Chamber Champions.

Introduction

Brandon Burton 0:00
This is the Chamber Chat Podcast, the show dedicated to chamber professionals to spark ideas and to get actionable tips and strategies to better serve your members and community.

Voiceover Talent 0:14
Now your host he prefers taking notes with a pen and paper, he’s my dad, Brandon Burton.

Brandon Burton 0:20
Hello Chamber Champions. Welcome to the Chamber Chat Podcast. I’m your host Brandon Burton, and it’s my goal here on the podcast to introduce you to people and ideas to better help you serve your Chamber members and your community.

Our title sponsor is Holman Brothers Membership Sales Solutions. Let’s hear from Tony Felker, President and CEO of the Frisco Chamber to learn how the Holman Brothers have provided value for him.

Tony Felker 0:46
One of the key benefits that we’ve realized from Holman Brothers it’s actually happened many years after we started using them. We just completed our new strategic plan and understanding those subtle differences between transactional benefits and transformational benefits. The companies that knew what they expect has been a key part in our strategic plan. And we really want to thank Holman Brothers for that.

Brandon Burton 1:08
You can learn more about Holman Brothers Membership Sales Solutions by visiting holmanbros.com.

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Guest Introduction

This is a special episode and our 2022 ACCE Chamber the Year Finalist series, and our guests for this episode is Brad Lacy, the President and CEO of the Conway Area Chamber in Arkansas. Brad is a native of Ida Arkansas and began his economic development career in 1997 with the Arkansas Economic Development Commission as a community development consultant and later as a project manager where he worked to recruit companies to the state. Brad has served as president and CEO of the Conway Development Corporation or CDC, the city of Conway’s nonprofit economic development entities since 2000. In December of 2006, Brad became the president CEO of the Conway Area Chamber of Commerce. It marked the first time in nearly two decades at the chamber and CDC had been under the same leadership, the leadership of the same person. The combined management of both organizations brings the city larger staff to focus on economic development activities. In 2013. The Conway Area Chamber of Commerce was named chamber the year by ACCE and in 2018, was named runner up. Brad holds a bachelor’s degree in geography from the University of Central Arkansas, the Masters of Public Administration from the University of Arkansas Little Rock. He’s a graduate of the Community Development Institute at UCA, the Economic Development Institute at the University of Oklahoma and the US Chamber of Commerce Institute for organization management. Brad is a former member of the University of Central Arkansas Board of Trustees and has served two terms on the Board of Regents for the US Chamber West Institute of organization management. I’m excited to have Brad back with me on Chamber Chat Podcast, he was a guest way back in episode 103, where we talked about the way they go about their annual meeting. So if anybody wants to go back in the archive and check that out, it was a fantastic episode. But Brad, welcome back to Chamber Chat Podcast, go out and say hello to all the Chamber Champions and share something interesting about yourself so we can get to know you a little better.

Brad Lacy 4:01
Yeah, well, thanks for thanks for asking. I’m not sure I’m all that. Interesting. Maybe the most interesting things that I’ve been in the job over 20 years and have only been in one community that doesn’t seem to be very common these days in the chamber world. So that’s true. Yeah, maybe maybe that’s the interesting thing.

Brandon Burton 4:25
Good deal. Well, tell us maybe some background, this specs, if you will, on the Conway area, chamber size, location, budget, staff, that sort of thing, just to give us some perspective.

About the Conway Area Chamber

Brad Lacy 4:38
Yeah. So first, just a little on the city. So the city Conway is part of the Little Rock North Little Rock Conway MSA so we’re the Northern Gateway to the Little Rock MSA. The city has about 70,000 people. It is a little bit of several things. So it’s a College Town it has has three colleges and universities. A percentage of our population commutes into little rock to work every day. But most of our people stay here because it’s very much a business center too. So it’s not exactly a suburb, it’s not exactly a college town, it’s kind of a little of four or five things all mixed up, which makes us a little bit interesting. The Chamber itself has been around since 1891, and was formed to recruit the colleges here. So we’ve always had a real tied to the educational community here. And through the years, there have been a series of sister organizations that spin off from the chamber. So the other the biggest one being the CDC, as you mentioned in the intro, which is an economic development entity that spun off in 1959. And that was the that was the organization that initially hired me 23 years ago. And so today, what you have is really this collection of organizations that are tied through management agreements. And so the staff, which there’s a staff of 18, we manage, really, the assets and the work of those several organizations, budget is going to be anywhere from five to $7 million a year, which is a pretty big budget, especially for our community our size. But when you put all of those organizations together, that’s what that’s what it looks like. And on the economic development side, there’s a lot of property that’s involved. So land leases, building leases, land sales. And so that’s where a lot of that revenue comes from. But it’s an extremely diverse revenue stream, which is really by design and helps us sort of navigate changes in the economy or changes in one member, you know, leaving or whatever. So it’s pretty good model we think,

Brandon Burton 7:11
yeah. Sounds like from the wide scope of demographics even of what makes up Conway really creates a great personal identity as a as a community, it seems like for sure. And you mentioned 18 staff and I got to meet some of your staff at the Mako conference. And you’re surrounded by some great people so for sure you’ve got a good good people there around you. So that that always helps.

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Topic-Chamber of the Year Application Programs

So as we’re doing these chamber, the year finalist interviews, what I like to do is focus on the two programs that you submitted on your application for chamber the year. So maybe just from a high level what’s address what those two programs are and then we can go in a little bit deeper and have you share some of the more nitty gritty about each program.

Brad Lacy 10:07
Sure. So the first one is a visioning committee wide visioning process called Conway 2035. We do a community wide visioning process every decade. Well, not really decade if you’re looking at the census, but every 10 years, so we did well, I guess it is, it does line up with the census. So actually, 2010 was the first year that we did that it was extremely important for us as a community. Because it really marked the first time that any entity had asked the community at large what they wanted to see for the city. And what happens is you get some agreement from larger groups of people on where not only the chamber, but city government. various nonprofits should be focusing their time and energy. And we did a lot of really great things in that decade between 2010 and 2020. So, and there was sort of a mid, mid, mid like 2015, we we convened sort of a smaller group of people to do a little bit of a correction to the plan to see, you know, what have we accomplished, were there some things that we needed to change, based off of things that were happening in the in the country. So 2020 Mark, really the year that we were supposed to renew that. So we had gotten everything ready, we had pulled our steering committee together, and we’re getting ready to meet with them. And it was a week, really after everything closed down. So that first program was really how did we do that? How do you how do you do a city wide visioning process when you can’t convene people? Because we did, we did it and we finished it. So the second one is our festival so we have a very oddly named festival, Toad Suck days. That is, that’s the name of it,

Brandon Burton 12:20
set that head on with the name. So that is what is Toad Suck days.

Brad Lacy 12:25
So my my EVP, Jamie Gates says that no southern city that’s worth anything, doesn’t have a festival named after a food or an animal. And so ours is named after toads, believe it or not, it’s a it’s a festival that volunteers started 41 years ago. And it really turned into something big. And as is the case in many communities, when things outgrow volunteers, they give them to the chamber. times you may not want them. This was one that you know, ended up being really good. It’s a very iconic festival in Arkansas, with a funny name. But throughout the history of the festival, we’ve raised $2 million for primarily educational nonprofits in the city, and some community development. So the festival is really the conduit through which we do a lot of charitable giving. But it also helps pay, you know, helps pay the bills because 100 to 125,000 people come to the festival. And there’s a lot of revenue that comes from that. So

Brandon Burton 13:48
sorry, I was maybe let’s just go deeper right now and untold sick days. So as you go about the planning of it each year, as its annual festival, do you know which nonprofits you’re targeting to support as you go about beginning it? Is their target goals going into it? How do you go about your planning and in strategy of

Brad Lacy 14:12
it? So historically, the money was earmarked for college scholarships for County students who were choosing to go to one of the three schools in Conway. So historically, that’s where all the money went. Internally, we decided to take a different course probably 10 years ago, with the creation of the Arkansas scholarship lottery. Voters approved a lottery in Arkansas. All of the proceeds from that are going to scholarships. So really, if you want to go to college here, you’re gonna get you’re gonna get some help, for the most part, and we didn’t really think that maybe our money now needed to go to scholarships. So we started investing heavily in pre K. And STEM education for elementary school students. So there’s some various various programs that we put money into, that really hit on those, those topics. Now, we also do a decent amount of money for downtown Conway, because that’s where we have the festival. So believe it or not, not everyone’s a fan of us closing the heart of the city down for three days. So, so we, we buy about 20, to $25,000 worth of hanging baskets that go up in downtown after the festival and the city partners with us on that, and takes care of them through summer and fall. And so our downtown is sort of known for those, those hanging baskets. So, you know, we can do between probably, in a slow year, maybe 60,000, upwards to 80, or $90,000, in charitable giving directly from the festival. Now, the other thing that has happened through the years is we will sort of approve what we call sanctioned events that are allowed to use the festival name. And so this is where other nonprofits benefit. So the Kiwanis Club, for instance, has done a 5k 10k for years where they raise money. And that’s the Toad Suck 5k 10k. There’s a literacy organization that does the tour to Toad, which is bike race. So there’s all these, there’s all these other things that are happening, as well as we have nonprofits, that we have a certain number of vendor spots available for free to nonprofits, to help raise money. So the festival is really much bigger than just what it does for us. In the community loves it and region, really so.

Brandon Burton 17:12
So with the charitable giving, is that structured through a foundation or just directly through the chamber? How does that look?

Brad Lacy 17:21
So the festival itself is a 501 C three, organization that is wholly owned by the chamber. All right.

Brandon Burton 17:34
So I know, in particular, with your chamber, that your application, you had some unique challenges, around DedSec day should particularly during the, you know, the COVID, shutdowns and whatnot. So tell us about how you guys address that and how you navigated through still being able to do the good work that you did and bring community together when you come together? How did you approach that?

Brad Lacy 18:01
So and by March, when things shut down, and when you look at the way that we raise money. Most of our big sponsors were in place by that because the festival happens the first weekend of May. Okay, so we had all these commitments from corporate sponsors to, you know, be a part of the 2020 Festival, and then you figure out, well, we’re six weeks away from festival that we’re not going to have. So what do we do? And I think our first, you know, maybe our first inclination was that we’re just not going to do anything and then give the money back or not kill these people or whatever. Because I think like many people, we were just in a state of shock, right? I mean, like, you know, I was thinking, how are we going to survive this? You know, how do you how do you survive when at least part of your revenue comes from being able to convene people and you can’t compete with people? That’s a real problem. But what we what we decided was that we could pivot and we could do a series of things we could sort of deconstruct the festival and offer people experiences which in fact, they needed and wanted because after, you know, a few weeks, your your cabin fever sets in, and, and so we sort of deconstructed the festival and figured out that we could do some of the best parts of it. Regardless if we had a traditional festival, so we came up with some new things. So really, one of the first ones was an airplane parade where we partnered with the Pilots Association, that is here. in Conway, and we asked them if they would do an airplane parade throughout the city. And this was several weeks into the lockdown, and super safe, everybody can just stand out in their yard. We, you know, promoted it heavily, not only on social media, but our local newspaper promoted it. And I mean, there were 1000s of people in their yards. And we had dozens of planes that participated in we had planes that came in to participate, you know, some fighter jets did some formation type things. And so, you know, we had some sponsors attached to it. So we actually made some money off of that, that we needed at the time. And so that really, I think, gave us some confidence that we could, that we could do this festival in pieces. And so another one was, we did a Nature and Science drive thru. People were, you know, hungry to do stuff with their children. So we partnered with Arkansas Game and Fish Commission, the Little Rock zoo, the Museum of Discovery, and maybe a couple of others to do these big exhibits. We put them in the middle of one of the university campuses. And then

we internally called it the drive thru zoo, that you know, the rule was you couldn’t get out of your car, but you could certainly drive through and you could see the penguins from the Little Rock zoo, you could go past the giant aquariums that Game and Fish broad. You could drive through these exhibits. And once again, people were hungry for it. They wanted to do things with their children. And we were going to do that from like three to six. Well, by four o’clock, the queue was so long wrapping through the campus that we had to start turning people away, because it was going to take us two hours to get everyone through the queue and see things. So we really started started building some confidence that we could provide some things that the community and really the region needed, would allow us to monetize it so that we could survive. And then we turned to television to we started buying blocks of time on network TV and the Little Rock market. And so we did a virtual concert one night where we asked friends that had really Arkansas based performers to perform for us and do a virtual concert at a particular time on the CBS affiliate and another great success. And so we just, we put a lot of different things together. That late spring and summer. That became the festival,

Brandon Burton 23:08
isn’t it, that’s about how long of a span that is.

Brad Lacy 23:11
So that was probably over three months that we did all of those things. And then you get to 2021. And things have loosened up a bit. But we still weren’t quite ready to go. First. As I say, you know, we were the first week of May. I didn’t want to be the first festival to you know, go forward. So it was the 40th anniversary of the festival. And so we decided we would again deconstruct the festival and do 40 days of Toad Suck. And so we brought the airplane parade back, we brought the Nature and Science drive through back except at this point, you didn’t have to drive through you could walk through because things were different than they were a year before. And we actually did our first real concert in person in a venue. We brought country music artists, Jimmy Allen to town and did a concert on UCaaS campus. And really, I think there there were several things there. One, it allowed us to continue to do charitable giving, which I wouldn’t have thought we could do. It allowed us to survive. Because we always take us you know 100 I think about $135,000 is what we end up charging back as a management fee from the chamber. So if you lose that chunk of money,

Brandon Burton 24:44
yeah, that makes an impact. You’re cutting salaries

Brad Lacy 24:47
or you’re cutting positions you’re doing something so you know, we did not want to do that and we did not want to use reserves and we did not do any of those things. We managed to survive and and that and ever lay anyone off. And then also just, it means so much this is kind of interesting, but it means a lot to the community to do the festival. Children love it. I mean, it’s really built around kids. And so to not do it, and not sort of recognize the legacy of it just seemed to be, you know, a terrible idea. And we should at least do our best to keep it going until we can have it for real. And, you know, the good news is, we had it for real this year. And it was crazy. I mean, it’s the best year we’ve ever had, we were very blessed. We had perfect weather, which we almost never have a full weekend at perfect weather. But we did this time. And everything was just more, you know, more revenue, more shirt sales more this more that. So there was definitely pent up demand for it.

Brandon Burton 26:03
That is awesome. Well, let’s circle back for a few minutes on your on the Conway 2035, the visioning program there. It is understand similar kind of circumstances when you need to be convening people together. First of all, I was glad to hear you say that you guys are revisiting like you get your 10 year vision, but then you’re revisiting it at the halfway point and kind of taking a barometer of seeing where you’re going because politically, things change, right technology changes, community demographics change. So there’s a lot of lot of reasons to kind of check the temperature, if you will. But take us through that in the next couple of minutes of how the the visioning program came together.

Brad Lacy 26:50
So in a normal year, what you do is is, well, the really the first part of it didn’t really matter, because the the important. First component of this is, is pulling together a diverse steering committee that represents sort of as many aspects of the community as you can get. So not only race, ethnicity, gender, and age, but things like how long have they lived here, like we always try to have one person on the committee who’s moved here in the last year or two, because they certainly have a different perspective about Conway than someone who’s lived here their whole life. But we have one of those people who’ve lived here their whole life, because their perspective is important, too. So we had we’d spent a lot of time and we had, I think, a 13 person steering committee that was just a cross section of the community. And we were getting ready to convene them when the pandemic hit. And obviously, we didn’t, well, by early June, I think we decided to at least get them together in person, and let them make the call on whether or not we were going to try to go through with this thing. And so we took we took a ballroom at UCA and had the I mean, it was like Vladimir Putin trying to meet with 20 people when you see those pictures of him with all this distance between Yeah, yeah, you know, so imagine putting 30 people in a gigantic Ballroom in a in a square table, where we add, you know, I don’t know, 40 feet between people are so dumb, it was crazy. But it was the only thing we could think of that would really be safe. So you know, we all meet wear masks, we put them at this table. And we just said, Look, should we move forward with this? Should we not we’re going to do what you want us to do. And if you tell us to go, we’re going to figure out how to do this. And to have one every one of them said we have to do this, like this is the most important thing we can do. We cannot we do not need to stay focused on what’s happening. Now. We need to come out of this stronger as a community, we need to give people hope. We need to ask people questions about what they want on the other side of this. And so Absolutely, we need to we need to do this. So the next part of this is the same regardless if it had been pre or pre pandemic or pandemic and that is we do a survey tool, just really through Survey Monkey, where we asked people to look at a list of like 40 to 45 topics, things like job creation trails. police fire. Anything almost that you could think of is pretty exhaustive list about things that might be important in a in a community. And we simply ask each resident who wants to fill it out to checkmark all the things that they think are important that we should focus on. So if you want to check 40 boxes, you can if you want to check to you can well, then we asked of these, what are your top three priorities? And then do you want to participate in writing plan? And if so, pick one section that you would want to help, right. So if you go back to 2010, we had 1400 people that participated at that level when filling the survey out. This time, we had over 1800 people that participated. And of the 1800, we had a few 100 that said they wanted to participate in writing plan. So here’s where you’re, you know, here’s, here’s where you hit the nitty gritty, like, how do you pull those people together? Because normally,

you would have four or five in person meetings, I mean, what we would normally do is take every volunteer that wanted to write the plan, meet in an auditorium and go over I mean, here’s how we’re going to do this, you know, and then we’re dividing them up, and they have their first meeting, and then they set subsequent meetings for the next three months. And they really craft this plan. Well, obviously, we can’t do that. So what do we do? So we reached out to the Winthrop Rockefeller Institute, which is a partner of ours that is in the neighboring community, and they do strategic they help communities with strategic plans really all over the place. And we just said, Look, we don’t know how to do this. Now. We need we need professional facilitators, because obviously, we’re going to have to use Zoom. And so that’s what we did. We hired Winrock to do that for us, and had a series of zoom meetings that took the place of the in person meetings. And it worked. I mean, it was, it was bizarre, because you were, you know, you somebody would be in their bed on this busier,

Brandon Burton 32:28
because there’s a quiet place in the house, right? When you

Brad Lacy 32:31
always have them after work anyway, you’re always doing them, you know, six or seven, because that’s when people can meet. So you’re really getting this glimpse into people’s lives, you know, like someone’s cooking dinner and is, is talking about, you know, soccer park, or whatever. And so, so we did that throughout the remainder of 2020. And then they really put it all together for us. And then by April of 2021, we had a summit at their facility. They have a big meeting facility with hotel rooms and a restaurant and everything. And so we convened over 50 community leaders in April, and we were all still masks, I’ll never forget it. We still had masks on. And took that plan and kind of did the final what for on it. And then that steering committee ultimately put their blessing on it. And by the early fall of 2021, we had a community wide visioning plan again. And who would have thought I mean, who would have thought that that we can pull that together? It really sets the stage for all of us to do the work that we want to do. So now. We’re in the process of all the various economic development boards in our organization. Our boards have done kind of the dot exercise where they’ve gone through all of the goals and said this is what we should concentrate on. And so our FY our strategic plan comes directly from that. The city for instance, did a $35 million. One my I think it’s probably maybe $40 million community center with pickleball volleyball, indoor and outdoor aquatics and soccer Park proposal that went to voters in February. Well, that checks off more than half of the parks goals that were developed. So that went to voters in February and it passed with 80% of the vote. And so what we would tell people is working that process is the most important thing, because what happens in a lot of communities is, well, meaning people think that they know what everybody wants. And they just move forward with an idea. And then they end up getting hammered at the ballot box. And it’s not because the idea was bad. And it might not even be that people disagree with it, but you never asked them what they wanted,

Brandon Burton 35:32
right? Just is a huge, such a huge factor.

Brad Lacy 35:36
So with this, you know, 1800 people spoke. And it’s pretty clear what they want. Yeah. And so we’ll use that as a guide, you know, for the next several years,

Brandon Burton 35:50
when really to be able to get their input, when you’re in the midst of a pandemic, like that, I’m sure is what spurred so many more people to participate in the survey, because they had more opinions, because we’re fresh, and they you know, and they, I’m sure appreciated that you’re reaching out and asking for their opinion asking if they want to be involved with the process. So I think the timing, although it didn’t seem great, on the surface, probably couldn’t have been better to get that for sure. Feedback from your community.

Brad Lacy 36:17
Yep, for sure.

Brandon Burton 36:19
I think that transitions well into my next question for you is, how do you view the role of your chamber there in your community?

Brad Lacy 36:31
I think we are often the middle ground that people are looking for these days. You know, Conway is pretty purple town politically. There’s a section of it, that’s very blue, and there’s a section of it, that’s very red. And I think we tend to be this place where a lot of the different sides can come to agree on things. And so we do our best to stay there. I’ve never seen a liberal or conservative person who didn’t think that job creation was important, right? I’ve never seen a liberal or conservative person who didn’t think quality place and quality of life was important. So I think chambers have the opportunity to play this part of, of helping bring both ends to the middle. Now, the extremes you’re never going to bring, because they don’t want. They don’t want to come to the middle. But the reality is, I think most of us are not the extremes. And so I think what we do is we help remind the community as a whole. And you’ve seen this, I think with our annual meeting, the annual meeting is really about helping people remember what we can accomplish. When we work together, it’s helping people understand why we’re special, it’s seeing their friends and neighbors on screen who look different from each other, who think different from each other. But they’re still working toward this common goal of building a world class city in the middle of Arkansas. And so I think that that’s the role we play is, is just this middle ground. Let’s roll our sleeves up and get the work done. And stay out of the, you know, crappy stuff that seems to dominate the headlines

Brandon Burton 38:39
like that. And, you know, you mentioned where the the ultra conservative or liberal like they both can agree that job creations are important. And and it’s not the chambers are looking for topics to grasp on to that are not controversial. But it’s topics that matter. And that can move the needle in a community and both sides can see where you know, something like job creation, and that example can move the needle. And I think

Brad Lacy 39:04
if you do those things, well, if you have a history of doing those things, well, there are things that you can get into. So for instance, and I don’t think this should be controversial, but I think it is, you know, the DBI diversity, belonging, equity and inclusion. I mean, you heard us present on that. And that would that would be controversial for some people. But we felt very strongly that we need to plant a flag there. And, and we have and we did and have, did we take on a little bit of water with some people in the community? Yeah, probably. But for the majority. I don’t think so. I think that they want us to speak on things like that. Because if it’s important to the business community that it’s important to us.

Brandon Burton 40:04
Absolutely. So Brad, I wanted to ask you if there if you might have a tip or an action item for listeners to help take their organizations up to the next level?

Action Item/Tip for Chamber Champions

Brad Lacy 40:16
Well, I think being ambitious is the biggest one, the main expecting more. I think that that probably guides us more than anything is that we expect more from ourselves. And we always think that we can get better. And we compare ourselves to the best. Which is part of the reason you do things like chamber of the year, you need to compare yourself to the best people out there. And you’ll always learn something from that, you know,

Brandon Burton 40:50
even just a benchmarking survey itself, that whole process, yeah,

Brad Lacy 40:54
right. And we do that as a community really, like we compare ourselves to other cities that we think we can learn something from, and we do that in a really formal way. So I just think being ambitious is is big. I think it’s so easy to just get caught up in the day to day activities of of what you do, and you just lose sight of trying to have some vision and and be the force that helps push your community in that direction.

Brandon Burton 41:28
I like that answer. So I’d like for a so many of your responses just flow right into the next question. So good. I like asking, yeah, how do you see the future of chambers and their purpose going forward?

Future of Chambers

Brad Lacy 41:43
I think they’re incredibly important. And I think as important as they’ve ever been simply because of what I said before on this, this middle ground, that chambers should be able to be for people. Because of the interesting nature of our work, I mean, we represent the business community. Well, what the business community has to say, should be very important to whatever community they’re in, because if the business community disappears or go somewhere else, then you don’t have a community anymore. And, and so I don’t think that you have to be apologetic for having an opinion. If your membership is backing you up on it. I mean, that’s what you’re there for. However, I do think that the majority of things that we work on should be something that the majority of the people in your community can gravitate toward. You, you know, I’ve often said, in the 23 years that I’ve worked here, I have boards that have some of the most liberal and some of the most conservative people in the community on them. I have never in 23 years heard them argue or fight about national hot button political issues. I’ve never heard them talk about Barack Obama or Donald Trump or Joe Biden. I’ve never heard them talk about abortion, or any other all of the issues like I’ve never heard that. And the reality is, we don’t do that. That’s not what grows, the city of Conway, and so confer a common goal. That’s right. I mean, the stuff that we worked on is something that almost always, both sides can agree on. And and when you when you win together, it makes those harder times a little bit easier, because you end up knowing this person. And when you know somebody, even if they think differently than you. You can’t vilify them because you know, that you, you know, you’ve had lunch with them, you know, their families, you just you just think about the world a little bit differently. And so I really think chambers have this ability to can, again, it’s what we’re best at convening people, why we convene people better if we’re doing our job, we convene people better than any other group or organization in our community. And there is a power in that. There’s a responsibility in that. And so I think the future’s bright for chambers.

Brandon Burton 44:45
Absolutely. So Brad, this has been great having you back on the podcast. I’ve really enjoyed it. I wanted to give you an opportunity to put any contact information out there. So if anyone wanted to reach out and connect and learn more about how you’re doing things there and Conway, how should they have? Should they reach out and connect with you?

Connect with Brad Lacy

Brad Lacy 45:03
Sure, I mean, emails probably the easiest. And then if we want to move into a phone conversation or bring some other staff members in, we’d be happy to and that’s just brad@conwayarkansas.org in Arkansas spelled out completely.

Brandon Burton 45:18
That’s perfect. Now I’ll get it in the show notes for this episode as well. So people can go there and find it and shoot you an email and learn more about Toad sick days, you know? Absolutely. Well, Brad, I really do appreciate you coming on here with me and I wish you and the Conway area Chamber Best of luck, this chamber the air.

Brad Lacy 45:37
Thank you, we appreciate it.

Brandon Burton 45:38
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